Technology Conference

617  |  Conference  |  Update  |  Scheduled

Description

Staying at the forefront of changes in technology affecting the accounting profession can make a significant impact in the daily operations of your organization. Attending TSCPA’s annual Technology Conference, presented by K2 Enterprises, will help you stay up-to-date on the latest technology impacting the profession.

Join your peers at one of our most popular conferences and attend sessions on a variety of topics presented by leading technology experts. This year’s two-day event will provide you with a comprehensive update on the latest tech discoveries and disruptors in accounting to give you the knowledge and confidence to lead your organization into the future.

Need a hotel room over the course of the conference? Please visit our dedicated Marriott booking website. If you would like to call in your reservation, please call 615-261-6100 and mention TSCPA Federal Tax Conference Rate. This special $194 rate is good through November 12.

Credits

Number of Credits Type of Credits
2.00 Accounting
6.00 Information Technology
7.00 Computer Software and Applications
1.00 Taxes

Prices

Member (Early Bird)
$555.00
Non-Member (Early Bird)
$655.00
Member
$605.00
Non-Member
$705.00
Your Price: $655.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. Early Bird rates will be applied to all registrations made prior to November 20, 2019.

Members log in and save $100.00 on this event. Not a member? join today.

December 4, 2019

8:00am - 9:40am (Central Time)
$0.00

Technology continues to revolutionize how we work; those who ignore this fact do so at their own peril. To remain successful, business professionals must stay on top of technology trends, implement the best solutions, and seize opportunities as they appear.

In this session, you will learn about a wide variety of technology trends, solutions, and opportunities. Specifically, you will learn about spending trends, software licensing issues, leading-edge hardware, mobile and cloud strategies, and security risks. If you attend only one technology session this year, make sure it is this one so that you are well-positioned for what lies ahead!

Select One and Only One
9:55am - 11:35am (Central Time)
$0.00

If you are an Office 365 subscriber, you should know that Microsoft is bringing artificial intelligence to your Excel workbooks. These leading-edge features include Ideas, new data types, the ability to insert data from a picture, and dynamic arrays.  If you know how to use these tools, these AI-powered additions to Excel will save you time and improve accuracy. Take part in this session to learn how you can bring artificial intelligence to your Excel workbooks.

9:55am - 11:35am (Central Time)
$0.00

Most users are familiar with Google's search service and Gmail but are unaware of the other services available. Additionally, most users just scratch the surface of the functionality of the Google tools and services they do use. In this session, you will learn about Google’s most useful features, apps, and services, all of which accounting and financial professionals could use better. Further, you will learn how to find better web results, gain an understanding of G Suite and how you can use it as your organization's back office, and time-saving tips on how to use Google offerings more effectively and efficiently.

9:55am - 11:35am (Central Time)
$0.00

Public accounting firms face a technology tsunami. Traditional tools such as practice management, tax, audit, document management, and workflow are as important as ever. However, new opportunities with tools based on artificial intelligence, machine learning, and process automation are available now to improve firm efficiency.

Join us in this session - designed specifically for public practice professionals - to gain real-world, practical perspectives on the opportunities available today. In addition, you will learn about specific actions you can take to capitalize on new tools and better techniques in all areas of practice, from tax to audit to client accounting services.

Select One and Only One
12:25pm - 2:05pm (Central Time)
$0.00

Stop struggling with PDFs! Adobe Acrobat provides access to many features which make working with PDFs a breeze.  Attend this session and learn how you can use these features for improved efficiency and data security. More specifically, you will learn about PDF forms, redaction, converting PDFs to Word and Excel files, electronic signatures, creating and applying tick marks, and securing PDF documents. Importantly, mastering these tools will help you to work more effectively and efficiently with PDF documents.  Join us in this very timely program where you will learn the top features necessary to optimize your PDF documents.

12:25pm - 2:05pm (Central Time)
$0.00

Blockchain and other emerging technologies will affect every industry and profession. For example, some products have already implemented machine learning and artificial intelligence to help you be more effective. Further, process automation tools are now available for small and mid-sized businesses. In this “how-to” session, you will learn about emerging technologies that directly affect business professionals. While many emerging technologies are not yet ready for prime-time, some of them are. With the cookbook approach used in this session, you will see how tools, available now, can help you and your team be more productive, efficient, and effective.

