Mississippi Technology Conference for Accountants

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Monday, May 20, 2019 @ 8:30am Tuesday, May 21, 2019 4:30pm
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Description

This two-day event attracts public, industry, and technology focused individuals seeking best practices in technology. Be impressed by the best tools, software, and resources to help you succeed. This year K2 Enterprises brings a variety of new sessions.

Technology has forever changed the business world. Do you have the knowledge you need to move forward? Are you as effective as you can be within your organization or for your clients? Can you remain competitive?

Learning Objectives

After participating in these series of sessions you should be able to:

  • Determine how to utilize existing and future technologies to address the needs of your organization
  • Describe trends in hardware and software in order to make more informed decisions for your business and your clients
  • Develop and implement strategies for Windows 10, mobility, and information security
  • Utilize Microsoft Office's most powerful features

Click here to download a conference brochure PDF

Credits

Category Amount
General 0.00

Sessions

Monday, May 20, 2019

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. In this session, you will learn about a wide variety of technology trends, solutions, and opportunities. Specifically, you will learn about spending trends, software licensing issues, leading-edge hardware, mobile and cloud strategies, and security risks. If you attend only one technology session this year, make sure it is this one so that you are well-positioned for what lies ahead!

Credits: General 2
Select One and Only One
10:20am - 12:00pm
$0.00

If you are an Office 365 subscriber, you should know that Microsoft is bringing artificial intelligence to your Excel workbooks. These leading-edge features include Ideas, new data types, the ability to insert data from a picture, and dynamic arrays. If you know how to use these tools, these AI-powered additions to Excel will save you time and improve accuracy. Take part in this session to learn how you can bring artificial intelligence to your Excel workbooks.

Credits: General 2
10:20am - 12:00pm
$0.00

Most users are familiar with Google's search service and Gmail but are unaware of the other services available. Additionally, most users just scratch the surface of the functionality of the Google tools and services they do use. In this session, you will learn about Google’s most useful features, apps, and services, all of which accounting and financial professionals could use better. Further, you will learn how to find better web results, gain an understanding of G Suite and how you can use it as your organization's back office, and time-saving tips on how to use Google offerings more effectively and efficiently.

Credits: General 2
10:20am - 12:00pm
$0.00

Public accounting firms face a technology tsunami. Traditional tools such as practice management, tax, audit, document management, and workflow are as important as ever. However, new opportunities with tools based on artificial intelligence, machine learning, and process automation are available now to improve firm efficiency. Join us in this session - 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.

Credits: General 2
Select One and Only One
1:00pm - 2:40pm
$0.00

Stop struggling with PDFs! Adobe Acrobat provides access to many features which make working with PDFs a breeze. Attend this session and learn how you can use these features for improved efficiency and data security. More specifically, you will learn about PDF forms, redaction, converting PDFs to Word and Excel files, electronic signatures, creating and applying tick marks, and securing PDF documents. Importantly, mastering these tools will help you to work more effectively and efficiently with PDF documents. Join us in this very timely program where you will learn the top features necessary to optimize your PDF documents.

Credits: General 2
1:00pm - 2:40pm
$0.00

Blockchain and other emerging technologies will affect every industry and profession. For example, some products have already implemented machine learning and artificial intelligence to help you be more effective. Further, process automation tools are now available for small and mid-sized businesses. In this “how-to” session, you will learn about emerging technologies that directly affect business professionals. While many emerging technologies are not yet ready for prime-time, some of them are. With the cookbook approach used in this session, you will see how tools, available now, can help you and your team be more productive, efficient, and effective.

Credits: General 2
1:00pm - 2:40pm
$0.00

Cloud-based accounting solutions are taking the market by storm. With so many choices available today, it can be difficult to know which one is best for you and your clients. Therefore, in this session, you will 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. Don't miss this opportunity to expand your knowledge of the options available to small businesses.

Credits: General 2
2:50pm - 4:30pm
$0.00

With much of our personal information collected and stored by others - sometimes without us even knowing about it - what can we do to help protect our privacy? Personal privacy is one of the biggest concerns of many individuals and organizations. Therefore, 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. Perhaps more importantly, you will learn what you can do to get back in control.

Credits: General 1
4:40pm - 5:30pm
$0.00

Microsoft Teams is one of the best additions to the Microsoft stack in years. In this session, you will 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. Participate in this session to get up and running with Microsoft Teams.

Credits: General 1

Tuesday, May 21, 2019

8:30am - 10:10am
$0.00

Most professionals are familiar with using the Microsoft Office suite for day to day productivity. But how much more could you do to improve your productivity? Are you using Office’s best tricks? Are there tools that you should add to your own bag of tricks? In this session, you will learn how to spot opportunities where you can achieve productivity gains with little effort. Moreover, you will learn how to use the tools you already own to boost your office productivity. By taking part in this session, you will learn office productivity boosters that can help you save two hours in just the first month!

Credits: General 20
Select One and Only One
10:20am - 12:00pm
$0.00

“Going virtual” has evolved beyond anywhere, anytime, any device access to full-service remote support. There are a wide variety of tools that help us work virtually. In this session, you will 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. The goal, of course, 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 and how your business can execute a virtual employee strategy.

Credits: General 2
10:20am - 12:00pm
$0.00

Microsoft has updated Excel's Power Query tool – first released in 2010 – with many new features. Power Query now provides users with the ability to access, link, and clean data to prepare it for reporting. In this session, you will learn ten things every Power Query user should know to make it easier to create powerful reports in less time from any data source. Participate in this session to learn how you can put Power Query to work for you.

