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Tech Mastery for Accountants: Multi-State Conference

Throughout this comprehensive three-day event

Event Overview

Throughout this comprehensive three-day event, immerse yourself in a world where accounting meets innovation and stay ahead of the tech curve reshaping the industry. Maximize your potential in Accounting Technology and Data Security, and master advanced skills in Excel with us. Whether you’re an accountant or finance professional looking to advance your career, our sessions provide insights into the most innovative tools and practices reshaping accounting today.

Event Sessions

Tuesday, October 29, 2024
Day #1
K2’s Microsoft Teams
Computer Software and Applications | 4 Credits
Stephen Yoss
09:00 AM to 12:30 PM America/Chicago

Microsoft Teams is one of the most exciting personal and organizational productivity tools ever appearing on the business landscape. With Teams, you can communicate and collaborate easily and securely with others, including colleagues outside your organization. Further, you can extend the already-robust functionality in Teams by incorporating add-in solutions with just a few mouse clicks. Unfortunately, despite Teams’ power and relatively simple interface, many organizations struggle to deploy and use Teams.

In this session, you will learn how to get up and running quickly in Teams to take full advantage of this powerful tool. More specifically, you will learn how to get started in Teams and critical decisions affecting your deployment. Also, you will learn how to work in Teams, take advantage of the chat, voice, and video call services, and share documents securely with others. Moreover, you will learn how to extend your Teams platform to external organizations for improved communication and collaboration. Additionally, you will identify how to add other applications to Teams and optimize Team’s configuration for the best overall efficiency and security. If you are working with Teams or plan to do so, this is one CPE session you can’t afford to miss!

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K2’s Securing Your Data – Practical Tools for Protecting Information
Information Technology | 4 Credits
Stephen Yoss
01:00 PM to 04:30 PM America/Chicago

Security is not optional, and yesterday’s security techniques do not minimize today’s threats. Therefore, now is the time for you to tune up what you know about protecting sensitive data. This program will teach you the latest tools and techniques for securing your data, including encryption, virus protection, safe communications, electronic signatures, secure authentication, and more. You will also learn how to implement a practical, five-step approach to securing your PC and the questions you should ask your staff to ensure server-based information remains protected.

Security failures, such as client or customer data breaches, are costly – they can even drive your company out of business. So, what security tools do you need, and how should you use them to secure your sensitive data and systems? Can you risk attempting to manage today’s threats using yesterday’s techniques? Participate in this program to learn how to identify viable and practical solutions to mitigating today’s security threats.

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Wednesday, October 30, 2024
Day #2
K2s Small Business Accounting Shootout
Accounting | 4 Credits
Brian Tankersley
09:00 AM to 04:30 PM America/Chicago

The market for accounting solutions designed for small businesses has never been better! From traditional desktop applications to newer Cloud-based solutions, small businesses have affordable options available today that were unthinkable for many just a few years ago. In this seminar, you will learn about these options and receive the benefit of an unbiased comparison of many of today’s leading solutions, helping you make an informed decision about the future direction of your accounting platform.

You will learn about solutions from Intuit, Sage, Xero, Wave, and Zoho, to help you decide whether to remain with your current platform or switch to a different one. Additionally, you will learn about various third-party add-ins to help you make informed decisions about issues such as automated data entry, sales tax processing, reporting, and business intelligence. In sum, if you are the least bit curious about the accounting options available for smaller businesses, this is the most critical session you will participate in this year.

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K2’s Technology Update
Information Technology | 4 Credits
Brian Tankersley
01:00 PM to 04:30 PM America/Chicago

Which technology trends will impact you and your business? What emerging technologies will potentially help you to address security and efficiency? How will the emergence of Windows 11 affect you? Should you consider subscription-based software? What does the future of communication technology have in store for you? Get answers to these and other questions by participating in K2’s Technology Update, a four-hour review of technology trends and developments affecting virtually all business professionals.

In this session, you will learn about significant issues such as:
• Hardware trends,
• Software innovations,
• Communication and collaboration tools,
• Security issues and solutions,
• Key products to consider for implementation, and
• Unusual and emerging technologies you may have missed.

If you’re taking just one technology-focused training session this year, this should be it!

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Thursday, October 31, 2024
Day #3
K2’s Testing and Auditing Excel Workbooks
Information Technology | 4 Credits
Stephen Yoss
09:00 AM to 12:30 PM America/Chicago

Excel errors continue to plague organizations of all sizes. As spreadsheets become more common, these errors will continue to impact virtually every Excel user and those who rely on Excel-based data and analyses. Fortunately, that need not be the case because many options exist to prevent, identify, and correct spreadsheet errors before adversely affecting reports and decision-making processes.

In this session, you will learn how to apply best practices to reduce the error rate in workbooks you and others on your team create and edit. Equally important, you will learn how to use add-ins for Excel to programmatically scan and audit your spreadsheets to identify potentially costly errors while there is still time to correct them. Finally, you do not want to miss this opportunity to learn PerfectXL, ClusterSeven, and ActiveData tools can help you and your team identify and correct potentially disastrous spreadsheet errors.

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K2’s Top PDF Features You Should Know
Computer Software and Applications | 4 Credits
Stephen Yoss
01:00 PM to 04:30 PM America/Chicago

Stop struggling with PDFs! Using Adobe Acrobat, and other PDF tools, provides access to a number of features, which make working with these common files a breeze. This course will teach you to use tools and features such as PDF forms, redaction, converting PDFs to Word and Excel files, and electronic signatures. You will also learn how to create and apply tick marks and build indices, catalogs, and portfolios. You will also learn how to secure PDF documents to their fullest.

The popularity and usefulness of PDFs increase daily, but most PDF users have not learned how to manipulate PDF documents effectively. Accordingly, they struggle and strain with these very common files. You do not need to let this be the case. Join us in this very timely program where you will learn the top features necessary to optimize your work with PDF documents.

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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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Stephen Yoss

Big Bear Lake, CA
Speaker & Author, CPE Today

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.

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