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X-WR-CALNAME:CPE Today — Ethical Technology Practices & Modern Risk Control
 s
X-PUBLISHED-TTL:PT6H
BEGIN:VEVENT
UID:event-983@cpetoday.com
DTSTAMP:20260812T220306Z
DTSTART:20260824T090000Z
DTEND:20260827T235900Z
SUMMARY:Ethical Technology Practices & Modern Risk Controls
DESCRIPTION:Build the ethical\, secure\, and efficient tech foundation your
  firm needs. This four‑day virtual conference delivers practical guidance 
 on modern risk controls\, AI adoption\, automation\, data analytics\, and 
 Microsoft 365—so you can protect client data while improving productivity.
  From emerging tech strategy to real‑world fraud and control failures\, ea
 ch session is designed to translate complex tools into clear\, actionable 
 steps you can apply immediately in public practice or industry.
\n
\nAcros
 s e\n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=983\nEarn u
 p to 23 CPE credits.\n\nSESSIONS (8):\n• What's Coming Next: Technology St
 rategies for CPAs\n    Aug 24 · 11:30–1:30 PM PT  ·  Stephen Yoss  ·  3 CP
 E  ·  Information Technology\n• Hot Tech Tools and Services for Financial 
 Professionals\n    Aug 25 · 7:00–9:00 AM PT  ·  Stephen Yoss  ·  2 CPE  · 
  Specialized Knowledge\n    – Identify and categorize high-impact mobile\,
  desktop\, and cloud applications for professional financial use.\n    – R
 ecognize the capabilities of iPaaS tools like n8n and Zapier for connectin
 g software ecosystems.\n    – Describe the benefits of open-source applica
 tions and home automation in a professional workflow.\n• Microsoft 365 Mas
 tery: When Everything Works Together\n    Aug 25 · 9:30–11:30 AM PT  ·  St
 ephen Yoss  ·  2 CPE  ·  Specialized Knowledge\n• Securing Confidentiality
 : Safeguarding Client Data Under IRS Rules\n    Aug 25 · 12:00–2:00 PM PT 
  ·  Stephen Yoss  ·  2 CPE  ·  Taxes\, Information Technology\n    – Class
 ify the essential components of a Written Information Security Plan (WISP)
  that fulfills IRS and FTC Safeguards Rule requirements for protecting sen
 sitive taxpayer data\n    – Evaluate organization practices to identify se
 curity gaps and areas for improvement in meeting IRS standards for
\nacces
 s controls\, employee training\, and data protection\n    – Apply encrypti
 on\, backup procedures\, and other practical data security measures to rei
 nforce defenses against
\nunauthorized access or cyberattacks\n• K2's Taki
 ng Another Look At Power BI\n    Aug 26 · 7:00–9:00 AM PT  ·  Brian Tanker
 sley  ·  2 CPE  ·  Computer Software and Applications\n    – List the basi
 c steps necessary to generate a Power BI report
\n\n    – Distinguish betw
 een Power BI reports and dashboards
\n\n    – Identify the necessary steps
  to link data into Power BI
\n
\n\n• K2's Automation - Beyond The Basics W
 ith The Microsoft Power Platform\n    Aug 26 · 9:30–11:30 AM PT  ·  Brian 
 Tankersley  ·  2 CPE  ·  Computer Software and Applications\n    – Design 
 workflows in Power Automate for automating approvals and basic workflows.

 \n\n    – Understand and describe how diverse data sources\, including Mic
 rosoft Dataverse\, can be incorporated into process automation solutions
\
 n
\n\n    – Name one of the demonstrated tools used to address specific au
 tomation requirements efficiently and accurately\n• K2's Getting Started W
 ith Artificial Intelligence\n    Aug 26 · 12:00–2:00 PM PT  ·  Brian Tanke
 rsley  ·  2 CPE  ·  Information Technology\n    – List the steps for query
 ing data from tools such as Bard and ChatGPT
\n
\n\n    – Identify the cap
 abilities of Microsoft’s Copilot
\n
\n\n    – Differentiate between the ca
 pabilities of free and paid AI tools
\n
\n\n• K2's Case Studies In Fraud A
 nd Technology Controls\n    Aug 27 · 7:00–2:30 PM PT  ·  Brian Tankersley 
  ·  8 CPE  ·  Auditing\n    – Define information technology general contro
 ls and information technology application controls and distinguish between
  the two
\n\n    – List examples of critical information technology contro
 ls
\n\n    – Recognize control failures and weaknesses that can lead to fr
 aud
\n\n\nFull details: https://www.cpetoday.com/event/ethical-technology-
 practices-modern-risk-controls-26e0517
LOCATION:Online / Virtual
URL:https://www.cpetoday.com/event/ethical-technology-practices-modern-risk
 -controls-26e0517
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