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LIVE STREAM: 2021 Technology Conference

Thursday, July 15 Code: LS13040 16.0 CPE Credits

Overview

Please pick your breakout sessions before registering!

TOPICS OF DISCUSSION
Day 1
> Tech Update 2021
>  Selecting and Vetting Technology Providers
> Formatting Excel Spreadsheets the Right Way
> CPA Firm Technology Strategies
> The Power of Array Formulas in Excel
> Password Management Tools: Why and How You Should Use Them 

Day 2
>  Security Roundtable
> Amazing Accounting Add-Ons
>  Excel’s Best New Features
>  Selecting Small Business Management Systems
> Power Automate Your Approvals
>  Choosing Your Mid-Market Accounting Solution
>  Turbocharging Small Business Reporting with Power Query
> Tales of True Tech Crimes: Ripped from the Headlines
 

MATERIALS

This conference is a paperless conference and all materials will be available electronically as PDFs. Materials will be available for download in advance and participants will receive an email when they are available. For more information about eMaterials, visit ematerials.gscpa.org.


Agenda

    Thursday, Jul 15th

  • 7:00AM TO 7:05AM / General Session
    Welcome and Announcements
  • 7:05AM TO 8:40AM / General Session
    A – Tech Update 2021

    What technology trends significantly impact you? Which technologies will affect you and your business? Discuss 5G, Wi-Fi 6E, and the latest hardware and software trends to help you make the best decisions. Discover at least one new technology you had not considered and receive strategic and tactical insight on technology choices.

    Credits

    2 (OT)

    Speakers

    Brian Tankersley,
    Event Leader, K2 Enterprises

  • 8:40AM TO 8:50AM / General Session
    Break
  • 8:50AM TO 10:30AM / Breakout Sessions
    B2- Formatting Excel Spreadsheets the Right Way

    Some estimates indicate that business professionals spend as much as half their time in Excel working on formatting. Learn the correct way to apply formats in your workbooks. More specifically, learn about features such as Custom Format Codes, Templates, Styles, the Accounting Format, Precision as Displayed, date formats, and many others, all of which can save you substantial amounts of time when working in Excel.

    Credits

    2 (OT)

    Speakers

    Lawrence McClelland,
    Event Leader - Webinars, K2 Enterprises

    B1 - Selecting & Vetting Technology Providers

    Managing information technology (IT) is difficult when team members, contractors and others all sound alike. Learn the questions to ask your technology providers and how to identify some warning flags. The session materials can serve as a starting point for your discussions with your providers.

    Credits

    2 (OT)

    Speakers

    Brian Tankersley,
    Event Leader, K2 Enterprises

  • 10:30AM TO 11:30PM / Breakout Sessions
    Lunch
    C2 – The Power of Array Formulas in Excel

    Array formulas have been available in Excel for decades. But recent enhancements to Excel have breathed new life into this feature. With the new “dynamic array” concept, you can leverage Excel’s array formulas in ways that you may have never imagined possible. Learn how to put the power of array formulas to work for you by reviewing “legacy” array features, recent enhancements to Excel that facilitate “dynamic arrays,” and practical examples of dynamic arrays.

    Credits

    2 (OT)

    Speakers

    Lawrence McClelland,
    Event Leader - Webinars, K2 Enterprises

    C1 – CPA Firm Technology Strategies

    CPA firms have always had challenging times, and the last two years emphasized that point. Technology changes, new service offerings, and profitable compliance will have to be executed well during the next five years. What technologies will you choose for 2021 and beyond? What is the best way to handle everything from better client interaction from PBC to eSignature through the best advisory service strategy? How do the cloud, next-generation software, and client demands affect partner profitability? Get an independent overview of the state of technology in the profession.

    Credits

    2 (OT)

    Break
    D – Password Management Tools – Why and How You Should Use Them

    Correctly implemented passwords help protect valuable information. Both the complexity and the number of passwords required have multiplied. Explore how password management tools can help you implement, update and manage your passwords. Learn about the features of leading password management tools, why these tools are necessary to improve security and options for implementing a passwordless approach.

    Credits

    2 (OT)

  • Friday, Jul 16th

  • 7:00AM TO 8:40AM / Breakout Sessions
    E – Security Roundtable

    Security issues continue to plague businesses of all sizes and industries. Unfortunately, for many professionals, there are more questions than answers. Discover how to address your security issues and concerns and, in turn, mitigate your risk of a data breach.

