Texas CPA Technology Conference

TechConf4601x250
  • May 06 - 07, 2021
  • 08:00 AM - 5:00 PM
  • WEBCAST

You'll want to make sure you join us for a comprehensive look at the latest technological challenges - and the big opportunities. Count on our expert speakers to guide you through the latest solutions to help keep your operations efficient and current.

 

Day One – Thursday, May 6

8 a.m. – 9:40 a.m. - Tech Update 2021
What technology trends significantly impact you? Which technologies will affect you and your business? This visionary session provides insights, choices and recommendations. You’ll hear a summary of 5G, Wi-Fi 6E, and the latest hardware and software trends to help you make the best decisions. You’re certainly going to discover at least one new technology you had not considered. This session provides strategic and tactical insight on technology choices.
Thomas G. Stephens, Jr., CPA, CGMA, CITP/Shareholder/K2 Enterprises/Woodstock, GA | Speaker bio.

9:40 a.m. – 9:55 a.m. | Break

9:55 a.m. – 11:35 a.m. (Breakout Sessions)

 

+ Selecting and Vetting Technology Providers
Managing information technology (IT) is difficult when team members, contractors and others all sound alike. If you manage IT, wouldn’t it be nice to know the questions you should ask? Join us to learn the questions to ask your technology providers and how to identify some warning flags. The session materials can serve as a starting point for your discussions with your providers. You’ll delve into many of the things you need to know as you navigate your journey through the world of technology.
Steven M. Yoss, Jr., CPA/Associate/K2 Enterprises/Claremont, CA | Speaker bio.

+ Online Meeting and Collaboration Tools
We could work with team members at all levels and in all locations with today’s collaboration and meeting tools. While the COVID-19 pandemic may have been the trigger event that forced many to use these tools for the first time, we discovered the advantages and capabilities. Which tools make sense for your organization? We’ll cover the leading meeting and collaboration tools. We’ll note the features and benefits of options available and provide a comparison of critical items. We’ll also explain deployment and control considerations from a management perspective, citing questions you can pose to technical consultants. If you want to improve your team’s productivity, this session will give you independent guidance.
Thomas G. Stephens, Jr., CPA, CGMA, CITP/Shareholder/K2 Enterprises/Woodstock, GA | Speaker bio.

+ Formatting Excel Spreadsheets the Right Way
Some estimates indicate that business professionals spend as much as half their time in Excel working on formatting. If you’re interested in getting better formatting results in less time, participate in this session for details on the best practices for applying formats in Excel. You’ll review the right way to apply formats in your workbooks. More specifically, you’ll learn about features such as Custom Format Codes, Templates, Styles, the Accounting Format, Precision as Displayed, date formats, and many others, all of which can save you substantial amounts of time when working in Excel.
Lawrence A. "Mac" McClelland, MBA, JD/Associate/K2 Enterprises/Carriere, MS | Speaker bio.

 

11:35 a.m. – 12:30 p.m. | Lunch Break

12:30 p.m. – 2:10 p.m. (Breakout Sessions)

+ CPA Firm Technology Strategies
CPA firms have always had challenging times and the last two years emphasized that point. Technology changes, new service offerings and profitable compliance will have to be executed well during the next five years. What technologies will you choose for 2021 and beyond? What is the best way to handle everything from better client interaction from PBC to eSignature through the best advisory service strategy? How do the cloud, next-generation software and client demands affect partner profitability? You’ll get an independent overview of the state of technology in the accounting profession.
Steven M. Yoss, Jr., CPA/Associate/K2 Enterprises/Claremont, CA | Speaker bio.

+ 10 Teams Features You Can't Afford to Miss
Microsoft Teams is one of the most exciting technologies available today. Businesses of all sizes now use Teams to communicate and collaborate and enhance control over critical workflows and information. Yet most organizations running Teams have only scratched the surface of all it can do for them. You’ll learn about 10 critical features that you and your team can use right away to make the most of this technology.
Lawrence A. "Mac" McClelland, MBA, JD/Associate/K2 Enterprises/Carriere, MS | Speaker bio.

+ The Power of Array Formulas in Excel
Array formulas have been available in Excel for decades, but recent enhancements have breathed new life into this feature. With the new “dynamic array” concept, you can leverage Excel’s array formulas in ways that you may have never imagined possible. You’ll discover how you can put the power of array formulas to work for you. We’ll begin with an overview of Excel’s “legacy” array features and show you how you can continue to take advantage of these tools. The course then covers the recent enhancements to Excel that facilitate “dynamic arrays” and why these enhancements are so significant. To wrap up the conversation, you’ll review numerous practical examples of dynamic arrays and how you can put them to work for you.
Lawrence A. "Mac" McClelland, MBA, JD/Associate/K2 Enterprises/Carriere, MS | Speaker bio.

