TechFest Summer Conference

Description

Technology has quickly become one of the most important aspects of improving bottom lines. Participants will learn about existing and future technologies that will not only improve personal and professional productivity, but help them utilize the latest trends in hardware and software to make informed decisions that benefit clients.
 
 

Objective

Participants will be able to discuss recent technology trends.

Highlights

* Tech Update 2017 * Security Blocking & Tackling * Excel® Guru—Tips to Make Your Head Spin * Detecting & Preventing Computer Fraud

Who Should Attend

CPAs working with or wanting to gain an understanding of technology

Required Knowledge

Some computer experience.

Advanced Prep

None

Event Speaker(s)

Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ), Lawrence McClelland ( K2 Enterprises, Slidell, LA ), Mr. Randolph P. Johnston, MCS, MCP ( K2 Enterprises, Hammond, LA ),

Additional Event Information

Accommodations
Crowne Plaza Charlotte Executive Park
704-527-9650

Discounted Reservation Cut-off Date: July 31, 2017
Room Rate: $139 Single/Double

Onsite Information
Registration/Continental Breakfast: 7:15–8:00 am. Sessions begin at 8:00 am.

Download Your Materials Before You Arrive Onsite!
Conference materials will be distributed electronically to registrants 3 days in advance of the program. You may download your materials to a laptop, tablet, or e-reader, or print them. It’s up to you how you choose to view the materials. Printed materials will not be available on site. Downloading in advance is recommended.


Sessions

Monday, August 21, 2017 (8:00 am–9:40 am ET)

General #1: Tech Update 2017
Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ), Mr. Randolph P. Johnston, MCS, MCP ( K2 Enterprises, Hammond, LA ),

What has changed in technology that would benefit my organization? What does the future of technology hold? How can I take better advantage of tools I already own? What changes in hardware and software should I incorporate into my plans? How do I strengthen security in my organization? Get answers to these questions and gain insights on long-term strategic choices and short-term technology tactics to maximize your ROI by participating in this ever-popular foundation session.

Field of Study: Information Technology

Monday, August 21, 2017 (9:55 am–11:35 am ET)

1A: Reporting Tools for Productivity
Lawrence McClelland ( K2 Enterprises, Slidell, LA ),

How many reports do you produce in Excel each month? How much time does this task take you and your team to accomplish? Is there a way to create and update these reports more quickly? Attend this session to learn about the productivity you can gain by using and leveraging tools like BizNet, Power BI®, and more.

Field of Study: Information Technology

Monday, August 21, 2017 (9:55 am–11:35 am ET)

1B: The CPA Firm of NOW!
Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ), Mr. Randolph P. Johnston, MCS, MCP ( K2 Enterprises, Hammond, LA ),

Forget the “CPA Firm of the Future,” it’s the “CPA Firm of NOW” that is of immediate concern! And given that, what technologies should the CPA Firm of NOW embrace to address issues such as improving client satisfaction, attracting and retaining staff, and increasing profitability?
 

In this session, you will learn about technologies that can solve many of the problems facing today’s CPA firm. Technologies discussed in this session are workflow, practice management, document management, scan-and-populate, engagement planning and management, and tax notice responses. If you work in public accounting, you can’t afford to miss this eye-opening session!

Field of Study: Information Technology

Monday, August 21, 2017 (9:55 am–11:35 am ET)

1C: Excel® Tips & Tools for Better Budgets & Forecasts
Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ), Mr. Randolph P. Johnston, MCS, MCP ( K2 Enterprises, Hammond, LA ),

Excel is the de facto budgeting and forecasting tool for most professionals, yet many who use Excel for these tasks do not take advantage of the numerous built-in tools available. Among other topics in this session, you will learn how to work with Excel features such as FORECAST, FORECAST.ETS, TREND, Forecast Sheets, XNPV, and XIRR.
 
Additionally, you will learn better ways to manage what-if analysis using Scenario Manager, Solver, and the value of performing Monte Carlo simulations. In short, if you use Excel for budgeting and forecasting, you won’t want to miss this session!

Field of Study: Computer Software & Applications, Information Technology

Monday, August 21, 2017 (12:25 pm–2:05 pm ET)

2A: Excel® Data Models, Combinations, & Consolidations
Lawrence McClelland ( K2 Enterprises, Slidell, LA ),

Combining and linking data from multiple tables, sheets, and workbooks is a daily need for most accountants, yet many do not fully appreciate the breadth of Excel options available for accomplishing this task. In this session, you will learn about the full range of Excel data consolidation functionality, including simple sum-through formulas, auto-merging workbooks, consolidation PivotTables®, and linking tables to create powerful Data Models. Simplify and streamline your data consolidation processes, improve your personal productivity, and reduce errors with the information contained in this feature-packed session.

Field of Study: Computer Software & Applications, Information Technology

Monday, August 21, 2017 (12:25 pm–2:05 pm ET)

2B: Small Business Accounting
Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ), Mr. Randolph P. Johnston, MCS, MCP ( K2 Enterprises, Hammond, LA ),

Small business accounting choices have been limited in the past, particularly where inventory and job-costing needs were strong. Many products and services have been introduced with these needed features including Zoho, Dynamics 365, AccountingSuite™, Accounting Power®, in addition to more well-known solutions such as QuickBooks® and QuickBooks Online with extensions. Attend this session to learn about the various competitors and the best fit for your organization.

