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J. Carlton Collins |
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1. Excel Data Analysis & Financial Reporting - A&A (60, 90 or 120 minutes) - Excel provides an abundance of specialized tools for analyzing data and generating financial reports, yet most CPAs are unaware of these tools or don’t know how to use them. In this session, your instructor will use financial data to demonstrate the following data analysis and reporting tools: Subtotaling, Grand Totaling, Filtering, Consolidations, Grouping & Outlining, Drilling, OLAP Data Cubes, Pivot Tables, Scheduled Updates, Embedded Objects, Charting, Foot Notes and End Notes, Formula Auditing Tools, Error Checking, Functions, security, Random Number Generation, and Data Analysis Tools. The concepts discussed are intended to directly aide the CPA in performing audits and the generating financial reports. 2. Excel Quick Tips and Tricks - (60, 90 or 120 minutes) - This session includes coverage of more than fifty of the most useful tips Excel has to offer. As many of these tips as possible will be presented to you in quick “rapid fire” fashion using live demonstrations, live internet connections, and CPA centric situations. Tips will cover all Excel versions, including new tips for using Excel 2007. The objective is to make attendees aware of more commands, functions and methods for fully utilizing the capabilities within Excel. Tips will range from intermediate to advanced, and will include the best of the best from among Carlton’s listing of over 500 Excel tips. 3. Technology Tip Wars - (60, 90 or 120 minutes) - In this session, two presenters will face off in an effort to see who can provide the audience with the best technology tips. Presenters will alternate providing tips, and points will be awarded after each pair of tips based on audience feedback. Tips will cover the following categories: Excel Tips, Word Tips, Outlook Tips, Hardware Tips, Gadget Tips, Internet Explorer Tips, Free Stuff on the Web Tips, Windows Vista Tips, Wi-Fi Tips, Security Tips, Pot Pori Tips, and Control Panel Tips. The goal is to present technology tips to an audience in a new and refreshing way. (Note this session topic requires two speakers and each speaker is paid separately. Each speaker will be available to present additional conference sessions if desired.) 4. Not-for-Profit Accounting Systems - A&A (60 or 90 minutes) - In this session, participants will about the specific not-for-profit requirements for an accounting system in compliance with FASB 116 & 117, and including coverage of Accounting for Restrictions, Accounting for Grants and Endowments, Accounting for Encumbrances and Commitments, Inter-fund Processing, Cross Fiscal Year Reporting, and Accounting for Pledges. The objective is to help Not-For-Profit organizations understand the accounting system needs and to briefly discuss the merits and capabilities of top Not-For-Profit solutions such as Serenic Navigator, Kintera FundWare, Nonprofit Books, Blackbaud Financial Edge, Cougar Mountain FUND Accounting, and FastFund Nonprofit Software. 5. Advanced Excel for CPAs- A&A (60 or 90 minutes) - Are you ready for the next level? If so, this session is for you. Excel is the most powerful software tool on the planet, and even the most avid Excel spreadsheet users have much more to learn than they could possibly imagine. In this session, your instructor will challenge your knowledge base and cover advanced Excel features and techniques that are simply out of the grasp of the normal Excel user. Not for the timid, this presentation will include publishing interactive Excel worksheets to the web as password protected reports, opening Excel spreadsheets in Microsoft Access, using the Excel scripting commands, hot linking data in your accounting system directly to Excel, executing SQL Queries from within Excel, voice recognition, using solver, ODBC applications, using visual basic for applications, customizing the excel interface, creating pivot tables by extracting directly from your Access database or accounting software system, and more. If you’re ready – come and get it. 6. Budgeting & Financial Reporting with Excel - A&A (60, 90 or 120 minutes) - The number one use for Microsoft excel is budgeting and financial reporting. In this session, we’ve organized all of the best tips, tricks, features, and strategies for creating and maintain budgets and financial reports within Microsoft Excel. In this session you will receive budget design templates and learn about consolidating, organizing, creating easy menus to navigate complex budgets. You will learn the best practices for importing those budgets into accounting software systems so that you can avoid re-keying the data. Your instructor will demonstrate the best strategies for creating charts and graphs tied to your budgets. You will learn how to share a single Excel file to allow multiple users to input data into your Excel template at the same time. You will learn about password protecting your files, and how to automatically route your Excel templates to a chain of users in your organization one at a time for review and input. If you are involved with budgeting, don’t miss this popular session. 7. Microsoft Office Tips, Tricks & Techniques - (60, 90 or 120 Minutes) - Microsoft Office is the world’s most widely used set of software productivity tools. The features and functionality contained in this suite of products is so powerful, that when used correctly it can cut effort and the related labor costs for most organizations in half. The secret is knowing how to use the products effectively, and in conjunction with one another. In this session, you will see a demonstration of the best features within each application Excel, Word, PowerPoint, Access, Internet Explorer, Expression Web, Outlook Calendaring, E-Mail, To Do Lists, Media Player, and more. These products will be demonstrated to you using real life business-practical examples that you probably encounter on a regular basis. This is a “don’t miss” session for everybody – attend today. 