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The K2 Enterprises Team                                                                                     July 2011

Greetings!
 
In this month's K2 Tech Update we discuss Using Technology to Minimize Fraud. With fraud at epidemic levels in the United States, organizations can help mitigate occupational fraud losses using technology that is already at their disposal.

 

You'll find technology tips for protecting Excel files - Restricting Access to an Excel Workbook using Passwords, Protecting Specific Cells in an Excel Worksheet and Preventing Unauthorized Changes to an Excel Workbook. We have news on Beyond415's new release enhancements, CCH earning high marks on electronic acceptance rates for tax returns, Office 365 going "live", and details for the 2012 CPE & Ski Conference in Vail, CO. Looking for online training?  Be sure to review our Webinar and Webcast schedule for August.

This month our course spotlights are focused on Excel Budgeting and Forecasting Techniques, PDF Documents - Beyond the Basics, and QuickBooks for Accountants.

We hope you find this issue timely, relevant, and useful.  If you have topics you would like for us to cover here in the coming months, please let us know.

The K2 Team
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K2 2009 Quality Awards Logo Technology In Depth

Using Technology to Minimize Fraud 


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Restricting Access to an Excel Workbook using Passwords
  

If you wish to restrict access to an Excel workbook, or if you wish to deny editing privileges to other users, consider adding a password to the workbook as a security measure. Excel allows users to encrypt and password-protect workbooks.

 
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Protecting Specific Cells in an Excel Worksheet
 

Excel allows you to protect the contents of specific cells in a worksheet. In doing so, you can choose whether users are allowed to select or edit a cell or range of cells, insert or delete rows or columns, alter formatting, and sort and filter, among other options. Exercising this level of control in Excel requires you to do two things: 1) unlock the cells you wish to allow others to edit and 2) enable worksheet protection settings.

 

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Preventing Unauthorized Changes to an Excel Workbook

 

In some cases, you might need to protect an Excel workbook in such a fashion to prevent others from performing actions such as adding or deleting worksheets, rearranging or renaming worksheets, or hiding or unhiding worksheets. In these cases, you should take advantage of Excel workbook protection options.  

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  Using Technology to Minimize Fraud

 

 

Fraud is at epidemic levels in the United States. But don't take my word; rather, consider statistics published by the Association of Certified Fraud Examiners (ACFE) in their 2010 Report to the Nations on Occupational Fraud and Abuse (click here to download a copy.) In this definitive survey, the ACFE reports, "the typical organization loses 5% of its annual revenues to occupational fraud and abuse." For a typical small business with $2,000,000 in gross revenues, $100,000 walks out the back door each year due to occupational theft and fraud; if the organization grosses $10,000,000 in revenue, then the amount of foregone profits increases to $500,000. With losses such as these, accountants, managers, and business owners, everywhere, must take steps, now, to reverse this ugly trend and restore these profits to their rightful owners. 

 

     


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Beyond415 Upgrades Increase Tax Practitioner Productivity  

  

New River Innovation announced the current release of its post-filing application Beyond415, a tax practitioner's solution for dealing with IRS issues and notices. Enhancements such as a practitioner community, mobile app, and monitoring feature will significantly improve productivity for firms using the solution.    

 

Read more here 
 

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News2CCH Earns High Marks for E-Filing Accuracy 
  

CCH has earned a 97-percent electronic acceptance rate for federal 1040 individual tax returns and a 98-percent electronic acceptance rate for federal business tax returns, according to the U.S. Internal Revenue Service (IRS) Software Error Reject Code Report. 


 
 
 
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News6Microsoft Goes "Live" with Office 365     

 

On June 28, 2011, Microsoft officially launched Office 365, its cloud-based productivity and collaboration suite. Office 365 combines access to Exchange e-mail, Lync messaging, SharePoint collaboration, the Office Web Apps, all into one monthly subscription. 

 


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News5Plan Now to Attend the 2012 CPE & Ski Conference  

 

In the heat gripping most of the country during the "dog days" of summer, it might seem a little strange to begin thinking about winter. Yet, for those interested in mixing world-class continuing professional education with world-class skiing, now is the time to make plans to join the K2 team for the annual CPE & Ski Conference to be held January 9 through January 11 in Vail, Colorado.

 


  
 
 
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News4K2 Enterprises Webinar Schedule for August 2011 

 

August brings more opportunities for K2 online training. Through CPA Crossings and ACPEN, K2 Enterprises has webinar and webcast training events in August.

 

The cost of each of the CPA Crosssings two-hour sessions is $79 and group discounts are available.   

 

The cost of each ACPEN eight hour course is $195 and each four hour course is $129.

 

Imagine, you now have the opportunity of getting leading-edge, K2 developed and presented content delivered to you in the friendly confines of your home or office. We are truly excited about this ability to serve you even better in 2011 and beyond. 

 
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Spotlight1Excel Budgeting and Forecasting Techniques

  

Recent research reveals that nearly 75% of North American companies use Excel as their primary budgeting and forecasting tool. This course is designed to provide participants with the Excel knowledge and skills necessary to prepare budgets and forecasts more efficiently and with greater accuracy. It provides real world examples developed by accountants for accountants in the following six major topic areas: collaboration and workbook security, integrating and manipulating data from external sources, consolidating budgetary data, summarizing and analyzing data with PivotTables, forecasting revenues and expenses using linear regression and other techniques, and understanding and applying capital budgeting principles. If you use Excel in budgeting and forecasting, you need this course. Participants will have access to sample data files. 

 

Read more here

 

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Spotlight2PDF Documents - Beyond the Basics

This seminar focuses on how to use Adobe Acrobat for creating and using Portable Document Format (PDF) files. PDF is the recognized standard for exchanging digital documents and has become the standard document format for many electronic document management systems. Understanding how to use PDFs effectively is rapidly becoming a necessary business skill, especially as more and more organizations migrate to paperless environments.

  
Spotlight3QuickBooks for Accountants

Although QuickBooks is generally labeled as an "entry level" accounting solution, it is an extremely powerful product with features and capabilities of which many users are either not aware or don't know how to utilize effectively. This course is designed to help you get more out of QuickBooks and to resolve the issues with which even experienced QuickBooks users often struggle, such as locking down prior periods. The course starts out fast with a chapter covering the top issues accountants face with QuickBooks. The day continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves and/or their clients. Issues such as setting up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features are also addressed in this course. In addition, you will learn about locking down transactions in prior periods, the audit trail, customizing reports, exporting reports to Excel, and data backup.

Read more here
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Continuing Professional Education
for Accountants and Financial Professionals


K2 Enterprises offers continuing professional education seminars and conference sessions to accounting and finance professionals throughout the U.S.  

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About K2 Tech Update

K2 Tech Update is published by K2 Enterprises and features technology and productivity news, information, and tips for accounting and financial professionals.

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