CPE & Event Catalog
Advanced Excel Topics for Spreadsheet Power Users WEBCAST
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Your Desk
8.0 Credits
Using Excel for graphical output and dashboard reporting. Data tools and the Data Analysis ToolPak. Advanced functions and complex formulas. Working with Excel tables and PivotTables.
An Introduction to AI and ChatGPT for CPAs WEBCAST
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Your Desk
1.0 Credits
The background of OpenAI and ChatGPT. Prompt Engineering. Using ChatGPT to find CPA-related answers. Practical strategies for keeping up with AI.
Effective Workpaper Techniques: Building a Better Workpaper WEBCAST
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Your Desk
4.0 Credits
Leveraging Excel and technology in a paperless environment. Effective workpapers: form, function, appearance and content. Workpaper standards for industry, audit and tax accountants. Attestation standards documentation and consequences of workpaper content. Peer review or PCAOB review documentation.
Power BI - Analyze Your Data With Excel Pivot Tables WEBINAR
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Your Desk
4.0 Credits
The advantages of PivotTable for Data Analysis. Step-by-Step PivotTable creation. Creating Pivot Charts.
Excel - Auditing Your Spreadsheets for Maximum Accuracy WEBINAR
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Your Desk
2.0 Credits
Proofing techniques. Excel Auditing Tools. Using the Data Validation feature. Techniques to cross-foot and validate your spreadsheets.
Power BI - Analyze Your Data With Excel Pivot Tables WEBCAST
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Your Desk
4.0 Credits
The advantages of PivotTable for data analysis. Step-by-Step PivotTable creation. Creating PivotCharts.
2024 Advanced Excel: Hidden Secrets and Gems WEBCAST
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Your Desk
2.0 Credits
Awareness of advanced functions. Creative methods for data manipulation. Real-life examples of innovative ways to analyze and report data with Excel. Using Excel to perform e-mail merges. Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox.
Power BI - Use PBI Desktop to Create Reports and Dashboards WEBCAST
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Your Desk
4.0 Credits
Tour of the Power BI Desktop interface. Using Power BI Desktop to connect to data sources. Available visualizations in Power BI Desktop. Building interactivity into visualizations.
Get started with Power BI WEBINAR
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Your Desk
2.0 Credits
Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel's Power BI features and standalone tools. Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services. Comparative Analysis: Understand the strengths and limitations of Excel's Power BI features versus standalone Power BI tools. Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
An Introduction to AI and ChatGPT for CPAs WEBCAST
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Your Desk
1.0 Credits
The background of OpenAI and ChatGPT. Prompt Engineering. Using ChatGPT to find CPA-related answers. Practical strategies for keeping up with AI.
Power BI - Analyze Your Data With Excel Pivot Tables WEBINAR
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Your Desk
4.0 Credits
The advantages of PivotTable for Data Analysis. Step-by-Step PivotTable creation. Creating Pivot Charts.
Excel - Advanced Formatting to Improve Your Spreadsheets WEBINAR
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Your Desk
2.0 Credits
Customizing cell formatting and cell styles. Using number and custom number formatting. Using Conditional Formatting to format cells based upon a defined criteria. Protecting a worksheet and workbook to prevent changes.
Get started with Power BI WEBINAR
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Your Desk
2.0 Credits
Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel's Power BI features and standalone tools. Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services. Comparative Analysis: Understand the strengths and limitations of Excel's Power BI features versus standalone Power BI tools. Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
Managing with a CEO Mentality WEBINAR
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Your Desk
1.0 Credits
Developing a CEO Mindset: Sharrin will discuss how to cultivate the mindset necessary for effective leadership, emphasizing the qualities and thought processes that define successful CEOs. Strategic Thinking: The session will cover how to think strategically, which is crucial for making decisions that benefit the long-term objectives of an organization. Decision Making: Sharrin will share insights into making informed decisions that align with a company's goals, ensuring that each choice contributes to the bigger picture. Inspiring and Motivating Teams: Leadership is as much about leading people as it is about managing business operations. Sharrin will provide techniques for inspiring teams, motivating them towards common goals, and fostering a positive work environment. Fostering a Culture of Accountability: Understanding how to create a culture where everyone takes responsibility for their actions and contributions is vital. Driving High Performance: Lastly, Sharrin will share strategies to drive high performance in organizations, ensuring that both leaders and their teams are operating at their best.
Member Exclusive: The Art of Constructive Feedback WEBINAR
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Your Desk
1.0 Credits
Constructive feedback.
Performance Management in Challenging Times WEBINAR
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Your Desk
2.0 Credits
Building trust. Providing valuable feedback. Techniques for active listening.
Power BI - Analyze Your Data With Excel Pivot Tables WEBINAR
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Your Desk
4.0 Credits
The advantages of PivotTable for Data Analysis. Step-by-Step PivotTable creation. Creating Pivot Charts.
Power BI - Prepare Your Data Efficiently for Excel Analysis WEBCAST
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Your Desk
2.0 Credits
Getting data into the correct structure. Data sources that you can access. Working with multiple tables and data sources. Steps to import data for analysis. Introduction to Power Query and Get and Transform.
Get started with Power BI WEBINAR
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Your Desk
2.0 Credits
Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel's Power BI features and standalone tools. Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services. Comparative Analysis: Understand the strengths and limitations of Excel's Power BI features versus standalone Power BI tools. Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
Power BI - Create Excel Dashboards for Maximum Impact WEBCAST
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Your Desk
2.0 Credits
Dashboard design guidelines. Using Excel features to create visuals. Using visuals to create dashboards. Introduce new Power BI tools that enhance visual and dashboard creation.
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The Washington Society of CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of group-live and group-internet-based continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org