K2's Technology Conference

Thursday, August 15 Code: TECH 16.0 CPE Credits

Presenter(s):

Randolph Johnston , Val Steed , Lawrence McClelland

Agenda

    Thursday, Aug 15th

  • 8:00AM TO 9:40AM / General Session
    Tech Update - Today's Biggest Trends, Solutions, and Opportunities

    Technology continues to revolutionize how we work; those who ignore this fact do so at their own peril. To remain successful, business professionals must stay on top of technology trends, implement the best solutions, and seize opportunities as they appear.

    In this session, you will learn about a wide variety of technology trends, solutions, and opportunities. Specifically, you will learn about spending trends, software licensing issues, leading-edge hardware, mobile and cloud strategies, and security risks. If you attend only one technology session this year, make sure it is this one so that you are well-positioned for what lies ahead!

  • 9:50AM TO 11:30AM / Breakout Sessions
    (3) Bringing Artificial Intelligence to Your Excel Workbooks

    If you are an Office 365 subscriber, you should know that Microsoft is bringing artificial intelligence to your Excel workbooks. These leading-edge features include Ideas, new data types, the ability to insert data from a picture, and dynamic arrays. If you know how to use these tools, these AI-powered additions to Excel will save you time and improve accuracy. Take part in this session to learn how you can bring artificial intelligence to your Excel workbooks.<?xml:namespace prefix="o" />

    (2) CPA Firm Technologies - Helping Your Practice Grow

    Public accounting firms face a technology tsunami. Traditional tools such as practice management, tax, audit, document management, and workflow are as important as ever. However, new opportunities with tools based on artificial intelligence, machine learning, and process automation are available now to improve firm efficiency.

    Join us in this session - designed specifically for public practice professionals - to gain real-world, practical perspectives on the opportunities available today. In addition, you will learn about specific actions you can take to capitalize on new tools and better techniques in all areas of practice, from tax to audit to client accounting services. <?xml:namespace prefix="o" />

    (4) Everything Google - How to Utilize Tools, Services, and More

    Most users are familiar with Google's search service and Gmail but are unaware of the other services available. Additionally, most users just scratch the surface of the functionality of the Google tools and services they do use. In this session, you will learn about Google’s most useful features, apps, and services, all of which accounting and financial professionals could use better. Further, you will learn how to find better web results, gain an understanding of G Suite and how you can use it as your organization's back office, and time-saving tips on how to use Google offerings more effectively and efficiently.<?xml:namespace prefix="o" />

  • 12:30PM TO 2:10PM / Breakout Sessions
    (7) Small Business Cloud Accounting Shootout

    Cloud-based accounting solutions are taking the market by storm. With so many choices available today, it can be difficult to know which one is best for you and your clients. Therefore, in this session, you will learn about the relative strengths, right fits, and target markets for many of the leading cloud-based solutions currently available, including QuickBooks Online, Sage Business Cloud Accounting, Xero, and Accounting Suite. You will also learn about some of the lesser-known but practical options such as Zoho and Wave Accounting. Don't miss this opportunity to expand your knowledge of the options available to small businesses.<?xml:namespace prefix="o" />

    (6) PDF Tools for Productivity

    Stop struggling with PDFs! Adobe Acrobat provides access to many features which make working with PDFs a breeze.Attend this session and learn how you can use these features for improved efficiency and data security. More specifically, you will learn about PDF forms, redaction, converting PDFs to Word and Excel files, electronic signatures, creating and applying tick marks, and securing PDF documents. Importantly, mastering these tools will help you to work more effectively and efficiently with PDF documents.Join us in this very timely program where you will learn the top features necessary to optimize your PDF documents.<?xml:namespace prefix="o" />

    (5) Blockchain and Emerging Technologies

    Blockchain and other emerging technologies will affect every industry and profession. For example, some products have already implemented machine learning and artificial intelligence to help you be more effective. Further, process automation tools are now available for small and mid-sized businesses. In this “how-to” session, you will learn about emerging technologies that directly affect business professionals. While many emerging technologies are not yet ready for prime-time, some of them are. With the cookbook approach used in this session, you will see how tools, available now, can help you and your team be more productive, efficient, and effective.<?xml:namespace prefix="o" />

  • 2:20PM TO 4:00PM / General Session
    Personal Privacy

    With much of our personal information collected and stored by others - sometimes without us even knowing about it - what can we do to help protect our privacy?Personal privacy is one of the biggest concerns of many individuals and organizations. Therefore, we should consider the implications of personal privacy at both levels. By taking part in this session, you will learn valuable techniques that can help you identify what elements of your personal information are at risk. Perhaps more importantly, you will learn what you can do to get back in control.<?xml:namespace prefix="o" />

  • 4:10PM TO 5:00PM / General Session
    BONUS SESSION: Bring Your Team Together

    <?xml:namespace prefix="o" /><o:p>

    Stick around and earn an additional CPE credit with this bonus session.

