2580  |  In Person Training  |  Update  |  Scheduled

Technology Conference

Monday, October 28, 2019 8:30am - Tuesday, October 29, 2019 4:40pm

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It is no longer an option but a requirement that CPAs are knowledgeable on a wide variety of technology used in the profession today. This year's Technology Conference will address how to utilize existing and future technologies, allowing you to tackle the needs of your organization. Earn up to 17 hours of recommended CPE credit via sessions that have been carefully designed to meet the practical needs of accountants and other business professionals.

HOTEL ACCOMODATIONS: Sleeping rooms are available at the Sheraton Midwest City Hotel at the Reed Conference Center. Rooms are available through October 6th for a special rate of $109 per night. To make your reservation, call the Sheraton at (800) 325-3535 and mention you are with the Oklahoma Society of CPAs' event.

PARKING: Self-parking is available at no charge to all attendees and hotel guests.

Instructors


Designed For

Busy accounting and financial professionals who want to improve their personal and organizational productivity


Your Price: $520.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price includes the early-bird discount. Full prices will be applicable to all registrations after October 7, 2019.

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

Sessions

Monday, October 28, 2019

7:30am - 8:30am
$0.00
8:30am - 10:10am
$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. Upon completing this session, you should be able to:

  • List major hardware and software trends and identify their importance as it relates to purchasing these assets
  • Identify major updates, strategies and opportunities emanating from leading software publishers
  • Differentiate between the most significant security risks and implement practical solutions to mitigate these risks
Credits: Information Technology 2
10:10am - 10:25am
$0.00
Select One and Only One
10:25am - 12:05pm
$0.00

Microsoft is bringing artificial intelligence to your Excel workbooks and these leading-edge features include ideas, new data types and the ability to insert data from a picture and dynamic arrays. If you know how to use the tools, these AI-powered additions to Excel will save you time and improve accuracy. Upon completing this session, you should be able to:

  • List the AI tools available in Excel
  • Create formulas that work with dynamic arrays
  • Utilize ideas to find information in your data
Credits: Computer Software & Applications 2
Instructors:
10:25am - 12:05pm
$0.00

This session is 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. Upon completing this session, you should be able to:

  • List the top five opportunities for public practice firms
  • Create and implement effective implementation strategies
  • Identify the importance of implementing key productivity tools such as work flow, document automation and robotic process automation
Credits: Computer Software & Applications 2
10:25am - 12:05pm
$0.00

Learn about Google’s most useful features, apps and services, all of which accounting and financial professionals could use better. Explore how to find better web results, gain an understanding of G Suite and how you can use it as your organization's back office. Upon completing this session, you should be able to:

  • List the business-focused services and functionalities of G Suite by Google and the value they can deliver to an organization
  • Use Google search operators to find better results using Google search or inside G Suite to find the exact email, calendar appointment or message in their account
  • Create documents, spreadsheets, presentations and more using the G Suite desktop productivity functionalities
Credits: Computer Software & Applications 2
Instructors:
Select One and Only One
12:05pm - 1:00pm
$0.00
12:05pm - 1:00pm
$0.00
Select One and Only One
1:00pm - 2:40pm
$0.00

Blockchain and other emerging technologies will affect every industry and profession. Learn how the tools available now can help you and your team be more productive, efficient and effective. Upon completing this session, you should be able to:

  • List major emerging technology trends and identify their importance as it relates to accounting
  • Illustrate how robotic process automation is changing the landscape of traditional accounting and financial functions
  • Identify major updates, strategies and opportunities that include artificial intelligence and machine learning from leading software publishers
Credits: Information Technology 2
Instructors:
1:00pm - 2:40pm
$0.00

Learn about PDF forms, redaction, converting PDFs to Word and Excel files, electronic signatures, creating and applying tick marks and securing PDF documents. Mastering these tools will help you to work more effectively and efficiently with PDF documents. Upon completing this session, you should be able to:

