WICPA & K2 Technology Conference Livestream (Thursday Only)

WICPA & K2 Technology Conference Livestream (Thursday Only)

WICPA & K2 Technology Conference Livestream (Thursday Only)

Overview

Nothing has proven to be more important to a business’s success than accounting, and nothing has had a bigger impact on a business’s success than technology. As both continue to evolve at a tremendous rate, it can be difficult to keep up with changes, and even harder to anticipate or respond to changes as they occur.

Attend this year’s WICPA & K2 Technology Conference to hear from three leading accounting technology consultants about what has recently changed, what is in the process of changing, and what changes are on the horizon.

COVID-19 Notice: For the safety of attendees, presenters, staff and vendors, this year’s Technology Conference will be an online-only event.

8.0 CPE Credits

Registration

Registration is open through 12/10. Register by 11/30 for Early Bird Pricing.

Member Price

$319 / $289 Early-Bird pricing ends on 11/30/2020.

Nonmember Price

$419 / $389 Early-Bird pricing ends on 11/30/2020.

Student Price

$30

Thursday, December 10

8:00am to 4:20pm (Check-In 8:00am)

Add to Calendar

Online

Agenda

Thursday, Dec 10th

8:00AM TO 8:10AM / General Session

8:10AM TO 9:50AM / General Session

Stephen Yoss, Associate, K2 Enterprises

When it comes to technology, do you find yourself wondering what to do, what to buy, what to watch for or what to avoid? Get your answers to these questions in this session and learn about who offers reliable solutions and what is changing the market. Specific topics in this session include technology trends, recommended hardware specifications, applications and licensing, and security.

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10:10AM TO 11:50AM / Breakout Sessions

Stephen Yoss, Associate, K2 Enterprises

The number of apps, services, platforms, etc. that we use increases every year. The amount of data we collect and process is expanding at an exponential rate. There is a need to standardize, streamline and optimize our ability to manage the ever-growing list of systems and their data. Conquering your data can help improve efficiency and effectiveness, as well as reduce cost and errors inside an organization. In this session, you will learn various ways of sharing data easily between different applications, platforms and services. Further, you will learn about various tools, desktop application functionalities and programming tools to manage this process.

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Lawrence McClelland, Associate, K2 Enterprises

Excel now has approximately 500 functions, many of which are unused by most accounting and finance 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.

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Thomas Stephens, Shareholder, K2 Enterprises

CPA firms are going through significant regulatory and technology changes. Do you want your firm to be transformed or to lag? What is the impact of the cloud, niche verticalization, software upgrades and client demands on your team and the partners’ profitability? Are you ready to navigate the new generation software? This session will provide an independent overview of the state of technology in the profession, including separate road maps outlining small and larger firm choices in technology.

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12:00PM TO 12:30PM / Breakout Sessions

Lawrence McClelland, Associate, K2 Enterprises

Thomas Stephens, Shareholder, K2 Enterprises

Stephen Yoss, Associate, K2 Enterprises

We invite you to join the K2 instructional team for a town hall-style meeting during the lunch break on the first day of the Conference. During this time, the K2 team will share some of their thoughts and insights on current technology issues facing accounting and financial professionals. Further, you will be able to ask your questions in a relaxed, informal environment. Note that this optional 30-minute discussion does not qualify for CPE credit but is offered to help you gain a better perspective on many of today’s most important technology-related issues.

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12:40PM TO 2:20PM / Breakout Sessions

Stephen Yoss, Associate, K2 Enterprises

Businesses are being transformed by upgrading their accounting solutions. In this new world of software as a service, workflow-enabled, data-centric and connected solutions, business problems can be solved in new ways. This session will cover 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. Attend this session to leverage the instructor’s knowledge of the market to minimize your risk.

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Lawrence McClelland, Associate, K2 Enterprises

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.

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Thomas Stephens, Shareholder, K2 Enterprises

From the dawn of the Digital Age, ethical issues – with no easy solutions – have existed. These include questions relating to privacy, workers’ rights and intellectual property. And, as technology advances, more issues are sure to arise. In this session, you will learn about the emerging field of technoethics and what you can do to promote ethical behavior in your organization, particularly as it relates to technology. You will also learn about some of the more notable technoethics lapses that have occurred, the fallout resulting from them, and how they could have been prevented.

NOTE: This session qualifies for 2 credits toward the WICPA membership Ethics CPE requirement.

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2:40PM TO 4:20PM / General Session

Lawrence McClelland, Associate, K2 Enterprises

Security is a top concern for CPAs every year. Yet many hacks result from organizations not implementing effective internal controls over information technology. In this session, you will learn about critical IT-related controls using a case study approach with stories that are all new for 2020. More specifically, you will learn from real-world examples of breaches and security failures. Accordingly, you will understand better how to protect your company and its data. Attend this fast-paced session and learn more about IT-related controls you can use to prevent computer crimes such as identity and information theft, tax refund fraud, and more.

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