On Demand
OD000125: K2’s Advanced QuickBooks Tips And Techniques
- Online
- Event Code: OD000125
- NCACPA On Demand 365
QuickBooks Desktop and QuickBooks Online offer numerous features beyond simply recording and summarizing transactions. Join us for this session to learn advanced options for managing inventory, better reporting, and cleaning up data files, among other items. Major Topics• Tips for improving efficiency with QuickBooks and QuickBooks Online• Better reporting when ... More Info
On Demand
OD000225: Exploring Client Advisory Services—Sales Process
- Online
- Event Code: OD000225
- NCACPA On Demand 365
Sales are a part of any business. Whether you are selling a service or a product, it is important to understand the various accounting components of the sales process to help keep financial statements and accounting reports accurate and useful. However, the accounting entries vary based on whether you are ... More Info
On Demand
OD000325: From Busy to Balanced—Mindfulness Techniques for Professionals
- Online
- Event Code: c3c362998e77
- NCACPA On Demand 365
The modern workplace is demanding and moves at a rapid, sometimes relentless, pace. This can lead to hasty decision-making, compromised work quality, and burnout. Embracing mindfulness not only enhances decision-making and communication but also fortifies relationships and overall well-being. In this session, we will explore how mindfulness techniques can be ... More Info
On Demand
OD000425: Getting Ahead—The Art of Marketing for CPAs
- Online
- Event Code: OD000425
- NCACPA On Demand 365
To many clients, CPA firms all look the same. While services and specialties may vary significantly from one firm to another, it is hard for the average person to see this by simply looking at the sign outside our office door. Is there any way to make us stand out ... More Info
On Demand
OD000525: How Much is My Business REALLY Worth? Exploring Business Valuation Fundamentals
- Online
- Event Code: OD000525
- NCACPA On Demand 365
What makes a business valuable? Who determines value? What are the key factors that make businesses valuable? In this course, we explore the different ways to value a business. We will apply foundational valuation and corporate finance concepts to real-world examples in an effort to see what makes up an ... More Info
On Demand
OD000625: Lifecycle Financial Planning—Tax Planning—Rental Real Estate
- Online
- Event Code: OD000625
- NCACPA On Demand 365
The taxation of real estate is tricky. Taxpayers can own real estate in a number of different ways, including direct and indirect investments. There are numerous exceptions to being classified as a rental activity too. How do you know if someone is a real estate professional? In this course, we ... More Info
On Demand
OD000725: Strengthening Workplace Communication
- Online
- Event Code: OD000725
- NCACPA On Demand 365
Communicating clearly is a fundamental workplace skill. Misunderstandings can result in delays, mistakes, inefficiencies, and undermine trust. As the workforce becomes more diverse, cultural differences often widen the gap between what is said (intention) and how it is received/perceived (impact). In this session, we will look at some of the ... More Info
On Demand
OD000825: The Trust Toolkit—Creating Long-Lasting Trust in Teams & Organizations
- Online
- Event Code: dbdc5b425ea2
- NCACPA On Demand 365
Trust is the foundation of successful, effective communication. As the workforce becomes more diverse, virtual interactions become more prevalent, and teams are often dispersed across geographies, establishing and maintaining trust has become even more vital. Without it, teams can find themselves mired in miscommunication, misunderstandings, and missed opportunities. In this ... More Info
On Demand
ODX00125: Excel® – Functions & Formula Shootout
- Online
- Event Code: 280
- NCACPA On Demand 365
Are you aware there are 470+ formula functions in Excel? Do you realize that they add new functions in every major version of Excel? Did you know that Microsoft adds new functions throughout the year in the Office 365 version of Excel? Are you stuck using old or simple functions ... More Info
On Demand
ODX00225: Excel® – From a Blank Sheet to a Finished Workbook
- Online
- Event Code: 281
- NCACPA On Demand 365
Have you ever opened a blank workbook in Excel and just stared at it, wondering where to begin? Or, do you spend most of your time just formatting cells to make your spreadsheet look pretty? Or, do you just wonder if there is a better way to creating your spreadsheets? ... More Info
On Demand
ODX00325: Excel® – Feature Review in 100 minutes
- Online
- Event Code: 282
- NCACPA On Demand 365
Over the years, Excel has added MANY new features and functionality, yet most people still use it the same way they first learned it. Many of the features were added to Excel to enhance your ability to create spreadsheets more efficiently and with more accurately. However, if you aren’t aware ... More Info
On Demand
ODX00425: Excel® – Using PivotTables for Data Analysis
- Online
- Event Code: 283
- NCACPA On Demand 365
Excel is the #1 data analysis tool for accountants, yet many accountants have never learned the basics of data analysis using Excel or the tools that Excel offers to help with data analysis. This session is designed to teach participants the importance of PivotTables for analyzing data. We will demonstrate ... More Info
On Demand
ODX00625: Excel® – Create KPI Dashboards for Maximum Impact
- Online
- Event Code: 285
- NCACPA On Demand 365