Field of Study: Information Technology

Monday, August 21, 2017 (12:25 pm–2:05 pm ET)

2C: What's New with Microsoft Office 365®, Zoho Docs, & G Suite by Google Cloud
Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ), Mr. Randolph P. Johnston, MCS, MCP ( K2 Enterprises, Hammond, LA ),

Business productivity software is a cornerstone of an organization’s software investment. This session looks at three major business productivity platforms, Office 365, Zoho Docs, and G Suite. We examine these platforms and their popular applications, services, mobile apps, and backend functionalities. This review will help you determine when to use each platform, the most effective use cases, as well as the strengths and weaknesses therein. As a participant, you will leave with a strong understanding of the product offerings and be able to conclude which platform is right for your organization.

Field of Study: Computer Software & Applications, Information Technology

Monday, August 21, 2017 (2:20 pm–4:00 pm ET)

General #2: Security Blocking & Tackling
Lawrence McClelland ( K2 Enterprises, Slidell, LA ),

Anti-virus, encryption, and spam filtering are fundamental protection techniques that all organizations should have deployed. However, with risks multiplying daily, are you using the right security technologies? Should you consider more protection capabilities? In this session, you will learn about today’s risks and the best techniques and tools to protect your information technology and the sensitive data in your organization.

Field of Study: Information Technology

Tuesday, August 22, 2017 (8:00 am–9:40 am ET)

General #3: Excel® Guru—Tips to Make Your Head Spin
Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ), Mr. Randolph P. Johnston, MCS, MCP ( K2 Enterprises, Hammond, LA ),

How much do you know about Excel and the features available in the application that could make a difference in your day-to-day productivity? While most accountants and other business professionals use less than 20% of the capabilities of this product, are you sure you are taking advantage of the features that are best for you? This session on Excel tips is sure to provide multiple ideas that you can use to get better results in less time.

Field of Study: Computer Software & Applications, Information Technology

Tuesday, August 22, 2017 (9:55 am–11:35 am ET)

3A: Microsoft Word® Tips & Tricks
Lawrence McClelland ( K2 Enterprises, Slidell, LA ), Mr. Randolph P. Johnston, MCS, MCP ( K2 Enterprises, Hammond, LA ),

Like most Microsoft Word users, you can get through the basics of creating a document and applying some formatting characteristics. But, do you use Word Styles or Quick Parts? Do you know how to generate a Table of Contents automatically from a document? Can you insert Excel-like formulas into Word Tables? If your answer to any one of these questions is “no,” then don’t miss this opportunity to improve your knowledge, skills, and productivity in using Microsoft Word.

Field of Study: Computer Software & Applications, Information Technology

Tuesday, August 22, 2017 (9:55 am–11:35 am ET)

3B: Hot Tech Tools, Apps, & Services
Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ), Lawrence McClelland ( K2 Enterprises, Slidell, LA ),

Technology is changing at an incredible pace and new apps, services, and tools constantly emerge. These tools can have an incredible impact on our business and personal lives. This session identifies some of the latest tools, apps, and services available and why you should consider utilizing them. The main topics of this session include the best useful products for business, major business productivity platforms, tools for automation, plugins for your Internet browser, today’s best mobile apps, how to utilize virtual staff, and more. Attend this session and you will receive a bundle of new technology ideas to consider implementing.

Field of Study: Information Technology

Tuesday, August 22, 2017 (9:55 am–11:35 am ET)

3C: Working Effectively From Anywhere
Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ), Mr. Randolph P. Johnston, MCS, MCP ( K2 Enterprises, Hammond, LA ),

The internet and mobile technologies have revolutionized the way businesses operate. We’re no longer constrained by having to operate in a specific location or during specific business hours. Now, organizations can effectively communicate and do business with customers and staff based anywhere in the world. One of the most important aspects of this changing workplace is the virtual office, which allows a user to work anywhere in the world.
 

This session is an in-depth look at how an organization can improve collaboration, communication, and operations by implementing virtual office technology. We’ll look at solutions to simplify and streamline communications, business process management, going paperless, and more. We’ll also cover the benefits and risks of implementing a virtual workplace and discuss innovative technologies to revolutionize your organization.

Field of Study: Information Technology

Tuesday, August 22, 2017 (12:25 pm–1:15 pm ET)

4A: Good Fences Make Good Neighbors
Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ), Mr. Randolph P. Johnston, MCS, MCP ( K2 Enterprises, Hammond, LA ),

In larger organizations, the information technology team provides protection for computing environments. However, who handles this in your home or small business? Is it you, your significant other, your teenage child, a close friend? Or, has it even been addressed?
 

In this session, you will learn which personal and small business technology choices you can make to enhance security. With all of today’s threats and the lack of sophistication of products used in homes and small businesses, are you setting yourself up for a failure? Attend this session to learn about the right personal security technologies for your home or small business.

