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April 2019 Tech Update Newsletter

Excel's Power Query Provides One-Stop
Data Shopping

Like any good CPA, you want to harness the tools at your disposal to maximize your value. One oft-overlooked example is Excel’s Power Query.Found on the Data tab of the Ribbon in the Get & Transform group, Power Query provides incredible capabilities to allow even novice users to create powerful queries that can link even complex data sets into Excel with very little effort.Read on, and you will learn how to take advantage of this vastly underrated and underused resource.


Security Spotlight:

Cyber Security - Tips for Managing Risks
and Threats

Headlines abound on Cyber Security. Do these threats affect you and your firm, or do you believe that these attacks “always happen to someone else”? New threats such as spear phishing, ransomware, data breaches, and identity theft represent key threats to organizations which should be part of your internal control structure.


Office 365 Updates Continue to
Provide Improvements to Users

Microsoft continues to roll-out updates and enhancements to Office 365 users. In fact, through April 2019, twenty-six new feature updates have been added to Office 365 applications. This means that end-users must stay abreast of these new features and learn how to put them to work, or they will not realize the full value of their Office 365 subscription, nor will they achieve the return-on-investment that they otherwise could or should achieve.


K2 Enterprises Highlights May
Webinar Series

Throughout the month of March, K2 Enterprises is producing twenty-one webinars, providing technology-focused CPE opportunities to accountants and other financial professionals. The topics for these sessions include coverage of Excel, PDFs, purchasing technology, and analyzing data. Specific dates and topics for these webinars are listed below.

March 1

  • K2's Mastering Advanced Excel Functions and Formulas
  • K2's Excel PivotTables - Part I
May 7
  • K2's What to Ask Your Technology Provider
  • K2's Emerging and Evolving Technology Standards for Accountants
May 8

  • K2's Six Emerging Technologies for Accounting, Auditing, and Bookkeeping
  • K2's QuickBooks Online: Changing the Paradigm of Small Business Accounting
May 9
  • K2's Accessing and Cleaning Data with Excel, Power Query, and Power BI
  • K2's The Right Stuff: Best Practices for Purchasing Technology
May 14
  • K2's Critical Tips for Avoiding Identity Theft
  • K2's What's New with Microsoft Office 365, Zoho Docs, and G Suite by Google Cloud
May 15
  • K2's Adobe Acrobat DC - Big Changes for PDFs
  • K2's Tech Tools and Gadgets for a More Efficient You!
May 22
  • K2's Array Formulas - Exceptional Power at Your Fingertips
  • K2's Excel's Budgeting Techniques
  • K2's Top Excel Tips and Tricks
May 23
  • K2's Data Consolidations and Combinations in Excel
May 29
  • K2's Excel Tables - Database Technology Comes to Spreadsheets
  • K2's Excel 2013-2019 - Best New Features for Accountants
  • K2's QuickBooks Statement Writer
May 30
  • K2's Powerful Data Analysis with PowerPivot
  • K2's Word: Advanced Tips, Tricks, and Techniques
You can obtain complete details for each session, including learning objectives and registration information by clicking the button below.


K2 Team Members On The Road In May

Each year during the month of May, the K2 Enterprises instructional team gets active again, traveling and presenting educational content to accounting and financial professionals throughout North America and 2019 will be no exception. This year, the K2 team will be delivering approximately 110 in-person training sessions across North America! A summarized schedule is shown below. We hope that you will be able to attend one or more of these sessions, and we look forward to the opportunity of serving you soon.