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K2’s Technology for CPAs - Don't Get Left Behind

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Live Virtual Seminar

8.00 Credits

Member Price $255.00

Price will increase by $50 on 6/8

Non-Member Price $365.00

Price will increase by $50 on 6/8

Overview

Technology changes daily, so you must stay abreast of critical developments to leverage today’s technologies. This session explores key technology developments affecting accounting and financial professionals.

Highlights

  • Emerging technologies all business professionals should know
  • Considerations associated with upgrading to Windows 11
  • Practical options for protecting your data
  • New features in commonly-used applications such as Excel and Adobe Acrobat DC

Prerequisites

None

Designed For

Accounting and financial professionals seeking to improve their knowledge of technology and the return on their investment in technology

Objectives

  • Identify essential hardware and software enhancements and updates that are relevant to accountants, including operating systems, desktop productivity suites, accounting software, and document management systems
  • Implement critical features in Microsoft Office applications, including accountant-centric features in Excel, Word, and Outlook
  • List and apply features found in Adobe Acrobat for working with PDFs, including commenting, reorganizing PDFs, securing PDFs, and creating and working with PDF forms
  • Identify security and privacy issues facing accountants, including practical tools and techniques for mitigating risks, such as data encryption, password management, biometrics, and portals

Preparation

None

Leader(s):

Leader Bios

Brian Tankersley, K2 Enterprises LLC

Brian Tankersley is a CPA and consultant based in Knoxville, Tennessee. Brian is a frequent speaker at continuing education courses on auditing and technology for the American Institute of CPAs and K2 Enterprises, and is a senior faculty member with Becker Professional Review. Brian writes and publishes a nationally recognized blog on accounting and technology (http://blog.bftcpa.com). Tankersley’s areas of practice include accounting systems, taxation, IT consulting, and general business consulting. Prior to forming his own firm Brian practiced in public accounting with both international and local firms, as well as industry. His financial experience includes accounting & auditing, accounting system implementations, tax returns, financial analysis, inventory costing, and audits of public and private companies. Brian’s non-financial experience includes retail, wholesale, and manufacturing industry experience, technology strategy, technology management, systems implementation, technical training and documentation. Brian is both a Certified Public Accountant and Certified Information Technology Professional, and has bachelors degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Mr. Tankersley has served on numerous board of directors and in leadership roles for both his church and in professional organizations. Brian is a member of the Tennessee Society of CPAs, the American Institute of CPAs, and the Information Technology Section of the American Institute of CPAs. He has also served as an officer and director for numerous area community and professional organizations. Brian, his wife Janette, and their four year old son make their home in Farragut, Tennessee. Entered 06/28/2006

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Non-Member Price $365.00

Member Price $255.00