Tuesday, July 31, 2018

Tomorrow: Excel Dashboards (2-part series)

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Excel Dashboards (2-part series)
August
 
1-2
1 pm - 2:40 pm ET
Presenter: David Ringstrom, an author and nationally recognized instructor
Credits: CPE (Credit Details)
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Course Description
 
Excel Dashboards: Part 1
August 1st, 2018, 1:00 PM to 2:40 PM, ET


Dashboards empower users to quickly assimilate large amounts of data into spreadsheets by way of pivot tables, charts, and other Excel features. In Part 1 of this two-part webinar series, you'll learn about Excel dashboards and several Excel features that will help you summarize and present your data in an efficient manner. Upon completion of this course, you'll be able to:
  • Identify ways to use Excel dashboards to quickly assimilate large amounts of data
  • Use Microsoft Query to create persistent connections to data you wish to present in a dashboard
  • Create self-updating links to databases, spreadsheets, text files, and other data sources
  • Use the Recommended PivotTables feature
  • Use the Recommended Charts feature in Excel 2013 and later
  • Use Excel's Custom Views feature to make a single set of data serve multiple purposes
  • Switch between Custom Views by way of a hidden drop-down list—and much more
  • Apply the Custom Views feature in Excel to have a single worksheet present data in multiple summary and/or detail formats
  • Establish persistent links to data files exported from your accounting software using Excel's From Text feature
  • Jump-start data visualization with the Quick Analysis feature
  • Learn which features, such as Custom Views, you can't use when one or more tables exist in a workbook
  • Use the Group and Ungroup feature to expand or collapse rows and/or columns

Excel Dashboards: Part 2
August 2nd, 2018, 1:00 PM to 2:40 PM, ET


In Part 2 of this two-part webinar series, you'll learn how to use pivot tables, pivot charts, sparklines, slicers, and other Excel features to present data in summary form while maintaining easy access to the underlying details. Upon completion of this course, you'll be able to:
  • Identify ways to use Excel dashboards to quickly assimilate large amounts of data
  • Define how to create dynamic and interactive graphs with Excel's PivotChart feature
  • Apply the Slicer feature in Excel 2010 and later to filter data faster, streamline data analysis within tables and pivot tables, and control multiple pivot tables and charts instantly
  • Create a dashboard that looks less like an Excel spreadsheet by hiding screen elements
  • Create self-updating titles for charts and pivot charts
  • Differentiate pivot tables from worksheet formulas and learn the importance of the Refresh command
  • Filter pivot table data based on date ranges by way of the Timeline feature in Excel 2013 and later
  • Hide and unhide Excel's Ribbon interface using a simple macro technique
  • Recognize why certain features, including slicers, sparklines, and charts, are disabled in some workbooks
  • Create tiny, in-cell charts to show trends of data using the Sparkline feature
  • Use Excel's PivotTable feature to condense large amounts of information into manageable chunks
  • Use the Linked Picture feature to place pivot tables in close proximity to each other without posing conflicts
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The Presenter
About The Presenter
 
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 25 years of consulting and teaching experience. David's mantra is "Either you work Excel, or it works you," so he focuses on what he sees users don't, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.
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All-Access Membership
 
● Earn continuing education credit for no additional fee
● Access courses on your computer, tablet, or smartphone
● More than 75 live webinars each month
● More than 1,500 on-demand courses
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Upcoming Webinars
Taxing Policies and Rules for Sales and Use Tax
August 7 at 3 pm ET
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AICPA'S Financial Framework for Small and Mid Sized Entities
August 8 at 3 pm ET
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August 9 at 3 pm ET
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Questions?
Please call us at 703-372-0550

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Monday, July 30, 2018

Tomorrow: Bitcoin, Cryptocurrencies and the Blockchain

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Bitcoin, Cryptocurrencies and the Blockchain
July
 
31
1 pm - 2:15 pm ET
Presenter: David Pierce, Director of Business Development at GPS Capital Markets
Credits: CPE, CLE in all states (Credit Details)
Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both.
Viewing Options: View on your computer, tablet, or smartphone
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Course Description
 
Bitcoin has increased in value over 1000% this year, causing everyone to talk! Given the buzz, knowing the difference between Bitcoins and other Cryptocurrencies while having a knowledge of what Blockchain technology is can be vital. In this practical webinar, you will learn what your clients may be doing in these new payment markets, so you can prepare to address the additional issues that may come with these changes. Upon successful completion of this course, you will be able to:
  • Decipher the terminology; Blockchain technology is not Bitcoin. But, Bitcoin is Blockchain.
  • Define Blockchain Technology
  • Understand the latest technology impacts to our world and how companies do business
  • Identify how Blockchain technology can be used and implemented in your daily life
  • Define Cryptocurrencies, recognizing facts vs. hype
  • Differentiate between cryptocurrencies, identifying key need-to-know information
  • Discuss concerns and implications of using Bitcoin/Other Cryptocurrencies
  • Describe recent developments in Cryptocurrencies
  • Identify the vision of the future vs. current reality
  • Navigate regulatory hurdles and Anti-Money Laundering challenges to ensure compliance
  • Execute strategies and techniques for dealing with alternative payment methods
  • Answer these questions:
    • Should we accept Bitcoin as payment?
    • If our clients are accepting Bitcoin for payments, what should we look for?
    • What are Miners?
    • What are cryptocurrency exchanges?
    • What is standard settlement time?
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The Presenter
About The Presenter
 
David Pierce is the Director of Business Development at GPS Capital Markets. David has over 30 years of experience in all aspects of foreign exchange, international banking and trade finance. His extensive experience in structuring hedging strategies, multi-tiered transactional exposures, and utilizing derivative products makes his advisory services highly demanded by multi-national corporations. David has appeared as an expert on CNBC, and in many business publications such as Wall Street Journal and Bloomberg.
Learn More
Register Today
All-Access Membership
 
● Earn continuing education credit for no additional fee
● Access courses on your computer, tablet, or smartphone
● More than 75 live webinars each month
● More than 1,500 on-demand courses
Learn More
Upcoming Webinars
Taxing Policies and Rules for Sales and Use Tax
August 7 at 3 pm ET
Learn More
AICPA'S Financial Framework for Small and Mid Sized Entities
August 8 at 3 pm ET
Learn More
Unique Tax Challenges Facing Marijuana Businesses
August 9 at 3 pm ET
Learn More
Questions?
Please call us at 703-372-0550

Our Mailing Address:
Clear Law Institute | 4601 N. Fairfax Dr., Ste 1200 | Arlington | VA | 22203
Remove me from future emails.

Manage email preferences.

This email was sent to virginia.duffy.planetduffy@blogger.com. If you are receiving it in error, please reply to this email.