8. Microsoft Office Advanced - (60, 90 or 120 minutes) - You probably use Microsoft Office on a regular basis to get your job done, but are you ready for the next level? Microsoft Office is jammed packed with hundreds of advanced features and functionality that could make your job so much easier – if only you knew how to put these features to work. Do not worry, we are here to help. In this session you will learn about the more important advanced features within each application including Excel, Word, PowerPoint, Access, Internet Explorer, Expression Web, Outlook Calendaring, E-Mail, To Do Lists, Media Player, and more. Configure your e-mail and browser to block pornography, link data between applications, publish your PowerPoint presentations, Word documents and excel worksheets to the Internet with the click of a button. Learn how to hot-link your accounting software data to Microsoft Word – as new data is entered in your accounting system, your Word document automatically reflects this new data with the click of a refresh button. These concepts and more will elevate your understanding of Office and promises to trim hours of time off of your workload in the year to come. 9. Internet Update - (60, 90 or 120 Minutes) - The Internet is changing the world we live in from the way we shop to the way we get our information to the way we communicate with one another. New products and capabilities are continuously evolving. In this session, we will bring you up to date on the latest information concerning browsers, web site creation tools, search engines, virus protection, and much more. We will demonstrate dozens of new useful web sites packed with information that can help you save time and money – no matter what line of work you are in. We will explain how the Internet is fueling the implementation of supply chain solutions – creating an intricate web of trusted business partners throughout the world. If you use the Internet, and who doesn’t, this session is ideally suited for you. 10. E-Commerce - (60, 90 or 120 minutes) - Electronic Commerce is red hot and is fast approaching the one trillion dollar mark. The Internet continues to dictate change in the business community as traditional companies scramble to keep up in the wake of younger, newer companies that are eating into their markets at a pace that makes your head spin. Both Business-to-Business (B2B) and Business-to-Consumer (B2C) commerce are growing at rapid rates. The discussion will also include commerce strategies, EDI, Microsoft BizTalk and XML. You too can be part of this revolution when it comes to buying and selling on the web; in this session, we will show you how. Highlights include the latest trends in e-commerce and the latest software and hardware tools for developing and deploying e-commerce sites. Don’t miss this session. 11. Building A Web Site - (60, 90 or 120 Minutes) - In this day and age virtually everyone needs a web site, not because it’s hip, but because it works. In this session you will learn step-by-step how to build a web site including the latest tips, tricks, tools, and strategies for developing and posting a web site. The cost is low, the tools make it easy, and the potential is enormous. Your instructor will actually build and publish a web site using Microsoft’s Expression Web. Included in this session you will learn how to create web pages, link web pages, insert pictures and voice recordings, insert headers and footers (include pages), work with frames, create animated marquees, insert banner ads, create form fields to collect information which is automatically sent to your e-mail address, and much more. You will learn about strategies for designing your home page and sub-pages, incorporating graphics and animation, and adding Meta Tags so that your web site will rank higher in search engines. Don’t miss this beneficial session. 12. Information Security – Protecting Data, Computers, Assets and Employees - A&A (60, 90 or 120 minutes) – “Information Security” has been listed as the number one technology in the AICPA’s annual listing of top ten technologies for 5 of the past 6 years. This session features in-depth coverage of Internet security issues and offers simple and advanced solutions for combating these problems. Topics to be discussed include preventing viruses, preventing others from accessing computers connected to the Internet (including both personal PCs and office networks), confidentiality and authenticity of e-mails, sending credit card numbers over the Internet, EDI and EFT transactions over the Internet, site and user certificates, controlling Internet pornography, and more. You will also learn about the various threats including Topics include 40Hex viruses, bombers, flooders, crackz, serialz, anonymous senders, key generators, sniffing tools, spoofing tools, fake Ids, phracking, and phreaking. Learn how encryption can be used to protect e-mail, passwords, and commercial transactions. Find out how firewalls and proxy servers can protect your network from hackers. 13. Advanced Internet For CPAS - (60, 90 or 120 minutes) - The Internet is the single most important technological advancement in the last 15 years. The Internet has provided CPAs with powerful communication capabilities, access to information, the ability to promote products and services, supply chain opportunities, and much more. In this session your instructor will take you on a tour of the best web resources and educate you about the best practices on the web to help you put this powerful technology to work for you. Topics will include buying and selling on the web, creating web pages and web sites, searching the web, must-know advanced e–mail settings, and more. This single session carries with it the most potential to improve the way you work and do business than any other session you could attend. 14. Managing Your Web Site - (60, 90 or 120 minutes) - To design and manage a Web site effectively you need to understand the characteristics of a “good” Web site. You also need to have access to software tools that will allow you to turn your ideas into reality quickly and easily. This session covers both. It will cover the concepts and principles that are essential to designing an effective Web site. It will also cover the state-of-the-art tools that are available to easily implement these ideas. The session is designed for both those who have others hosting their web site and want to manage those pages remotely, as well as those who have their own in-house Internet/Intranet server. It will also be useful to those who are considering having a Web site and want to know what is involved. 