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TechFest Summer Conference

Description

Unfortunately, due to ongoing circumstances surrounding Covid-19, this years in-person TechFest Summer Conference event will be cancelled. Please register using this link to view virtually on August 17-18. We also have a TechFest Winter Conference held in Greensboro scheduled for December 7-8, 2020.
 
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 themselves and their clients.
 
 

Objective

Participants will be able to discuss recent technology trends.

Highlights

See individual session description

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)

Stephen M. Yoss, Jr., CPA ( K2 Enterprises, Hammond, LA ), Mr. Brian Tankersley, CPA, CITP, CGMA ( K2 Enterprises, Hammond, LA ), Mr. Randolph P. Johnston, MCS, MCP ( K2 Enterprises, Hammond, LA ),

Additional Event Information

Accommodations
Crowne Plaza Charlotte Executive Park
704-527-9650

Please use the following link to book in NCACPA's room block:
Click here to reserve your room. Discounted Reservation Cut-off Date: July 26, 2020
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 via the NCACPA event app & registrant only weblink. Download link for the NCACPA event app will be sent to registrants’ email 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 the NCACPA event app & materials in advance is recommended.


Sessions

Monday, August 17, 2020 (8:00 am–9:40 am ET)

General #1: Technology Update: A 2020 Vision
Mr. Randolph P. Johnston, MCS, MCP ( K2 Enterprises, Hammond, LA ),

You know where technology has been, but where is it headed? What technologies are coming that would be useful to you and to your company? You’ve heard about 5G, WiFi6, and collaboration, but what products work to make this practical? This session has the breadth, depth, and recommendations to help you understand what is in the market and what is working so that you can make informed decisions. Attend this session to learn how using the right hardware and software can improve your business and your everyday life.

Field of Study: Computer Software & Applications

Monday, August 17, 2020 (9:55 am–11:30 am ET)

1A: Transforming Your CPA Firm
Mr. Randolph P. Johnston, MCS, MCP ( K2 Enterprises, Hammond, LA ),

CPA firms are going through significant regulatory and technology changes. Do you want your firm to be transformed or to lag? What is the impact of the cloud, niche verticalization, software upgrades, and client demands on your team and the partners’ profitability? Are you ready to navigate the new generation software? This session will provide separate road maps outlining small and larger firm choices in technology. Attend this session to get an independent overview of the state of technology in the profession.

Field of Study: Computer Software & Applications

Monday, August 17, 2020 (9:55 am–11:30 am ET)

1B: Mastering Advanced Excel Functions and Formulas
Mr. Brian Tankersley, CPA, CITP, CGMA ( K2 Enterprises, Hammond, LA ),

Excel now has approximately 500 functions, many of which are unused by most accounting and finance professionals. This two-hour session will put you on the path to improved Excel productivity by introducing you to powerful and timesaving, but little used, Excel functions. If you want to improve your knowledge and efficiency with Excel, this session is a must for you.

Field of Study: Computer Software & Applications

Monday, August 17, 2020 (9:55 am–11:30 am ET)

1C: Integrating and Sharing Data
Stephen M. Yoss, Jr., CPA ( K2 Enterprises, Hammond, LA ),

The number of apps, services, platforms, etc. that we use increases every year. The amount of data we collect and process is expanding at an exponential rate. There is a need to standardize, streamline, and optimize our ability to manage the ever-growing list of systems and their data. Conquering your data can help improve efficiency, effectiveness, reduce cost and errors inside an organization. In this course, you will learn various ways of sharing data easily between different applications, platforms, and services. Further, you will learn about various tools, desktop application functionalities, and programming tools to manage this process.

Field of Study: Computer Software & Applications

Monday, August 17, 2020 (12:30 pm–2:10 pm ET)

2A: Envisioning Your Mid‐Market Accounting Solution
Mr. Randolph P. Johnston, MCS, MCP ( K2 Enterprises, Hammond, LA ),

Businesses are being transformed by upgrading their accounting solutions. In this new world of Software as a Service, workflow-enabled, data-centric, and connected solutions, business problems can be solved in new ways. This session covers integrated and ERP solutions that should work for businesses that are in the $10 Million to $1 Billion range. If your system has been in place for seven or more years, it is time to consider an upgrade or replacement system. Leverage the instructor’s knowledge of the market to minimize your risk.

Field of Study: Computer Software & Applications

Monday, August 17, 2020 (12:30 pm–2:10 pm ET)

2B: Technoethics
Mr. Brian Tankersley, CPA, CITP, CGMA ( K2 Enterprises, Hammond, LA ),

From the dawn of the Digital Age, ethical issues – with no easy solutions – have existed. These include questions relating to privacy, workers’ rights, and intellectual property. And, as technology advances, more issues are sure to arise. In this session, you will learn about the emerging field of technoethics and what you can do to promote ethical behavior in your organization, particularly as it relates to technology. You will also learn about some of the more notable technoethics lapses that have occurred, the fallout resulting from them, and how they could have been prevented.

