Multi-State Technology Virtual Conference
Begins: Ends:
Virtual
16.00 Credits
Member Price $659.00
Non-Member Price $759.00
Overview
You could pay $0 for this course!
This course qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% of the cost of training reimbursed. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks before the start date of the course to be eligible. The course code for this program is C-2969. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.
The Technology Conference offers up to sixteen hours of fast-paced presentations to make you more productive, efficient, and effective when using technology. K2 Enterprises’ nationally recognized speakers provide you with practical solutions to the real-world issues accounting, financial, and other business professionals face. In addition, you will receive helpful tips and advanced techniques, along with the tools and skills necessary to keep up with the ever-increasing pace of changes in technology.
Prerequisites
Designed For
Objectives
Tuesday, November 18
General Session
- K2’s Tech Update
Randy Johnston, K2 EnterprisesRandy Johnston
Randy Johnston is a nationally recognized educator, consultant, and writer with over 30 years experience in Strategic Technology Planning, Systems and Network Integration, Accounting Software Selection, Business Development and Management, Disaster Recovery and Contingency Planning, and Process Engineering.
Staying up to date with advances in today’s technology has never been more vital, and K2’s Tech Update equips you with the knowledge to stay ahead of the rapid pace of innovation. This comprehensive session is designed for accountants who want to understand the evolving technological landscape and its implications for the accounting profession
This session is available to registrants only.
Breakout Session
- K2’s CPA Firm Update
Randy Johnston, K2 EnterprisesRandy Johnston
Randy Johnston is a nationally recognized educator, consultant, and writer with over 30 years experience in Strategic Technology Planning, Systems and Network Integration, Accounting Software Selection, Business Development and Management, Disaster Recovery and Contingency Planning, and Process Engineering.
If you work in a public accounting practice, this session is a must to understand how technology developments will change how you and your team operate.
This session is available to registrants only.
- K2’s Taking A Fresh Look At Teams
Thomas Stephens Jr, K2 EnterprisesThomas Stephens Jr
Tommy Stephens Jr., CPA, CGMA, CITP, is a shareholder at K2 Enterprises where he lectures internationally on subjects, such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance and financial accounting standards and applications. Stephens background also includes his work as an auditor and technology consultant for an Atlanta-based public accounting firm, leading an internal audit staff and managing a cost accounting team for a Fortune 500 company and serving as CFO for an international engineering organization. In the last 25 years, he has also presented over 2,700 educational sessions to over 70,000 participants throughout the U.S. and Canada.
If you want to improve financial and operational reporting, now is the time to take another look at Power BI! Many recent enhancements make this tool even stronger and easier to use, so now is the time to take another look at Power BI.
This session is available to registrants only.
- K2’s Top Ten Productivity Booster Apps In Microsoft 365
Brian Tankersley, K2 EnterprisesBrian Tankersley
Brian Tankersley, CPA, CITP, CGMA, leverages over 30 years of professional experience as a consultant for K2 Enterprises, specializing in accounting technology. A prominent figure in the industry, Tankersley is a frequent speaker at continuing education courses and contributes to multiple accounting media outlets. His nationally recognized blog on accounting and technology serves as a valuable resource for professionals, and he has been honored eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. With a wide-reaching impact, he has presented in 48 states and been a guest speaker for various accounting organizations in Canada. Tankersley’s expertise extends to 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.
There is more to Microsoft 365 than Excel, Word, Outlook, and PowerPoint. Participate in this session to learn about the many productivity-enhancing apps and services included with your Microsoft 365 subscription.
This session is available to registrants only.
Breakout Session
- K2’s Automation – Beyond The Basics With The Microsoft Power Platform
Brian Tankersley, K2 EnterprisesBrian Tankersley
Brian Tankersley, CPA, CITP, CGMA, leverages over 30 years of professional experience as a consultant for K2 Enterprises, specializing in accounting technology. A prominent figure in the industry, Tankersley is a frequent speaker at continuing education courses and contributes to multiple accounting media outlets. His nationally recognized blog on accounting and technology serves as a valuable resource for professionals, and he has been honored eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. With a wide-reaching impact, he has presented in 48 states and been a guest speaker for various accounting organizations in Canada. Tankersley’s expertise extends to 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.
The need to automate business processes continues to expand rapidly. In this session, you will learn how to use Microsoft’s Power Platform to facilitate your automation efforts.
This session is available to registrants only.
- K2’s Collaboration Tools And Best Practices
Thomas Stephens Jr, K2 EnterprisesThomas Stephens Jr
Tommy Stephens Jr., CPA, CGMA, CITP, is a shareholder at K2 Enterprises where he lectures internationally on subjects, such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance and financial accounting standards and applications. Stephens background also includes his work as an auditor and technology consultant for an Atlanta-based public accounting firm, leading an internal audit staff and managing a cost accounting team for a Fortune 500 company and serving as CFO for an international engineering organization. In the last 25 years, he has also presented over 2,700 educational sessions to over 70,000 participants throughout the U.S. and Canada.
