Technology Workshop Presented by K2 Enterprises

Friday, December 4 8:00am - 4:00pm PST

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8 Credits

Member Price $259.00

Non-Member Price $259.00

Overview

Want to learn how to become more productive and efficient with your technology? K2 Enterprises’ nationally-recognized speakers will reveal practical tips and solutions to help you remain current on accounting, productivity, and security technology. You'll receive helpful tips and advanced techniques, along with the tools and skills necessary to keep up with the ever-increasing pace of changes in technology. 

This year’s virtual, multi-track workshop is one full-day of sessions like: 

  • Best practices for preparing and automating your Excel-based reports 
  • Moving beyond simple reports and dashboards to leverage the analytics and visualization prowess of Power BI
  • How to avoid becoming yet another victim of ransomware and other tech crimes

Check out the agenda today, and then register for K2’s technology workshop!

Highlights

Become more productive and efficient when using technology.

Prerequisites

Fundamental knowledge of hardware, software, and technology trends.

Designed For

Busy accounting and financial professionals who want to improve their personal and organizational productivity.

Objectives

  • Determine how to utilize existing and future technologies to address the needs of your organization.
  • Describe trends in hardware and software to make more informed decisions for your business and your clients.
  • Develop and implement strategies for improving information security and collaboration.
  • Utilize the most powerful features of Microsoft Office and other productivity software.

Preparation

None.

Friday, December 4

General Session

7:00am - 7:55am PST Login and Rolling Slides

General Session

7:55am - 8:00am PST Welcome and Announcements

General Session

8:00am - 9:40am PST Tech Update - A 2020 Vision

You know where technology has been, but where is it headed? What technologies are coming that would be useful to you and to your company? You’ve heard about 5G, WiFi6, and collaboration, but what products work to make this practical? This session has the breadth, depth, and recommendations to help you understand what is in the market and what is working so that you can make informed decisions. Attend this session to learn how using the right hardware and software can improve your business and your everyday life.

General Session

9:40am - 9:55am PST Break

Breakout Session

9:55am - 11:35am PST Concurrent Session A01 | 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. During this session, you will learn about critical IT-related controls using a case study approach with stories which are all new for 2020. More specifically, you will learn from real-world examples of breaches and security failures. Accordingly, you will understand better 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

9:55am - 11:35am PST Concurrent Session A02 | Transforming your CPA Firm

CPA firms are going through significant regulatory and technology changes. Do you want your firm to be transformed or to lag? What is the impact of the cloud, niche verticalization, software upgrades, and client demands on your team and the partners’ profitability? Are you ready to navigate the new generation software? This session will provide separate road maps outlining small and larger firm choices in technology. Attend this session to get an independent overview of the state of technology in the profession.

General Session

11:35am - 12:05pm PST Lunch Break

Breakout Session

12:05pm - 1:45pm PST Concurrent Session B01 | The Very Real Risk of Ransomware

Over the past two years, ransomware has surged as a major threat to individuals and organizations of all sizes. Ransomware’s annual cost to businesses is now estimated at over $8 billion, up from $1 billion in 2016. Against that backdrop, ask yourself “am I at risk?” Of course, the likely answer is “yes”. To reduce this risk, you should participate in this session where you will learn how you can avoid becoming yet another victim of ransomware. The survival of your business may depend on it!

12:05pm - 1:45pm PST Concurrent Session B02 | Advanced Topics in Power BI

So, you’ve been using Power BI to create fundamental reports and dashboards and now you’re ready for even more advanced reporting…if so, this session is for you. In this session, you will learn how to extend your Power BI environment by incorporating tools such as Data Analysis Expressions, Key Performance Indicators, Hierarchies, and Apps and Content Packs, among others. By taking advantage of the tools and techniques covered in this session, you will be able to move beyond simple reports and dashboards in Power BI and truly leverage the power of this awesome reporting tool.

General Session

1:45pm - 2:00pm PST Break

General Session

2:00pm - 3:40pm PST Next Generation Excel Reporting

New and improved features in Excel tools such as Power Query and Power Pivot means that yesterday’s techniques for generating reports in Excel are obsolete. Best practices for next generation reporting include building queries and transformations using Power Query, adding user-defined calculations with Data Analysis Expressions, managing data models in Power Pivot, reducing dependency on formulas with PivotTables, and adding visualizations where appropriate. Participate in this session so that you can learn the best practices for preparing and automating your Excel-based reports.