Field of Study: Information Technology

Tuesday, August 22, 2017 (12:25 pm–1:15 pm ET)

4B: Password Management Tools—Why They Are Necessary
Lawrence McClelland ( K2 Enterprises, Slidell, LA ),

Everyone knows that passwords are a critical first line of defense when attempting to secure computers and the information stored on them. Yet, most individuals struggle implementing “long and strong” passwords. To address this challenge, password management tools have emerged as a leading option for enhancing security.

In this session, you will learn how password management tools can help you implement, update, and manage your passwords. You will also learn about features of leading password management tools and why these tools are necessary to improve security. If you are seeking to enhance security, this session is an absolute must!

Field of Study: Information Technology

Tuesday, August 22, 2017 (12:25 pm–1:15 pm ET)

4C: Beyond Small Business Accounting
Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ), Mr. Randolph P. Johnston, MCS, MCP ( K2 Enterprises, Hammond, LA ),

Successful businesses frequently outgrow the accounting solutions they put in place. As organizations grow, the capabilities of higher-end accounting products can be beneficial in improving internal control, reporting, and organizational efficiency.  
 

In this session, you will learn key considerations associated with selecting and implementing a new accounting solution, and how to ensure that you receive the necessary ROI on such a project. You will also learn about the feature sets available in many leading solutions and the benefits associated with implementing solutions that contain these features. Attend this session to understand the options and implementation approaches of larger accounting solutions.

Field of Study: Information Technology

Tuesday, August 22, 2017 (1:25 pm–2:15 pm ET)

5A: Introduction to Array Formulas
Lawrence McClelland ( K2 Enterprises, Slidell, LA ), Mr. Randolph P. Johnston, MCS, MCP ( K2 Enterprises, Hammond, LA ),

In a nutshell, array formulas allow users to make calculations in Excel that are not possible with ordinary formulas. This session introduces users to this advanced functionality with simple array formulas that perform useful day-to-day accounting calculations. Don’t miss this opportunity to understand how array formulas can improve your productivity.

Field of Study: Information Technology

Tuesday, August 22, 2017 (1:25 pm–2:15 pm ET)

5B: Implementing DLP for Better Security & Privacy
Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ), Lawrence McClelland ( K2 Enterprises, Slidell, LA ),

Data loss prevention (DLP) is a means of creating and enforcing security policies in an organization. For example, with DLP, you can create rules that programmatically block all outbound email messages containing information such as Social Security or credit card numbers. Unfortunately, most business professionals have yet to discover DLP and how it improves security.
 

In this session, you will learn the fundamentals of DLP, and through demonstrations, see how you can use DLP to enhance organizational security. Don’t miss this chance to learn how to take advantage of one of the most innovative security options available to you!

Field of Study: Information Technology

Tuesday, August 22, 2017 (1:25 pm–2:15 pm ET)

5C: Creating an Incident Response Plan
Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ), Mr. Randolph P. Johnston, MCS, MCP ( K2 Enterprises, Hammond, LA ),

It’s probably not a matter of “if” you will get hacked; it is only a matter of “when.” Given that, do you know what steps to take when you have a breach? Once a breach occurs, you won’t have time to create a plan; therefore, you likely won’t take the right steps toward recovery. Creating an incident response plan (IRP) before disaster strikes is a critical step toward ensuring that your organization can recover with minimal disruption. Join this session to learn how to build an IRP for your business.

Field of Study: Information Technology

Tuesday, August 22, 2017 (2:30 pm–4:10 pm ET)

General #4: Detecting & Preventing Computer Fraud
Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ),

Fraud is alive and well! From large enterprises to small, family-held businesses, fraud continues to plague businesses, consuming approximately 5% of revenues, according to the latest surveys.
 

In this session, you will learn practical approaches for uncovering fraud using easy-to-implement procedures, including incorporating various techniques in Excel. Among the topics covered include: identifying areas of fraud risk in your organization; creating fraud analysis reports unavailable in your accounting application; using Excel to find duplicate payments, invoices, and bills; performing analytical review using Excel calculations; and using Benford’s Law to identify potentially fraudulent transactions.

Field of Study: Information Technology


Share This Event

Event Vendor:K2 Enterprises
Field of Study:Computer Science, Computer Software & Applications, Information Technology
Level: Update

Event Type:Conference
Event Code:TECS17


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Registration Fees

Early Bird Rate expires August 7, 2017

2-Day Conference Registration Early Bird Regular
NCACPA Member 2-Day $450.00 $520.00
Non-Member 2-Day $550.00 $620.00
Other CPA State Society Member 2-Day $450.00 $520.00
Monday Only Conference Registration Early Bird Regular
NCACPA Member Monday Only $250.00 $300.00
Non-Member Monday Only $350.00 $400.00
Other CPA State Society Member Monday Only $250.00 $300.00
Tuesday Only Conference Registration Early Bird Regular
NCACPA Member Tuesday Only $250.00 $300.00
Non-Member Tuesday Only $350.00 $400.00
Other CPA State Society Member Tuesday Only $250.00 $300.00