2019 Technology Conference – Day 2


As of today, if your are registering, materials must be used and received electronically. 

The Technology 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.

Two attendees will be winners of $100 Amazon Gift Cards.  Drawing to be held at the end of the conference.

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

Please see Day 2’s agenda below

K2 Enterprises, L.L.C.
Course Level
CPE Field of Study
Computer Sciences

Fundamental knowledge of hardware, software, and technology trends

Advanced Preparation


Colorado Society Of CPAs
7887 E Belleview Ave
Englewood, CO 80111 US
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Aug 22, 2019
8:30 am - 4:30 pm MST
Colorado Society Of CPAs
7887 E Belleview Ave
Englewood, CO 80111 US
Total CPE Credits
Up to 0 Credits


DAY 1 of 1 August 22, 2019
8:00 am - 8:30 am
2 CREDITS 8:30 am - 10:10 am
The Best of the Best – Office Productivity Boosters

In this session, you will learn how to spot opportunities where you can achieve productivity gains with little effort. Moreover, you will learn how to use the tools you already own to boost your office productivity. By taking part in this session, you will learn office productivity boosters that can help you save two hours in just the first month!

2 CREDITS 10:25 am - 12:05 pm
Going Virtual – Technology to Support Remote Team Members

“Going virtual” has evolved beyond anywhere, anytime, any device access to full-service remote support. There are a wide variety of tools that help us work virtually. In this session, you will learn about many of them, including multi-factor authentication, hosting, VOIP telephony, video conferencing, document management systems, portals, Microsoft Bookings/Teams/TimeTrade, and employee portals. The goal, of course, is to have all team members effectively work wherever they are with a full complement of tools. Attend this session to learn the best ways to make these technologies work and how your business can execute a virtual employee strategy.

Excel Power Query – Ten Things You Need to Know

Microsoft has updated Excel’s Power Query tool – first released in 2010 – with many new features. Power Query now provides users with the ability to access, link, and clean data to prepare it for reporting. In this session, you will learn ten things every Power Query user should know to make it easier to create powerful reports in less time from any data source. Participate in this session to learn how you can put Power Query to work for you.

12:05 pm - 12:50 pm
1 CREDIT 12:50 pm - 1:40 pm
Personal Technologies, Including Home Technologies and Automation

In this session, you will learn the options available to tie various systems together. For more sophisticated needs, you will learn the fundamentals of using integration tools like, “If This, Then That (IFTTT),” to handle the task. Tune up your world at home and office with a little bit of effort.

Power BI – Advanced Reporting

In this session, you will learn how to go beyond importing data into Power BI and creating simple reports. Instead, you will learn how to take advantage of some of Power BI’s advanced features, including managing data relationships, creating KPIs, adding goal-oriented graphics, filtering with Slicers, and using new AI features in Power BI. Further, you will learn how you can use Power BI Desktop, Power BI Mobile, and Power BI Pro in concert to create a comprehensive reporting strategy.

1 CREDIT 1:45 pm - 2:35 pm
Mid‐Market Accounting, ERP, and Business Intelligence

Is your accounting platform performing as expected? If not, it may be time to consider the alternatives available with new generation, comprehensive accounting solutions. Sophisticated features formerly only available in Tier 1 ERP solutions have moved down market into the mid-market. Further, add-ons like business intelligence, financial reporting, budgeting, accounts payable automation, and sales tax compliance are easy to integrate to create a complete solution. If you have outgrown your existing system, have a proprietary system in place, or have a system that is ten years old or greater, it is time for you to review your options.

Sales Tax Compliance in a Post‐ Wayfair World

The Supreme Court’s Wayfair decision changes the game with respect to sales tax compliance. Now, many states are rushing to implement laws requiring even small businesses to charge, collect, and remit sales taxes on transactions that cross state lines. As a result, sales tax compliance just became infinitely more complex and many businesses could be looking at substantial fines and penalties for not complying. In this session, you will learn about your new compliance requirements and about tools that you can use to meet these requirements.

2 CREDITS 2:50 pm - 4:30 pm
Excel’s Best New Features

With the release of Excel 2019 and updates in Excel provided through Office 365 subscriptions, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to Power Query, new functions, and improved collaboration opportunities are all available in newer versions of Excel. For those who know about these new features and how to 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!


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2019 Technology Conference – Day 2

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