2018 Technology Conference – Day 1


This Conference is filled with 16 hours of fast-paced presentations designed to maximize your time and enhance your learning. Nationally recognized speakers have extensive expertise in numerous software applications. They will share their knowledge with you in order to help you do your job with efficiency and ease. Participants 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 computer technology. All sessions feature high quality, full-color computer projection systems for clear viewing. This conference is designed for CPAs in public practice or industry who want to take better advantage of technology to improve efficiency and effectiveness.

Learning Objectives

After participating in the series of sessions offered, participants should be able to:
* Determine how to utilize existing and future technologies to address the needs of your organization
* Describe trends in hardware and software in order to make more informed decisions for your business and your clients
* Develop and implement strategies for Windows 10, mobility, and information security
* Utilize Microsoft Office’s most powerful features

Major Topics

Due to rapid changes in technology, agendas and specific topics are determined prior to the conference.

K2 Enterprises, L.L.C.
Course Level
CPE Field of Study
Computer Sciences
Randolph Johnston Val Steed

Fundamental knowledge of hardware, software, and technology trends

Advanced Preparation



Colorado Society Of CPAs, 7887 E. Belleview Ave, Suite 200, Englewood CO 80111

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Aug 30, 2018
8:30 am - 4:30 pm
Colorado Society Of CPAs, 7887 E. Belleview Ave, Suite 200, Englewood CO 80111
Total CPE Credits


DAY 1 of 1 August 30, 2018
8:00 am - 8:30 am
8:30 am - 10:10 am
General Session: Tech Update

What to do? What to buy? What to watch for? What to avoid? Get your answers in Tech Update. Specific topics included in this session are: technology trends, recommended hardware specifications, applications and licensing, and security. This session provides concentrated exposure to technology that may reveal ideas, trends, and options that you had not discovered through your normal channels.

10:10 am - 10:25 am
10:25 am - 12:05 pm
CPA Firm Technologies

What strategies can help your fi rm today and tomorrow? What technologies can support those strategies? The latest audit and tax technologies – in addition to niche areas such as collaborative accounting, payroll, and SALT – are covered in this session. You will also learn about supporting technologies such as practice management, document management, workflow, portals, eSignature, and email encryption. Come with your questions and get insights on technologies that make public practice accounting better!

Security – A Practical Guide

For many, security incidents are not a matter of “if” but a matter of “when.” Therefore, you should use an end-to-end approach for protecting your data and in this session, you will learn how to do just that. Specific topics covered include multi-factor authentication, password managers, encryption, mobile device management, anti-virus, firewalls, policies, and other tools that you can implement immediately. Remember, spending more does not make you more secure, but doing the right things can.

12:05 pm - 12:55 pm
12:55 pm - 2:35 pm
Evaluating Technology Controls

Technology controls are more important than ever. In the absence of properly-functioning controls, entire systems and the data contained therein can quickly become infected, breached, or simply stop functioning. Auditors, business managers, and consultants all need to know how to evaluate critical technology controls and in this session, you will learn the best ways to evaluate essential information technology general controls and application controls.

Excel Financial Modeling Best Practices

Excel remains the tool of choice for many professionals when building financial models, including forecasted financial statements and budgets. Yet many of these same professionals have never received any training on the best practices associated with generating financial modeling spreadsheets. Participate in this session to learn many amazing techniques that will not only help you save valuable time when building your Excel-based models, but will also improve the accuracy and quality of your results.

2:35 pm - 2:50 pm
2:50 pm - 4:30 pm
General Session: Office 365 – New Tools, New Tricks

As part of the ever-changing nature of Office 365, Microsoft has added several new tools – including Teams, Flow, Planner, Stream, and PowerApps – to the suite and has also added many new collaborative features to Excel, Word, and other existing applications. Join us for this productivity-enhancing session in which you will learn about the new opportunities in Office 365 and how to improve your productivity by taking advantage of them.


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2018 Technology Conference – Day 1

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