 

2:10 p.m. – 2:25 p.m. | Break

2:25 p.m. – 4:05 p.m. - Password Management Tools - Why and How You Should Use Them
Correctly implemented passwords help protect valuable information. Both the complexity and the number of passwords required have multiplied. Further, it has been shown that using the same password for multiple sites or easy-to-guess passwords enable bad actors. Password management tools have emerged as a leading option for enhancing security to address these challenges.  You’ll explore how password management tools can help you implement, update and manage your passwords. We’ll also discuss the features of leading password management tools and why these tools are necessary to improve security. Finally, if you hope to implement a password-less approach, we’ll spend time on the current options. If you’re seeking to enhance security, this session is an absolute must!
Steven M. Yoss, Jr., CPA/Associate/K2 Enterprises/Claremont, CA | Speaker bio.

4:10 p.m. – 4:55 p.m. OPTIONAL: Technology Town Hall (NO CPE CREDIT FOR THIS SESSION)
The K2 Enterprises instructional team invites you to participate in the Technology Town Hall, a free-form 45-minute session that explores contemporary technology issues and trends. You’ll have the opportunity to ask questions and offer your insights and opinions on technology issues affecting business professionals. We hope you’ll take advantage of this opportunity and we look forward to seeing you there.
Steven M. Yoss, Jr., CPA/Associate/K2 Enterprises/Claremont, CA | Speaker bio.

 

Day Two – Friday, May 7

8 a.m. – 9:40 a.m. - Security Roundtable
Security issues continue to plague businesses of all sizes and in virtually all industries. Unfortunately, for many professionals there are more questions than answers. In the Security Roundtable discussion, you’ll learn how to address your security issues and concerns and, in turn, mitigate your risk of a data breach. In this roundtable discussion, you’ll benefit from the K2 Enterprises instructional team’s collective experience, with all the instructors for your conference participating in this panel discussion.
Lawrence A. "Mac" McClelland, MBA, JD/Associate/K2 Enterprises/Carriere, MS | Speaker bio.
Thomas G. Stephens, Jr., CPA, CGMA, CITP/Shareholder/K2 Enterprises/Woodstock, GA  |  Speaker bio.
Steven M. Yoss, Jr., CPA/Associate/K2 Enterprises/Claremont, CA | Speaker bio.

9:40 a.m. – 9:55 a.m. | Break

9:55 a.m. – 11:35 a.m. (Breakout Sessions)

+ Amazing Accounting Add-ons
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. We’ll provide guidance on some of the best add-ons in the market. If you have needs that your current solution does not meet, you may not need to change it. You may just need the right add-on! Attend this session to discover the best of the best extensions for accounting software.
Steven M. Yoss, Jr., CPA/Associate/K2 Enterprises/Claremont, CA | Speaker bio.

+ Hosting, Self-Service and Managed Service Options
Remote access has evolved beyond anywhere, anytime, any device access to full-service remote support. Various tools help us work virtually, starting with hosting productivity applications. You’ll receive information on supporting tools needed, including multi-factor authentication, VOIP telephony, videoconferencing, document management systems, portals, and Microsoft 365. Learn about options from self-serve to hosting to managed service provider options. Of course, the goal is to have all team members effectively work wherever they are with a full complement of tools. We’ll examine the best ways to make these technologies work.
Thomas G. Stephens, Jr., CPA, CGMA, CITP/Shareholder/K2 Enterprises/Woodstock, GA | Speaker bio.

+ Excel's Best New Features
With recent Excel updates provided through Microsoft 365/Office 365 subscriptions, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to data analysis tools, new functions and improved collaboration opportunities are available in more recent Excel versions. For those who know about these new features and apply them, exciting opportunities for improved productivity await. Take advantage of this opportunity to discover how you can put Excel’s best new features to work right away!.
Lawrence A. "Mac" McClelland, MBA, JD/Associate/K2 Enterprises/Carriere, MS | Speaker bio.