Credits: General 2
10:20am - 12:00pm
$0.00

You have heard of the Dark Web, but have you experienced it? If not, buckle up for a scary ride through the underbelly of the Internet. Here many illicit and illegal activities occur every day, potentially affecting our personal and organizational security. In this session, you will experience first-hand the Dark Web and all that it entails - both positive and negative. Upon completing this session, you will understand why it is important to secure your information so that you do not become yet another victim of the Dark Web.

Credits: General 2
Select One and Only One
12:50pm - 1:40pm
$0.00

In this session, you will learn how to go beyond importing data into Power BI and creating simple reports. Instead, you will 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. Further, you will learn how you can use Power BI Desktop, Power BI Mobile, and Power BI Pro in concert to create a comprehensive reporting strategy.

Credits: General 1
12:50pm - 1:40pm
$0.00

Charts and graphs are nothing new. However, many professionals struggle with building effective visualizations. If that statement describes you, take part in this session to improve your skills when building visualizations. As a result of doing so, you will be able to create visualizations that will enhance your communication skills. This is much more than just a session on fundamental charts. Instead, in this session, you will learn how to create advanced charts that are interactive, dynamic, and animated. If you are looking to improve your communication skills, this session is a must for you.

Credits: General 1
12:50pm - 1:40pm
$0.00

No doubt, personal technologies are now mainstream. But can we automate our homes – and businesses– for convenience and security? What about connecting smart speakers, like Amazon Alexa or Google Home units, into our lighting systems or our surround sound TV systems? Can we automate these, and other, to provide even more convenience, security, and privacy? In this session, you will learn the options available to tie various systems together. For more sophisticated needs, you will learn the fundamentals of using integration tools like, “If This, Then That (IFTTT),” to handle the task. Tune up your world at home and office with a little bit of effort.

Credits: General 1
Select One and Only One
1:50pm - 2:40pm
$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. In this session, you will learn about critical IT-related controls using a case study approach. More specifically, you will learn from real-world examples of breaches and security failures. Accordingly, you will better understand how to protect your company and its data. Attend this fast-paced session and learn more about IT-related controls you can use to prevent computer crimes such as identity and information theft, tax refund fraud, and more.

Credits: General 1
1:50pm - 2:40pm
$0.00

The Supreme Court's Wayfair decision changes the game with respect to sales tax compliance. Now, many states are rushing to implement laws requiring even small businesses to charge, collect, and remit sales taxes on transactions that cross state lines. 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. In this session, you will learn about your new compliance requirements and about tools that you can use to meet these requirements.

Credits: General 1
1:50pm - 2:40pm
$0.00

Is your accounting platform performing as expected? If not, it may be time to consider the alternatives available with new generation, comprehensive accounting solutions. Sophisticated features formerly only available in Tier 1 ERP solutions have moved down market into the mid-market. Further, add-ons like business intelligence, financial reporting, budgeting, accounts payable automation, and sales tax compliance are easy to integrate to create a complete solution. If you have outgrown your existing system, have a proprietary system in place, or have a system that is ten years old or greater, it is time for you to review your options.

Credits: General 1
2:50pm - 4:30pm
$0.00

With the release of Excel 2019 and updates in Excel provided through Office 365 subscriptions, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to Power Query, new functions, and improved collaboration opportunities are all available in newer versions of Excel. For those who know about these new features and how to 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!

Credits: General 2
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Leaders

Larry A. McClelland

Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas. 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. Mac 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 top-rated Journal of Accounting Research.

Steven M. Phelan

Steven M. Phelan, CPA.CITP manages an accounting practice based in Oklahoma City, Oklahoma. Areas of practice include taxation, accounting, business advisory and technology consulting services. He is both a Certified Public Accountant and Certified Information Technology Professional and received his Bachelor of Accountancy degree from the University of Oklahoma. He also holds several vendor specific software certifications. Steven is a member of the Oklahoma Society of CPAs (OSCPA) and the American Institute of CPAs. Through the OSCPA, he has served on the board of directors, was instrumental in creating the New CPA Committee, served as chair of the Technology Committee and has served on numerous other committees. In 2012, Steven was selected as a Trailblazer, an OSCPA member under 40, recognizing innovation, professional dedication and community commitment. He also received the OSCPA President’s Award for his work with the New CPA Committee. Steven is active in the Mustang, Oklahoma community and is currently serving as Treasurer for the Mustang Public School Foundation. Previously, Steven served as Treasurer for Friends of the Mustang Public Library, Inc. Steven was added as a discussion leader for K2 Enterprises in 2013. Through K2 Enterprises, Steven speaks to CPAs throughout the nation covering a variety of computer software and technology related topics. Mr. Phelan is also a frequent speaker at seminars and conferences sponsored by a variety of state and local organizations. Steven has written many technology related articles for state and national publications. He was also a frequent contributor to CPA Practice Advisor where he reviewed tax and accounting related software solutions.

Thomas G. Stephens

Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. Upon graduation, Mr. Stephens began working for an Atlanta-based public accounting firm. After earning his designation as a Certified Public Accountant, Mr. Stephens worked for BellSouth Corporation in Atlanta as an Internal Auditor. After two years as an auditor, he was promoted to Staff Manager and then Operations Manager of the Internal Audit Group. In 1991, he transferred to the Comptrollers’ department of BellSouth and served as Manager of the Cost Accounting organization. While working full-time at BellSouth Corporation, Mr. Stephens also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992.

Brian Tankersley

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. 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 47 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He received the Outstanding Discussion Leader Award from the Tennessee Society of CPAs in 2009 and 2013, and was recognized for writing the Article of the Year for the Tennessee CPA Journal in 2011. 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.