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July 2022

Hello, I hope your Summer is going well.

This month's update is jammed packed full of professional development opportunities you can attend from wherever you and your technology are; at home, the cottage or sitting on the dock, by the bay. There's something for everyone, so please take a moment to explore the options below.

We are excited to announce that two of our instructors, Jeff Cook, CPA CA and Randy Johnston, MCS, MCP will be featured on a FREE webinar provided by on July 14th at 1.00pm ET. Details and the link to register can be found below.

Our next CPD webinar is on Thursday July 14th, sponsored by our partner Sage, who will demonstrate Five Ways You Can Create a Healthier Business Through Automation. Randy Johnston will provide an engaging overview of Current Issues with Virtual Currencies. Be sure to register to attend and earn 1 verified CPD credit.

As always, if you have any questions or feedback please do not hesitate to contact me.




Learn how a .cpa domain protects your data and your brand

Register to attend Free CPE Webinar – July 14 @ 1pm ET

Phishing and internet fraud are on the rise at the same time more people are increasingly turning to the internet to search for business services. It’s never been more important to have a strong, trustworthy digital presence. The launch of the restricted .cpa domain in Canada gives the accounting profession the opportunity to mitigate security risks while also building a credible online presence.

Join our discussion to learn the latest internet trends specific to the accounting industry, including best practices to help Canadian accounting firms fully realize the security and branding benefits of a .cpa URL.

Learning Objectives:

  • A review of prevalent security threats accounting firms should be alert to
  • The different ways a firm can adopt a .cpa domain and integrate it into an online strategy
  • What are some unique strategies and issues that Canadians firms in particular can benefit from
  • The FREE resources available to .cpa domain holders, including a Starter Site

How To Copy and Paste Data from Excel's Status Bar

Many Excel users enable calculations in the application’s Status Bar, such as sums, averages, and counts. Of course, you could see those summaries, but, in the past, you could not use them in your Excel spreadsheets. Fortunately, that has changed because Microsoft is now rolling out a new feature to Microsoft 365 subscribers allowing you to copy summarizations from the Status Bar and paste them into your spreadsheets. This tip will teach you how to take advantage of this handy feature.

Our broad curriculum of over 75 technology-focused CPD webinars accessible from your home or office provide verified CPD credit hours for a remarkably low price. We invite you to explore our catalogue of On Demand Webinars covering a wide range of topics including:

K2's Accounting Firm Technology Trends (2 CPD hours)

K2's Automating Data Cleanup with Excel and Power Query (2 CPD hours)

K2's Critical Excel Tools Everyone Needs to Know (4 CPD hours)

Register Now for a Sage Webinar

Sage is hosting free webinars in July.

Check them out below and register today.  

 Preparing Your Practice to go Online - July 7th at 11.00am PT / 2.00pm ET

Social Media Clinic - July 13th at 11.30am PT / 2.30pm ET

Can't make it? Register anyways and you'll receive a session recording

shortly after the session completes. We look forward to seeing you there.


Attend a Road to Excellence mini-webinar in person and earn 1 verified CPD credit when you answer a minimum of 75% of the polling questions and attend for 50 minutes of the live session. Every registrant will receive a link to the recorded webinar; so sign up today to ensure you're on the list.

All sessions begin at 12:00 pm ET

Click the Link Below to Learn More and Register

No Charge to Attend

Join Dext and Carla Caldwell on Tuesday, July 12, 2022 at 2pm for an insightful webinar session on how choosing the right tech stack for your firm will boost productivity, create efficiencies in your firm, and will ultimately save you time.


Join Carla Caldwell to learn:

  • The key tools essential to running your entire firm on autopilot
  • How these tools work together, and the specific workflows they impact
  • Carla's tips for assessing and identifying the tools that are right for your firm
  • The true impact of a powerful tech stack on your firm’s revenue, client and staff experience