Multi-State Technology Virtual Conference

Much has been written and said about Artificial Intelligence (AI). But for many professionals, AI remains an enigma because they do not know how to get started using tools such as Bard, ChatGPT, and Copilot. If that describes your situation, relax because help is here!

Participate in K2’s Getting Started With Artificial Intelligence to learn to use today’s AI tools. This session will teach you how to access and use multiple popular AI tools to improve efficiency and productivity. If you are starting with AI, this is one session you cannot miss!

This session is available to registrants only.

Office Scripts is a new feature that allows you to automate tasks in Excel and other Office applications. Unlike VBA, a legacy language that runs only on Windows, Office Scripts can run on any platform and device that supports Office on the web. Further, Office Scripts has a modern and intuitive interface that lets you easily create, edit, and share your scripts. Office Scripts are stored in the Cloud, and they work with Office Online apps and integrate with Power Automate for process automation. Save time and improve productivity using Office Scripts in Excel and other Office applications.

This session is available to registrants only.

Automation and standardization are two of the keys to productivity, but most people who are not programmers are unsure where to start. Microsoft’s Power Platform is a comprehensive platform for creating automated workflows, integrations, and data-driven reports. Components include Power BI, Power Apps, Power Automate, Power Pages, and Power Virtual Agents. Attend this session to learn about this platform and how everyone can use its low-code, no-code environment to solve process challenges.

This session is available to registrants only.

Power Query and Power BI are genuinely incredible tools to revolutionize your workflow. They offer the promise of “write once, refresh many” reporting, where your reports can instantly update by clicking a button. While incredible tools, these features require additional training and experience to master. This course series will review the different methods of connecting to your data and have multiple hands-on activities to help you master these incredible tools. After completing this session, you will know how to turn your organization’s data into repeatable, refreshable PivotTables, Power BI dashboards, and more!

This session is available to registrants only.

In the ever-evolving landscape of public practice accounting, K2’s CPA Firm Technology and Management Update stands as a beacon of knowledge and innovation. This year’s session delves into the latest advancements in technology and management strategies. We will also explore cutting-edge developments in data analytics, cybersecurity, practice management, and client service excellence in a highly competitive market. We will examine technologies like AI-enhanced auditing, blockchain in finance, and the latest in Cloud computing and automation. This session provides a comprehensive overview of significant trends, helping you make informed decisions for your firm’s current and future technological and managerial needs.

This session is available to registrants and their guests

The Internet, Cloud-based applications, blockchain, cryptocurrencies, generative artificial intelligence, and software as a service were all revolutionary in their time. Still, many more technologies are in the pipeline and will change how we work, play, and experience life. This session will begin with an update on some of the technologies highlighted in our first session on this topic in 2018 and will continue with a discussion of the innovations to come in 2024 and beyond. Attend this session and learn about innovative technologies shaping our world today and those that will change it in the future.

This session is available to registrants only.

In an era where seamless collaboration and efficiency are paramount, K2’s Advanced Collaboration Solutions provides an in-depth look into integrating cutting-edge technologies to enhance client interactions and workflow. This course explores the latest advancements in client portals, incorporating PBC (Provided by Client) and 1040 workpaper products, integrating payment options, and eSignature capabilities. Understand how these tools meet compliance standards and significantly improve the user experience and operational efficiency. We will guide you through selecting the right mix of technologies to address your business challenges, ensuring your firm has the best tools for success in today’s digital landscape.

This session is available to registrants only.

In the ever-evolving landscape of business technology, it is about having the right tools and optimizing for efficiency and cost-effectiveness. K2’s Optimizing Your Tech Stack for Efficiency and Cost-Effectiveness is designed for professionals seeking to balance functionality with financial prudence. This session delves into strategies for streamlining your technology stack without sacrificing performance. We will guide you through assessing your current tech tools, identifying redundancies, and exploring less expensive yet effective alternatives. You will learn techniques to evaluate the total cost of ownership of tech tools and make informed decisions to avoid overspending. This course is necessary for professionals seeking the most value from their technology investments.

