Information Technology Workshop WEBCAST

Monday, December 20 8:00am - 4:00pm PST

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Your Desk

8.0 Credits

Member Price $259.00

Non-Member Price $309.00

Overview

The Technology Seminar offers up to sixteen hours of fast-paced presentations designed to make you more productive and efficient when using technology. K2 Enterprises’ nationally recognized speakers provide you with practical solutions to the real-world issues faced by accounting, financial, and other business professionals. You will 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.

Highlights

Technology. Excel.

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.

Notice

None.

Monday, December 20

General Session

8:00am - 9:40am PST Tech Update 2021

What technology trends significantly impact you? Which technologies will affect you and your business? This visionary session provides insights, choices, and recommendations. You will experience a summary of 5G, Wi-Fi 6E, and the latest hardware and software trends to help you make the best decisions. You are certainly going to discover at least one new technology you had not considered. This session provides strategic and tactical insight on technology choices.

General Session

9:40am - 9:55am PST Break

Breakout Session

9:55am - 11:35am PST Concurrent Session A01 | 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? Attend this session to get an independent overview of the state of technology in the profession.

9:55am - 11:35am PST Concurrent Session A02 | Formatting Excel Spreadsheets the Right Way

Some estimates indicate that business professionals spend as much as half their time in Excel working on formatting. If you are interested in getting better formatting results in less time, participate in this session to learn the best practices for applying formats in Excel.  


In this session, you will learn the right way to apply formats in your workbooks. More specifically, you will 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.

General Session

11:35am - 12:05pm PST Lunch

Breakout Session

12:05pm - 1:45pm PST Concurrent Session B01 | 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.  Criminals reportedly used innovative approaches to exploit weaknesses created by the pandemic.  You will learn tips and techniques from these events to help protect you, your company, and your data.  


Attend this session and learn more about how high-profile control failures occurred so you can be more effective at preventing crimes such as theft, malware, ransomware, phishing, and hacking.

12:05pm - 1:45pm PST Concurrent Session B02 | 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. In this session, you will learn how you can put the power of array formulas to work for you.

This session begins with an overview of Excel’s “legacy” array features and shows you how you can continue to take advantage of these tools. The course then discusses the recent enhancements to Excel that facilitate “dynamic arrays” and why these enhancements are so significant. To wrap up the conversation, you will learn from numerous practical examples of dynamic arrays and how you can put them to work for you.

General Session

1:45pm - 2:00pm PST Break

General Session

2:00pm - 3:40pm PST Excel’s Best New Features

With recent Excel updates provided through Microsoft 365/Office 365 subscriptions, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to data analysis tools, new functions, and improved collaboration opportunities are available in more recent Excel versions. For those who know about these new features and apply them, exciting opportunities for improved productivity await. Take advantage of this opportunity to learn how you can put Excel’s best new features to work right away!

General Session

3:45pm - 4:30pm PST OPTIONAL: Technology Town Hall

The K2 Enterprises instructional team invites you to participate in the Technology Town Hall, a free-form 45-minute session that explores contemporary technology issues and trends. During this session, you will have the opportunity to ask questions and offer your insights and opinions on technology issues affecting business professionals. We hope you will take advantage of this opportunity, and we look forward to seeing you there. Please note that there are no CPE credits associated with this session.

Leader(s):

Leaders

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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Thomas Stephens Jr

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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Non-Member Price $309.00

Member Price $259.00