    Microsoft Teams is one of the best additions to the Microsoft stack in years. In this session, you will learn how you can use Microsoft’s Teams application to organize workflows, communications, and document sharing for your workgroup, department, or organization. No matter the size of your team, having all your team’s information in one place with complete integration into your Office applications can dramatically improve teamwork and performance. Participate in this session to get up and running with Microsoft Teams. <o:p></o:p>

    </o:p>

  • Friday, Aug 16th

  • 8:00AM TO 9:40AM / General Session
    The Best of the Best - Office Productivity Boosters

    Most professionals are familiar with using the Microsoft Office suite for day to day productivity. But how much more could you do to improve your productivity? Are you using Office’s best tricks? Are there tools that you should add to your own bag of tricks?

    <?xml:namespace prefix="o" />

    In this session, you will learn how to spot opportunities where you can achieve productivity gains with little effort. Moreover, you will learn how to use the tools you already own to boost your office productivity. By taking part in this session, you will learn office productivity boosters that can help you save two hours in just the first month!

  • 9:50AM TO 11:30AM / Breakout Sessions
    (13) Excel Power Query - Ten Things You Need to Know

    Microsoft has updated Excel's Power Query tool – first released in 2010 – with many new features. Power Query now provides users with the ability to access, link, and clean data to prepare it for reporting. In this session, you will learn ten things every Power Query user should know to make it easier to create powerful reports in less time from any data source. Participate in this session to learn how you can put Power Query to work for you.<?xml:namespace prefix="o" />

    (12) A Scary Ride Through the Dark Web

    You have heard of the Dark Web, but have you experienced it? If not, buckle up for a scary ride through the underbelly of the Internet. Here many illicit and illegal activities occur every day, potentially affecting our personal and organizational security. In this session, you will experience first-hand the Dark Web and all that it entails - both positive and negative. Upon completing this session, you will understand why it is important to secure your information so that you do not become yet another victim of the Dark Web.<?xml:namespace prefix="o" />

    (11) Going Virtual - Technologies to Support Remote Team Members

    “Going virtual” has evolved beyond anywhere, anytime, any device access to full-service remote support. There are a wide variety of tools that help us work virtually. In this session, you will learn about many of them, including multi-factor authentication, hosting, VOIP telephony, video conferencing, document management systems, portals, Microsoft Bookings/Teams/TimeTrade, and employee portals.<?xml:namespace prefix="o" />

    The goal, of course, is to have all team members effectively work wherever they are with a full complement of tools. Attend this session to learn the best ways to make these technologies work and how your business can execute a virtual employee strategy.

  • 12:20PM TO 1:10PM / Breakout Sessions
    (16) Power BI - Advanced Reporting

    In this session, you will learn how to go beyond importing data into Power BI and creating simple reports. Instead, you will learn how to take advantage of some of Power BI’s advanced features, including managing data relationships, creating KPIs, adding goal-oriented graphics, filtering with Slicers, and using new AI features in Power BI.Further, you will learn how you can use Power BI Desktop, Power BI Mobile, and Power BI Pro in concert to create a comprehensive reporting strategy.<?xml:namespace prefix="o" />

    (15) Improving Communications with Effective Visualizations

    Charts and graphs are nothing new. However, many professionals struggle with building effective visualizations. If that statement describes you, take part in this session to improve your skills when building visualizations. As a result of doing so, you will be able to create visualizations that will enhance your communication skills. This is much more than just a session on fundamental charts. Instead, in this session, you will learn how to create advanced charts that are interactive, dynamic, and animated. If you are looking to improve your communication skills, this session is a must for you.<?xml:namespace prefix="o" />

    (14) Personal Technolopgies, Including Home Technoliges and Automation

    No doubt, personal technologies are now mainstream. But can we automate our homes – and businesses– for convenience and security? What about connecting smart speakers, like Amazon Alexa or Google Home units, into our lighting systems or our surround sound TV systems? Can we automate these, and other, to provide even more convenience, security, and privacy?<?xml:namespace prefix="o" />

    In this session, you will learn the options available to tie various systems together. For more sophisticated needs, you will learn the fundamentals of using integration tools like, “If This, Then That (IFTTT),” to handle the task. Tune up your world at home and office with a little bit of effort.

