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Technology Conference – Virtual

Description

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.

This is a full 16-credit event. It is not available for single-day registration.

Provider
Utah Association of CPAs
Course Level
TBD
Professional Area of Focus
Technology
CPE Field of Study
Information Technology
16
Instructor(s)
Various
Location
Webcast
Event Information
When
December 15 - 16, 2022
8:00 am - 4:00 pm MST
Location
Webcast
Total CPE Credits
16
Format
Webcast

AGENDA

DAY 1 of 2 December 15, 2022
2 CREDITS 8:00 am - 9:40 am
K2 Tech Update 2022

Instructor(s): Brian Tankersley

Major Topics
• Hardware trends
• Software innovations
• Communication and collaboration tools
• Key products to consider for implementation

9:40 am - 9:50 am
Break
2 CREDITS 9:50 am - 11:30 am
Options to Automate Your Tax Preparation Workflow

Instructor(s): Brian Tankersley

Major Topics
• Tax automation software options
• Learn about the best client collaboration options
• Leave with a checklist of tools to consider your tax practice

Eight Awesome PivotTable Features

Instructor(s): Mac McClelland, MBA JD

• Adding user-defined calculations to PivotTables
• Enhancing PivotTables with Key Performance Indicators
• Using PivotTables to consolidate “standard” Excel reports
• CreaƟ ve ways to filter PivotTables
• Linking accounting software data into PivotTables

Emerging Topics in Blockchain and Cryptocurrency

Instructor(s): Tommy Stephens, Jr

• Blockchain basics and regulations
• Cryptocurrencies, stablecoins, and blockchain-enabled
central bank digital currencies
• Smart contracts, sovereign identity management,
cross-border funds transfer
• Emerging uses for blockchain-based ledgers

11:30 am - 12:20 am
Lunch
2 CREDITS 12:20 pm - 2:00 pm
CPA Firm Update

Instructor(s): Brian Tankersley

Major Topics
• CPA firm centric hardware
• Software changes
• Technology options for your firm
• Specific technologies to improve productivity and profitability
• Strategic products to consider for implementation

The How's and Why's of Data Analytics

Instructor(s): Mac McClelland, MBA JD

Major Topics
• Understanding the four types of data analytics
• Differentiating between correlation and causation
• How to generate data analytics in Excel and other
applications already in use
• The role of Artificial Intelligence in data analytics

Tales of True Tech Crimes Ripped from the Headlines

Instructor(s): Tommy Stephens, Jr

Major Topics
• Common security weaknesses which occur with hardware and software at home and in the office
• Malware, ransomware, data breach, and incident response tips
• Internal control failures resulting in the theft of assets, or unauthorized data manipulation

2 CREDITS 2:10 pm - 3:50 pm
Windows 11 - What End Users Need to Know

Instructor(s): Tommy Stephens, Jr

Major Topics
• Productivity improvements in Windows 11
• How to work with virtual desktops • Customizing the user environment • Improved security tools available in Windows 11

DAY 2 of 2 December 16, 2022
2 CREDITS 8:00 am - 9:40 am
Security Risks and Solutions Roundtable

Instructor(s): Mac McClelland, MBA JD, Tommy Stephens, Jr, and Brian Tankersley

Major Topics
• Today’s major cybersecurity threats
• Examples of data breach issues that should be concerning
• Practical solutions that you should consider implementing to reduce risk

9:40 am - 9:50 am
Break
2 CREDITS 9:50 am - 11:30 am
Safeguarding Taxpayer Data - A Guide for Your Required Security Plan

Instructor(s): Mac McClelland, MBA JD

Major Topics
• Understand the need for protecting client data
• Learn about the required security and privacy standards
• Leave with a sample plan to consider your tax practice

Automation for Increasing Personal Efficiency and Effectiveness

Instructor(s): Brian Tankersley

Major Topics
• Automation opportunities
• Understanding integration platforms
• Productivity tips, tricks, and applications
• Tips and tricks for saving valuable time

The Best Small Business Accounting Tools

Instructor(s): Tommy Stephens, Jr

Major Topics
• Overview of small business accounting solutions
• Traditional desktop and SaaS small business products
• Shortfalls of specific accounting solutions
• Strengths and weaknesses of various solutions
• Setup and configuration tips

11:30 am - 12:20 pm
Lunch
1 CREDIT 12:20 pm - 1:10 pm
Accounting Automation

Instructor(s): Tommy Stephens, Jr

Major Topics
• Key automation opportunities
• Benefits and risks associated with automation
• Primary tools available for automation efforts

How to Run Microsoft Office from the Cloud

Instructor(s): Mac McClelland, MBA JD

Major Topics
• How to acquire and access Cloud-based Microsoft Office tools
• The relative strengths and limitations of Cloud-based
services compared to their desktop counterparts
• Data storage requirements and options
• Cloud-based options available from Zoho and Google

Implementing Data Loss Prevention for Better Security and Privacy

Instructor(s): Brian Tankersley

Major Topics
• Understanding the concept of Data Loss Prevention
• Examples of how DLP rules are beneficial
• Creating and enforcing DLP rules

1 CREDIT 1:15 pm - 2:05 pm
Choosing Your Mid-Market Accounting Solution

Instructor(s): Brian Tankersley

Major Topics
• Overview of mid-market solutions
• Probable third-party solutions required
• Accounting solutions for specific industries
• Specific strategies to use on selecting a system
• Guidance on preparatory steps and conversions

Supercharging Your Spreadsheet Collaboration

Instructor(s): Mac McClelland, MBA JD

Major Topics
• Collaboration methods using Microsoft Office and Microsoft 365
• Ways to track changes to sheets and compare different versions of a file
• Tools for sharing and responding to comments among a team from within a file

Privacy Issues and Solutions

Instructor(s): Tommy Stephens, Jr

Major Topics
• The most signifi cant privacy threats today
• Your browser and search engine and why they matter
• Privacy policies – the fine print

2 CREDITS 2:10 pm - 3:50 pm
The K2 Team's Top Tech Productivity Tips and Tricks

Instructor(s): Brian Tankersley

Major Topics
• Microsoft 365 tricks and tips
• Best practices for virtual meetings
• Productivity-enhancing apps and tools that you should consider using

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Technology Conference – Virtual


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