K2's Working Remotely - The New Normal

K2's Working Remotely - The New Normal

K2’s Working Remotely – The New Normal

Course - K2's Working Remotely - The New Normal

Major Topics

  • Key technologies that facilitate remote work options
  • Cybersecurity issues impacting remote work environments
  • How to communicate and collaborate when working remotely

Learning Objectives

  1. Differentiate between options for remotely accessing your computer, applications, and data
  2. Identify recommended security practices for remote access and related tools and services
  3. List examples of Cloud-based services and suites that can contribute to working remotely
  4. Distinguish between communication and collaboration tools for remote workers

Description

Many team members now work remotely, whether by choice or necessity. As a result, questions abound about remote access to desktops and data, security, communications, collaboration, and other considerations in this new normal. When implemented correctly, remote work strategies can be a “win-win” for all involved; however, failed implementations may lead to inefficiencies, security issues, and dissatisfied team members.

This session will teach you today’s best practices for working remotely. Specifically, you will learn about various remote access tools, communication and collaboration options, and security best practices. You will also learn about managing and monitoring workflows in remote work environments and tools you can use. After completing this session, you can implement a remote work strategy that yields efficiency, security, and satisfaction to all involved.

Compliance Information

CPAs and other business professionals who are seeking the best ways to implement remote work and work-from-home strategies None Information Technology 4 Credits November 2, 2022

Overview

Many team members now work remotely, whether by choice or necessity. As a result, questions abound about remote access to desktops and data, security, communications, collaboration, and other considerations in this new normal. When implemented correctly, remote work strategies can be a “win-win” for all involved; however, failed implementations may lead to inefficiencies, security issues, and dissatisfied team members.

This session will teach you today’s best practices for working remotely. Specifically, you will learn about various remote access tools, communication and collaboration options, and security best practices. You will also learn about managing and monitoring workflows in remote work environments and tools you can use. After completing this session, you can implement a remote work strategy that yields efficiency, security, and satisfaction to all involved.

Course Details

  • Fundamental Excel techniques all accounting and financial professionals should know and use
  • Creating date-based calculations in Excel
  • How to create Excel templates
  • Key options you should enable in Excel
  • Linking data in Excel

  1. Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
  2. Customize Excel’s user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel’s Options to improve efficiency, and create and use Templates to increase efficiency and productivity
  3. Utilize various formula-building tools to create formulas more efficiently and create multiple types of formulas, including formulas to manipulate text and dates, formulas containing XLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references
  4. Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports

Intended Audience — Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively

Advanced Preparation — None

Field of Study — Accounting, Computer Software and Applications

Credits — 8 Credits

IRS Program Number

Published Date – November 2, 2022

Revision Date

Course Authors

No items found