  • 1:20PM TO 2:10PM / Breakout Sessions
    (19) Sales Tax Compliance in a Post-Wayfair World

    The Supreme Court's Wayfair decision changes the game with respect to sales tax compliance. Now, many states are rushing to implement laws requiring even small businesses to charge, collect, and remit sales taxes on transactions that cross state lines. As a result, sales tax compliance just became infinitely more complex and many businesses could be looking at substantial fines and penalties for not complying. In this session, you will learn about your new compliance requirements and about tools that you can use to meet these requirements.<?xml:namespace prefix="o" />

    (18) Current Tech Crimes - Ripped from the Headlines

    Security is a top concern for CPAs every year. Yet many hacks result from organizations not implementing effective internal controls over information technology.In this session, you will learn about critical IT-related controls using a case study approach. More specifically, you will learn from real-world examples of breaches and security failures. Accordingly, you will better understand how to protect your company and its data.Attend this fast-paced session and learn more about IT-related controls you can use to prevent computer crimes such as identity and information theft, tax refund fraud, and more.<?xml:namespace prefix="o" />

    (17) Mid-Market Accounting, ERP, and Business Intelligence

    Is your accounting platform performing as expected? If not, it may be time to consider the alternatives available with new generation, comprehensive accounting solutions. Sophisticated features formerly only available in Tier 1 ERP solutions have moved down market into the mid-market.
    Further, add-ons like business intelligence, financial reporting, budgeting, accounts payable automation, and sales tax compliance are easy to integrate to create a complete solution. If you have outgrown your existing system, have a proprietary system in place, or have a system that is ten years old or greater, it is time for you to review your options.<?xml:namespace prefix="o" />

  • 2:20PM TO 4:00PM / General Session
    Excel's Best New Features

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Agenda

    Thursday, Aug 15th

  • 8:00AM TO 9:40AM /
    Tech Update - Today's Biggest Trends, Solutions, and Opportunities

    Technology continues to revolutionize how we work; those who ignore this fact do so at their own peril. To remain successful, business professionals must stay on top of technology trends, implement the best solutions, and seize opportunities as they appear.

    In this session, you will learn about a wide variety of technology trends, solutions, and opportunities. Specifically, you will learn about spending trends, software licensing issues, leading-edge hardware, mobile and cloud strategies, and security risks. If you attend only one technology session this year, make sure it is this one so that you are well-positioned for what lies ahead!

  • 9:50AM TO 11:30AM / Breakout Sessions
    (3) Bringing Artificial Intelligence to Your Excel Workbooks

    If you are an Office 365 subscriber, you should know that Microsoft is bringing artificial intelligence to your Excel workbooks. These leading-edge features include Ideas, new data types, the ability to insert data from a picture, and dynamic arrays. If you know how to use these tools, these AI-powered additions to Excel will save you time and improve accuracy. Take part in this session to learn how you can bring artificial intelligence to your Excel workbooks.<?xml:namespace prefix="o" />

    (2) CPA Firm Technologies - Helping Your Practice Grow

    Public accounting firms face a technology tsunami. Traditional tools such as practice management, tax, audit, document management, and workflow are as important as ever. However, new opportunities with tools based on artificial intelligence, machine learning, and process automation are available now to improve firm efficiency.

