Technology Conference

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TC  |  In Person Training  |  All Levels  |  Scheduled

Special Notes

Iowa Governmental Roundtable 

  • IMPORTANT: ISCPA CPE course manuals are now all paperless. No printed copies will be distributed onsite. eMaterials will be available to download 5-7 days prior to the course in the My CPE Tracker section of the ISCPA website. Learn more here.
  • A small block of rooms is available for this event at the Hilton Garden Inn West Des Moines. Reserve your room by May 20 by calling 515-223-0571.

Description

This year’s Technology Conference will arm you with the information you need to seize the latest technology trends to build efficiencies and productivity. You will hear from experts at K2 Enterprises on topics such as artificial intelligence, blockchain, project management tools and going virtual. Better your business and your team with the information you glean from this year’s conference. Even better, a drawing will be held at the end of the conference and you just might be one of two lucky winners of a $100 Amazon Gift Card.

Curriculum

  • Business Management & Organization
  • Consulting Services
  • Finance
  • MAP
  • Technology
  • Taxation

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: $520.00

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 27, 2019.

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

Sessions

June 10, 2019

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

To remain successful, business professionals must stay on top of technology trends, implement the best solutions, and seize opportunities as they appear. Learn about a wide variety of technology trends and solutions.  

Major topics covered:

  • Hardware and software trends and issues that affect your strategy
  • Mobile and cloud strategies
  • Purchase guidance on what to approve and avoid
  • Innovative applications for productivity and security
  • Interesting technology to consider

Speaker: Tommy Stephens

Select One and Only One
9:50am - 11:30am (Central Time)
$0.00

If you are an Office 365 subscriber, learn how artificial intelligence is shaking up the traditional methods of using your Excel workbooks with leading-edge features such as Ideas, new data types, the ability to insert data from a picture, and dynamic arrays.  These AI-powered additions to Excel will save you time and improve accuracy. 


Major topics covered:

  • How to use Excel’s Ideas feature
  • Working with Excel’s new data types
  • How to use Dynamic Arrays

Speaker: Mac McClelland

9:50am - 11:30am (Central Time)
$0.00

Google is familiar to most users for their search service and Gmail capabilities, but most just scratch the surface of Google's functionality.  With this session, you will walk away with information on how to have better web results, an understanding of G Suite for your organization's back office and time-saving tips on how to use Google offerings more effectively and efficiently.

Major topics covered:

  • Google Search
  • G Suite for desktop productivity
  • Backup and file synchronization options
  • Google’s Cloud-based solutions
    • Create documents, spreadsheets, presentations and more.
    • Demonstrate how to back up, share and sync files to the Cloud, other users, and computers, using Google Drive.
    • Improve your web and search presence with Google's marketing and website tools.
    • Increase productivity by using Google;s hidden functionalities.

Speaker: Tommy Stephens

9:50am - 11:30am (Central Time)
$0.00

Public accounting firms often face a technology tsunami, being inundated with constant changes and demands. Traditional needs such as practice management, tax, audit, document management, and workflow are as important as ever. With tools based on artificial intelligence, machine learning and process automation, it is time to found out more about what is available and further grow your firm's efficiency.


Major topics covered:

  • Software publisher updates
  • Key productivity tools such as workflow, document automation, and robotic process automation
  • New techniques and technologies for CPA firms to consider
  • Improve utilization of existing tools
  • Opportunities in evolving areas of public practice

Speaker: Steven Phelan

Select One and Only One
12:15pm - 1:55pm (Central Time)
$0.00

Stop struggling with PDFs! We will show you the ropes with information on PDF forms, redaction, converting PDFs, electronic signatures, creating and applying tick marks, and securing PDF documents. Join us for this timely program to learn the top features necessary to optimize your PDF documents.


Major topics covered:

  • Learn the basics of creating, modifying, and organizing PDF documents
    • Select text and create a bookmark
    • Recognize text in a scanned PDF document
  • Create stamps and use them as tick marks
  • Secure PDF files against unauthorized access and modification

Speaker: Steven Phelan

12:15pm - 1:55pm (Central Time)
$0.00

Blockchain and other emerging technologies will affect every industry and profession. Some of the products you use have already implemented machine learning and artificial intelligence to increase efficiency. Process automation tools are now available for small and mid-sized businesses. In this “how-to” session, you will learn about emerging technologies out there not and those that are not yet ready for prime-time to help you and your team be more productive, efficient and effective.