Effective collaboration tools are needed more today than ever! In this session, you will learn about the best tools, platforms, and strategies needed to collaborate effectively.
This session is available to registrants only.
- K2’s Expense Reporting Automation
Randy Johnston, K2 EnterprisesRandy Johnston
Randy Johnston is a nationally recognized educator, consultant, and writer with over 30 years experience in Strategic Technology Planning, Systems and Network Integration, Accounting Software Selection, Business Development and Management, Disaster Recovery and Contingency Planning, and Process Engineering.
Team member expense reporting can be a tiresome and error-prone task that no one likes to perform. In this session, you will learn best practices for expense report automation to ease the pain of this process.
This session is available to registrants only.
General Session
- K2’s Excel Tips – Today’s Best Features
Thomas Stephens Jr, K2 EnterprisesThomas Stephens Jr
Tommy Stephens Jr., CPA, CGMA, CITP, is a shareholder at K2 Enterprises where he lectures internationally on subjects, such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance and financial accounting standards and applications. Stephens background also includes his work as an auditor and technology consultant for an Atlanta-based public accounting firm, leading an internal audit staff and managing a cost accounting team for a Fortune 500 company and serving as CFO for an international engineering organization. In the last 25 years, he has also presented over 2,700 educational sessions to over 70,000 participants throughout the U.S. and Canada.
Keep up with the latest features, functions, and tools added to Excel by participating in this session. In it, you will learn today’s best features in Excel.
This session is available to registrants only.
Wednesday, November 19
General Session
- K2’s Data Security And Privacy Issues And Solutions
Thomas Stephens Jr, K2 EnterprisesThomas Stephens Jr
Tommy Stephens Jr., CPA, CGMA, CITP, is a shareholder at K2 Enterprises where he lectures internationally on subjects, such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance and financial accounting standards and applications. Stephens background also includes his work as an auditor and technology consultant for an Atlanta-based public accounting firm, leading an internal audit staff and managing a cost accounting team for a Fortune 500 company and serving as CFO for an international engineering organization. In the last 25 years, he has also presented over 2,700 educational sessions to over 70,000 participants throughout the U.S. and Canada.
If you work in a public accounting practice, this session is a must to understand how technology developments will change how you and your team operate.
This session is available to registrants only.
Breakout Session
- K2’s CRM – The Ultimate Business Automation Tool
Brian Tankersley, K2 EnterprisesBrian Tankersley
Brian Tankersley, CPA, CITP, CGMA, leverages over 30 years of professional experience as a consultant for K2 Enterprises, specializing in accounting technology. A prominent figure in the industry, Tankersley is a frequent speaker at continuing education courses and contributes to multiple accounting media outlets. His nationally recognized blog on accounting and technology serves as a valuable resource for professionals, and he has been honored eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. With a wide-reaching impact, he has presented in 48 states and been a guest speaker for various accounting organizations in Canada. Tankersley’s expertise extends to 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.
CRM systems can be an extremely valuable asset for automating customer contacts and interactions. In this session, you will learn how you can transform numerous business processes using CRM technologies.
This session is available to registrants only.
- K2’s Client Accounting Services For CPA Firms: Strategies For Growth And Success
Randy Johnston, K2 EnterprisesRandy Johnston
Randy Johnston is a nationally recognized educator, consultant, and writer with over 30 years experience in Strategic Technology Planning, Systems and Network Integration, Accounting Software Selection, Business Development and Management, Disaster Recovery and Contingency Planning, and Process Engineering.
Client Accounting Services (CAS) remain a strong revenue driver for many CPA firms. In this session, you will learn how to succeed by growing this business sector.
This session is available to registrants only.
- K2’s Taking Another Look At Power BI
Thomas Stephens Jr, K2 EnterprisesThomas Stephens Jr
Tommy Stephens Jr., CPA, CGMA, CITP, is a shareholder at K2 Enterprises where he lectures internationally on subjects, such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance and financial accounting standards and applications. Stephens background also includes his work as an auditor and technology consultant for an Atlanta-based public accounting firm, leading an internal audit staff and managing a cost accounting team for a Fortune 500 company and serving as CFO for an international engineering organization. In the last 25 years, he has also presented over 2,700 educational sessions to over 70,000 participants throughout the U.S. and Canada.
If you want to improve financial and operational reporting, now is the time to take another look at Power BI! Many recent enhancements make this tool even stronger and easier to use, so now is the time to take another look at Power BI.
This session is available to registrants only.
Breakout Session
- K2’s AI – Better Prompts, Best Results
Randy Johnston, K2 EnterprisesRandy Johnston
Randy Johnston is a nationally recognized educator, consultant, and writer with over 30 years experience in Strategic Technology Planning, Systems and Network Integration, Accounting Software Selection, Business Development and Management, Disaster Recovery and Contingency Planning, and Process Engineering.
