Technology Conference

617  |  Conference  |  Update  |  Scheduled

Description

A Live Stream version of this event is available here. 

Staying ahead of changes in technology is arguably more important than ever as the accounting profession pivoted to working from home over the past year. TSCPA’s Technology Conference, presented by K2 Enterprises, will be sure to bring you the latest updates on current technology discoveries and disruptors affecting 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 to enable you to lead your organization in the post-COVID work environment.

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 Technology Rate. This special $196 rate is good through November 9.

Credits

Number of Credits Type of Credits
6.00 Information Technology
10.00 Computer Software & Applications

Notes

TSCPA is working to ensure all in-person events are inviting, comfortable, and most importantly, a safe learning environment. These events are subject to COVID-19-related social distancing and safety protocols as required by the facility, or state and local jurisdiction. Should a course have to cancel due to low registration numbers or other unforeseen circumstances, TSCPA offers the flexibility to switch to the online version if available.

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 18, 2021.

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

December 1, 2021

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

What technology trends significantly impact you? Which technologies will affect you and your business? This visionary session provides insights, choices, and recommendations. You will experience a summary of 5G, Wi-Fi 6E, and the latest hardware and software trends to help you make the best decisions. You are certainly going to discover at least one new technology you had not considered. This session provides strategic and tactical insight on technology choices.

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

Some estimates indicate that business professionals spend as much as half their time in Excel working on formatting. If you are interested in getting better formatting results in less time, participate in this session to learn the best practices for applying formats in Excel.

In this session, you will learn the right way to apply formats in your workbooks. More specifically, you will 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.

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

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?

In this session, we will cover the leading meeting and collaboration tools. We will note the features and benefits of options available and will provide a comparison of critical items. We will 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.

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

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 in this session 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.  Attend this session and learn many of the things you need to know as you navigate your journey through the world of technology.

11:35am - 12:25pm (Central Time)
$0.00

Sponsored by Zoho Corporation

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

Array formulas have been available in Excel for decades. But recent enhancements to Excel 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. In this session, you will learn how you can put the power of array formulas to work for you.

This session begins with an overview of Excel’s “legacy” array features and shows you how you can continue to take advantage of these tools. The course then discusses the recent enhancements to Excel that facilitate “dynamic arrays” and why these enhancements are so significant. To wrap up the conversation, you will learn from numerous practical examples of dynamic arrays and how you can put them to work for you.

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

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? Attend this session to get an independent overview of the state of technology in the profession.

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

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. In this session, you will learn about ten critical features in Teams that you and your team can use right away to make the most of this technology.

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

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.

In this session, you will learn how password management tools can help you implement, update, and manage your passwords. You will also learn about the features of leading password management tools and why these tools are necessary to improve security. Finally, if you hope to implement a passwordless approach, we will spend time on the current options. If you are seeking to enhance security, this session is an absolute must!

December 2, 2021

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

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 will learn how to address your security issues and concerns and, in turn, mitigate your risk of a data breach. In this roundtable discussion, you will learn from the K2 Enterprises instructional team’s collective experience, with all the instructors for your conference participating in this panel discussion.

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

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 learn how you can put Excel’s best new features to work right away!

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

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 provides 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 best extensions for accounting software.

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

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. In this session, you will learn about supporting tools needed, too, including multi-factor authentication, VOIP telephony, video conferencing, 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. Attend this session to learn the best ways to make these technologies work.

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

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. Attend this session so you will know the best options for accounting in small business.

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

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 the way they were.

This session will consider the impact of remote work, security risks, collaboration tools, VOIP, and other tools your team require. How do we manage our various applications and meet our business plan goals? Attend this session to consider how technology planning works in the new normal.

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

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?

In this session, we will introduce you to Power Automate. It is a wonderful service with hundreds of connectors that will allow you to automate a wide range of everyday approval actions. In this session, you will learn how to send documents from person-to-person, and review and approve them quickly and securely. 

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

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, these professionals can perform simple and complex tasks almost instantly.  Participate in this session to learn how to use Power Query – a tool you already own – to create more accurate and timely reports for your small business.

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

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. This session covers 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 is time to consider an upgrade or replacement system. Leverage the instructor’s knowledge of the market to minimize your risk.

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

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, this session will help you ask the right questions.

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

2020 was an exceptional year for everyone, 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 will learn tips and techniques from these events to help protect you, your company, and your data.

Attend this session and learn more about how high-profile control failures occurred so you can be more effective at preventing crimes such as theft, malware, ransomware, phishing, and hacking.

$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.

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Thomas G. Stephens, CPA, CITP, CGMA

Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.

In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally 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-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.

Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.

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Brian F. Tankersley, CPA.CITP, CGMA

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 48 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.

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