Spark Technology Conference 2021 WEBCAST

Wednesday, December 8 8:00am PST - Thursday, December 9 4:00pm PST

Add to Calendar

Your Desk

13.0 Credits

Member Price $500.00

Non-Member Price $578.00

Overview

Gain insight in accelerating technology and cyber security to transform your practice.

Adopting mainstream technologies can increase your efficiency and even open doors to growth. At the same time, opportunities for fraud and cybersecurity are constantly evolving. Learn from real-life examples of streamlined processes and how technology enables better collaboration and communication with clients. Plus, explore recent fraud and cybercrime trends. Learn how to identify the risks and best practices for protecting you and your clients from today's threats.

Spark Technology Conference

Highlights

  • IRS: Criminal Investigation on Virtual Currency and other Cyber Crimes
  • Understanding Cybersecurity and IRS Safeguarding Data Requirements
  • How Small Firms Can Increase Internal & Client Collaboration with MS Teams

Prerequisites

None.

Designed For

Everyone.

Objectives

This two-day conference focuses on application and current technology. Provides discovery in software services, IT risks and Cybersecurity for CPAs.

Preparation

None.

Notice

Attend just one day of Spark Technology Conference for $259. To register and receive this special pricing please call 425-644-4800.

Wednesday, December 8

General Session

7:00am - 7:55am PST Welcome Screen and Login

General Session

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

General Session

8:05am - 8:55am PST TBD

General Session

8:55am - 9:00am PST Break

General Session

9:00am - 9:50am PST CPA Firm Trends and Technology Disrupters

Roman Kepczyk

General Session

9:55am - 10:00am PST Break

General Session

10:00am - 10:50am PST Power BI

Allen Lloyd Executive Director, Montana Society of CPAs

Allen Lloyd

Allen is the Executive Director of the Montana Society of CPAs. He works with members and the board to move forward the mission of the organization. He ensures the organization’s staff efforts are focused on Membership, Sustainability, Connection, Professional Excellence, and Advocacy.

General Session

10:50am - 11:00am PST Break

General Session

11:00am - 11:50am PST How Small Firms Can Increase Internal & Client Collaboration With MS Teams

Shayna Chapman

Shayna Chapman

For years, Shayna has been providing quality, personalized financial guidance to individuals and businesses. Surrounding herself with a knowledgeable team, the expertise ranges from basic tax management, accounting, and payroll services to more in-depth services such as financial statements, planning, and accounting technology services. In addition to her CPA, Shayna is a CITP (Certified Information Technology Professional) and a CGMA (Certified Global Management Accountant). She also has obtained the Series 7 and 66. She uses these designations to work with small businesses to help them succeed.

Deeply believing in giving back, she not only works diligently in her CPA firm but sits on several non-profit and advisory boards to make her community a better place. Currently, she sits on the Advisory Board for the Marshall University Lewis College of Business Accounting Department and is the Vice President of The Holzer Heritage Foundation Board. She is a past board member of the Gallipolis Junior Women’s Club, the Downtown Revitalization Board, and the Gallipolis Historical Preservation Board among other organizations.

Shayna has twice received the CPA Practice Advisor’s 40 Under 40 honor and twice selected as one of CPA Practice Advisor’s Most Powerful Women in Accounting. She contributes to articles regarding tax, accounting, technology, and small business issues regularly and also blogs regarding these issues.

Microsoft Teams can be used for more than just meetings. Learn about the other functions in Teams that help enable hybrid teams to work collaboratively.

