WICPA & K2 Technology Conference Livestream (Friday Only)

WICPA & K2 Technology Conference Livestream (Friday Only)

WICPA & K2 Technology Conference Livestream (Friday 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 12/11. 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

Friday, December 11

8:00am to 4:15pm (Check-In 8:00am)

Add to Calendar

Online

Agenda

Friday, Dec 11th

8:00AM TO 9:40AM / General Session

Thomas Stephens, Shareholder, K2 Enterprises

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.” Attend this session to learn how you can avoid becoming yet another victim of ransomware. The survival of your business may depend on it!

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10:00AM TO 11:40AM / Breakout Sessions

Lawrence McClelland, Associate, K2 Enterprises

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. 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.

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Thomas Stephens, Shareholder, K2 Enterprises

Client Advisory Services (CAS) can be a profitable addition to your practice. How do you develop an effective, profitable offering? What are the considerations for service creation, controlling scope creep, people management, product selection and scalability? What services should be offered? While many vendors have CAS programs they want you to adopt, when you attend this session, you will receive an independent blend of profitable strategies and straightforward advice.

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Stephen Yoss, Associate, K2 Enterprises

Proper workflow optimizes a business for profitability. Once your workflow is optimized, you can automate it with a variety of software tools. In this session, you will learn how to setup workflow processes properly and what tools you can use to achieve automated workflow, including Zoho Flow, Power Automate, XCM, Automation Anywhere and other robotic process automation tools.

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12:30PM TO 1:20PM / Breakout Sessions

Thomas Stephens, Shareholder, K2 Enterprises

Small businesses have new and traditional choices in accounting solutions. In addition to traditional solutions like QuickBooks and Sage 50, there are software as a service options such as Gravity Software, Zoho Books, QuickBooks Online, Xero, Accounting Suite, Accounting Power, and many more. Attend this session to learn about the best accounting solution options for businesses that are startups up to $10 million in size.

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Lawrence McClelland, Associate, K2 Enterprises

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.

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Stephen Yoss, Associate, K2 Enterprises

How do you control the data you are responsible for? Consider the impact of the May 2018 General Data Protection Regulation (GDPR), as well as the Dec. 11, 2019 introduction of a law in India giving authorities sweeping access to data and the most important piece of U.S. legislation, the California Consumer Privacy Act (CCPA), which has been in force as of Jan. 1, 2020. Companies like Microsoft and Apple not only claim they are ready, but plan to implement CCPA across the country. What about your business? Have you completed your implementation? Attend this session to learn practical steps you can take to be compliant with mandated regulations.

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1:30PM TO 2:20PM / Breakout Sessions

Thomas Stephens, Shareholder, K2 Enterprises

A complete accounting software 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! Attend this session to discover the best of best extensions for accounting software.

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Lawrence McClelland, Associate, K2 Enterprises

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.

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Stephen Yoss, Associate, K2 Enterprises

With approximately 500 functions already present, Excel seemingly has a function for every need. But sometimes the function you need just simply isn’t available. For example, Excel does not have functions to calculate income tax expense or, in many cases, depreciation expense. To solve these shortcomings, you can create user-defined functions (UDFs). UDFs provide you with the opportunity to create functions for use in any of your formulas and automate your most complex calculations. Attend this session to learn how to put the power of UDFs to work to simplify and automate even your most complex calculations.

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2:35PM TO 4:15PM / General Session

Lawrence McClelland, Associate, K2 Enterprises

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 user-defined calculations with Data Analysis Expressions, managing data models in Power Pivot, reducing dependency on formulas with PivotTables and adding visualizations where appropriate. Attend this session to learn the best practices for preparing and automating your Excel-based reports.

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4:15PM TO 4:25PM / General Session

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