Accounting and Audit
Creating Efficient Financial Statements using ProSystem fx® Engagement

Learn various best practices, tips and tricks for creating financial statements using ProSystem fx® Engagement. Understand advanced TB linking and Engagement functions to effectively create and maintain linked financial statements in your Engagement binders.

CPE Field of Study: Audit

Data Analysis utilizing ProSystem fx® ActiveData

ProSystem fx® ActiveData is one of the most user-friendly products on the market for data extraction and analysis. In this course, users will learn how our Microsoft® Excel-based ActiveData product can assist accountants in performing a wide-variety of audit tests more efficiently than ever before.

CPE Field of Study: Specialized Knowledge & Applications

ProSystem fx® Engagement - Tips and Tricks

Effective use of ProSystem fx® Engagement's functionality can increase your firm's efficiency and productivity. This workshop will show you various tips and tricks our consultants have picked up over the years at firms across the country. Bring your own and share with other attendees.

CPE Field of Study: Specialized Knowledge & Applications

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General

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 hands-on approach using ProSystem fx® Document. Topics include search and retrieval techniques, document indexing, versioning, and file retention.

CPE Field of Study: Specialized Knowledge & Applications

Introduction to ProSystem fx® Portal

Implementing portal technologies used to be considered a complex undertaking involving significant IT resources, but CCH's hosted Portal solution has changed the game. Learn how easy it is to securely collaborate with customers and deliver sensitive information over the Web. Gain hands-on experience creating and configuring portals, and see first hand what their customers will experience.

CPE Field of Study: Specialized Knowledge & Applications

Leveraging Adobe Acrobat with PDFlyer

PDFlyer, the toolbar for accountants, amplifies the traditional functions of Adobe® Acrobat. Learn tips and tricks that will make your staff more efficient at utlizing these tools in a paperless enviornment. Topics will include best practices for the PDFlyer, as well as Adobe® Acrobat functions for an effective digital process.

CPE Field of Study: Specialized Knowledge & Applications

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Microsoft® Excel 2007 for Accountants - Tips & Tricks

Effective use of Microsoft® Excel can increase your firm's efficiency and productivity. This workshop will teach you various tips and tricks our consultants have picked up over the years at firms across the country. Work through detailed, real-life accounting and auditing exercises with our knowledgeable consultants to expand and fortify your Microsoft® Excel skills repertoire.

CPE Field of Study: Specialized Knowledge & Applications

ProSystem fx® Document (Foundation) - Beyond the Basics

Gain hands-on experience with ProSystem fx® Document modules and advanced features. The CCH instructor will guide attendees through Microsoft® Outlook integration using Email Management, Office integration using the Office plug-ins, advanced file management using the extended area, as well as other advanced features.

CPE Field of Study: Specialized Knowledge & Applications

ProSystem fx® Practice Management - Billing and Invoicing

Improve your firm’s efficiency and increase your cash flow. Users of ProSystem fx® Practice Management who have mastered the basics of billing and now want to learn more advanced billing methods will uncover time-saving techniques, on-screen billing tips and invoice formatting tricks.

CPE Field of Study: Specialized Knowledge & Applications

Tax

Explore the Benefits of ProSystem fx® Tax (SaaS)

Learn how to work more efficiently by leveraging the enhancements impacting the management, preparation and review of tax returns in the Next Generation of ProSystem fx® Tax (SaaS). Course topics will also include configuration of the Dashboard, Return Manager, Print Sets and Correspondence Manager.

CPE Field of Study: Taxes

IntelliConnect® Productivity Tools: Getting to Your Answers Faster!

Improve productivity by leveraging the many time-saving features and tools included in IntelliConnect®. Explore various research methods and leverage the sample workpapers, decision trees and templates versus recreating the wheel. This course also covers CCH@Hand, another tool integrated into your workflow to find faster answers to your tax questions.

CPE Field of Study: Specialized Knowledge & Applications

ProSystem fx® Tax - Increase Productivity By Importing Data

Increase productivity by leveraging data external to ProSystem fx® Tax. Attend this hands-on workshop and learn how to utilize Microsoft® Excel spreadsheets for importing into the Tax program, as well as how to import data from other ProSystem fx® Suite products.

CPE Field of Study: Specialized Knowledge & Applications


Technology

SQL Server and the ProSystem fx® Suite

Microsoft's SQL Server platform continues to be one of the leading players in application database technology. It is the chosen platform for the future of the ProSystem fx® Suite with several applications currently using it. Participate in this hands-on workshop to learn how to install and configure SQL instances for ProSystem fx® Suite applications, how to create effective maintenance plans, and best practices for maintenance and performance.

CPE Field of Study: Computer Science

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Organization Size

To ensure attendees find CCH User Conference 2010 beneficial, we will offer topics that are of interest to small, medium, and large organizations. Topics will be the same for all groups:

• Small Organizations — 1 – 9 users
• Medium Organizations — 10 – 49 users
• Large Organizations — 50+ users

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