VIRTUAL ONLY: 24th Annual Technology Conference

Description

Agenda

    Monday, June 22, 2020

  • 8:00AM - 9:40AM / General Sessions
    Tech Update - A 2020 Vision

    You know where technology has been, but where is it headed? What technologies are coming that would be useful to you and to your company? You’ve heard about 5G, WiFi6, and collaboration, but what products work to make this practical? This session has the breadth, depth, and recommendations to help you understand what is in the market and what is working so that you can make informed decisions. At the end of this session to learn how using the right hardware and soft ware can improve your business and your everyday life.

    Credits

    2 Other

    Speakers

    Brian Tankersley,
    K2 Enterprises

  • 9:50AM - 11:30AM / Concurrent Sessions – Choose one
    Mastering Advanced Excel Functions and Formulas

    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 time saving, but little used, Excel functions. If you want to improve your knowledge and efficiency with Excel, this session is a must for you.

    Credits

    2 Other

    Speakers

    Lawrence McClelland,
    K2 Enterprises

    Transforming Your CPA Firm

    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, soft ware upgrades, and client demands on your team and the partners’ profitability? Are you ready to navigate the new generation soft ware? Learn separate road maps outlining small and larger firm choices in technology.
    At the end this session to get an independent overview of the state of technology in the profession.

    Credits

    2 Other

    Speakers

    Brian Tankersley,
    K2 Enterprises

  • 12:30PM - 2:10PM / Concurrent Sessions – Choose one
    Envisioning Your Mid-Market Accounting Solution

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

    Credits

    2 Other

    Speakers

    Brian Tankersley,
    K2 Enterprises

    Improving Productivity with Office 365 Cloud Applications

    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.

    Credits

    2 Other

    Speakers

    Lawrence McClelland,
    K2 Enterprises

  • 2:20PM - 4:00PM / General Sessions
    Current Tech Crimes - Ripped from the Headlines

    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, learn about critical IT-related controls using a case study approach with stories which are all new for 2020. More specifically, learn from real-world examples of breaches and security failures. Accordingly, you will understand better how to protect your company and its data. At the end 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.

    Credits

    2 Other

    Speakers

    Lawrence McClelland,
    K2 Enterprises

  • Tuesday, June 23, 2020

  • 8:00AM - 9:40AM / General Sessions
    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, it's 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!

    Credits

    2 Other

    Speakers

    Brian Tankersley,
    K2 Enterprises

  • 9:50AM - 11:30AM / Concurrent Sessions – Choose one
    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.

    Credits

    2 Other

    Speakers

    Lawrence McClelland,
    K2 Enterprises

    Profiting from Client Advisory Services

    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 at the end this session you will receive an independent blend of profitable strategies and straightforward advice.

    Credits

    2 Other

    Speakers

    Brian Tankersley,
    K2 Enterprises

  • 12:20PM - 1:10PM / Concurrent Sessions – Choose one
    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. At the end this session so you’ll know the best options for accounting in small business.

    Credits

    1 Accounting and Auditing

    Speakers

    Brian Tankersley,
    K2 Enterprises

    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.

    Credits

    1 Other

    Speakers

    Lawrence McClelland,
    K2 Enterprises

  • 1:20PM - 2:10PM / Concurrent Sessions – Choose one
    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! At the end this session to discover the best of best extensions for accounting soft ware.

    Credits

    1 Accounting and Auditing

    Speakers

    Brian Tankersley,
    K2 Enterprises

    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? At the end this session to receive a suggested security strategy and checklist, as well as sample documents to use as models
    to update your own policies.

    Credits

    1 Other

    Speakers

    Lawrence McClelland,
    K2 Enterprises

  • 2:20PM - 4:00PM / General Sessions
    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 in Power 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.