    Credits

    2 (OT)

    Welcome and Announcements

  • 8:40AM TO 8:50AM / General Session
    Break

  • 8:50AM TO 10:30AM / Breakout Sessions
    F2 - Excel’s Best New Features

    With recent Excel updates provided through Microsoft 365/Office 365 subscriptions, Microsoft packs new features into the popular spreadsheet tool. Data analysis tools, new functions, and improved collaboration opportunities are available in more recent Excel versions. Learn to apply primary new functions available in Excel, including STOCKHISTORY, SORT, and FILTER. Also, discover how to employ Excel’s co-authoring feature to collaborate in real-time with other users, discuss new tasks that capitalize on Excel’s Dynamic Arrays feature, and utilize Excel’s XLOOKUP and XMATCH functions to locate data in spreadsheets.

    Credits

    2 (OT)

    Speakers

    Lawrence McClelland,
    Event Leader - Webinars, K2 Enterprises

    F1 – Amazing Accounting Add-ons

    A complete accounting software solution almost always includes additional add-on products. For example, it is hard to accurately calculate sales tax, do budgeting, or have adequate reporting without third-party add-ons. Receive guidance on some of the best add-ons in the market. If you have needs that your current solution does not meet, you may not need to change them; simply add the right add-on.

    Credits

    2 (OT)

    Speakers

    Brian Tankersley,
    Event Leader, K2 Enterprises

  • 10:30AM TO 11:20PM / Breakout Sessions
    Lunch
    G2 – Power Automate Your Approvals

    Applying the work-from-home reality to approval processes can be challenging. It requires a solution that functions regardless of location or device. Learn about Power Automate, a service with hundreds of connectors allowing you to automate a wide range of every day approval actions. Discover how to send documents from person-to-person, and review and approve them quickly and securely.

    Credits

    1 (OT)

    Speakers

    Lawrence McClelland,
    Event Leader - Webinars, K2 Enterprises

    G1 - Selecting Small Business Management Systems

    Small businesses have new and traditional choices in accounting solutions. In addition to traditional solutions like QuickBooks and Sage 50, you can choose from Cloud-based tools such as Gravity Software, Zoho Books, QuickBooks Online, Xero, Accounting Suite, Accounting Power, and many more. Cover accounting solutions that should work for businesses that are startups up to $10 million in size.

    Credits

    1 (OT)

    Speakers

    Brian Tankersley,
    Event Leader, K2 Enterprises

    Break
    H2 – Turbocharging Small Business Reporting with Power Query

    Every small business accountant knows and accepts the reporting limitations associated with entry-level tools. Most of these same professionals periodically export data to Excel, text, or other file formats to create custom reports to manage their business. The related data transformations required to utilize exported data can be automated using Microsoft’s Power Query tool in Excel. With Power Query, these professionals can perform simple and complex tasks almost instantly. Learn how to use Power Query – a tool you already own – to create more accurate and timely reports for your small business.

    Credits

    1 (OT)

    Speakers

    Lawrence McClelland,
    Event Leader - Webinars, K2 Enterprises

    H1 – Choosing Your Mid-Market Accounting Solution

    Legacy solutions are holding back businesses. Many mid-market companies are being transformed by upgrading their accounting solutions. In this new world of Software as a service (SaaS), workflow-enabled, data-centric and connected solutions, you can solve existing and future business problems in new ways. Discuss integrated and ERP solutions that should work for businesses in the $10 million to $1 billion range. If your system has been in place for seven or more years, it is time to consider an upgrade or replacement system.

    Credits

    1 (OT)

    Speakers

    Brian Tankersley,
    Event Leader, K2 Enterprises

    Break
    I – Tales of True Tech Crimes – Ripped from the Headlines

    2020 was an exceptional year for everyone, and like everyone, the hackers, scammers and other technology criminals took advantage of new opportunities brought by COVID-19. Criminals reportedly used innovative approaches to exploit weaknesses created by the pandemic.  Learn tips and techniques from these events to help protect you, your company and your data. Discuss how high-profile control failures occurred so you can be more effective at preventing crimes such as theft, malware, ransomware, phishing and hacking.

    Credits

    2 (OT)

    Speakers

    Lawrence McClelland,
    Event Leader - Webinars, K2 Enterprises


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