15. Using the Internet for Business And Profit - (60, 90 or 120 minutes) - The Internet is without doubt, the hottest computer topic around because it has the potential to change the way we do business more than any single innovation since the industrial revolution. This session features: selling your products and services over the Internet, sending credit card information through the Internet, establishing your own Web pages to promote your company, using the Internet to stay on top of the latest developments in your industry, sending e-mail, filling job positions, and more. 16. Technology Auditing - Become A Technology Hero for Your Clients - (60, 90 or 120 minutes) - If not you, then who? Who sits down with your clients and reviews their technology with them? In this session you will receive work plans and your instructor will discuss the task of sitting down with your clients to review their phone system, cellular phone plans, use of pagers, copiers, printers, networks, portable laptop computers, e-mail accounts, firewall protection, web site strategy, accounting system, CRM solution, end user training, back up plans, virus protection, and a host of other relevant technology issues. Let’s face it, many of your client‘s are in the technology stone age, and they desperately need your help to make sure that they are spending their technology dollars wisely. Attend this session and become a technology hero for your client – and generate a new source of revenue too. 17. 2009 Technology Update - (90 or 120 minutes) - This fast-paced technology update features both hardware and software solutions and will bring you up to date on the latest products and technologies designed to meet your needs. If you attend just one technology session all year long, this should be it. You will see some of the newer technologies demonstrated live. You will learn about software trends and hardware developments that will affect you and your company. Topics include printers, computers, laptops, servers, cell phones, web sites, Internet tools, utilities, scanners, optical mice, hand held devices, productivity software, operating systems, accounting software, e-mail applications, browsers, Internet developments, and more. 18. 101 Technology Tips - (90 or 120 minutes) - In this session, you will receive 101 of our top technology tips that you can use to save money, save time, and improve system performance. This session will include tips for configuring Windows, browsing the Internet, operating Excel, using Word, configuring Outlook, purchasing hardware, implementing systems, printing, security, remote communications, software drivers, data organization, printers, computers, laptops, servers, cell phones, web sites, Internet tools, utilities, scanners, optical mice, hand held devices, productivity software, operating systems, accounting software, e-mail applications, and browsers. This session will also include an overview of some of the newest hot productivity products on the market today. 19. Microsoft Office Accounting for Real Estate Companies – A&A (60, 90 or 120 minutes) - Small Business Accounting is Microsoft’s answer to QuickBooks - a product that provides more functionality than QuickBooks but costs 90% less. In this session you will learn about using Microsoft Office Accounting 2006 in a real estate environment. The session will focus on the overall product and specific real estate related features such as scheduled billing, time and billing, and job costing. Microsoft Office Accounting includes a faster database, true networking, a secure audit trail, a paperless environment, ADP payroll, and more. 20. Microsoft Office 2007 Tips, Tricks and Techniques - (90 or 120 minutes) - In this session you will learn about the latest features and enhancements to the world’s best selling application - Microsoft Office 2007. New features include a zero footprint, icon ribbons, anywhere access; universal synchronization; workgroup collaboration; Excel, Project, Portal & Live Communications Server; workflow capabilities; rights management; document sharing intelligence; new exploration and analysis tools; conditional pivoting; XML-based document types; InfoPath improvements; Longhorn FastSearch technology; Rapid email searching; Meeting Space; Live Meeting; Mobility Control Center; protected user access; two-way firewall; network quarantine; self-tuning; Instant On power management; “results-oriented" user interface; pre-built layouts; slide libraries; telephony; instant messaging; shared note-taking; meeting recording; post-meeting search capabilities; intranet-based Report Center; external data tools for Expression Web and Access 2007; Visual-Studio-based developer tools; and deeper Outlook integration. This session will also include presentation of some of the more useful tips, hints and tricks for using Microsoft Office. 21. Accounting Systems for Small Businesses – Peachtree, QuickBooks and Microsoft Office Accounting (90 or 120 minutes) - In this session you will learn about the latest versions of QuickBooks, Peachtree and Microsoft Office Accounting. You will see these three products in action and learn what’s new and how they compare. QuickBooks includes a new database, a secure audit trail, a new look and feel, and an assortment of useful features. You will learn about Microsoft’s answer to QuickBooks – Microsoft Office Accounting - a product that provides more functionality than QuickBooks but costs less. Microsoft Office Accounting includes a faster database, true networking, a secure audit trail, a paperless environment, ADP payroll, and more. Peachtree now offers alternate part numbers; indented Bill of Materials (BOM) assemblies “AutoComplete Text Field” technology, average days to pay calculations, internal accounting review functions, and improved online banking.
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