    Credits

    2 Other

    Speakers

    Lawrence McClelland,
    K2 Enterprises

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Agenda

    Monday, June 22, 2020

  • 8:00AM - 9:40AM / General Sessions
    Tech Update - A 2020 Vision

    You know where technology has been, but where is it headed? What technologies are coming that would be useful to you and to your company? You’ve heard about 5G, WiFi6, and collaboration, but what products work to make this practical? This session has the breadth, depth, and recommendations to help you understand what is in the market and what is working so that you can make informed decisions. At the end of this session to learn how using the right hardware and soft ware can improve your business and your everyday life.

    Credits

    2 Other

    Speakers

    Brian Tankersley,
    K2 Enterprises

  • 9:50AM - 11:30AM / Concurrent Sessions – Choose one
    Mastering Advanced Excel Functions and Formulas

    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 time saving, but little used, Excel functions. If you want to improve your knowledge and efficiency with Excel, this session is a must for you.

    Credits

    2 Other

    Speakers

    Lawrence McClelland,
    K2 Enterprises

    Transforming Your CPA Firm

    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, soft ware upgrades, and client demands on your team and the partners’ profitability? Are you ready to navigate the new generation soft ware? Learn separate road maps outlining small and larger firm choices in technology.
    At the end this session to get an independent overview of the state of technology in the profession.

    Credits

    2 Other

    Speakers

    Brian Tankersley,
    K2 Enterprises

  • 12:30PM - 2:10PM / Concurrent Sessions – Choose one
    Envisioning Your Mid-Market Accounting Solution

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

    Credits

    2 Other

    Speakers

    Brian Tankersley,
    K2 Enterprises

    Improving Productivity with Office 365 Cloud Applications

    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.

    Credits

    2 Other

    Speakers

    Lawrence McClelland,
    K2 Enterprises

  • 2:20PM - 4:00PM / General Sessions
    Current Tech Crimes - Ripped from the Headlines

    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, learn about critical IT-related controls using a case study approach with stories which are all new for 2020. More specifically, learn from real-world examples of breaches and security failures. Accordingly, you will understand better how to protect your company and its data. At the end 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.

    Credits

    2 Other

    Speakers

    Lawrence McClelland,
    K2 Enterprises

  • Tuesday, June 23, 2020

  • 8:00AM - 9:40AM / General Sessions
    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, it's 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!

    Credits

    2 Other

    Speakers

    Brian Tankersley,
    K2 Enterprises

  • 9:50AM - 11:30AM / Concurrent Sessions – Choose one
    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.

    Credits

    2 Other

    Speakers

    Lawrence McClelland,
    K2 Enterprises

    Profiting from Client Advisory Services

    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 at the end this session you will receive an independent blend of profitable strategies and straightforward advice.

    Credits

    2 Other

    Speakers

    Brian Tankersley,
    K2 Enterprises

  • 12:20PM - 1:10PM / Concurrent Sessions – Choose one
    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. At the end this session so you’ll know the best options for accounting in small business.

    Credits

    1 Accounting and Auditing

    Speakers

    Brian Tankersley,
    K2 Enterprises

    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.

    Credits

    1 Other

    Speakers

    Lawrence McClelland,
    K2 Enterprises

  • 1:20PM - 2:10PM / Concurrent Sessions – Choose one
    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! At the end this session to discover the best of best extensions for accounting soft ware.

    Credits

    1 Accounting and Auditing

    Speakers

    Brian Tankersley,
    K2 Enterprises

    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? At the end this session to receive a suggested security strategy and checklist, as well as sample documents to use as models
    to update your own policies.

    Credits

    1 Other

    Speakers

    Lawrence McClelland,
    K2 Enterprises

  • 2:20PM - 4:00PM / General Sessions
    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 in Power 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.

    Credits

    2 Other

    Speakers

    Lawrence McClelland,
    K2 Enterprises


Review and choose your sessions and options above.


Speakers

Brian Tankersley

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005, and he is also one of the national instructors for Yaeger CPA Review.

Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 47 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He received the Outstanding Discussion Leader Award from the Tennessee Society of CPAs in 2009 and 2013, and was recognized for writing the Article of the Year for the Tennessee CPA Journal in 2011. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.

Lawrence McClelland

Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas.

Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.

He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.

Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.