    Join us in this session - designed specifically for public practice professionals - to gain real-world, practical perspectives on the opportunities available today. In addition, you will learn about specific actions you can take to capitalize on new tools and better techniques in all areas of practice, from tax to audit to client accounting services. <?xml:namespace prefix="o" />

    (4) Everything Google - How to Utilize Tools, Services, and More

    Most users are familiar with Google's search service and Gmail but are unaware of the other services available. Additionally, most users just scratch the surface of the functionality of the Google tools and services they do use. In this session, you will learn about Google’s most useful features, apps, and services, all of which accounting and financial professionals could use better. Further, you will learn how to find better web results, gain an understanding of G Suite and how you can use it as your organization's back office, and time-saving tips on how to use Google offerings more effectively and efficiently.<?xml:namespace prefix="o" />

  • 12:30PM TO 2:10PM / Breakout Sessions
    (7) Small Business Cloud Accounting Shootout

    Cloud-based accounting solutions are taking the market by storm. With so many choices available today, it can be difficult to know which one is best for you and your clients. Therefore, in this session, you will learn about the relative strengths, right fits, and target markets for many of the leading cloud-based solutions currently available, including QuickBooks Online, Sage Business Cloud Accounting, Xero, and Accounting Suite. You will also learn about some of the lesser-known but practical options such as Zoho and Wave Accounting. Don't miss this opportunity to expand your knowledge of the options available to small businesses.<?xml:namespace prefix="o" />

    (6) PDF Tools for Productivity

    Stop struggling with PDFs! Adobe Acrobat provides access to many features which make working with PDFs a breeze.Attend this session and learn how you can use these features for improved efficiency and data security. More specifically, you will learn about PDF forms, redaction, converting PDFs to Word and Excel files, electronic signatures, creating and applying tick marks, and securing PDF documents. Importantly, mastering these tools will help you to work more effectively and efficiently with PDF documents.Join us in this very timely program where you will learn the top features necessary to optimize your PDF documents.<?xml:namespace prefix="o" />

    (5) Blockchain and Emerging Technologies

    Blockchain and other emerging technologies will affect every industry and profession. For example, some products have already implemented machine learning and artificial intelligence to help you be more effective. Further, process automation tools are now available for small and mid-sized businesses. In this “how-to” session, you will learn about emerging technologies that directly affect business professionals. While many emerging technologies are not yet ready for prime-time, some of them are. With the cookbook approach used in this session, you will see how tools, available now, can help you and your team be more productive, efficient, and effective.<?xml:namespace prefix="o" />

  • 2:20PM TO 4:00PM /
    Personal Privacy

    With much of our personal information collected and stored by others - sometimes without us even knowing about it - what can we do to help protect our privacy?Personal privacy is one of the biggest concerns of many individuals and organizations. Therefore, we should consider the implications of personal privacy at both levels. By taking part in this session, you will learn valuable techniques that can help you identify what elements of your personal information are at risk. Perhaps more importantly, you will learn what you can do to get back in control.<?xml:namespace prefix="o" />

  • 4:10PM TO 5:00PM /
    BONUS SESSION: Bring Your Team Together

    <?xml:namespace prefix="o" /><o:p>

    Stick around and earn an additional CPE credit with this bonus session.

    Microsoft Teams is one of the best additions to the Microsoft stack in years. In this session, you will learn how you can use Microsoft’s Teams application to organize workflows, communications, and document sharing for your workgroup, department, or organization. No matter the size of your team, having all your team’s information in one place with complete integration into your Office applications can dramatically improve teamwork and performance. Participate in this session to get up and running with Microsoft Teams. <o:p></o:p>

    </o:p>

  • Friday, Aug 16th

  • 8:00AM TO 9:40AM /
    The Best of the Best - Office Productivity Boosters

    Most professionals are familiar with using the Microsoft Office suite for day to day productivity. But how much more could you do to improve your productivity? Are you using Office’s best tricks? Are there tools that you should add to your own bag of tricks?

    <?xml:namespace prefix="o" />

    In this session, you will learn how to spot opportunities where you can achieve productivity gains with little effort. Moreover, you will learn how to use the tools you already own to boost your office productivity. By taking part in this session, you will learn office productivity boosters that can help you save two hours in just the first month!

