Professional Development and Event Catalog

In today's digital age, databases have become the backbone of every business technology, application, platform, and service. Every system relies on databases to store and organize information, from financial records in Quickbooks and Xero to sales efforts in Salesforce and Hubspot. Popular reporting tools like Power BI and Excel utilize databases to create beautiful, insightful dashboards. Despite the widespread use and importance of databases, many financial professionals lack a basic understanding of how they operate. Traditionally, working with databases has been delegated to an organization's IT department, leaving the accounting team out of scope. However, in today's technology-driven environment, accountants need to have a basic understanding of how databases work and the ability to query data independently. Our database basics course focuses on the knowledge most helpful for financial professionals. Through hands-on learning, participants will develop the skills to query data from a database or cloud provider and use it to create insightful reports in Excel or Power BI. By the end of the course, participants will feel empowered to design their dashboards and work more effectively with cloud data. With our database basics course, gain the knowledge you need to succeed in today's digital age and enhance your value as a financial professional.

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As spreadsheets evolve, so must your creating, editing, and auditing practices. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel. Today's best practices for Excel differ significantly from those used in the past, and you will learn the best ways to work with Excel spreadsheets in this "must-see" CPE program. Course materials include relevant examples to enhance your learning experience. Join us for this program to help you utilize Excel fully.

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In today's world of "Big Data," every business professional is a data analyst to some extent. This is especially true for auditors, who increasingly rely on data analytics to identify situations that require follow-up and investigation. Those who master the tools and techniques for thorough data analysis can achieve superior results in less time. Join our dynamic session to unlock the full potential of data analytics! You'll explore various tools and techniques, including Excel, multiple Excel add-ins, and Microsoft's Power BI application. Whether you're looking to enhance your skills or dive deeper into the world of data analytics, this course is designed for you. Our expert instructors will guide you through practical, real-world examples, ensuring you grasp the key concepts and apply them effectively. Don't miss this opportunity to elevate your data analysis skills and stay ahead in your field. Enroll now and transform your approach to data analytics!

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Back by popular demand! CTCPA, MACPA, RICPA, and NHCPA are joining together to again host the Multi-State Karter Kup Tennis Clinic at the historic Tennis Hall of Fame in Newport, RI. Not quite ready for the Karter Kup Tennis Scramble? We've got you covered. Attend this tennis clinic led by a seasoned pro and dive into the excitement! The clinic is open to all members and their guests (non-members must be registered by a member). Whether you're a beginner or brushing up your skills, all levels are encouraged to participate. Lunch will be served at 12:30 p.m.AgendaLunch: 12:30 - 1:30 p.m.Clinic: 1:30 - 3 p.m. Please note: All players must dress in tennis whites while playing on the courts (coloring in white shoes is permitted). Players must bring their own racket, but tennis balls will be provided. If you're interested in participating or have any questions, please contact Jill Foley at jfoley@masscpas.org.

Back by popular demand! CTCPA, MACPA, RICPA, and NHCPA are joining together to host the Multi-State Karter Kup Tennis Scramble at the historic Tennis Hall of Fame in Newport, RI. Not quite ready to play in the Karter Kup Tennis Scramble? That's ok. Attend as a spectator and be a part of the excitement! Have questions, please contact Jill Foley at jfoley@masscpas.org.

Back by popular demand! CTCPA, MACPA, RICPA, and NHCPA are joining together to host the Multi-State Karter Kup Tennis Tournament. The Karter Kup Tennis Scramble is played on the grass courts of the Tennis Hall of Fame in Newport, RI! All members and their guests are welcome to play; nonmember guests must be registered by a member. This is a fun day on the courts and all levels are encouraged to participate.  Lunch will be served at 12:30 p.m.AgendaLunch: 12:30PM - 1:30 p.m.Tournament Play: 1:30 - 4 p.m.Please note, all players must dress in tennis whites while playing on the courts (coloring in white shoes is permitted). Players must bring their own racket, but tennis balls will be provided. If you're interested in participating or have any questions, please contact Jill Foley at jfoley@masscpas.org.