11:35 a.m. – 12:30 p.m. | Lunch Break

12:30 p.m. – 1:20 p.m. (Breakout Sessions)

+ Selecting Small Business Management Systems
Small businesses have new and traditional choices in accounting solutions. In addition to traditional solutions like QuickBooks and Sage 50, you can choose from cloud-based tools 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. We’ll discuss the best options for accounting in small business.
Steven M. Yoss, Jr., CPA/Associate/K2 Enterprises/Claremont, CA | Speaker bio.

+ Technology Planning for a Post-Pandemic Environment
Strategic and tactical business planning contributes to short- and long-term success. Your technology plan should follow your business plan. But what if your goals become disrupted in the short term and these events have long-term effects? Think 9/11, smartphones or COVID-19, and consider if things will go back to the way they were. We’ll consider the impact of remote work, security risks, collaboration tools, VOIP and other tools your team requires. How can you manage your various applications and meet your business plan goals? Find out about how technology planning works in the new normal.
Thomas G. Stephens, Jr., CPA, CGMA, CITP/Shareholder/K2 Enterprises/Woodstock, GA | Speaker bio.

+ Power Automate Your Approvals
We live in a new normal: work from home. Applying this reality to our approval processes can be challenging. It requires a solution that functions regardless of location or device. What if I told you there was such a solution already available in many Office 365/Microsoft 365 subscriptions? We’ll introduce you to Power Automate. It’s a wonderful service with hundreds of connectors that will allow you to automate a wide range of everyday approval actions. We’ll discuss how to send documents from person to person, and review and approve them quickly and securely.
Lawrence A. "Mac" McClelland, MBA, JD/Associate/K2 Enterprises/Carriere, MS | Speaker bio.

1:20 p.m. – 1:30 p.m. | Break

1:30 p.m. – 2:20 p.m. (Breakout Sessions)

+ Choosing Your Mid-Market Accounting Solution
Legacy solutions are holding back businesses. Many mid-market companies are being transformed by upgrading their accounting solutions. In this new world of Software as a Service, workflow-enabled, data-centric and connected solutions, you can solve existing and future business problems in new ways. We’ll cover integrated and ERP solutions that should work for businesses in the $10 million to $1 billion range. If your system has been in place for seven or more years, it’s time to consider an upgrade or replacement. Leverage the instructor’s knowledge of the market to minimize your risk.
Steven M. Yoss, Jr., CPA/Associate/K2 Enterprises/Claremont, CA | Speaker bio.

+ Backups Done Right
Where is your data? Do you have it controlled and backed up? If all your information is in the cloud, how do you verify that the backup recovery is rapid? If your data is in various silos from your application providers, how do you ensure you have the necessary protection and disposal approaches? This session will help you understand and guide your IT team and providers to take the right actions to protect your business. Backup considerations, including cloud, backup appliance, disaster recovery and business continuity approaches, are included. If you are from the trust but verify school of thought, we’ll help you ask the right questions.
Thomas G. Stephens, Jr., CPA, CGMA, CITP/Shareholder/K2 Enterprises/Woodstock, GA | Speaker bio.

+ Turbocharging Small Business Reporting with Power Query
Every small business accountant knows and accepts the reporting limitations associated with entry-level tools. Most of these same professionals periodically export data to Excel, text or other file formats to create custom reports to manage their business. The related data transformations required to utilize exported data can be automated using Microsoft’s Power Query tool in Excel. With Power Query, professionals can perform simple and complex tasks almost instantly. You’ll explore how to use Power Query – a tool you already own – to create more accurate and timely reports for your small business.
Lawrence A. "Mac" McClelland, MBA, JD/Associate/K2 Enterprises/Carriere, MS | Speaker bio.

2:20 p.m. – 2:35 p.m. | Break

2:35 p.m. – 4:15 p.m. - Tales of True Tech Crimes - Ripped from the Headlines
2020 was an exceptional year and like everyone, the hackers, scammers and other technology criminals took advantage of new opportunities brought by COVID. Criminals reportedly used innovative approaches to exploit weaknesses created by the pandemic. You’ll review tips and techniques from these events to help protect you, your company and your data. Discover how high-profile control failures occurred so you can be more effective at preventing crimes such as theft, malware, ransomware, phishing and hacking.
Lawrence A. "Mac" McClelland, MBA, JD/Associate/K2 Enterprises/Carriere, MS | Speaker bio.

Premier Sponsor:

Gray Reed - Premier Sponsor

Premier Sponsor:

Thompson Reuters Sponsor

Platinum Sponsor:

M-Files - Platinum Sponsor

Conference Sponsor:

TXCPA Insurance Trust -Sponsor

 

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