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2020 Technology Conference – Day 1


Due to COVID-19 and the health and safety of our members, this event will now be VIRTUAL!

The Technology Conference 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.

Learning Objectives

Upon completing this conference, 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 to make more informed decisions
for your business and your clients
* Develop and implement strategies for improving information security and
* Utilize the most powerful features of Microsoft Office and other productivity

Major Topics

Agenda coming soon!

Colorado Society of CPAs
Course Level
CPE Field of Study
Computer Sciences
Who Should Attend

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


Fundamental knowledge of hardware, software, and technology trends

Advanced Preparation


Thank you to our COCPA Partner:
Event Information
Aug 26, 2020
8:30 am - 4:30 pm MST
Total CPE Credits


DAY 1 of 1 August 26, 2020
2 CREDITS 8:30 am - 10:10 am
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 soft ware can improve your business and your everyday life.

2 CREDITS 10:25 am - 12:05 pm
Transforming Your CPA Firm

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

Mastering Advanced Excel Functions and Formulas

Excel now has approximately 500 functions, many of which are unused by most accounting and fi nance professionals. This two-hour session will put you on the path to improved Excel productivity by introducing you to powerful and timesaving, but little used, Excel functions. If you want to improve your knowledge and efficiency with Excel, this session is a must for you.

2 CREDITS 12:55 pm - 2:35 pm
Envisioning Your Mid-Market Accounting Solution

Businesses are being transformed by upgrading their accounting solutions. In this new world of Soft ware as a Service, workflow-enabled, data-centric, and connected solutions, business problems can be solved in new ways. This session covers integrated and ERP solutions that should work for businesses that are in the $10 Million to $1 Billion range. If your system has been in place for seven or more years, it is time to consider an upgrade or replacement system. Leverage the instructor’s knowledge of the market to minimize your risk.

Improving Productivity with Microsoft 365 Cloud Applications

Many Microsoft 365 subscriptions include powerful cloud services for improving productivity. Foundational services, such as SharePoint, OneDrive, and Outlook, are joined by other powerful tools such as Teams, Planner, Power Automation, Forms, and Power Apps to provide a productivity platform second to none. Don’t miss this opportunity to get all the knowledge and guidance necessary to take full advantage of your investment in Microsoft 365.

2 CREDITS 2:50 pm - 4:30 pm
The New Normal Of Working Remotely– Best Practices for Success

In this session you will learn today’s best practices for working remotely. Specifically, you will
learn about various remote access tools available to you, communication and collaboration
options, and security best practices. After completing this session, you should be able to
implement a remote work strategy that yields efficiency, security, and satisfaction to all


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2020 Technology Conference – Day 1

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