8:00 am–4:30 pm ET
# of CPE Credits
16
Description
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)
Mr. Randolph P. Johnston, MCS, MCP
K2 Enterprises
Randolph P. (Randy) Johnston, MCS has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2021. His influence throughout the accounting profession is highlighted once again this year by being a recipient of the 2020 Accounting Today Top 100 Most Influential People in Accounting award for the seventeenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. Randy writes a monthly column for The CPA Practice Advisor, features for the Journal of Accountancy, and creates articles for both accounting and technology publications, as well as being the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His wife and four children enjoy many experiences together, including theatre, music, travel, golf, skiing, snorkeling, and model trains. His experience as a college instructor, management and technology consultant, and advisor to the profession will be evident to you in today’s presentation.
Mr. Tommy Stephens, Jr., CPA, MS, CITP
K2 Enterprises
Thomas G. (Tommy) Stephens, Jr., CPA.CITP, CGMA
• Bachelor of Science in Business Administration, Major in Accounting, Auburn University
• Master of Science, Major in Finance (emphasis in Corporate Finance), Georgia State University
• Thirty-six years of public accounting & private industry experience
• Twenty-six years of experience as a continuing professional education discussion leader
• Member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants; past member of the Institute of Internal Auditors
• To date, has presented over 2,700 continuing education sessions to over 70,000 participants
Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provides accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. Additionally, in 1995 he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-four years, Mr. Stephens has presented over 2,500 educational sessions to over 65,000 participants nationwide.
Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, Mr. Stephens enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, and running. Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.
Mr. Brian Tankersley, CPA, CITP, CGMA
K2 Enterprises
Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005. Brian started teaching CPA review courses in 1997, and currently works with Yaeger CPA Review.
Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 47 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.
Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.
Brian and his family make their home in Farragut, Tennessee.
Stephen M. Yoss, Jr., CPA
K2 Enterprises
Professional Biography of Stephen M. Yoss, Jr., CPA, MSIST:
• Stephen M. Yoss, Jr., CPA, is a senior technology strategist and principal of Yossio, a company that focuses on helping organizations develop a technology strategy to streamline their business operations.
• Stephen has consulted with several companies on how to lower overhead, personnel, and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity.
• Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He started writing original computer code at age 15 and has been working with technology ever since.
• He has presented to thousands of practitioners worldwide on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention, and more.
• Apart from working in technology and accounting he is a professional licensed pyrotechnician and works on major firework displays around the country. He lives in Claremont, California.
Additional Event Information
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.
*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via phone or email 30 minutes prior to the start of a live online program.
Sessions
Monday, August 16, 2021 (8:00 am–9:40 am ET)
General #1: Tech Update 2021
Mr. Randolph P. Johnston, MCS, MCP
K2 Enterprises
Randolph P. (Randy) Johnston, MCS has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2021. His influence throughout the accounting profession is highlighted once again this year by being a recipient of the 2020 Accounting Today Top 100 Most Influential People in Accounting award for the seventeenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. Randy writes a monthly column for The CPA Practice Advisor, features for the Journal of Accountancy, and creates articles for both accounting and technology publications, as well as being the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His wife and four children enjoy many experiences together, including theatre, music, travel, golf, skiing, snorkeling, and model trains. His experience as a college instructor, management and technology consultant, and advisor to the profession will be evident to you in today’s presentation.
Monday, August 16, 2021 (9:55 am–11:30 am ET)
1A: Selecting & Vetting Technology Providers
Stephen M. Yoss, Jr., CPA
K2 Enterprises
Professional Biography of Stephen M. Yoss, Jr., CPA, MSIST:
• Stephen M. Yoss, Jr., CPA, is a senior technology strategist and principal of Yossio, a company that focuses on helping organizations develop a technology strategy to streamline their business operations.
• Stephen has consulted with several companies on how to lower overhead, personnel, and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity.
• Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He started writing original computer code at age 15 and has been working with technology ever since.
• He has presented to thousands of practitioners worldwide on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention, and more.
• Apart from working in technology and accounting he is a professional licensed pyrotechnician and works on major firework displays around the country. He lives in Claremont, California.
