Watch your firm's skills grow this summer!

Our Best Practices Summer Series training classes—available regionally and online—include demonstrations, lectures, and question and answer sessions that introduce you to new ways of using our software to streamline your processes and customize your client services—all while earning valuable CPE credits!

Our analysts have developed a number of best practices that can save you time and maximize your firm's productivity, and is based on information learned over the course of hundreds of product installations with users from all over the country.

All classes are just $130 per person, per session. (Note: All web-based classes require a high-speed Internet connection.)

• Financial Statement Best Practices
• Engagement ES™ Best Practices
• Practice ES™ Best Practices
• Time Management Best Practices
• Maximizing Your Business with Microsoft® Excel®

Financial Statement Best Practices

This class examines the financial reporting process and identifies best practices within the CS Professional Suite Accounting products. Bring your own experiences into this collaborative environment and join the discussion about how you can use financial statement formatting to meet your firm's standards—and your clients' needs.

• Discuss strategies for the most efficient statement formatting using the CS Professional Suite Accounting Financial Reporter module.
• Use grouping methods appropriately for Write-Up CS™ and/or Trial Balance CS™.
• Prepare master client templates to build standardization into your processes.

Who should attend: Firm members who are interested in maximizing efficiency of existing and new statement procedures, as well as expanding statement analysis.

Prerequisites: General understanding of the Financial Reporter module, Write-Up CS, and/or Trial Balance CS.

CPE credits: 3

Register online for this class or call (800) 726-1040 to speak to an Enterprise Suite Account Manager.

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Engagement ES™ Best Practices

Due to the increase in the accounting professional's workload, new AICPA risk assessment standards, and staffing shortages, many firms are looking for advanced engagement technology solutions to improve efficiency and control. This class will help you manage your end-to-end workflow in an efficient, secure, and paperless environment. No advanced preparation is required to take this class.

• Save time by importing a spreadsheet and make the most out of standardized leadsheets.
• Use linking to efficiently prepare workpapers and access PPC® programs.
• Examine powerful diagnostic reports for use by both the preparer and the reviewer.
• Discuss the paperless engagement technology options available to your firm.

Who should attend: Preparers and reviewers who use Engagement ES in the office or in the field and who want to increase efficiency with a paperless workflow.

Prerequisites: Knowledge of Trial Balance CS.

CPE credits: 3

Register online for this class or call (800) 726-1040 to speak to an Enterprise Suite Account Manager.

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Practice ES™ Best Practices

If you're still thinking of Practice ES as primarily a time and billing program, this class will open your eyes to the many ways you can use Practice ES as a tool to manage and evaluate every aspect of your firm. You'll learn tips and tricks to use Practice ES to its fullest potential.

• Find out how to centralize your firm's information using the built-in dashboards.
• Hear detailed best practices on the usage of various portlets.
• Discover ways to centralize your firm's processes with a workflow hub.
• Get tips to help manage your project workflow and achieve zero-time data entry.
• Use the report writer to customize your reports.

Who should attend: Anyone who wants to use Practice ES to its fullest capabilities.

Prerequisites: Some Practice ES knowledge.

CPE credits: 3

Register online for this class or call (800) 726-1040 to speak to an Enterprise Suite Account Manager.

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New this summer!
Time Management Best Practices

(Not available via the web - offered regionally only)

Are you or your staff putting off till tomorrow what you could be doing today? Do you attend meetings that you know could be more productive? Do you want to learn how to use available technology to help you manage your business? Then this is the class you must attend this summer. Time Management Best Practices, designed especially for the professional, will help you organize your day, organize your staff, and organize your firm to increase productivity and efficiency.

• Use technology to help manage your day and schedule your staff.
• Find out how to schedule and plan effective meetings.
• Protect your time by properly handling interruptions.

Who should attend: Anyone who wishes to use his or her time more effectively and efficiently.

Prerequisites: None.

CPE credits: 3

Register online for this class or call (800) 726-1040 to speak to an Enterprise Suite Account Manager.

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New this summer!
Maximizing Your Business with Excel®

Do you want more from your spreadsheet data? Do you want to better understand the integration between your CS Professional Suite and/or Enterprise Suite software and Microsoft® Excel? Then you don't want to miss this class! Discover all the ways you can use Microsoft Excel to analyze your data and help manage your business and your clients.

• Use conditional formatting to highlight pertinent information.
• Use the sort and filtering menus to manipulate data to appear exactly as you'd like to view it.
• Utilize macros for maximum efficiency in your spreadsheets.
• Import and export data to and from CS Professional Suite and Enterprise Suite.
• Use links and hyperlinks to update spreadsheets and navigate quickly.

Who should attend: Those professionals who use spreadsheets to analyze their data and want to know how Microsoft Excel can help.

Prerequisites: Basic understanding of Microsoft Excel.

CPE credits: 3

Register online for this class or call (800) 726-1040 to speak to an Enterprise Suite Account Manager.

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CPE Credits

Thomson Reuters, Tax & Accounting, Professional Software & Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN. 37219-2417 or by visiting the website: www.nasba.org. NASBA Sponsor # 103153. NY # 000688. TX # 000261.

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