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2020 Technology Conference – Day 2


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 27, 2020
8:30 am - 4:30 pm MST
Total CPE Credits


DAY 1 of 1 August 27, 2020
2 CREDITS 8:30 am - 10:10 am
The Very Real Risk of Ransomware

Over the past two years, ransomware has surged as a major threat to individuals and organizations of all sizes. To illustrate the threat ransomware is, its’ annual cost to businesses is now estimated at over $8 billion, up from $1 billion in 2016. Against that backdrop, ask yourself “am I at risk?” Of course, the likely answer is “yes”. To reduce this risk, you should participate in this session where you will learn how you can avoid becoming yet another victim of ransomware. The survival of your business may depend on it!

2 CREDITS 10:25 am - 12:05 pm
Understanding Workflow and Automation Essentials

Proper workflow optimizes a business for profitability. Once your workflow is optimized you can automate it with a variety of soft ware tools. In this session, you will learn how to setup workflow processes properly. You will also learn about a variety of tools that you can use to achieve automated workflow. We’ll review Zoho Flow, Power Automate, XCM, Automation Anywhere, as well as other robotic process automation (RPA) tools. This session will provide a road map on workflow technologies and choices you can implement now.

Advanced Topics in Power BI

So, you’ve been using Power BI to create fundamental reports and dashboards and now you’re ready for even more advanced reporting…if so, this session is for you. In this session, you will learn how to extend your Power BI environment by incorporating tools such as Data Analysis Expressions, Key Performance Indicators, Hierarchies, and Apps and Content Packs, among others. By taking advantage of the tools and techniques covered in this session, you will be able to move beyond simple reports and dashboards in Power BI and truly leverage the power of this awesome reporting tool.

1 CREDIT 12:50 pm - 1:40 pm
Choosing Small Business Accounting Solutions

Small businesses have new and traditional choices in accounting solutions. In addition to traditional solutions like QuickBooks and Sage 50, there are Soft ware as a Service options such as Gravity Soft ware, Zoho Books, QuickBooks Online, Xero, Accounting Suite, Accounting Power and many more. This session covers accounting solutions that should work for businesses that are startups up to $10 million in size. Attend this session so you’ll know the best options for accounting in small business.

Emerging Technologies – 2020 and Beyond

Emerging technologies are changing so fast, it is hard to predict the future. Quantum supremacy may be driven by the Dowling-Neven Law of double exponential growth. We are seeing this in quantum computing, artificial intelligence, machine learning and robotic process automation. How can you keep from being blind-sided by a technology like blockchain or predictive analytics? This session will provide a road map on emerging technologies and choices you can implement now.

1 CREDIT 1:45 pm - 2:35 pm
Enhancing Small Business Accounting with Add-Ons

A complete accounting soft ware solution almost always includes additional add-on products. For example, it is hard to accurately calculate sales tax, do budgeting, or have adequate reporting without third party add-ons. This session will provide guidance on some of the best add-ons in the market. If you have needs that are not met with your current solution, you may not need to change your base solution. You may just need the right add-on! Att end this session to discover the best of best extensions for accounting soft ware.

Implementing Security and Privacy Policies

How do you communicate the security needed in your organization to your IT team? When was the last time you updated your security policies? Are you compliant with the current regulatory environment, and is your business using best practices that reflect the threats of today? Attend this session to receive a suggested security strategy and checklist, as well as sample documents to use as models to update your own policies.

2 CREDITS 2:50 pm - 4:30 pm
Next Generation Excel Reporting

New and improved features in Excel tools such as Power Query and Power Pivot means that yesterday’s techniques for generating reports in Excel are obsolete. Best practices for next generation reporting include building queries and transformations using Power Query, adding userdefined calculations with Data Analysis Expressions, managing data models inPower Pivot, reducing dependency on formulas with PivotTables, and adding visualizations where appropriate. Participate in this session so that you can learn the best practices for preparing and automating your Excelbased reports.


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2020 Technology Conference – Day 2

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