Field of Study: Behavioral Ethics

Monday, August 17, 2020 (12:30 pm–2:10 pm ET)

2C: Improving Productivity with Office 365 Cloud Applications
Stephen M. Yoss, Jr., CPA ( K2 Enterprises, Hammond, LA ),

Many Office 365 subscriptions include powerful cloud services for improving productivity. Foundational services, such as SharePoint, OneDrive, and Outlook, are joined by other powerful tools such as Teams, Planner, Power Automation, Forms, and Power Apps to provide a productivity platform second to none. Don’t miss this opportunity to get all the knowledge and guidance necessary to take full advantage of your investment in Microsoft Office 365.

Field of Study: Computer Software & Applications

Monday, August 17, 2020 (2:20 pm–4:00 pm ET)

General #2: Current Tech Crimes – Ripped from the Headlines
Mr. Brian Tankersley, CPA, CITP, CGMA ( K2 Enterprises, Hammond, LA ),

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 learn about critical IT-related controls using a case study approach with stories which are all new for 2020. More specifically, you will learn from real-world examples of breaches and security failures. Accordingly, you will understand better how to protect your company and its data. Attend this fast-paced session and learn more about IT-related controls you can use to prevent computer crimes such as identity and information theft, tax refund fraud, and more.

Field of Study: Information Technology

Tuesday, August 18, 2020 (8:00 am–9:40 am ET)

General #3: The Very Real Risk of Ransomware
Stephen M. Yoss, Jr., CPA ( K2 Enterprises, Hammond, LA ),

Over the past two years, ransomware has surged as a major threat to individuals and organizations of all sizes. To illustrate the threat ransomware is, its’ annual cost to businesses is now estimated at over $8 billion, up from $1 billion in 2016. Against that backdrop, ask yourself “am I at risk?” Of course, the likely answer is “yes”. To reduce this risk, you should participate in this session where you will learn how you can avoid becoming yet another victim of ransomware. The survival of your business may depend on it!

Field of Study: Information Technology

Tuesday, August 18, 2020 (9:55 am–11:30 am ET)

3A: Profiting from Client Advisory Services
Mr. Brian Tankersley, CPA, CITP, CGMA ( K2 Enterprises, Hammond, LA ),

Client Advisory Services (CAS) can be a profitable addition to your practice. How do you develop an effective, profitable offering? What are the considerations for service creation, controlling scope creep, people management, product selection, and scalability? What services should be offered? While many vendors have CAS programs they want you to adopt, when you attend this session you will receive an independent blend of profitable strategies and straightforward advice.

Field of Study: Computer Software & Applications

Tuesday, August 18, 2020 (9:55 am–11:30 am ET)

3B: Advanced Topics in Power BI
Stephen M. Yoss, Jr., CPA ( K2 Enterprises, Hammond, LA ),

So, you’ve been using Power BI to create fundamental reports and dashboards and now you’re ready for even more advanced reporting…if so, this session is for you. In this session, you will learn how to extend your Power BI environment by incorporating tools such as Data Analysis Expressions, Key Performance Indicators, Hierarchies, and Apps and Content Packs, among others. By taking advantage of the tools and techniques covered in this session, you will be able to move beyond simple reports and dashboards in Power BI and truly leverage the power of this awesome reporting tool.

Field of Study: Accounting

Tuesday, August 18, 2020 (9:55 am–11:30 am ET)

3C: Understanding Workflow and Automation Essentials
Mr. Randolph P. Johnston, MCS, MCP ( K2 Enterprises, Hammond, LA ),

Proper workflow optimizes a business for profitability. Once your workflow is optimized you can automate it with a variety of software tools. In this session, you will learn how to setup workflow processes properly. You will also learn about a variety of tools that you can use to achieve automated workflow. We’ll review Zoho Flow, Power Automate, XCM, Automation Anywhere, as well as other robotic process automation (RPA) tools. This session will provide a road map on workflow technologies and choices you can implement now.

Field of Study: Computer Software & Applications

Tuesday, August 18, 2020 (12:20 pm–1:10 pm ET)

4A: Choosing Small Business Accounting Solutions
Mr. Brian Tankersley, CPA, CITP, CGMA ( K2 Enterprises, Hammond, LA ),

Small businesses have new and traditional choices in accounting solutions. In addition to traditional solutions like QuickBooks and Sage 50, there are Software as a Service options such as Gravity Software, Zoho Books, QuickBooks Online, Xero, Accounting Suite, Accounting Power and many more. This session covers accounting solutions that should work for businesses that are startups up to $10 million in size. Attend this session so you’ll know the best options for accounting in small business.

