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Financial Mastery & Fraud Control: Multi-State Conference

This unique event unites two critical aspects of modern finance – cutting-edge budgeting and forecasting tools and pivotal case studies in technolo...

Overview

This unique event unites two critical aspects of modern finance – cutting-edge budgeting and forecasting tools and pivotal case studies in technology-powered fraud and control. Gain insights, strategies, and skills to elevate your financial understanding and safeguard your organization’s assets.

Event Sessions

Thursday, May 16, 2024
Day #1
K2’s Budgeting and Forecasting Tools and Techniques
Accounting, Computer Software and Applications | 8 Credits
Brian Tankersley
09:00 AM to 04:30 PM America/Chicago

Do your budgeting and forecasting processes work as well as they should? Probably not, as many organizations report that budgeting and forecasting activities consume tremendous amounts of time and yield only marginal benefits. In this course, you will learn to achieve a greater return on your budgeting and forecasting activities by using various tools and techniques available in today’s market.

In addition to learning how to utilize Excel more effectively for budgeting and forecasting activities, you will also learn about other tools, such as Budget Maestro, PROPHIX, and Host Analytics, and how reducing your dependency on Excel can lead to better results. Additionally, you will learn how to account for risk and uncertainty in your budgeting and forecasting models and why doing so is a best practice for more meaningful budgets and forecasts. Join us in this course to learn how to reduce your time on budgeting and forecasting tasks while simultaneously increasing their value.

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Friday, May 17, 2024
Day #2
K2’s Case Studies In Fraud And Technology Controls
Auditing | 8 Credits
Brian Tankersley
09:00 AM to 04:30 PM America/Chicago

Fraud continues to plague businesses at epidemic levels, and technology control failures are a significant reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures contributing to fraud, and what you can do to mitigate fraud risk.

A specific focus of this course is applying information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general and application control failures that contributed to each fraud. By learning through these real-world case studies, you will be positioned better to reduce fraud risk.

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Event Instructors

Brian Tankersley

Knoxville, TN
Speaker & Author, K2 Enterprises

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, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005, and he is also one of the national instructors for Yaeger CPA Review.

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