Technology Conference

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TC  |  Conferences  |  All Levels  |  Scheduled

Description

Expand your knowledge in key areas such as Excel, security, detecting fraud, small business accounting, niche services, Office 365, CPA firm technology, reporting tools and more!

Curriculum

  • Technology

Prerequisites

Beginning computer skills.

Designed For

CPAs and other business professionals.

Objectives

To provide the tools and skills needed to keep up with changes in technology.

Preparation

No advance preparation necessary.

Your Price: $515.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price includes the early-bird discount. Full prices will be applicable to all registrations after May 28, 2018.

Members log in and save $50.00 on this event. Not a member? join today.

Sessions

June 11, 2018

8:00am - 9:40am (Central Time)
$0.00

What to do? What to buy? What to watch for? What to avoid? Get your questions answered. In this session you will learn  who offers reliable solutions and what is changing the market. This session provides concentrated exposure to technology that may reveal ideas, trends and options that you had not discovered through your normal channels.
Major topics covered:

  • Recommended hardware specifications.
  • Applications and licensing.
  • Hardware and software trends that affect your strategy.
  • Purchase guidance on what to approve and avoid.
  • Innovative applications for productivity and security.
Select One and Only One
9:50am - 11:30am (Central Time)
$0.00

With Power Pivot, your PivotTable reports become even more powerful. Power Pivot connects directly to most data sources and works with Power Query for superior data imports and transformations. Further, DAX functions allow users to create sophisticated calculations, and the relational functionality of Power Pivot provides all the tools necessary for analyzing data from multiple sources. Participate in this session and realize superior reporting and analytical results by putting Power Pivot to use immediately.
Major topics covered:

  • Connecting to external data sources.
  • Relating multiple tables to create Data Models.
  • Summarizing and analyzing data.
  • Using DAX to create user-defined calculations.
9:50am - 11:30am (Central Time)
$0.00

For many, security incidents are not a matter of “if” but a matter of “when.” Therefore, you should use an end-to-end approach for protecting your data and in this session, you will learn how to do just that. Remember, spending more does not make you more secure, but doing the right things can. 
Major topics covered:

  • Multi-factor authentication.
  • Password managers.
  • Encryption.
  • Mobile device management.
  • Anti-virus
  • Firewalls.
  • Why security is no longer optional.
  • What is covered by each security tool.
  • Best practices for improving security.
  • Other tools and policies that you can implement immediately.
9:50am - 11:30am (Central Time)
$0.00

What strategies can help your firm today and tomorrow? What technologies can support those strategies? The latest audit and tax technologies-in addition to niche areas such as collaborative accounting, payroll and SALT-are covered in this session. You will also learn about supporting technologies such as practice management, document management, workflow, portals, eSignature and email encryption. Major topics covered:

  • Software publisher updates.
  • New technologies for CPAs firms to consider.
  • Opportunities in evolving areas of public practice.
Select One and Only One
12:15pm - 1:55pm (Central Time)
$0.00

Technology controls are more important than ever. In the absence of properly-functioning controls, entire systems and the data contained therein can quickly become infected, breached, or simply stop functioning. Auditors, business managers and consultants all need to know how to evaluate critical technology controls. In this session, you will learn the best ways to evaluate essential information technology general controls and application controls.
Major topics covered:

  • Overview of technology controls.
  • Established requirements for technology controls.
  • Examples of critical technology controls.
  • How to evaluate technology controls.
12:15pm - 1:55pm (Central Time)
$0.00

Technology impacts us not only in business, but also at home and sometimes it can be difficult to distinguish between the two. In this session, you will learn about technologies that will help get things done.
Major topics covered:

  • Personal hardware choices.
  • Apps and services to get more done.
  • Speech-to-text and notetaking tools.
  • Audiovisual technologies.
  • Technologies for business and for fun.
  • Securely synchronizing data.
12:15pm - 1:55pm (Central Time)
$0.00