Monday, August 16, 2021 (9:55 am–11:30 am ET)
1B: Online Meeting & Collaboration Tools
Mr. Randolph P. Johnston, MCS, MCP
K2 Enterprises
Randolph P. (Randy) Johnston, MCS has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2021. His influence throughout the accounting profession is highlighted once again this year by being a recipient of the 2020 Accounting Today Top 100 Most Influential People in Accounting award for the seventeenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. Randy writes a monthly column for The CPA Practice Advisor, features for the Journal of Accountancy, and creates articles for both accounting and technology publications, as well as being the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His wife and four children enjoy many experiences together, including theatre, music, travel, golf, skiing, snorkeling, and model trains. His experience as a college instructor, management and technology consultant, and advisor to the profession will be evident to you in today’s presentation.
Monday, August 16, 2021 (9:55 am–11:30 am ET)
1C: Formatting Excel Spreadsheets the Right Way
Mr. Tommy Stephens, Jr., CPA, MS, CITP
K2 Enterprises
Thomas G. (Tommy) Stephens, Jr., CPA.CITP, CGMA
• Bachelor of Science in Business Administration, Major in Accounting, Auburn University
• Master of Science, Major in Finance (emphasis in Corporate Finance), Georgia State University
• Thirty-six years of public accounting & private industry experience
• Twenty-six years of experience as a continuing professional education discussion leader
• Member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants; past member of the Institute of Internal Auditors
• To date, has presented over 2,700 continuing education sessions to over 70,000 participants
Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provides accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. Additionally, in 1995 he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-four years, Mr. Stephens has presented over 2,500 educational sessions to over 65,000 participants nationwide.
Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, Mr. Stephens enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, and running. Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.
Monday, August 16, 2021 (12:30 pm–2:10 pm ET)
2A: CPA Firm Technology Strategies
Mr. Randolph P. Johnston, MCS, MCP
K2 Enterprises
Randolph P. (Randy) Johnston, MCS has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2021. His influence throughout the accounting profession is highlighted once again this year by being a recipient of the 2020 Accounting Today Top 100 Most Influential People in Accounting award for the seventeenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. Randy writes a monthly column for The CPA Practice Advisor, features for the Journal of Accountancy, and creates articles for both accounting and technology publications, as well as being the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His wife and four children enjoy many experiences together, including theatre, music, travel, golf, skiing, snorkeling, and model trains. His experience as a college instructor, management and technology consultant, and advisor to the profession will be evident to you in today’s presentation.
Monday, August 16, 2021 (12:30 pm–2:10 pm ET)
2B: Ten Teams Features You Can't Afford to Miss
Stephen M. Yoss, Jr., CPA
K2 Enterprises
Professional Biography of Stephen M. Yoss, Jr., CPA, MSIST:
• Stephen M. Yoss, Jr., CPA, is a senior technology strategist and principal of Yossio, a company that focuses on helping organizations develop a technology strategy to streamline their business operations.
• Stephen has consulted with several companies on how to lower overhead, personnel, and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity.
• Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He started writing original computer code at age 15 and has been working with technology ever since.
• He has presented to thousands of practitioners worldwide on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention, and more.
• Apart from working in technology and accounting he is a professional licensed pyrotechnician and works on major firework displays around the country. He lives in Claremont, California.
Monday, August 16, 2021 (12:30 pm–2:10 pm ET)
2C: The Power of Array Formulas in Excel
Mr. Tommy Stephens, Jr., CPA, MS, CITP
K2 Enterprises
Thomas G. (Tommy) Stephens, Jr., CPA.CITP, CGMA
• Bachelor of Science in Business Administration, Major in Accounting, Auburn University
• Master of Science, Major in Finance (emphasis in Corporate Finance), Georgia State University
• Thirty-six years of public accounting & private industry experience
• Twenty-six years of experience as a continuing professional education discussion leader
• Member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants; past member of the Institute of Internal Auditors
• To date, has presented over 2,700 continuing education sessions to over 70,000 participants
Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provides accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. Additionally, in 1995 he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-four years, Mr. Stephens has presented over 2,500 educational sessions to over 65,000 participants nationwide.
Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, Mr. Stephens enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, and running. Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.
Monday, August 16, 2021 (2:20 pm–4:00 pm ET)
General #2: Password Management Tools ‐ Why and How You Should Use Them
Mr. Tommy Stephens, Jr., CPA, MS, CITP
K2 Enterprises
Thomas G. (Tommy) Stephens, Jr., CPA.CITP, CGMA
• Bachelor of Science in Business Administration, Major in Accounting, Auburn University
• Master of Science, Major in Finance (emphasis in Corporate Finance), Georgia State University
• Thirty-six years of public accounting & private industry experience
• Twenty-six years of experience as a continuing professional education discussion leader
• Member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants; past member of the Institute of Internal Auditors
• To date, has presented over 2,700 continuing education sessions to over 70,000 participants
Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provides accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. Additionally, in 1995 he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-four years, Mr. Stephens has presented over 2,500 educational sessions to over 65,000 participants nationwide.
Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, Mr. Stephens enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, and running. Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.
Monday, August 16, 2021 (4:05 pm–4:50 pm ET)
Optional #1: Technology Town Hall
Mr. Brian Tankersley, CPA, CITP, CGMA
K2 Enterprises
Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005. Brian started teaching CPA review courses in 1997, and currently works with Yaeger CPA Review.
Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 47 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.
Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.
Brian and his family make their home in Farragut, Tennessee.
Tuesday, August 17, 2021 (8:00 am–9:40 am ET)
General #3: Security Roundtable
Tuesday, August 17, 2021 (9:55 am–11:30 am ET)
3A: Amazing Accounting Add‐ons
Stephen M. Yoss, Jr., CPA
K2 Enterprises
Professional Biography of Stephen M. Yoss, Jr., CPA, MSIST:
• Stephen M. Yoss, Jr., CPA, is a senior technology strategist and principal of Yossio, a company that focuses on helping organizations develop a technology strategy to streamline their business operations.
• Stephen has consulted with several companies on how to lower overhead, personnel, and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity.
• Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He started writing original computer code at age 15 and has been working with technology ever since.
• He has presented to thousands of practitioners worldwide on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention, and more.
• Apart from working in technology and accounting he is a professional licensed pyrotechnician and works on major firework displays around the country. He lives in Claremont, California.
Tuesday, August 17, 2021 (9:55 am–11:30 am ET)
3B: Hosting, Self‐Service, and Managed Service Options
Mr. Randolph P. Johnston, MCS, MCP
K2 Enterprises
Randolph P. (Randy) Johnston, MCS has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2021. His influence throughout the accounting profession is highlighted once again this year by being a recipient of the 2020 Accounting Today Top 100 Most Influential People in Accounting award for the seventeenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. Randy writes a monthly column for The CPA Practice Advisor, features for the Journal of Accountancy, and creates articles for both accounting and technology publications, as well as being the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His wife and four children enjoy many experiences together, including theatre, music, travel, golf, skiing, snorkeling, and model trains. His experience as a college instructor, management and technology consultant, and advisor to the profession will be evident to you in today’s presentation.
Tuesday, August 17, 2021 (9:55 am–11:30 am ET)
3C: Excel's Best New Features
Mr. Tommy Stephens, Jr., CPA, MS, CITP
K2 Enterprises
Thomas G. (Tommy) Stephens, Jr., CPA.CITP, CGMA
• Bachelor of Science in Business Administration, Major in Accounting, Auburn University
• Master of Science, Major in Finance (emphasis in Corporate Finance), Georgia State University
• Thirty-six years of public accounting & private industry experience
• Twenty-six years of experience as a continuing professional education discussion leader
• Member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants; past member of the Institute of Internal Auditors
• To date, has presented over 2,700 continuing education sessions to over 70,000 participants
Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provides accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. Additionally, in 1995 he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-four years, Mr. Stephens has presented over 2,500 educational sessions to over 65,000 participants nationwide.
Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, Mr. Stephens enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, and running. Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.
Tuesday, August 17, 2021 (12:20 pm–1:10 pm ET)
4A: Selecting Small Business Management Systems
Stephen M. Yoss, Jr., CPA
K2 Enterprises
Professional Biography of Stephen M. Yoss, Jr., CPA, MSIST:
• Stephen M. Yoss, Jr., CPA, is a senior technology strategist and principal of Yossio, a company that focuses on helping organizations develop a technology strategy to streamline their business operations.
• Stephen has consulted with several companies on how to lower overhead, personnel, and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity.
• Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He started writing original computer code at age 15 and has been working with technology ever since.
• He has presented to thousands of practitioners worldwide on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention, and more.
• Apart from working in technology and accounting he is a professional licensed pyrotechnician and works on major firework displays around the country. He lives in Claremont, California.
Tuesday, August 17, 2021 (12:20 pm–1:10 pm ET)
4B: Technology Planning for a Post‐Pandemic Environment
Mr. Randolph P. Johnston, MCS, MCP
K2 Enterprises
Randolph P. (Randy) Johnston, MCS has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2021. His influence throughout the accounting profession is highlighted once again this year by being a recipient of the 2020 Accounting Today Top 100 Most Influential People in Accounting award for the seventeenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. Randy writes a monthly column for The CPA Practice Advisor, features for the Journal of Accountancy, and creates articles for both accounting and technology publications, as well as being the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His wife and four children enjoy many experiences together, including theatre, music, travel, golf, skiing, snorkeling, and model trains. His experience as a college instructor, management and technology consultant, and advisor to the profession will be evident to you in today’s presentation.