General Session

11:50am - 12:30pm PST Lunch Break

General Session

12:30pm - 1:20pm PST Technology Needs an Accountants Heart

General Session

1:20pm - 1:30pm PST Break

General Session

1:30pm - 2:20pm PST Robotic Process Automation (RPAs)

General Session

2:20pm - 2:30pm PST Adjourn

 

Optional Session

2:30pm - 3:00pm PST Optional Non-CPE Session | Demos

Thursday, December 9

General Session

7:00am - 7:55am PST Welcome Screen and Login

General Session

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

General Session

8:00am - 8:55am PST Fraud and Technology

Ben Harder

General Session

8:55am - 9:00am PST Break

General Session

9:00am - 10:00am PST Cybersecurity Tax Panel

Donny Shimamoto

Donny Shimamoto

Donny is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory focused CPA firm focused on innovation acceleration and organizational development for small businesses, middle market organizations, and nonprofits. Donny is a recognized thought leader and educator in the fields of accounting technology, IT risk management, and performance management. His dedication to helping accountants and organizations strategically leverage technology while proactively managing their business and technical risk is paramount.

Donny also serves as an business transformation advisor and outsourced “IT partner” for local & regional firms, finance departments, and internal audit departments who lack in-house IT executive leadership and IT audit expertise; He helps with risk assessments, IT-related advisory services, development of innovation strategies, streamlining of internal firm/department operations, and increasing staff proficiency with IT tools supporting internal operations and accounting/audit services delivery.

General Session

10:00am - 10:10am PST Break

General Session

10:10am - 11:10am PST Accounting for Crypto

 

General Session

11:10am - 11:50am PST Lunch Break

General Session

11:50am - 1:05pm PST IRS: Financial Investigations in the Cybercrime Environment

Eric Hergert

During this session, learn about how IRS-CI fights cybercrime, including investigations involving the movement of criminally-derived cryptocurrencies.

General Session

1:05pm - 1:15pm PST Break

General Session

1:15pm - 2:05pm PST Understanding Cybersecurity & IRS Safeguarding Data Requirements

Taylor Wells

General Session

2:05pm - 2:10pm PST Break

General Session

2:10pm - 3:00pm PST TBD

General Session

3:00pm - 3:10pm PST Adjourn

Leader(s):

Leaders

Allen Lloyd

Allen is the Executive Director of the Montana Society of CPAs. He works with members and the board to move forward the mission of the organization. He ensures the organization’s staff efforts are focused on Membership, Sustainability, Connection, Professional Excellence, and Advocacy.

Return to Top

Donny Shimamoto

Donny is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory focused CPA firm focused on innovation acceleration and organizational development for small businesses, middle market organizations, and nonprofits. Donny is a recognized thought leader and educator in the fields of accounting technology, IT risk management, and performance management. His dedication to helping accountants and organizations strategically leverage technology while proactively managing their business and technical risk is paramount.

Donny also serves as an business transformation advisor and outsourced “IT partner” for local & regional firms, finance departments, and internal audit departments who lack in-house IT executive leadership and IT audit expertise; He helps with risk assessments, IT-related advisory services, development of innovation strategies, streamlining of internal firm/department operations, and increasing staff proficiency with IT tools supporting internal operations and accounting/audit services delivery.

Return to Top

Shayna Chapman

For years, Shayna has been providing quality, personalized financial guidance to individuals and businesses. Surrounding herself with a knowledgeable team, the expertise ranges from basic tax management, accounting, and payroll services to more in-depth services such as financial statements, planning, and accounting technology services. In addition to her CPA, Shayna is a CITP (Certified Information Technology Professional) and a CGMA (Certified Global Management Accountant). She also has obtained the Series 7 and 66. She uses these designations to work with small businesses to help them succeed.

Deeply believing in giving back, she not only works diligently in her CPA firm but sits on several non-profit and advisory boards to make her community a better place. Currently, she sits on the Advisory Board for the Marshall University Lewis College of Business Accounting Department and is the Vice President of The Holzer Heritage Foundation Board. She is a past board member of the Gallipolis Junior Women’s Club, the Downtown Revitalization Board, and the Gallipolis Historical Preservation Board among other organizations.

Shayna has twice received the CPA Practice Advisor’s 40 Under 40 honor and twice selected as one of CPA Practice Advisor’s Most Powerful Women in Accounting. She contributes to articles regarding tax, accounting, technology, and small business issues regularly and also blogs regarding these issues.

Return to Top

Non-Member Price $578.00

Member Price $500.00