Field of Study: Computer Software & Applications

Tuesday, August 18, 2020 (12:20 pm–1:10 pm ET)

4B: The Perfect Storm – Data Governance and Data Privacy
Stephen M. Yoss, Jr., CPA ( K2 Enterprises, Hammond, LA ),

How do you control the data you are responsible for? Consider the impact of the May 2018 General Data Protection Regulation (GDPR), as well as the December 11, 2019 introduction of a law in India giving authorities sweeping access to data and the most important piece of U.S. legislation, the California Consumer Privacy Act (CCPA) which is in force as of January 1, 2020. Companies like Microsoft and Apple not only claim they are ready, but plan to implement CCPA across the country. What about your business? Have you completed your implementation? Attend this session to learn practical steps you can take to be compliant with mandated regulations.

Field of Study: Computer Software & Applications

Tuesday, August 18, 2020 (12:20 pm–1:10 pm ET)

4C: Emerging Technologies – 2020 and Beyond
Mr. Randolph P. Johnston, MCS, MCP ( K2 Enterprises, Hammond, LA ),

Emerging technologies are changing so fast, it is hard to predict the future. Quantum supremacy may be driven by the Dowling-Neven Law of double exponential growth. We are seeing this in quantum computing, artificial intelligence, machine learning and robotic process automation. How can you keep from being blind-sided by a technology like blockchain or predictive analytics? This session will provide a road map on emerging technologies and choices you can implement now.

Field of Study: Computer Software & Applications

Tuesday, August 18, 2020 (1:20 pm–2:10 pm ET)

5A: Enhancing Small Business Accounting with Add‐Ons
Mr. Brian Tankersley, CPA, CITP, CGMA ( K2 Enterprises, Hammond, LA ),

A complete accounting software solution almost always includes additional add-on products. For example, it is hard to accurately calculate sales tax, do budgeting, or have adequate reporting without third party add-ons. This session will provide guidance on some of the best add-ons in the market. If you have needs that are not met with your current solution, you may not need to change your base solution. You may just need the right add-on! Attend this session to discover the best of best extensions for accounting software.

Field of Study: Computer Software & Applications

Tuesday, August 18, 2020 (1:20 pm–2:10 pm ET)

5B: The How's and Why's of Creating User‐Defined Functions in Excel
Stephen M. Yoss, Jr., CPA ( K2 Enterprises, Hammond, LA ),

With approximately 500 functions already present, Excel seemingly has a function for every need. But sometimes the function YOU need just simply isn’t available. For example, Excel does not have functions to calculate income tax expense or, in many cases, depreciation expense. To solve these shortcomings, you can create User Defined Functions (UDFs). UDFs provide you with the opportunity to create functions for use in any of your formulas and automate your most complex calculations. Join us to learn how to put the power of UDFs to work to simplify and automate even your most complex calculations.

Field of Study: Computer Software & Applications

Tuesday, August 18, 2020 (1:20 pm–2:10 pm ET)

5C: Implementing Security and Privacy Policies
Mr. Randolph P. Johnston, MCS, MCP ( K2 Enterprises, Hammond, LA ),

How do you communicate the security needed in your organization to your IT team? When was the last time you updated your security policies? Are you compliant with the current regulatory environment, and is your business using best practices that reflect the threats of today? Attend this session to receive a suggested security strategy and checklist, as well as sample documents to use as models to update your own policies.

Field of Study: Computer Software & Applications

Tuesday, August 18, 2020 (2:20 pm–4:00 pm ET)

General #4: Next Generation Excel Reporting
Mr. Brian Tankersley, CPA, CITP, CGMA ( K2 Enterprises, Hammond, LA ),

New and improved features in Excel tools such as Power Query and Power Pivot means that yesterday’s techniques for generating reports in Excel are obsolete. Best practices for next generation reporting include building queries and transformations using Power Query, adding user-defined calculations with Data Analysis Expressions, managing data models in Power Pivot, reducing dependency on formulas with PivotTables, and adding visualizations where appropriate. Participate in this session so that you can learn the best practices for preparing and automating your Excel-based reports.

Field of Study: Accounting


Share This Event

Event Vendor:K2 Enterprises
Field of Study:Accounting, Behavioral Ethics, Computer Software & Applications, Information Technology, Various
Level: Overview

Event Type:Conference
NASBA Instructional Method:Group Live
Event Code:CONTFS20

Registration Fees

2-Day Conference RegistrationEarly BirdRegular
NCACPA Member 2-Day$465.00$535.00
Non-Member 2-Day$565.00$635.00
Monday Only Conference RegistrationEarly BirdRegular
NCACPA Member Monday Only$265.00$315.00
Non-Member Monday Only$365.00$415.00
Tuesday Only Conference RegistrationEarly BirdRegular
NCACPA Member Tuesday Only$265.00$315.00
Non-Member Tuesday Only$365.00$415.00
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.