WICPA & K2 Technology Conference Livestream (Thursday & Friday)

WICPA & K2 Technology Conference Livestream (Thursday & Friday)

WICPA & K2 Technology Conference Livestream (Thursday & Friday)

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.

16.0 CPE Credits

Registration

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

Member Price

$419 / $389 Early-Bird pricing ends on 11/30/2020. / $369 Super Early-Bird pricing ends on 11/11/2020.

Nonmember Price

$519 / $489 Early-Bird pricing ends on 11/30/2020. / $469 Super Early-Bird pricing ends on 11/11/2020.

Student Price

$50

Thursday, December 10 - Friday, December 11

8:00am Thursday to 4:20pm Friday (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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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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