General Session

3:40pm - 3:50pm PST Adjourn/Survey

Leader(s):

Leaders

Thomas Stephens

Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. Upon graduation, Mr. Stephens began working for an Atlanta-based public accounting firm. After earning his designation as a Certified Public Accountant, Mr. Stephens worked for BellSouth Corporation in Atlanta as an Internal Auditor. After two years as an auditor, he was promoted to Staff Manager and then Operations Manager of the Internal Audit Group. In 1991, he transferred to the Comptrollers’ department of BellSouth and served as Manager of the Cost Accounting organization. While working full-time at BellSouth Corporation, Mr. Stephens also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992.

Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. As part of his practice, he developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past nineteen years, Mr. Stephens has presented in excess of 1,800 educational sessions to over 55,000 participants nationwide.

Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, Mr. Stephens enjoys an active personal life as well. He and Michelle – his wife of twenty-nine years – have two children. His hobbies include snow skiing, fishing, and running. Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.

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Randolph Johnston

Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years’ experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services.

EXPERIENCE

K2 Enterprises (K2E.com) 1990 – Present Hammond, LA Executive Vice President, Shareholder – Nation’s leading technology CPE provider to CPA professionals. Consults to high profile technology vendors. Delivers national seminars to CPAs, business groups and IT leaders on technologies in accounting, healthcare and banking. Creates and presents seminars and articles on 30+ technology topics including CPA Firm Technology, Cloud, Paperless, Business Continuity, Accounting Software and Business Strategies leveraging technology. Network Management Group, Inc. (NMGI.com) 1983 – Present Hutchinson, KS Chairman & CEO, Stockholder – Consults and specializes in Strategic Technology including planning, selection and implementation. Expertise: CPA Firm Technology and strategy; Paperless; Accounting Software, Business Intelligence and CRM; Infrastructure including: Cloud, Business Continuity, Virtualization, Backup, and remote management. Hutchinson Community College 1977 - 1997 Department Chair, Professor, Adjunct - Mathematics & MIS Depts. Designed and taught courses in all areas of mathematics & computing. Professional Data Services 1978 - 1981 Programmer and system designer - Developed a medical system including the first paperless claims in Kansas, appointments and collection systems. Involved in a chain of ComputerLand and Entre’ stores, received first IBM PC and first Compaq in Kansas Farmland Industries 1977 - 1978 Programmer and system designer - Developed and maintained P&L, Credit Union and Feedlot accounting EDUCATION Hutchinson Community College, 1975 A.A. in Computer Science, Math Kansas State University,1977 B.S., summa cum laude, in C.S., Math, Science Wichita State University, 1981 Masters of Computer Science, 60+ post graduate hours ACKNOWLEDGEMENTS Accounting Today Listed as one of the 2004-2014 Top 100 Most Influential People CPA Practice Advisor Accounting Hall of Fame 2011, Top 25 Thought Leader 2011-2015 Accounting Technology Listed as one of the top nine technology stars in the industry AICPA Technology Conference Past Chair and featured Speaker for the past 29 years. Who’s Who in Business & Industry – 1990-2014; in Computing 1987-2014 Acknowledged as leading business professional and as a leading computing professional CERTIFICATIONS Microsoft Corporation Microsoft Certified Professional – MCP Novell Corporation Certified Network Administrator – CNA AutoDesk, 3Com, Entre’ Certified CAD specialist, Network Professional, Data Communications PUBLICATIONS Various publications 1978 - Present CPA Practice Advisor monthly columnist, Journal of Accountancy, CRN, Accounting Technology, PCWeek, InfoWorld, Interface, State Society newsletters, frequent quotes in accounting and computer press. Mitchell Publishing - 1981 Basic Using Micros Random House - 1982 Business Computing Systems McGraw Hill - 1984 Computers: An Introduction John Wiley & Sons Publishing - 2002 Technology Best Practices K2 Enterprises – 2003-2012 Accounting Software Solutions

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Non-Member Price $259.00

Member Price $259.00