12:25pm - 2:05pm (Central Time)
$0.00

Cloud-based accounting solutions are taking the market by storm. With so many choices available today, it can be difficult to know which one is best for you and your clients. Therefore, in this session, you will learn about the relative strengths, right fits, and target markets for many of the leading cloud-based solutions currently available, including QuickBooks Online, Sage Business Cloud Accounting, Xero, and Accounting Suite. You will also learn about some of the lesser-known but practical options such as Zoho and Wave Accounting. Don't miss this opportunity to expand your knowledge of the options available to small businesses.

2:20pm - 4:00pm (Central Time)
$0.00

With much of our personal information collected and stored by others - sometimes without us even knowing about it - what can we do to help protect our privacy?  Personal privacy is one of the biggest concerns of many individuals and organizations. Therefore, we should consider the implications of personal privacy at both levels. By taking part in this session, you will learn valuable techniques that can help you identify what elements of your personal information are at risk. Perhaps more importantly, you will learn what you can do to get back in control.

December 5, 2019

8:00am - 9:40am (Central Time)
$0.00

Most professionals are familiar with using the Microsoft Office suite for day to day productivity. But how much more could you do to improve your productivity? Are you using Office’s best tricks? Are there tools that you should add to your own bag of tricks?

In this session, you will learn how to spot opportunities where you can achieve productivity gains with little effort.  Moreover, you will learn how to use the tools you already own to boost your office productivity. By taking part in this session, you will learn office productivity boosters that can help you save two hours in just the first month!

Select One and Only One
9:55am - 11:35am (Central Time)
$0.00

You have heard of the Dark Web, but have you experienced it? If not, buckle up for a scary ride through the underbelly of the Internet. Here many illicit and illegal activities occur every day, potentially affecting our personal and organizational security. In this session, you will experience first-hand the Dark Web and all that it entails - both positive and negative. Upon completing this session, you will understand why it is important to secure your information so that you do not become yet another victim of the Dark Web.

9:55am - 11:35am (Central Time)
$0.00

Microsoft has updated Excel's Power Query tool – first released in 2010 – with many new features. Power Query now provides users with the ability to access, link, and clean data to prepare it for reporting. In this session, you will learn ten things every Power Query user should know to make it easier to create powerful reports in less time from any data source. Participate in this session to learn how you can put Power Query to work for you.

9:55am - 11:35am (Central Time)
$0.00

“Going virtual” has evolved beyond anywhere, anytime, any device access to full-service remote support. There are a wide variety of tools that help us work virtually. In this session, you will learn about many of them, including multi-factor authentication, hosting, VOIP telephony, video conferencing, document management systems, portals, Microsoft Bookings/Teams/TimeTrade, and employee portals.

The goal, of course, is to have all team members effectively work wherever they are with a full complement of tools. Attend this session to learn the best ways to make these technologies work and how your business can execute a virtual employee strategy.

Select One and Only One
12:25pm - 1:15pm (Central Time)
$0.00

In this session, you will learn how to go beyond importing data into Power BI and creating simple reports. Instead, you will learn how to take advantage of some of Power BI’s advanced features, including managing data relationships, creating KPIs, adding goal-oriented graphics, filtering with Slicers, and using new AI features in Power BI.  Further, you will learn how you can use Power BI Desktop, Power BI Mobile, and Power BI Pro in concert to create a comprehensive reporting strategy.

12:25pm - 1:15pm (Central Time)
$0.00

Charts and graphs are nothing new. However, many professionals struggle with building effective visualizations. If that statement describes you, take part in this session to improve your skills when building visualizations. As a result of doing so, you will be able to create visualizations that will enhance your communication skills. This is much more than just a session on fundamental charts.  Instead, in this session, you will learn how to create advanced charts that are interactive, dynamic, and animated. If you are looking to improve your communication skills, this session is a must for you.

12:25pm - 1:15pm (Central Time)
$0.00

No doubt, personal technologies are now mainstream. But can we automate our homes – and businesses– for convenience and security? What about connecting smart speakers, like Amazon Alexa or Google Home units, into our lighting systems or our surround sound TV systems? Can we automate these, and other, to provide even more convenience, security, and privacy?