Tuesday, August 17, 2021 (12:20 pm–1:10 pm ET)
4C: Power Automate Your Approvals
Mr. Tommy Stephens, Jr., CPA, MS, CITP
K2 Enterprises
Thomas G. (Tommy) Stephens, Jr., CPA.CITP, CGMA
• Bachelor of Science in Business Administration, Major in Accounting, Auburn University
• Master of Science, Major in Finance (emphasis in Corporate Finance), Georgia State University
• Thirty-six years of public accounting & private industry experience
• Twenty-six years of experience as a continuing professional education discussion leader
• Member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants; past member of the Institute of Internal Auditors
• To date, has presented over 2,700 continuing education sessions to over 70,000 participants
Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provides accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. Additionally, in 1995 he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-four years, Mr. Stephens has presented over 2,500 educational sessions to over 65,000 participants nationwide.
Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, Mr. Stephens enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, and running. Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.
Tuesday, August 17, 2021 (1:20 pm–2:10 pm ET)
5A: Choosing Your Mid‐Market Accounting Solution
Mr. Randolph P. Johnston, MCS, MCP
K2 Enterprises
Randolph P. (Randy) Johnston, MCS has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2021. His influence throughout the accounting profession is highlighted once again this year by being a recipient of the 2020 Accounting Today Top 100 Most Influential People in Accounting award for the seventeenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. Randy writes a monthly column for The CPA Practice Advisor, features for the Journal of Accountancy, and creates articles for both accounting and technology publications, as well as being the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His wife and four children enjoy many experiences together, including theatre, music, travel, golf, skiing, snorkeling, and model trains. His experience as a college instructor, management and technology consultant, and advisor to the profession will be evident to you in today’s presentation.
Tuesday, August 17, 2021 (1:20 pm–2:10 pm ET)
5B: Backups Done Right
Stephen M. Yoss, Jr., CPA
K2 Enterprises
Professional Biography of Stephen M. Yoss, Jr., CPA, MSIST:
• Stephen M. Yoss, Jr., CPA, is a senior technology strategist and principal of Yossio, a company that focuses on helping organizations develop a technology strategy to streamline their business operations.
• Stephen has consulted with several companies on how to lower overhead, personnel, and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity.
• Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He started writing original computer code at age 15 and has been working with technology ever since.
• He has presented to thousands of practitioners worldwide on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention, and more.
• Apart from working in technology and accounting he is a professional licensed pyrotechnician and works on major firework displays around the country. He lives in Claremont, California.
Tuesday, August 17, 2021 (1:20 pm–2:10 pm ET)
5C: Turbocharging Small Business Reporting with Power Query
Mr. Tommy Stephens, Jr., CPA, MS, CITP
K2 Enterprises
Thomas G. (Tommy) Stephens, Jr., CPA.CITP, CGMA
• Bachelor of Science in Business Administration, Major in Accounting, Auburn University
• Master of Science, Major in Finance (emphasis in Corporate Finance), Georgia State University
• Thirty-six years of public accounting & private industry experience
• Twenty-six years of experience as a continuing professional education discussion leader
• Member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants; past member of the Institute of Internal Auditors
• To date, has presented over 2,700 continuing education sessions to over 70,000 participants
Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provides accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. Additionally, in 1995 he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-four years, Mr. Stephens has presented over 2,500 educational sessions to over 65,000 participants nationwide.
Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, Mr. Stephens enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, and running. Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.
Tuesday, August 17, 2021 (2:00 pm–4:00 pm ET)
General #4: Tales of True Tech Crimes ‐ Ripped from the Headlines
Stephen M. Yoss, Jr., CPA
K2 Enterprises
Professional Biography of Stephen M. Yoss, Jr., CPA, MSIST:
• Stephen M. Yoss, Jr., CPA, is a senior technology strategist and principal of Yossio, a company that focuses on helping organizations develop a technology strategy to streamline their business operations.
• Stephen has consulted with several companies on how to lower overhead, personnel, and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity.
• Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He started writing original computer code at age 15 and has been working with technology ever since.
• He has presented to thousands of practitioners worldwide on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention, and more.
• Apart from working in technology and accounting he is a professional licensed pyrotechnician and works on major firework displays around the country. He lives in Claremont, California.
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