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Those CPAs with an interest in technological developments in both hardware and software should attend this conference. Packed with information that business leaders will need to stay abreast of the newest technologies and their implications for business, this two-day conference always proves a winner!
Course Level:Update
TSBA Code: Other
CPE Credit: 16 hours
| Registration Fees: |
by Nov. 18 |
after Nov. 18 |
| Member Discount Fee |
$385 |
$425 |
| Conference Fee |
$460 |
$500 |
Hotel Information:
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Below are a few area hotels that have room availability: |
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Doubletree Guest Suites Nashville Airport, 615/889-8889, 2424 Atrium Way |
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Holiday Inn Nashville Airport/Opryland, 615/883-9770, 2200 Elm Hill Pike |
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Residence Inn Nashville Airport, 615/889-8600, 2300 Elm Hill Pike |
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Schedule at a Glance:
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| 7:30 - 8 a.m. |
Registration / Continental Breakfast
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| 8 - 9:45 a.m. |
1. Tech Update
Are you trying to manage technology in this tight economy? What are the best new technologies to invest in? How can you stay up with the changes in technology? This session provides a valuable overview of the changes in technology that affect you today, as well as in the future. In this session, you will learn about hardware, software and strategic options that provide improved efficiency and productivity. You’ll learn how to compare those options and examine other strategic technologies that should be considered. |
| 9:45 - 9:55 a.m. |
Networking Break and Exhibit Viewing |
| 9:55 - 11:30 a.m. |
(Concurrent Sessions)
2. Document Management Solutions
Find out which document management solution fits your needs best. This session reviews the leading solutions for public accounting practices, as well industry solutions. Learn about their features and benefits, along with the best ways to implement and manage them. You can examine the recommended DMS implementation process and review top providers and the features they offer. You’ll also learn how to prepare your office for a DMS implementation. For those seeking to get the most from a document management solution, this session is a must-see!
3. Pros and Cons of Office 2007
Are you confused about Office 2007? Have you waited to upgrade? Have you already upgraded, but don’t feel like you are getting an adequate return on your investment? This session examines the Pros and Cons of upgrading to Office 2007. You will learn about key issues such as the learning curve, training issues, helpful tools, costs and much more. For those making the transition to Office 2007, this session is necessary to achieve peak productivity.
4. Enhancing Performance with Business Intelligence
With organizations today searching for ways to increase profitability, Business Intelligence (BI) tools can be vital. The good news: BI tools are everywhere! Key performance indicators, dashboards, business alerts, server-based reporting, web-based analytics and Excel services are just a few of the options available to improve corporate performance. Learn how to put these BI tools to work today to enhance organizational performance and profitability.
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| 11:30 a.m. - 12:30 p.m. |
Lunch |
| 12:30 - 2:05 p.m. |
(Concurrent Sessions)
5. Virtual Machines
Virtual PCs and virtual servers should be at the forefront of your plans if you want to run Windows XP-based applications in a Vista environment, want to reduce the number of servers in your organization or plan to establish training and testing environments. In this session, learn about the concepts and benefits of virtual machines, as well as how to create, deploy, and manage virtual PCs and servers. Additionally, you will learn about security concerns, hardware requirements, licensing issues and ways to optimize virtual machines. Learn how to leverage this exciting technology to its fullest by attending this session.
As a bonus, participants will be provided instructions on how to obtain free, fully-licensed copies of virtualization software such as Microsoft’s Virtual PC 2007 and Virtual Server 2005 and VMware’s VMware Player and VMware Server 2.
6. Data Security - Are You Fulfilling Your Legal Responsibility?
With a flurry of new federal and state mandates, such as encrypted communications and severe financial penalties for failing to comply, accountants must understand their responsibilities and adopt policies and procedures to assure compliance. In this session, learn about applicable data security laws and regulations, and how to fulfill your legal, fiduciary and ethical responsibilities. Becoming aware of your legal responsibilities must be a top priority, because failing to comply could cost you thousands of dollars and perhaps even your business or license. Don’t take that chance!
7. Workflow Management - The Next Technology Evolution
Workflow is the new buzzword. Simply investing in faster hardware and more sophisticated software is no longer enough. Now you must use that new technology to manage workflow in order to maximize productivity and profits. The businesses that survive and succeed in the next 10 years will be highly disciplined and will deploy enterprise-wide workflow tools to automate and manage day-to-day processes. This session teaches you about these workflow management tools and the benefits they can provide. |
| 2:05 - 2:15 p.m. |
Networking Break and Exhibit Viewing |
| 2:15 - 4 p.m. |
8. Smart Technology in Today's Economy
Companies want to know how to navigate through these difficult economic times. New and ever-improving technology offers unprecedented opportunities to those with vision. These new technology platforms can vastly improve worker productivity while simultaneously increasing overall organizational efficiency and profitability. Attend this session to learn what types of solutions can help you succeed in today’s economy. |
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| 7:30 - 8 a.m. |
Registration / Continental Breakfast
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| 8 - 9:45 a.m. |
9. Excel for Accountants - Best Unknown Features
Many accountants who use Excel daily and consider themselves advanced users are not aware of some of the software’s most powerful features. Discover how these underutilized tools could increase your productivity. Many are easy to use and provide great benefits in situations accountants encounter regularly. Learn how to eliminate all rounding errors with the flip of a switch and work with live accounting data from inside Excel. Would it help to automate the process of updating spreadsheet data? You’ll be amazed at how much more productive you can be with Excel! |
| 9:45 - 9:55 a.m. |
Networking Break and Exhibit Viewing |
| 9:55 - 11:30 a.m. |
(Concurrent Sessions)
10. Creating and Managing PDF Forms
You’ve worked with PDF files for years, but did you know that you can quickly and easily turn routine forms into interactive, fill-in PDF documents? Imagine converting time sheets, expense reports, job applications, time-off requests and all other forms into interactive PDF documents that are automatically distributed. Responses can even be collected and summarized using just a few keystrokes. At this session, you’ll also learn how to convert transactional documents – such as estimates, invoices and purchase orders – into interactive PDF forms you can import into leading accounting applications, including QuickBooks. You’ll discover the nearly limitless possibilities of PDF forms!
