K2's Technology For CPAs - Don’t Get Left Behind 26-27

Technology changes daily, so it's essential to stay up-to-date with critical developments to effectively leverage today’s technologies. Join us f...

7/16/2026 8:00am - 3:30pm  |  Online  |  CalCPA

Members: $329.00, Non-members: $439.00

CPE Categories: Specialized Knowledge & Applications (8 CPE)

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Description

Technology changes daily, so it's essential to stay up-to-date with critical developments to effectively leverage today’s technologies. Join us for this session to explore key technological developments impacting accounting and financial professionals.

Course Objectives

• Identify essential hardware and software enhancements and updates that are relevant to accountants, including operating systems, desktop productivity suites, accounting software, and document management systems

• Choose and implement critical features in Microsoft Office applications, including accountant-centric features in Excel, Word, and Outlook

• Select features found in Adobe Acrobat for working with PDFs, including commenting, reorganizing PDFs, securing PDFs, and creating and working with PDF forms

• Identify security and privacy issues facing accountants, including practical tools and techniques for mitigating risks, such as data encryption, password management, biometrics, and portals

Subjects

• Emerging technologies all business professionals should know

• Considerations associated with upgrading to a newer version of Windows and why that might be advised

• Practical options for protecting your data

• New features in commonly used applications such as Excel and Adobe Acrobat DC