Class Choices
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Adobe Acrobat® — BeginnerCourse Formats:
= Lecture
= Workshop
= Roundtable
= Panel discussionCourse Levels:
= Basic
= Intermediate
= Advanced
= Update
= Overview
= New Session
- Adobe Acrobat® — Intermediate
- A Whole New World — the ProSystem fx Suite
- Best Practices for Implementing Learning Solutions
- Best Practices for Retaining Knowledge in Your Firm
- Beyond the Basics of ProSystem fx Document
- Introduction to ProSystem fx Document
- Introduction to ProSystem fx Workstream
- Microsoft Excel® 2007 for Accountants — Beginner
- Microsoft Excel® 2007 for Accountants — Intermediate
- Multi-Office Firms Best Practices
- ProSystem fx Document Best Practices
- ProSystem fx Fixed Assets — Asset Tracking and Management Techniques
- ProSystem fx Practice Best Practices
- ProSystem fx Practice — Project Management and Integration
- ProSystem fx Practice Management Best Practices
- ProSystem fx Practice Management — Billing & Invoicing Tips and Tricks
- ProSystem fx Practice Management — Marketing & Contact Management
- What’s New with ProSystem fx Document
- What’s New with ProSystem fx Practice
- What’s New with ProSystem fx Scan
Adobe Acrobat® — Beginner
Get hands on experience with Adobe Acrobat® 9.0, which is essential to transition to a paperless office. You'll learn how to navigate and customize the Acrobat ® interface, use the commenting and mark up tools, and basic reviewing features.
Who should attend: All Levels
CPE Field of Study: Specialized Knowledge & Applications
Adobe Acrobat® — Intermediate
Expand your knowledge of Adobe Acrobat® 9.0 beyond the basics in this hands-on workshop. Topics will include security basics, digital signatures and Acrobat® Professional tools such as enabling reader rights, redaction and batch processing. As we move through the topics, best practices for implementing these tools will be discussed.
Who should attend: All Levels
CPE Field of Study: Specialized Knowledge & Applications
A Whole New World — the ProSystem fx Suite
The next generation of the ProSystem fx Suite includes robust products and services that are delivered on a dynamic, centralized platform to help you connect with your clients, your staff and your data. Learn about the levels of integration, innovation and accessibility we've developed to meet the growing demands of the mobile workforce.
Who should attend: All Levels
CPE Field of Study: Specialized Knowledge & Applications
Best Practices for Implementing Learning Solutions
This interactive session is designed for training, learning and for firm administrators to share experiences, best practices and other tips and tricks your firm uses when implementing the various CCH learning solutions within a firm professional development and blended learning environment.
Who should attend: HR, Training, Learning and Personnel Administrators, Managing Partners
CPE Field of Study: Specialized Knowledge & Applications
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Best Practices for Retaining Knowledge in Your Firm
What are the issues and challenges your firm faces when it comes to capturing and sharing knowledge in your firm? This open forum gives you the chance to network with others in the profession and share experiences.
Who should attend: HR, Trainers, Partners
CPE Field of Study: Specialized Knowledge & Applications
Beyond the Basics of ProSystem fx Document
Gain hands-on experience with latest ProSystem fx Document modules and advanced features. Our CCH instructor will guide attendees through Microsoft Outlook® integration using Email Management, file collaboration using the Client Portal, as well as other advanced features.
Who should attend: All Levels
CPE Field of Study: Specialized Knowledge & Applications
Introduction to ProSystem fx Document
Implementing a document management solution can be intimidating for many organizations as they may seem too complex to implement. See how easy it is to go paperless and experience the benefits of document management with a hands-on approach using ProSystem fx Document. Topics include search and retrieval techniques, document indexing, versioning and file retention.
Who should attend: All Levels
CPE Field of Study: Specialized Knowledge & Applications
Introduction to ProSystem fx Workstream
Designed for any conference participant, this session gives an introductory overview of the next generation project management platform that combines functionality of workflow and project management. Get a preview of how to save time with scalable project masters, use notifications to stay up-to-date on project changes, manage worksteps, and budgets more effectively. New and enhanced features will help your firm on the way to a complete digital office.
Who should attend: All Levels
CPE Field of Study: Specialized Knowledge & Applications
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Microsoft Excel® 2007 for Accountants — Beginner
This course is designed to introduce you to Microsoft® Excel spreadsheets. You will learn to create and manage data, modify and format worksheets with shortcuts, add borders and shading, and utilize Excel® functions such as IF statement, Sum, Average and Count. This class will use Microsoft® Excel 2007.