In this session, you will learn the options available to tie various systems together. For more sophisticated needs, you will learn the fundamentals of using integration tools like, “If This, Then That (IFTTT),” to handle the task. Tune up your world at home and office with a little bit of effort.

Select One and Only One
1:20pm - 2:10pm (Central Time)
$0.00

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. More specifically, you will learn from real-world examples of breaches and security failures. Accordingly, you will better understand 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.

1:20pm - 2:10pm (Central Time)
$0.00

The Supreme Court's Wayfair decision changes the game with respect to sales tax compliance. Now, many states are rushing to implement laws requiring even small businesses to charge, collect, and remit sales taxes on transactions that cross state lines. As a result, sales tax compliance just became infinitely more complex and many businesses could be looking at substantial fines and penalties for not complying. In this session, you will learn about your new compliance requirements and about tools that you can use to meet these requirements.

1:20pm - 2:10pm (Central Time)
$0.00

Is your accounting platform performing as expected? If not, it may be time to consider the alternatives available with new generation, comprehensive accounting solutions. Sophisticated features formerly only available in Tier 1 ERP solutions have moved down market into the mid-market.

Further, add-ons like business intelligence, financial reporting, budgeting, accounts payable automation, and sales tax compliance are easy to integrate to create a complete solution. If you have outgrown your existing system, have a proprietary system in place, or have a system that is ten years old or greater, it is time for you to review your options.

2:25pm - 4:05pm (Central Time)
$0.00

With the release of Excel 2019 and updates in Excel provided through Office 365 subscriptions, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to Power Query, new functions, and improved collaboration opportunities are all available in newer versions of Excel. For those who know about these new features and how to apply them, exciting opportunities for improved productivity await. Take advantage of this opportunity to learn how you can put Excel's best new features to work right away!

$50.00

In order to select CLE credits, please login to your account or register with your applicable BPR number.

Speakers

Randolph P. Johnston, MCS

Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services.

Nation’s leading technology CPE provider to CPA professionals. Consults to high profile technology vendors. Delivers national seminars to CPAs, business groups and IT leaders on technologies in accounting, healthcare and banking. Creates and presents seminars and articles on 30+ technology topics including CPA Firm Technology, Paperless, Accounting Software, Cloud, Business Continuity, and Strategies leveraging technology.

Consults and specializes in Strategic Technology including planning, selection and implementation. Expertise: CPA Firm Technology and strategy; Paperless; Accounting Software, Business Intelligence and CRM; Infrastructure including: Cloud, Business Continuity, Virtualization, Backup, and remote mgmt.

Back to Speakers

Thomas G. Stephens, CPA, CITP, CGMA

Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. Upon graduation, Mr. Stephens began working for an Atlanta-based public accounting firm. After earning his designation as a Certified Public Accountant, Mr. Stephens worked for BellSouth Corporation in Atlanta as an Internal Auditor. After two years as an auditor, he was promoted to Staff Manager and then Operations Manager of the Internal Audit Group. In 1991, he transferred to the Comptrollers’ department of BellSouth and served as Manager of the Cost Accounting organization. While working full-time at BellSouth Corporation, Mr. Stephens also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992.

Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. As part of his practice, he developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, 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 nineteen years, Mr. Stephens has presented in excess of 1,800 educational sessions to over 55,000 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 as well. He and Michelle -- his wife of twenty-nine years -- have two children. 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.

Back to Speakers

Val D. Steed, CPA, CITP, MA

Val Steed graduated from Utah State University where he received both his Bachelors of Science (BS) in Accounting and his Masters of Accounting (MA).

After college, Val worked for Deloitte Haskins and Sells of Salt Lake City, Utah, and then with Hansen, Steed, Bradshaw & Malmrose P.C. of Salt Lake City. Val was with Hansen, Steed, Bradshaw & Malmrose P.C. for eleven years and was a shareholder for six years before leaving to start K2 Enterprises. Currently, Val is the CEO of K2 Enterprises which is a national technology training and consulting organization. He has twelve years experience in public practice and has been involved with the accounting technology industry for more than 30 years.

Back to Speakers