In this course, you will learn how to build robust dashboards for analyzing key metrics in Excel. We will begin with some dashboard design guidelines, such as understanding your audience and identifying necessary metrics. Then we will work through importing data, setting up calculated fields and columns, and creating key ... More Info
On Demand
ODX00725: Excel® – Using Charts for a Non-Financial Audience
- Online
- Event Code: 286
- NCACPA On Demand 365
This course will show you how to use Excel’s charting and formatting features to present financial data to a non-financial audience. As the saying goes, “A picture is worth a thousand words.” People tend to better understand the point when visuals are used. We will explore the many capabilities of ... More Info
On Demand
ODX00825: Excel® – Advanced Spreadsheet Troubleshooting Techniques
- Online
- Event Code: 287
- NCACPA On Demand 365
In this course, we will focus on debugging and troubleshooting complex formulas. You will learn various techniques that will assist you in creating complex compound formulas. You will also learn methods to resolve issues when you receive errors. Do you dread that annoying ERROR! message popping up on your spreadsheets? ... More Info
On Demand
ODX00925: Excel® – Advanced Financial & Statistical Calculations
- Online
- Event Code: 288
- NCACPA On Demand 365
In this course, we will focus on Financial, Statistical and Math functions. In the Financial functions section, you will learn how to use the financial functions to build better amortization schedules. In the Statistical and Math functions sections, you will learn how to use various statistical functions to analyze your ... More Info
On Demand
ODX01025: Excel® – Building Powerful Lookup & Reference Formulas
- Online
- Event Code: 289
- NCACPA On Demand 365
In this course, we will focus on the Logical, Information and Lookup and Reference functions. In the Logical function section, you will learn to perform logical tests using the IF function along with AND, OR and NOT. In the Information function section, you will learn various ERROR checking functions that ... More Info
On Demand
ODX01125: Excel® – Working With Text, Date & Time Functions & Formulas
- Online
- Event Code: 290
- NCACPA On Demand 365
In this course, we will focus on Text functions and Date and Time functions. Want to automatically update the date and time on your spreadsheet? Or pick text strings from other cells to automatically copy and update to a different cell? You will learn how to incorporate text, date and ... More Info
On Demand
ODX01225: Excel® – Two Must Know Features; Defined Name & Tables
- Online
- Event Code: 291
- NCACPA On Demand 365
This course is designed to build the foundation to becoming an Excel formula expert. Our focus will be on design techniques that should be used when creating formulas. Excel has over 500 functions and among those, Defined Names is one of the top choices in creating formulas that make your ... More Info
On Demand
ODX01425: Power BI® – Prepare Your Data Efficiently for Excel® Analysis (Course 2)
- Online
- Event Code: 295
- NCACPA On Demand 365
Before you can analyze data, you first must get the data. This course focuses on getting data into Excel using different data sources. Whether your data is text, comma delimited (CSV), reports, Excel, databases, web, applications and/or many others, Excel provides the ability to access that data. You will ... More Info
On Demand
ODX01525: Power BI® – Analyze Your Data With Excel® PivotTables (Course 3)
- Online
- Event Code: 296
- NCACPA On Demand 365
Excel is a popular tool for data analysis, yet most users have never learned the basics of data analysis using Excel or the tools that Excel offers to help with data analysis. This session is designed to teach participants the importance of PivotTables for analyzing data. We will demonstrate ... More Info
On Demand
ODX01625: Power BI® – Create Excel® Dashboards for Maximum Impact (Course 4)
- Online
- Event Code: 297
- NCACPA On Demand 365
Most accountants use Excel to help them make decisions about their data. However, as the amount of data grows, it becomes difficult to make strategic decisions based on rows and rows and columns and columns of data. In this course, you will learn how to build robust dashboards for analyzing ... More Info
On Demand
ODX01725: Power BI® – Use Power Query to Transform Your Data (Course 5)
- Online
- Event Code: 298
- NCACPA On Demand 365
Data can be messy! In other words, it is not always clean and neat. Data comes from various sources like text files, Excel spreadsheets, databases, report files, etc. This is how most data analysis projects fail – the inability to get the correct data. This class focuses on using ... More Info
On Demand
ODX02225: Power BI® – OLAP Formulas & More Time Intelligent Functions
- Online
- Event Code: 303
- NCACPA On Demand 365
This course is an extension of the Power BI series of courses that specifically explores using OLAP formulas and advanced time intelligent functions. OLAP formulas provide the ability to create a calculation in a cell that is based upon the measure in the data model. This powerful tool provides the ... More Info
On Demand
ODX02325: Excel® – New Features That Benefit Excel® 2019 & O365 Users
- Online
- Event Code: 304
- NCACPA On Demand 365
Over the years, Excel has added MANY new features and functionality, yet most people still use it in the same way they first learned. Part of the reason is new features were added when the newest version was announced approximately every 3 years. The list was so extensive, making it ... More Info