11. Technology for a New Generation of Professionals
A new generation of professionals means they will be employing a new generation of tools to complete day-in and day-out tasks and activities in ways that were previously unthinkable. Social networking sites, collaboration tools and online applications are just some of many ways this new breed of information worker is getting the job done today. Whether you are using any of these new tools or managing others on your team who do, now is the time to learn about the potential gains in productivity - along with the potential risks - associated with managing this new generation of technology.
12. CPA Firm Technology Issues & Solutions
Today's CPA firm faces daunting technology challenges. Issues such as managing and storing documents, securing data, collaborating with clients and integrating data across multiple applications, coupled with the demand for increased efficiency and higher client expectations, are forcing leading-edge firms to reconsider how they deploy technology. More than just an update on CPA firm software, in this session, you will learn about the leading technology solutions and strategies to help your firm remain competitive and thrive.
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| 11:30 a.m. - 12:30 p.m. |
Lunch |
| 12:30 - 2:05 p.m. |
(Concurrent Sessions)
13. Accounting Software - What You Need to Know
Is your current system doing what you need? Are you keeping up with the competition? Accounting software has evolved to include software-as-a-service (SaaS), customer relationship management (CRM), workflow, handhelds and portals – in addition to traditional financial accounting and reporting features. Specialty products for the distribution, manufacturing, and service industries have also improved dramatically. This overview will expand your expectations of accounting software … and your capabilities to manage it. Learn how to put this new generation of accounting software to work for you.
14. Analyzing Data with Excel PivotTables
Many refer to PivotTables as Excel’s most powerful function. In this advanced session, you will learn how to use the power of the PivotTable to solve many of your data analysis problems. You will learn how to analyze data using specific PivotTable tools such as Field Settings, Calculated Fields and Items, Grouping, Sorting and Filtering. Discover how PivotCharts extend the functionality of PivotTables and help you communicate key data. Confused by GETPIVOTDATA? Learn how to use it to extract valuable information from a PivotTable. Don’t miss this opportunity to build upon your knowledge of this powerful data analysis and reporting tool.
15. E-mail Retention Best Practices
While e-mail has become the communication tool of choice to exchange information and manage professional relationships, the storage of such vital information may not be as orderly as paper documents stored in file cabinets. From e-mail content and usage to electronic business record retention and archiving, you must manage e-mail properly to avoid the costs of lost productivity, lost evidence for a court case or fines for failure to comply with numerous government regulations. In this session, learn how to mitigate the significant risks of poor e-mail management resulting from employee misuse, improper archiving and poor retention policies. The risks are many and the rewards are great – put best practices for e-mail retention to use in your organization today! |
| 2:05 - 2:15 p.m. |
Networking Break and Exhibit Viewing |
| 2:15 - 4 p.m. |
16.
Welcome to Windows 7 and Office 2010
Ready or not, Windows 7 is here and Office 2010 is not far behind! With mainstream support for Windows XP having expired, many individuals and companies are likely to migrate to Windows 7 in the near future; likewise, most users of Office 2003 and prior will likely upgrade to Office 2010. In this session, you will learn how to become more productive by using the key features of newest versions of Microsoft's flagship products. Equally important, you will also learn about migration strategies to ensure successful implementations in your organization. Attend this session and prepare to control your computer, rather than having it control you! |
| 4 p.m. |
Conference Adjourns |
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Registration Information
Enroll soon because space is limited. Register by Nov. 18 to pay the discounted registration fee. Registrations must be received seven days prior to the event in order to guarantee a seat and course materials. Allow approximately one week for receipt of confirmation.
Cancellations and Substitutions: Cancellations received by Nov. 18 will be assessed a $30 administrative fee. Cancellations received between Nov. 19 & Dec. 2 will be subject to a cancellation fee of 50 percent of the program fee. No refunds are given on or after the date of the program. A $30 administrative fee will be assessed for all substitutions and transfers. Registrants may substitute another individual up to the day before the conference. TSCPA must be notified in advance to ensure proper CPE credit.
Registration Fee Includes: conference, session highlights, continental breakfast, lunch and refreshment breaks
Suggested Dress: business casual.
TSCPA provides you with a Proof of Attendance that serves as your permanent record of participation. The Proof of Attendance, noting the credits earned, will be e-mailed within two weeks of the program.
If you have special needs under the Americans with Disabilities Act, please attach a written description or call the society office at 901/648-6664.
4 Easy Ways to Register
By Internet
Online registration
By Fax
615/309-8054 or 615/377-3904
By Mail
Mail completed registration form and payment to:
Educational & Memorial Foundation of TSCPA
201 Powell Place, Brentwood, TN 37027
By Phone
1-800/762-0272 or 615/377-3825
This conference is presented by The Educational & Memorial Foundation of the Tennessee Society of Certified Public Accountants and K2 Enterprises.
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© Tennessee Society of Certified Public Accountants
201 Powell Place • Brentwood, TN 37027
Phone: 615/377-3825 • Fax: 615/377-3904
Toll Free: 1-800/762-0272
Disclaimer | FAQs | Contact TSCPA |
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