AI usage is spreading quickly! Is your organization doing everything necessary to address security and privacy issues? In this session, you will learn how to enhance security and privacy when working with AI.
This session is available to registrants only.
- K2’s Next Level Home Networking
Brian Tankersley, K2 EnterprisesBrian Tankersley
Brian Tankersley, CPA, CITP, CGMA, leverages over 30 years of professional experience as a consultant for K2 Enterprises, specializing in accounting technology. A prominent figure in the industry, Tankersley is a frequent speaker at continuing education courses and contributes to multiple accounting media outlets. His nationally recognized blog on accounting and technology serves as a valuable resource for professionals, and he has been honored eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. With a wide-reaching impact, he has presented in 48 states and been a guest speaker for various accounting organizations in Canada. Tankersley’s expertise extends to 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.
Home networks can range from very simple implementations (often with few security features) to more sophisticated deployments designed to minimize downtime and maximize security. In this session, you’ll learn which type of home network is ideal for you and how to implement it.
This session is available to registrants only.
- K2’s What’s New With QuickBooks
Thomas Stephens Jr, K2 EnterprisesThomas Stephens Jr
Tommy Stephens Jr., CPA, CGMA, CITP, is a shareholder at K2 Enterprises where he lectures internationally on subjects, such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance and financial accounting standards and applications. Stephens background also includes his work as an auditor and technology consultant for an Atlanta-based public accounting firm, leading an internal audit staff and managing a cost accounting team for a Fortune 500 company and serving as CFO for an international engineering organization. In the last 25 years, he has also presented over 2,700 educational sessions to over 70,000 participants throughout the U.S. and Canada.
The entire QuickBooks product family continues to evolve at a very rapid rate. Participate in this session to learn about the major changes affecting QuickBooks Desktop, Online, and Enterprise Solutions users.
This session is available to registrants only.
Breakout Session
- K2’s AI – Security And Privacy Issues
Randy Johnston, K2 EnterprisesRandy Johnston
Randy Johnston is a nationally recognized educator, consultant, and writer with over 30 years experience in Strategic Technology Planning, Systems and Network Integration, Accounting Software Selection, Business Development and Management, Disaster Recovery and Contingency Planning, and Process Engineering.
If you work in a public accounting practice, this session is a must to understand how technology developments will change how you and your team operate.
This session is available to registrants only.
- K2’s After QuickBooks, What’s Next?
Brian Tankersley, K2 EnterprisesBrian Tankersley
Brian Tankersley, CPA, CITP, CGMA, leverages over 30 years of professional experience as a consultant for K2 Enterprises, specializing in accounting technology. A prominent figure in the industry, Tankersley is a frequent speaker at continuing education courses and contributes to multiple accounting media outlets. His nationally recognized blog on accounting and technology serves as a valuable resource for professionals, and he has been honored eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. With a wide-reaching impact, he has presented in 48 states and been a guest speaker for various accounting organizations in Canada. Tankersley’s expertise extends to 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.
The QuickBooks ecosystem is changing. Learn about important shifts in small business accounting software and alternatives to QuickBooks.
This session is available to registrants only.
- K2’s Ten PDF Tips You Need To Know
Thomas Stephens Jr, K2 EnterprisesThomas Stephens Jr
Tommy Stephens Jr., CPA, CGMA, CITP, is a shareholder at K2 Enterprises where he lectures internationally on subjects, such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance and financial accounting standards and applications. Stephens background also includes his work as an auditor and technology consultant for an Atlanta-based public accounting firm, leading an internal audit staff and managing a cost accounting team for a Fortune 500 company and serving as CFO for an international engineering organization. In the last 25 years, he has also presented over 2,700 educational sessions to over 70,000 participants throughout the U.S. and Canada.
PDF documents are a staple of the business community, yet most users don’t know how to take advantage of this technology. Participate in this session to learn ten valuable tips to help you get more from your PDFs.
This session is available to registrants only.
General Session
- K2’s Ripped From The Headlines: Lesson From Interesting Tech Crimes
Brian Tankersley, K2 EnterprisesBrian Tankersley
Brian Tankersley, CPA, CITP, CGMA, leverages over 30 years of professional experience as a consultant for K2 Enterprises, specializing in accounting technology. A prominent figure in the industry, Tankersley is a frequent speaker at continuing education courses and contributes to multiple accounting media outlets. His nationally recognized blog on accounting and technology serves as a valuable resource for professionals, and he has been honored eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. With a wide-reaching impact, he has presented in 48 states and been a guest speaker for various accounting organizations in Canada. Tankersley’s expertise extends to 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.
Technology changes facilitate new forms of cybercrimes and fraud. In this session, you will learn how the crooks used technology to reap their ill-gotten rewards.
This session is available to registrants only.
Non-Member Price $759.00
Member Price $659.00