  • Build and use tick marks on documents
  • Create and digitally sign a document using Acrobat
  • Select text and create a bookmark
Credits: Computer Software & Applications 2
Instructors:
1:00pm - 2:40pm
$0.00

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. Upon completing this session, you should be able to:

  • List three key capabilities/strengths associated with each solution discussed in this session
  • Identify examples of small businesses that might be well-suited to use each of the solutions discussed in this session
  • Create estimates of pricing for each solution presented
Credits: Computer Software & Applications 2
2:40pm - 2:50pm
$0.00
2:50pm - 4:30pm
$0.00

Personal privacy is one of the biggest concerns of many individuals and organizations and 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 and what you can do to get back in control. Upon completing this session, you should be able to:

  • List examples of personal information that has already been exposed
  • Identify how cyber criminals exploit personal information
  • Create an action plan for getting in charge of your personal information
Credits: Information Technology 2
4:30pm - 4:40pm
$0.00
4:40pm - 5:30pm
$0.00

Learn how you can use Microsoft’s Teams application to organize workflows, communications and document sharing for your workgroup, department or organization. No matter the size of your team, having all your team’s information in one place with complete integration into your Office applications can dramatically improve teamwork and performance. Upon completing this session, you should be able to:

  • Create teams and channels for your office
  • List the communication tools within Teams
  • Identify ways to seamlessly work on files together as a team
Credits: Computer Software & Applications 1

Tuesday, October 29, 2019

7:30am - 8:30am
$0.00
8:30am - 10:10am
$0.00

Most professionals are familiar with using the Microsoft Office suite for day to day productivity. Learn how to spot opportunities where you can achieve productivity gains with little effort and how to use tools you already own to boost your office productivity. Upon completing this session, you should be able to:

  • List major hardware and software tools and tricks that can improve your productivity
  • Illustrate how using the tools you already have will better save you time
  • Identify major updates, strategies and opportunities emanating from leading software publishers
Credits: Information Technology 2
Instructors:
10:10am - 10:25am
$0.00
Select One and Only One
10:25am - 12:05pm
$0.00

Microsoft has updated Excel's Power Query tool – first released in 2010 – with many new features. Learn 10 things every Power Query user should know to make it easier to create powerful reports in less time from any data source. Upon completing this session, you should be able to:

  • List Excel versions that include Power Query
  • Create power queries to Pivot and Unpivot data
  • Create power queries to split data columns and combine data columns
Credits: Computer Software & Applications 2
10:25am - 12:05pm
$0.00

You have heard of the dark web, but have you experienced it? Understand why it is important to secure your information so that you do not become a victim of the dark web. Upon completing this session, you should be able to:

  • Differentiate the dark web from the mainstream Internet and from the deep web
  • Identify the steps necessary to securely connect to and navigate the dark web
  • List examples of useful sites and uses of the dark web
Credits: Information Technology 2
10:25am - 12:05pm
$0.00

There are a wide variety of tools that help us work virtually. 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. Explore ways to make these technologies work and how your business can execute a virtual employee strategy. Upon completing this session, you should be able to:

  • List major hardware and software trends and identify their importance as it relates to working remotely
  • Illustrate how remote integrations are changing the landscape of the workplace
  • Identify major updates, strategies and opportunities emanating from leading providers of technology
Credits: Information Technology 2
Instructors:
Select One and Only One
12:05pm - 1:00pm
$0.00
12:05pm - 1:00pm
$0.00
Select One and Only One
1:00pm - 1:50pm
$0.00

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. Explore how you can use Power BI Desktop, Power BI Mobile and Power BI Pro in concert to create a comprehensive reporting strategy. Upon completing this session, you should be able to:

  • List two ways of connecting tables
  • Create and display revenue per foot KPI
  • Identify the steps for adding a static value into the Power BI data model
Credits: Computer Software & Applications 1
Instructors:
1:00pm - 1:50pm
$0.00