The Internet and mobile technologies have revolutionized the way that businesses operate. We are no longer constrained by working from a specific location or during typical business hours. Instead, organizations can now effectively communicate and do business with customers and staff based anywhere in the world. One of the most critical aspects of this changing workplace is the virtual office, which allows a user to work anywhere in the world. This course helps you identify how an organization can improve collaboration, communication, and operations by implementing virtual office technology. We'll look at solutions to simplify and streamline communications, business process management, going paperless, and more. We'll also cover the benefits and risks of implementing a virtual workplace and discuss innovative technologies you can use to revolutionize your organization.

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The Internet and mobile technologies have revolutionized the way that businesses operate. We're no longer constrained by having to operate in a specific location or during specific business hours. Organizations can now effectively communicate and do business with customers and staff based anywhere in the world. One of the most important aspects of this changing workplace is the virtual office, which allows a user to work anywhere in the world.This course is an in-depth look at how an organization can improve collaboration, communication, and operations by implementing virtual office technology. We'll look at solutions to simplify and streamline communications, business process management, going paperless, and more. We'll also cover the benefits and risks of implementing a virtual workplace and discuss innovative technologies you can use to revolutionize your organization.

Discover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team. Explore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.

Join us for our monthly Town Hall Meetings – a must-attend event for anyone looking to stay ahead of the latest hot topics impacting the profession. This is your chance to hear directly from Executive Director & CEO Bonnie Stewart and engage with leading voices in the finance and accounting industry. Gain insights, ask questions, and connect with experts who are shaping the future of our field. Don’t miss this opportunity to be informed and involved! You must register to attend and receive CPE credit.

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In a rapidly evolving public practice accounting landscape, K2's CPA Firm Update continues to be your essential guide to staying ahead. This session provides actionable insights into transformative technologies and management strategies reshaping the profession. With a focus on data analytics, cybersecurity, practice management, and client service excellence, this year's update delves into how firms can thrive amidst change. Key technologies covered include AI-powered auditing, blockchain applications for financial processes, advancements in cloud computing, robotic process automation (RPA), and workflow optimization tools. Gain clarity on significant trends and how they affect your firm's strategy, enabling you to make well-informed decisions for sustainable growth.

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This course provides an in-depth exploration of Customer Relationship Management (CRM) systems as a critical tool for business automation. Designed for accounting professionals, it emphasizes CRM's role in streamlining workflows, organizing communications, enhancing client relationships, and improving efficiency. Participants will learn about key CRM features, integration with accounting software, and best practices for successful implementation. We will highlight practical applications with actionable insights to help attendees optimize their processes. This two-hour session ensures you walk away with a basic understanding of CRM's transformative potential for business and financial management.

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Which technology trends will impact you and your business? What emerging technologies will potentially help you to address security and efficiency? How will the emergence of Windows 11 affect you? Should you consider subscription-based software? What does the future of communication technology have in store for you? Get answers to these and other questions by participating in K2's Technology Update, a four-hour review of technology trends and developments affecting virtually all business professionals. In this session, you will learn about significant issues such as: • Hardware trends, • Software innovations, • Communication and collaboration tools, • Security issues and solutions, • Key products to consider for implementation, and • Unusual and emerging technologies you may have missed. If you're taking just one technology-focused training session this year, this should be it!

Government accounting professionals face unique challenges—transparency requirements, budget constraints, legacy systems, and public scrutiny that demands both accuracy and efficiency. This specialized conference brings you a full day of technology updates specifically relevant to those working in local, state, county, and federal agencies. From AI tools that work within government frameworks to modern data analytics for grant tracking and fund accounting, we're covering the technology that helps you serve your constituents better while navigating the complexities of public sector operations.You'll discover practical ways to modernize government workflows, improve interdepartmental collaboration, strengthen security protocols, and make data-driven decisions with limited resources. Whether you're dealing with aging infrastructure, looking to justify tech investments to oversight committees, or trying to do more with less, this conference gives you the tools and strategies to bring your agency's operations into 2026 and position yourself for what's coming next.