Major topics covered

  • Emerging technology trends that affect your strategy
  • Purchase guidance on what to approve and avoid
  • Innovative applications for productivity and efficiency
  • Interesting technology to test and consider

Speaker: Mac McClelland

12:15pm - 1:55pm (Central Time)
$0.00

Cloud-based accounting solutions are taking the market by storm. With so many choices available, it can be difficult to know which one is best for you and your clients. Learn about the relative strengths, right fits, and target markets for many leading cloud-based solutions. This session will speak to QuickBooks Online, Sage Business Cloud Accounting, Xero, and Accounting Suite. You will even hear about some lesser-known options such as Zoho and Wave Accounting. 

Major topics covered:

  • Fundamentals of cloud accounting for small businesses and why these issues matter
  • Five critical questions when considering a small business accounting solution
  • Relative strengths and potential issues associated with leading cloud-based accounting solutions

Speaker: Tommy Stephens

2:05pm - 3:45pm (Central Time)
$0.00

Personal privacy is one of today's biggest concerns for many individuals and organizations. With much of our personal information collected and stored, even sometimes without our knowledge, what can we do to help keep us protected?  By taking part in this session, you will learn valuable techniques in identifying what personal information is at risk and how to take back control.

Major topics covered:

  • Discover what companies, such as Amazon and Google, know about you
  • How to "cleanse" your public profiles
  • What to do if you believe your data is compromised

Speaker: Steven Phelan

3:55pm - 4:45pm (Central Time)
$0.00

Microsoft Teams is one of the best additions to the Microsoft stack in years. In this session, you will learn how you can use Microsoft’s Teams application to organize workflows, communications, and share documents with your workgroup, department, and organization. Learn how having in one place with complete integration into your Office applications can dramatically improve teamwork, performance and as promised, your dream work.


Major topics covered:

  • Setting up a free Teams account
  • Using teams for all your communications 
  • Using Teams to keep work on track
  • File collaboration and syncing

Speaker: Tommy Stephens

June 11, 2019

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

In this session, you will learn how to spot opportunities where you can achieve productivity gains with little effort and how to use the tools you already own to boost your office productivity. You will walk away with tips and tricks, as well as possible new tools to consider, that can help you save two hours in just the first month, ensuring you are the best of the best with tools that are the best of the best.


Major topics covered:

  • Hardware and software tools that can support your strategy
  • Application guidance to help you save time
  • Innovative applications for productivity and collaboration
  • Interesting productivity tools to consider

Speaker: Steven Phelan

Select One and Only One
9:50am - 11:30am (Central Time)
$0.00

“Going virtual” has evolved beyond anywhere, anytime, any device access to full-service remote support. The goal, of course, is to have all team members effectively work wherever they are with a full complement of tools. In this session, you will learn about a myriad of tools to help, including multi-factor authentication, hosting, VOIP telephony, video conferencing, document management systems, portals, Microsoft Bookings/Teams/TimeTrade and employee portals. You will walk away with the best ways to make these technologies work and how your business can execute a virtual employee strategy.


Major topics covered:

  • Remote hardware and software trends that affect your ability to work anywhere anytime
  • Purchase guidance on what to expect, approve, and avoid
  • Key applications for productivity and security
  • Differentiate between the remote security risks and implement practical solutions to mitigate these risks
  • Interesting technology to consider for remote work

Speaker: Tommy Stephens

9:50am - 11:30am (Central Time)
$0.00

Microsoft has updated Excel's Power Query tool – first released in 2010 – with many new features. Power Query now provides users with the ability to access, link, and clean data to prepare it for reporting. In this session, you will learn ten things every Power Query user should know to make it easier to create powerful reports in less time from any data source.