  • 9:50AM TO 11:30AM / Breakout Sessions
    (13) Excel Power Query - Ten Things You Need to Know

    Microsoft has updated Excel's Power Query tool – first released in 2010 – with many new features. Power Query now provides users with the ability to access, link, and clean data to prepare it for reporting. In this session, you will learn ten things every Power Query user should know to make it easier to create powerful reports in less time from any data source. Participate in this session to learn how you can put Power Query to work for you.<?xml:namespace prefix="o" />

    (12) A Scary Ride Through the Dark Web

    You have heard of the Dark Web, but have you experienced it? If not, buckle up for a scary ride through the underbelly of the Internet. Here many illicit and illegal activities occur every day, potentially affecting our personal and organizational security. In this session, you will experience first-hand the Dark Web and all that it entails - both positive and negative. Upon completing this session, you will understand why it is important to secure your information so that you do not become yet another victim of the Dark Web.<?xml:namespace prefix="o" />

    (11) Going Virtual - Technologies to Support Remote Team Members

    “Going virtual” has evolved beyond anywhere, anytime, any device access to full-service remote support. There are a wide variety of tools that help us work virtually. In this session, you will learn about many of them, including multi-factor authentication, hosting, VOIP telephony, video conferencing, document management systems, portals, Microsoft Bookings/Teams/TimeTrade, and employee portals.<?xml:namespace prefix="o" />

    The goal, of course, is to have all team members effectively work wherever they are with a full complement of tools. Attend this session to learn the best ways to make these technologies work and how your business can execute a virtual employee strategy.

  • 12:20PM TO 1:10PM / Breakout Sessions
    (16) Power BI - Advanced Reporting

    In this session, you will learn how to go beyond importing data into Power BI and creating simple reports. Instead, you will learn how to take advantage of some of Power BI’s advanced features, including managing data relationships, creating KPIs, adding goal-oriented graphics, filtering with Slicers, and using new AI features in Power BI.Further, you will learn how you can use Power BI Desktop, Power BI Mobile, and Power BI Pro in concert to create a comprehensive reporting strategy.<?xml:namespace prefix="o" />

    (15) Improving Communications with Effective Visualizations

    Charts and graphs are nothing new. However, many professionals struggle with building effective visualizations. If that statement describes you, take part in this session to improve your skills when building visualizations. As a result of doing so, you will be able to create visualizations that will enhance your communication skills. This is much more than just a session on fundamental charts. Instead, in this session, you will learn how to create advanced charts that are interactive, dynamic, and animated. If you are looking to improve your communication skills, this session is a must for you.<?xml:namespace prefix="o" />

    (14) Personal Technolopgies, Including Home Technoliges and Automation

    No doubt, personal technologies are now mainstream. But can we automate our homes – and businesses– for convenience and security? What about connecting smart speakers, like Amazon Alexa or Google Home units, into our lighting systems or our surround sound TV systems? Can we automate these, and other, to provide even more convenience, security, and privacy?<?xml:namespace prefix="o" />

    In this session, you will learn the options available to tie various systems together. For more sophisticated needs, you will learn the fundamentals of using integration tools like, “If This, Then That (IFTTT),” to handle the task. Tune up your world at home and office with a little bit of effort.

  • 1:20PM TO 2:10PM / Breakout Sessions
    (19) Sales Tax Compliance in a Post-Wayfair World

    The Supreme Court's Wayfair decision changes the game with respect to sales tax compliance. Now, many states are rushing to implement laws requiring even small businesses to charge, collect, and remit sales taxes on transactions that cross state lines. As a result, sales tax compliance just became infinitely more complex and many businesses could be looking at substantial fines and penalties for not complying. In this session, you will learn about your new compliance requirements and about tools that you can use to meet these requirements.<?xml:namespace prefix="o" />

    (18) Current Tech Crimes - Ripped from the Headlines

    Security is a top concern for CPAs every year. Yet many hacks result from organizations not implementing effective internal controls over information technology.In this session, you will learn about critical IT-related controls using a case study approach. More specifically, you will learn from real-world examples of breaches and security failures. Accordingly, you will better understand how to protect your company and its data.Attend this fast-paced session and learn more about IT-related controls you can use to prevent computer crimes such as identity and information theft, tax refund fraud, and more.<?xml:namespace prefix="o" />

    (17) Mid-Market Accounting, ERP, and Business Intelligence

    Is your accounting platform performing as expected? If not, it may be time to consider the alternatives available with new generation, comprehensive accounting solutions. Sophisticated features formerly only available in Tier 1 ERP solutions have moved down market into the mid-market.
    Further, add-ons like business intelligence, financial reporting, budgeting, accounts payable automation, and sales tax compliance are easy to integrate to create a complete solution. If you have outgrown your existing system, have a proprietary system in place, or have a system that is ten years old or greater, it is time for you to review your options.<?xml:namespace prefix="o" />

  • 2:20PM TO 4:00PM /
    Excel's Best New Features

Register Now