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Webinar (CA): K2’s Technology for CPAs – Don’t Get Left Behind


How good are you with the technology you use daily? What new technology tools are available that could save you time and make you more effective? Technology continues to accelerate rapidly, and the need to keep pace is essential. If you are not an information technology (IT) expert, but need a technology update to maintain and improve your skills so that you can serve your companies and/or clients more efficiently and effectively, this course is for you! In this fast-paced, update-style course, you will survey today’s IT environment, learning about computer hardware, software (including Microsoft Office), operating systems (including Windows 10), and what they mean for you, and peripheral devices. You will also learn about significant trends in information technology and how to take advantage of the opportunities presented by these trends. Examples include the latest Excel features, working with PDF files, and security and privacy issues. Additionally, you will learn how to improve the overall performance of your IT investment, thereby increasing your return on investment. Throughout this program, you will learn from real-time demonstrations of practical applications of the latest tools which can provide you with the knowledge you need to harness the power of technology, both now and in the future. Register now for this “don’t miss” opportunity to get the skills needed to enhance the value of your IT investment. “One of the best IT courses offered.” R.O., CPA MS “Extraordinary amount of information and resources provided – very good seminar.” A.M., CPA NJ

Learning Objectives

• Identify key hardware and software enhancements and updates that are relevant to accountants, including operating systems, desktop productivity suites, accounting software, and document management systems
• Implement key features in Microsoft Office applications, including accountant-centric features in Excel, Word, and Outlook • List and apply key features found in Adobe Acrobat for working with PDFs, including commenting, reorganizing PDFs, securing PDFs, and creating and working with PDF forms
• Identify key security and privacy issues facing accountants, including practical tools and techniques for mitigating risks, such as data encryption, password management, biometrics, and portals

Major Topics

• Information Technology

California CPA Education Foundation
Course Level
CPE Field of Study
Information Technology
Who Should Attend

Accounting and financial professionals seeking to improve their knowledge of technology and the return on their investment in technology.

Tommy Stephens, Jr


Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Event Information
Nov 18, 2021
9:30 am - 5:00 pm MDT
Total CPE Credits


$ (% off)


$ (% off)
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Webinar (CA): K2’s Technology for CPAs – Don’t Get Left Behind

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