This session is available to registrants only.

The landscape of small business accounting constantly changes, and K2’s Small Business Accounting is your essential guide to navigating these changes. This course focuses on the most effective accounting solutions and supplementary tools for today’s small businesses. We explore robust, user-friendly software options, from industry staples like QuickBooks Online and Xero to emerging Cloud-based platforms and add-ons. The course helps you understand how these tools can streamline financial management for businesses with annual revenues up to $15 million. You will gain insights into the latest advancements, integration capabilities, and how to maximize efficiency and accuracy in small businesses.

This session is available to registrants only.

Generative Artificial Intelligence captured everyone’s imagination when it launched in 2022, but it also creates opportunities for data leakage and inappropriate use of confidential data based on the terms of service. Unfortunately, everyone has clicked “I agree” on a Terms of Service (TOS) or End User License Agreement (EULA) document which they neither read nor understood. This session will review the standard terms embedded in these documents with thousands of words and incomprehensible terminology. Attend this breakout and learn what you wish you knew about analyzing and evaluating license agreements and privacy policies.

This session is available to registrants only.

Presently, over seven million businesses use QuickBooks Online. However, these businesses often struggle to get the reports they need. In some cases, they are limited because of their chosen subscription. However, necessary reports are available in other cases, yet users do not know how to access them. Join us in this session to learn about better reporting options in QuickBooks Online.

In this session, you will learn how to create and customize your reports in QuickBooks Online. You will learn about Standard, Custom, and Management reports. You will also learn about the new Spreadsheet Sync tool that allows you to create customized reports, including multi-company reports in Excel. If you use QuickBooks Online and want to improve reporting, this session is for you!

This session is available to registrants only.

The Consumer Electronics Show 2024 (CES) is the premier event for witnessing the convergence of technology and consumer needs. This year’s show provides unparalleled exploration of the latest innovations in the tech world. Attendees will experience the newest trends in smart home technology, wearable devices, augmented and virtual reality, and sustainable tech solutions. Our expert-led session provides accounting-centric insights into how these technologies reshape consumer behavior and the global marketplace. Whether you are a tech enthusiast, an industry professional, or just keen on staying ahead of the technological curve, CES 2024 offers valuable insights you should not miss.

This session is available to registrants only.

While outsourcing and automation have been used in multinational corporations, the decline in accounting program enrollment at many universities has made finding qualified entry-level staff more challenging and forced a new conversation about these tools in small and mid-sized businesses. This session will discuss the business environment for outsourcing and review the ethical, regulatory, and practical considerations associated with revealing data and relying on the work of others in your organization.

This session is available to registrants only.

Enhance your productivity and streamline your accounting practices with ideas learned in this course. This dynamic program, designed specifically for accountants seeking a competitive edge, delves into the practical applications of ChatGPT in your daily workflow. From conducting comprehensive research and crafting compelling correspondence to swiftly addressing technical inquiries and optimizing Excel formulas, you will gain invaluable skills to expedite your tasks and improve overall efficiency. Furthermore, we will delve into the power of ChatGPT plugins, equipping you with the knowledge to process PDF documents seamlessly and efficiently navigate the vast expanse of the web. Join us on this transformative journey and unlock your potential as a proficient and empowered accountant.

This session is available to registrants only.

Web portals, “low-code/no-code” data collection, and survey tools have changed how we collect data. Modern solutions like Microsoft 365 Forms, Zoho Survey, SurveyMonkey, Microsoft PowerApps, and legacy tools like Adobe Acrobat Forms allow users to create web forms and integrate the resulting data into business process workflows. This session introduces the range of available tools, demonstrates standard features, and shows how tools permit users to expose or conceal questions based on answers given earlier in the survey. Attend this session to learn how to use tools you already own to collect data from your team, customers, and vendors efficiently.

This session is available to registrants only.