Excel remains the tool of choice for many professionals when building financial models, including forecasted financial statements and budgets. Yet many of these same professionals have never received any training on the best practices associated with generating financial modeling spreadsheets. Participate in this session to learn many amazing techniques that will not only help you save valuable time when building your Excel-based models, but will also improve the accuracy and quality of your results.
Major topics covered:

  • Design considerations for Excel-based models.
  • Advanced options for analyzing your models.
  • Troubleshooting your models.
  • Formatting reports for improved readability.
2:05pm - 3:45pm (Central Time)
$0.00

As part of the ever-changing nature of Office 365, Microsoft has added several new tools - including Teams, Flow, Planner, Stream, and PowerApps - to the suite and has also added many new collaborative features to Excel, Word and other existing applications. Join us for this productivity-enhancing session in which you will learn about the new opportunities in Office 365 and how to improve your productivity by taking advantage of them.
Major topics covered:

  • Licensing options and update strategies for Office 365.
  • New apps available in Office 365.
  • New features in Excel, Word, PowerPoint, and Outlook.
3:55pm - 4:45pm (Central Time)
$0.00

Business intelligence (BI) and automation are here to stay. Attend this optional bonus session to understand how business intelligence opens up a new world of possibilities for accounting and other professional service firms and how to harness its power. Discover practical application of cutting-edge technology that will both boost short-term profits and position your firm as a front-runner in the years to come. Learn howl principals, partners, CFOs and other business managers are using modern technology to streamline their daily tasks, gain a competitive advantage and grow their organizes like never before.

Qualifies for one (1) additional hour of CPE credit.

June 12, 2018

8:00am - 9:40am (Central Time)
$0.00

The next wave of technology is arriving now and you will need to choose from various technologies and tools to maintain and improve your productivity. Each emerging technology – among them artificial intelligence, big data and machine learning – will be explained including why it is important and how it works. Additionally, actual products will be used as examples in each category to turn this discussion from a theoretical overview to a practical selection and how-to guide.
Major topics covered:

  • Why emerging technologies should be considered for business.
  • How each major emerging technology works.
  • What solutions are available for implementation now.
Select One and Only One
9:50am - 11:30am (Central Time)
$0.00

Most Windows 10 users continue to use the Windows operating system as they did in prior versions of Windows, ignoring many new productivity and security features. In this session, you will learn the best kept secrets of Windows 10, including how you can use it to minimize the threat of ransomware, integrate with your mobile device and track your activities. Attend this session and learn to take full advantage of Windows 10.
Major topics covered:

  • Understanding Windows 10 updates.
  • Key new features in Windows 10.
  • Improving security with Windows.
  • Integrating your Windows 10 with your mobile device.
9:50am - 11:30am (Central Time)
$0.00

There are many free or low-cost add-ins available to enhance Excel. Included are Microsoft’s Fuzzy Lookup add-in along with countless apps from the Office Store. Additionally, tools such as RiskAMP facilitate Monte Carlo simulations; ActiveData provides users with the means to perform sophisticated audit techniques; and the Analysis ToolPak streamlines a full range of statistical calculations. This session will identify and demonstrate useful add-ins to improve Excel functionality and your productivity.
Major topics covered:

  • Downloading free add-ins from Microsoft.
  • Using built-in add-ins for common tasks.
  • Identifying and using add-ins for sophisticated analysis.
9:50am - 11:30am (Central Time)
$0.00

Technology is transforming small business accounting as companies and their CPA firms are turning to cloud-based solutions not just to “keep the books,” but rather to revolutionize business operations. The technology behind solutions from companies such as AccountantsWorld, Intuit, Sage, Xero, Zoho and others places the focus on value-added services, instead of time-consuming data entry tasks. Participate in this session to learn how all parties can benefit from this new paradigm of small business accounting.  
Major topics covered:

  • Challenges with traditional, small business accounting solutions and workflows.
  • How the CPA in public practice can become a virtual controller or CFO.
  • Improving communication between small businesses and their external CPA.
Select One and Only One
12:15pm - 1:05pm (Central Time)
$0.00