Major topics covered:

  • What is Power Query?
  • Importing data from various sources, including text, Excel, web sites, and databases
  • How to clean-up imported data
  • Create Power queries to Pivot and Unpivot data
  • Create Power queries to split data columns and combine data columns
  • Create Power queries to group data by fiscal quarters and years

Speaker: Mac McClelland

9:50am - 11:30am (Central Time)
$0.00

You have heard of the Dark Web, but have you experienced it? If not, buckle up for a scary ride through the underbelly of the Internet. Hear about the  many illicit and illegal activities that occur every day, potentially affecting our personal and organizational security. In this session, you will experience first-hand the Dark Web and all that it entails, as well as how you can avoid being another victim.

Major topics covered:

  • The origin of the Dark Web and the Deep Web and their relationship to the "ordinary" Internet
  • How to connect to and browse the Dark Web
  • Security risks associated with accessing the Dark Web
  • Potentially useful sites and applications on the Dark Web

Speaker: Steven Phelan

Select One and Only One
12:15pm - 1:05pm (Central Time)
$0.00

No doubt, personal technologies are now mainstream with options like Amazon Alexa or Google Home units you can use to control and automate your world with the sound of your voice or a fancy mobile app.  In this session, you will learn the options available to tie various systems together with the fundamentals of using integration tools like, “If This, Then That (IFTTT),” to tune up your world at home and at office with a little bit of effort.

Major topics covered:

  • Hardware and software trends for personal use
  • Purchase guidance on what to buy and what to avoid
  • Innovative tools for convenience and security
  • Differentiate between the most significant security risks and implement practical solutions to mitigate these risks
  • Interesting technology to consider for integration into your home

Speaker: Tommy Stephens

12:15pm - 1:05pm (Central Time)
$0.00

In this session, you will learn how to take advantage of Power BI’s advanced features, including managing data relationships, creating KPIs, adding goal-oriented graphics, filtering with Slicers and using new AI features. Further, you will learn how you can use Power BI Desktop, Power BI Mobile and Power BI Pro in concert to create a comprehensive and impressive reporting strategy.


Major topics covered:

  • Data relationships
  • KPI graphics (create and display revenue per foot KPI)
  • Adding measures and calculations
  • Third-party visualizations
  • Connecting tables
  • Adding a static value into the Power BI data model

Speaker: Mac McClelland

12:15pm - 1:05pm (Central Time)
$0.00

Charts and graphs are nothing new, but often professionals struggle with building effective visuals to better their presentations. In this session, you will learn how best to paint the picture for your audience to improve your message. You will gain insight into creating advanced charts that are interactive, dynamic and animated.


Major topics covered:

  • Understanding the importance of visuals in Microsoft Office and other applications
  • Best practices associated with creating charts, graphs, and other visuals
  • How to add interactivity and animations to your charts and graphs
  • Common mistakes to avoid
  • Sparklines and conditional formatting to enhance visualizations in Excel

Speaker: Steven Phelan

Select One and Only One
1:15pm - 2:05pm (Central Time)
$0.00

Is your accounting platform performing as expected? If not, it may be time to consider the alternatives available with new generation, comprehensive accounting solutions. Sophisticated features formerly only available in Tier 1 ERP solutions have moved down market into the mid-market. Add-ons like business intelligence, financial reporting, budgeting, accounts payable automation and sales tax compliance are easy to integrate to create a complete solution. If you have outgrown your existing system, have a proprietary system in place or have a system that is ten years old or greater, it is time for you to review your options.


Major topics covered:

  • Accounting software trends that affect your strategy
  • Methodologies to select the right platform
  • Innovative applications for productivity and workflow
  • Interesting BI tools to consider
  • Analytical reporting to facilitate more useful operational reports
  • Feature utilization such as bank feeds, AP and sales tax automation
  • Budget building more quickly and easily using appropriate tools
  • Extend the functionality of your accounting solution with business intelligence tools

Speaker: Tommy Stephens

1:15pm - 2:05pm (Central Time)
$0.00

The Supreme Court's Wayfair decision changes the game with respect to sales tax compliance. Now, many states are rushing to implement laws requiring even small businesses to charge, collect and remit sales taxes on transactions that cross state lines. As a result, sales tax compliance just became infinitely more complex and many businesses could be looking at substantial fines and penalties for not complying. In this session, you will learn about your new compliance requirements and about tools that you can use to meet these requirements.
Major topics covered:

  • Review of the Wayfair decision and its impact on businesses
  • Understanding tools embedded in many accounting applications and services to facilitate sales tax compliance
  • Identifying third-party tools that are useful in multi-jurisdiction compliance efforts

Speaker: Mac McClelland

1:15pm - 2:05pm (Central Time)
$0.00

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, you will better understand how to protect your company and its data with critical IT-related controls using a case study approach with real-world examples of breaches and security failures.