Who should attend: All Levels
CPE Field of Study: Specialized Knowledge & Applications
Microsoft Excel® 2007 for Accountants — Intermediate
This course will broaden your knowledge of Microsoft® Excel by teaching you how to use more advanced Excel® functions such as Financial and Logical formulas. You will also learn how to create charts and graphs, name ranges of cells and apply advanced Conditional Formatting. This class will use Microsoft® Excel 2007.
Who should attend: All Levels
CPE Field of Study: Specialized Knowledge & Applications
Multi-Office Firms Best Practices
Learn how other firms manage people, applications and infrastructures across multiple offices. Exchange ideas about the latest tools and techniques to keep productivity and client service high across all your offices.
Who should attend: All Levels
CPE Field of Study: Business Management & Organization
ProSystem fx Document Best Practices
This session is designed for accounting professionals using ProSystem fx Document. Join a group of your peers in discussing best practices, tips and tricks of the application and the processes it encompasses.
Who should attend: Current Users — All Levels
CPE Field of Study: Specialized Knowledge & Applications
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ProSystem fx Fixed Assets — Asset Tracking and Management Techniques
In this session, you will learn how to efficiently use ProSystem fx Fixed assets to create and edit multiple assets, configure default reports and one-off reports, import assets from Excel® files, effectively use Global Settings, create custom asset types and handle asset dispositions. We will use facsimiles of workpapers and documents received from clients to demonstrate these topics.
Who should attend: Experienced Users
CPE Field of Study: Specialized Knowledge & Applications
ProSystem fx Practice Best Practices
This session is designed for current ProSystem fx Practice Management (formerly Sage®/CPASoftware) users. Discuss best practices related to time entry, project management, billing and reporting.
Who should attend: Current Users — All Levels
CPE Field of study: Business Management & Organization
ProSystem fx Practice — Project Management and Integration
This session focuses on the Project Management module of ProSystem fx Practice (Advantage) and covers creating, editing and reporting on Projects and Tasks. Learn how to manage your firm's workflow by tracking projects such as tax returns, financial statements, consultation engagements, payroll and more. You’ll also learn how to assign tasks to employees to help monitor due dates and update Projects, as well as how to leverage Practice’s integration with other ProSystem fx Suite products.
Who should attend: Partners, Managers, Administrators
CPE Field of Study: Business Management & Organization
ProSystem fx Practice Management Best Practices
This session is designed for current ProSystem fx Practice Management (formerly Sage/CPASoftware) users. Discuss best practices related to time entry, project management, billing and reporting.
Who should attend: Current Users — All Levels
CPE Field of Study: Business Management & Organization
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ProSystem fx Practice Management — Billing & Invoicing Tips and Tricks
Designed for users of ProSystem fx Practice Management(formerly Sage®/CPASoftware), this session is for individuals who have mastered the basics of billing and now want to learn time-saving techniques. These tips and tricks will help improve your firm’s efficiency and increase your cash flow.
Who should attend: Partners, Managers, Administrators
CPE Field of Study: Business Management & Organization
ProSystem fx Practice Management — Marketing & Contact Management
Designed for ProSystem fx Practice Management(formerly Sage®/CPASoftware) users, this course focuses on how to set up and track lead information — by employee and by client — as well as how to define Referrals and Marketing Methods for detail reporting. You’ll also learn how to use Contact Management, an onscreen inquiry and analysis tool that provides quick access to a variety of client information.
Who should attend: Partners, Managers, Administrators
CPE Field of Study: Business Management & Organization
What’s New with ProSystem fx Document
In this session, CCH’s development team will highlight recent releases as well as the exciting enhancements planned for ProSystem fx Document, CCH’s robust document management system. We will provide detail on these enhancements and how they will help drive efficiency and productivity at your firm.
Who should attend: Experienced Users
CPE Field of Study: Specialized Knowledge & Applications
What’s New with ProSystem fx Practice
ProSystem fx Practice Management and Practice (Advantage) users can get a head start on preparing for the move to the enhanced Practice platform. In this session, you will learn how the new platform will facilitate improved efficiency in current processes and transparency into what’s happening at the firm and at the individual client level through customizable views and reports.
Who should attend: Experienced Users
CPE Field of Study: Specialized Knowledge & Applications
What’s New with ProSystem fx Scan
Come to this session to learn about the new capabilities being incorporated into ProSystem fx Scan with AutoFlow Technology to help you improve your preparation of paperless 1040s. CCH’s development team will highlight how new technologies coupled with improved workflows can help your business achieve increased efficiency and productivity.
Who should attend: Experienced Users
CPE Field of Study: Specialized Knowledge & Applications
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