No doubt, personal technologies are now mainstream. Learn the options available to tie various systems together.  Upon completing this session, you should be able to:

  • List major hardware and software trends and identify their importance as it relates to home and small business use
  • Illustrate how streaming feeds, security cameras and similar integrations, are changing the landscape of traditional home automation
  • Identify major updates, strategies and opportunities emanating from leading home automation providers
Credits: Information Technology 1
1:00pm - 1:50pm
$0.00

Charts and graphs are nothing new. However, many professionals struggle with building effective visualizations. Take part in this session to learn how to create visualizations that will enhance your communication skills and learn how to create advanced charts that are interactive, dynamic and animated. Upon completing this session, you should be able to:

  • Identify the types of visualizations that should be used to communicate specific messages
  • Build effective visualizations in Office applications
  • Create interactive visualizations
Credits: Computer Software & Applications 1
Instructors:
1:50pm - 2:00pm
$0.00
Select One and Only One
2:00pm - 2:50pm
$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. Explore critical IT-related controls using a case study approach and learn from real-world examples of breaches and security failures. Upon completing this session, you should be able to:

  • List at least three major security incidents reported in the headlines in the last two years, and explain at least one major control design or operation flaws which allowed the hack to occur
  • Define the three factors used to authenticate someone to a system and explain why two-factor authentication is preferable to one-factor authentication
  • Explain why home-grade computer hardware and applications are inherently less secure than business and enterprise grade hardware and applications
Credits: Information Technology 1
Instructors:
2:00pm - 2:50pm
$0.00

The Supreme Court's Wayfair decision changes the game with respect to sales tax compliance. 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. Learn about your new compliance requirements and about tools that you can use to meet these requirements. Upon completing this session, you should be able to:

  • Identify key components of the Wayfair decision that impact your organization
  • List examples of tools already embedded in many accounting applications that can help you satisfy your compliance objectives and how to activate these tools
  • Name at least three tools built specifically for sales tax compliance and provide examples of how these tools can streamline compliance processes
Credits: Accounting 1
Instructors:
2:00pm - 2:50pm
$0.00

Is your accounting platform performing as expected? Sophisticated features formerly only available in Tier 1 ERP solutions have moved down market into the mid-market and add-ons like business intelligence, financial reporting, budgeting, accounts payable automation and sales tax compliance are easy to integrate to create a complete solution. Upon completing this session, you should be able to:

  • List five mid-market accounting solutions
  • Identify the advantages of using integrated workflow
  • Create analytical reporting to facilitate more useful operational reports  
Credits: Information Technology 1
2:50pm - 3:00pm
$0.00
3:00pm - 4:40pm
$0.00

Enhancements to Power Query, new functions and improved collaboration opportunities are all available in newer versions of Excel. Learn how you can put Excel's best new features to work right away. Upon completing this session, you should be able to:

  • List major new features added to recent releases of Excel
  • Apply new functions and features to improve productivity when working with Excel
  • Use Excel to collaborate in real-time with other users
Credits: Computer Software & Applications 2
Instructors:

Instructors

Mac A. McClelland

Mac McClelland, MBA, JD, is an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, La., and Network Management Group of Hutchinson, Kan. Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting. He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence. MCClelland has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand and the toprated Journal of Accounting Research.

Val D. Steed

Val Steed, CPA, CITP, MA, is the CEO of K2 Enterprises, a national technology training and consulting organization. He has 11 years of experience in public practice and has been involved with information systems and the technology industry for more than 25 years. He has been listed as one of Accounting Today’s Top 100 Influential Accounting Professionals.

Brian F. Tankersley

Brian F. Tankersley, CPA, CITP, CGMA, is the Technology Editor for The CPA Practice Advisor magazine. He teaches courses nationally through K2 Enterprises and is a senior faculty member with Becker CPA Review. Tankersley is a Certified Information Technology Professional, a Chartered Global Management Accountant and makes his home in Farragut, Tenn.


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