Lunch and Learn Series

Along with partners, KTL host a monthly webinar aimed at helping our clients view products and educate them on the latest technology to help with the efficiency of running a business. KTL will treat you to lunch for your participation. The Lunch and Learn Series runs the third Tuesday of every month from 11:30 – 1:00.


Tuesday, March 18th - Excel PivotTables for Accountants

PivotTables are the most powerful feature of Excel, yet few accountants use them in their day-to-day activities. For some, PivotTables are too intimidating. For others, PivotTables are unknown. With a little instruction and guidance, you will be using PivotTables to accomplish routine analysis and reporting. We will begin with basic PivotTables and progress to advanced PivotTable topics. Topics covered will include drag and drop pivoting, grouping and ungrouping, calculated fields, drill down to underlying details, consolidated PivotTables, and PivotTables dynamically linked to external databases.

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Tuesday, April 15th - Business Alerts

You have them – do you use them? Setup Business Alerts to notify you via email when your data matches conditions your specify. Gain an in-depth understanding of how to use the features of Business Alerts and how it integrates with Dynamics GP. Learn how it works, how to set them up and maintain them. You will also learn how to configure Microsoft SQL Server for use with Business Alerts.

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Tuesday, May 20th – Google – It’s Not Just a Search Engine

Yes, Google is the world's most widely used search engine, with over 380 million global users per month executing over 2 billion searches per month. But if you're using Google only for Web searches, you're missing out on a number of time-saving features designed to increase your productivity. In this fun and fast-paced session, learn how to take advantage of many of the newer features offered by Google, including Desktop, Earth, Gmail, Froogle, Talk, and Toolbar. Don't miss this opportunity to become more efficient in your searches and more productive in the workplace!

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Tuesday, June 17th – Vista – What you really need to know

Vista - Microsoft's newest operating system has arrived. Now what? While Vista promises more stability and security and provides better performance compared to previous versions of Windows, there are potential pitfalls you must be aware of before upgrading or migrating to Vista. Learn about the new features of Vista and how to reap their benefits, and specific upgrade considerations, including potential hardware and software conflicts and incompatibilities. Be sure you are prepared to take advantage of all that Vista has to offer by attending this session.

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Tuesday, July 15th – Advanced Outlook Tips

Including Outlook 2003 & Outlook 2007

Most accountants (including many long time users) barely scratch the surface with respect to the features and functions that are available in Microsoft Outlook. Beyond the basics of sending emails or recording client/contact information, MS Outlook can be used for scheduling and planning meetings, task lists, notes, finding documents, sharing calendars, controlling spam, transferring and sharing contact information, working with MS Exchange servers, and much more. Key features of the new MS Outlook 2007 and great features of Outlook 2003 are included. The session is designed by accountants to meet the needs of accountants.

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There will be no Lunch and Learn in December.

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Tuesday, August 19th - Managing Digital Documents - Working with PDF

What can you do to a PDF file? PDF files are the standard document format for digital documents today, and now is the best time to learn how to create, manage, store and share PDF files. Learn how to create, manipulate and store digital documents. Applications presented will be Adobe Acrobat Professional 8 and less expensive options for creating and working with PDF files.

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Tuesday, September 16th - Analytics with Microsoft Office 2007

Office PerformancePoint Server 2007 Analytics empowers business users to capture and share analytical best practices using the intuitive and collaborative environment of Microsoft Office. Simple data navigation, powerful server-based calculations, and advanced visualization are core components that help business users understand complex information faster. Learn how to simplify how people receive and interact with information. Employees create analytics that can include graphs, key performance indicators (KPIs), and data grids, and use advanced visualization functionalities. These rich visualization applications help users rapidly identify trends, opportunities, and even threats hidden within large quantities of data.

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Tuesday, October 21st - A How to Guide to the Paperless Office

What are the best practice steps to going paperless? The authors and presenters have spent several years working with managing and implementing Digital Management Initiatives. This session is the culmination of their experience. What are the Phases and Tasks necessary to a successful paperless implementation? What are the 10 things you should know to purchase the right scanner? What is the right answer to the backup solutions you need? This session is a fast paced overview for small to large businesses.

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Tuesday, November 18th – Entrequest

Why do 20% of people produce 80% of the results?” Leading individuals know that while focusing on results and processes are important, long-term success cannot be achieved without an unstoppable mindset. Much like mastering mindset, learning how to effectively communicate with people on all levels is an art and can lead to increased confidence positively impacting revenue. Approaching business and life using a psychology-first approach ultimately will increase revenue and create ambassadors for life.”

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