What to do? Although Microsoft and Sage still dominate mid-market accounting, Acumatica, Intacct and others provide formidable cloud-based solutions, while Open Systems, SYSPRO, SAP, Oracle, Epicor, Infor and others offer a variety of intriguing options. How can we select and implement the right system? This session is designed to present a series of questions and answers to help you determine the approach that works for you. Major benefits and drawbacks of each product are included.
Major topics covered:

  • Overview of larger accounting products.
  • Choosing the right product to maximize productivity.
  • Understanding the strengths and weaknesses of each product.
12:15pm - 1:05pm (Central Time)
$0.00

Microsoft’s Power BI Desktop puts business intelligence in your hands! Offered as a free tool, Power BI allows you to create compelling reports in mere minutes. Participate in this session to embark upon a guided tour of linking data into Power BI, creating stunning and powerful visualizations and building interactive reports, all with the free version of Power BI. Additionally, you will learn how you can extend these capabilities with a Power BI Pro subscription.
Major topics covered:

  • Understanding the Power BI platform and family of services.
  • Linking and importing data into Power BI.
  • Creating visualizations in Power BI.
  • How to integrate Excel into Power BI.
12:15pm - 1:05pm (Central Time)
$0.00

Bad actors want inside your systems and want to steal your data. They can attack your systems directly or they can use your email inbox to facilitate their attacks. In this session, you will learn about various protection options for spam, viruses and malware. Top tools and techniques will be discussed with multiple solutions discussed in each area.
Major topics covered:

  • The threat in each major area.
  • Tools that offer varying levels of protection.
  • Common errors to avoid.
Select One and Only One
1:15pm - 2:05pm (Central Time)
$0.00

Ransomware continues to plague individuals and businesses and represents one of today’s biggest security threats. Yet few are taking the steps necessary to reduce the risk associated with ransomware, including the potential loss of data and the risk of an attack being considered a security breach. In this session, you will learn how you can implement an effective system of control to mitigate the risk that you will become yet another victim of ransomware.
Major topics covered:

  • How ransomware works.
  • Methods by which ransomware infects your computer.
  • How to reduce your risks.
  • You're a victim - what next?
1:15pm - 2:05pm (Central Time)
$0.00

Blockchain and cryptocurrencies such as Bitcoin and Ethereum are two of the hottest technology topics today. Yet few business professionals understand these technologies, their capabilities, their risks and their potential impacts on business operations and processes, such as contract execution, recording and maintaining real estate ownership records, and supply chains. Attend this fast-paced, highly informative session to learn more about these disruptive technologies – including potential effects on the accounting profession.
Major topics covered:

  • How blockchain works.
  • Transforming business processes with blockchain-based applications.
  • Cryptocurrencies, including Bitcoin and Ethereum, and their potential role in the economy.
1:15pm - 2:05pm (Central Time)
$0.00

Managing information technology (IT) is difficult when team members, contractors and others all sound alike. If you manage IT, wouldn't it be nice to know the questions that you should be asking? Join us in this session to learn the questions to ask your technology providers and to identify warning flags for suspicious responses. All aspects of IT are included, and the session materials can serve as a checklist for your discussions with your providers.
Major topics covered:

  • Questions to be posed in each area of IT.
  • Licensing, contracting, and other recurring tasks and documentation.
  • Common errors to avoid.
2:15pm - 3:55pm (Central Time)
$0.00

Security is a top concern for CPAs every year, yet many hacks result from organizations failing to implement effective information technology controls. In this session, you will learn about critical controls by using case studies from recent security incidents. This strategy helps you understand risks and appropriate responses. Learn how to reduce your risk associated with unauthorized access, theft of information, identity theft, data exfiltration, tax refund fraud and more.
Major topics covered:

  • Common security failures.
  • The importance of user authentication.
  • Security vulnerabilities embedded in hardware and software.
  • Best practices to facilitating secure environments.
$0
$30.00
You can optionally select to receive printed materials in addition to electronic materials. Electronic materials are available to all attendees.