The modern financial professional's efficiency is directly tied to the ecosystem of applications and hardware they navigate daily. This course provides a comprehensive tour of the most effective tools and services categorized across mobile, desktop, and cloud environments. We move beyond standard office software to explore open-source alternatives and specialized "productivity gems" that offer high value for small business practitioners. The session also addresses the intersection of professional and personal efficiency by examining how home automation can be integrated to create a more seamless and focused work-from-home experience. A significant portion of the program is dedicated to the power of Integration Platform as a Service (iPaaS) solutions. We will demystify how tools like n8n, Power Automate, and Zapier allow disparate systems to communicate, enabling basic but powerful no-code automation for routine tasks. Additionally, we address critical security updates for 2026, including the practical deployment of passkeys and encrypted sharing protocols. This course is designed to provide a foundational roadmap for practitioners looking to modernize their tech stack with a blend of agentic AI, robust automation, and secure, high-performance applications.

Tax Security Essentials: Implementing a WISP for Tax Professionals Tax practices face a critical responsibility: safeguarding client data against cyber threats. This course is tailored for professionals in the tax industry, offering a deep dive into the essentials of creating and maintaining a Written Information Security Plan (WISP) as mandated by IRS regulations and the FTC Safeguards Rule. With a focus on IRS Publications 4557, 5293, and 5708, along with insights from NISTIR 7621, participants will learn not just the theory but the practical steps needed to enhance their practice's security posture. The course content is designed to be direct and engaging, ensuring that attendees can easily translate knowledge into action. The curriculum covers a broad spectrum of critical topics, from developing a compliant WISP to recognizing and responding to cyber threats, and from implementing strong access controls to effective data protection measures. Special emphasis is placed on real-world strategies for preventing data breaches, including the use of encryption, backup procedures, and secure data disposal methods. Participants will also explore the importance of employee training and the continuous monitoring and improvement of security practices to address new cyber threats and business changes. For tax professionals committed to upholding the highest standards of data security and building a trust-based relationship with their clients, this course is a vital resource. Attendees will not only gain the knowledge to protect their clients' data but also the confidence to implement best practices within their organization.

Much has been written and said about Artificial Intelligence (AI). But for many professionals, AI remains an enigma because they do not know how to get started using tools such as Bard, ChatGPT, and Copilot. If that describes your situation, relax because help is here! Participate in K2's Getting Started With Artificial Intelligence to learn to use today's AI tools. This session will teach you how to access and use multiple popular AI tools to improve efficiency and productivity. If you are starting with AI, this is one session you cannot miss!

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We’re bringing our members and families an unforgettable night at the ballpark as the New York Yankees face off against the Boston Red Sox - one of baseball’s greatest rivalries. Enjoy prime seats along the third-base line and soak in the energy of Yankee Stadium during a late-summer showdown. This is a rare, discounted opportunity and our first time offering a Yankees ticket experience - don’t miss your chance to be part of it.  Limited seats available, so don't wait - reserve now. This event is a collaboration of the American Institute of Architects CT - Emerging Professionals, CT Bar Association Young Lawyer Section and the CT Society of CPAs New & Young Professionals

With the explosion of technology over the past thirty years, one fair question is, "what are the ethical considerations and impacts related to this technology?" Of course, practical technology issues such as data privacy and security undoubtedly carry ethical considerations. However, technology also affects the ethics associated with work-life balance, the digital divide, training needs, copyrights, and fraud, to name a few. This course will teach you about "technoethics" and its implications for individuals and organizations. To that end, you will explore many current and emerging issues associated with ethics and technology, such as copyrights, cybercrimes, privacy versus security, and geo-tracking technologies. Given the profound implications of ethics and technology, this could be the most impactful session you will ever attend.

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This two-hour CPE course is designed for accounting professionals and technology enthusiasts seeking to enhance productivity through Microsoft 365's versatile applications. Participants will explore ten key apps — including Shared Mailboxes, Planner, Lists, To Do, Stream, Viva Learning, Forms, Bookings, Approvals, and Places — and learn to integrate them effectively into their workflows. The course emphasizes practical applications within accounting contexts, aiming to streamline operations and foster collaboration.