Major topics covered:

  • Data breach and computer security tips
  • Security awareness training
    • Three factors used to authenticate someone to a system and explain why two-factor authentication is preferable to one-factor authentication
  • Current events and how to improve your security knowledge
  • How home-grade computer hardware and applications are less secure than business and enterprise grade hardware and applications

Speaker: Steven Phelan

2:15pm - 3:55pm (Central Time)
$0.00

Microsoft continues to pack new features into the popular spreadsheet tool with the release of Excel 2019 and Office 365 subscription updates. Enhancements to Power Query, new functionality and improved collaboration opportunities are now available for increased productivity. Learn more about these exciting develops and how to apply them to excel with Excel in this hard-hitting session.
Major topics covered:

  • New functions available in Excel such as IFS, SWITCH, and FORECAST.ETS
  • Data Model creation and the importance of doing so
  • Enhanced collaboration tools in Excel
  • How to take advantage of Power Query

Speaker: Mac McClelland

Instructors

Lawrence A. McClelland

Show Bio

Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group Inc of Hutchinson, Kansas, where he specializes in operating systems and Internet technologies. He is owner and CEO of Boxlink Services, a commercial venture that provides e-mail services and web-site design and hosting for small and medium-sized businesses. 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 1996. He was also a member of the faculty of the Advanced Business Programme, ranked as one of the top 100 MBA programs in the world by The Economist, where he taught 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. Services offered include business and strategic planning, economic feasibility analysis, business valuation, advanced cost system analysis and design, network consulting and installation, and customized business and technology training. 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, and is a regular speaker at the national conferences of the American Institute of Certified Public Accountants. 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. 01/2004

Thomas G. Stephens

Show Bio

Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985 and a Master of Science degree (Major in Finance) from Georgia State University in 1992. Mr. Stephens has seventeen years of full-time and part-time public accounting experience. Additionally, he has five years of experience as an internal auditor, two years of experience as a cost accounting manager, and two years of experience as a corporate controller. Presently, Mr. Stephens resides in Woodstock, Georgia where he provides consulting services to small businesses. In addition, Mr. Stephens develops and presents educational material to members of the accounting profession. He has lectured nationally on subjects such as internal controls for small businesses, practice management and marketing, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past eight years, Mr. Stephens has presented in excess of 300 educational programs to over 9,000 participants nationwide. 1/04

Steven Phelan

Show Bio

Steven M. Phelan, CPA is currently a tax manager and assistant technology manager at North Bay Associates, a family group office based in Oklahoma City, Oklahoma. He also owns a small tax and accounting practice as a side business. Prior to this, he spent 12 years in public accounting practice, with a primary focus on tax and technology consulting. He is a Certified Public Accountant and received his Bachelor of Accountancy degree from the University of Oklahoma. He also holds several vendor specific software certifications.

Steven is a member of the Oklahoma Society of CPAs (OSCPA) and the American Institute of CPAs. Through the OSCPA, he has served on the board of directors, was instrumental in creating the New CPA Committee, served as chair of the Technology Committee, and is currently a member of the Taxation Committee. Recently, Steven was selected as a 2012 Trailblazer, an OSCPA member who is under 40, recognizing innovation, professional dedication and community commitment. He also received the OSCPA President’s Award for his work with the New CPA Committee. Steven is also active in the Mustang, Oklahoma community serving as Treasurer for Friends of the Mustang Public Library, Inc.

Mr. Phelan is a frequent speaker at seminars and conferences sponsored by the OSCPA and other local and state organizations. Steven was recently added as the newest member of the K2 Enterprise team where he speaks throughout the nation. Session topics include a variety of computer software titles, such as Excel, Word and QuickBooks as well as covering general technology topics.

Steven has written a number of technology related articles for state and national publications. He is a frequent contributor to CPA Practice Advisor where he reviews various tax and accounting related software solutions.

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