Livestream Only: MS Technology Conference

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Tuesday, May 13, 2025 @ 8:30am Wednesday, May 14, 2025 4:30pm
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Description

The Technology Conference offers up to sixteen hours of fast-paced presentations designed to make you more productive and efficient when using technology. K2 Enterprises' nationally recognized speakers provide you with practical solutions to the real-world issues faced by accounting, financial, and other business professionals. You will receive helpful tips and advanced techniques, along with the tools and skills necessary to keep up with the ever-increasing pace of changes in technology.

Credits

Category Amount
General 16.00

Sessions

Tuesday, May 13, 2025

8:30am - 10:10am
$0.00

Major Topics

  • Trends in AI and machine learning
  • Applications of quantum computing in accounting and finance
  • The growing role of blockchain and digital currencies in accounting
  • Innovations in software and hardware
Credits: General 2
Select One and Only One
10:20am - 12:00pm
$0.00

      Major Topics

  • How Teams got to where it is today
  • Major components in Teams
  • Collaboration options
  • Extending Teams functionality
Credits: General 2
Leaders:
10:20am - 12:00pm
$0.00

Major Topics

  • Enhancing communication and collaboration: Shared Mailboxes, Groups, and Places
  • Optimizing task and project management: Planner, Lists, and To Do
  • Streamlining training and workfl ow automation: Stream, Viva Learning,
  • Forms, Bookings, and Approvals
Credits: General 2
10:20am - 12:00pm
$0.00

Major Topics

  • Emerging trends like changes in client expectations, supplier strategies, and competitive dynamics
  • AI and advanced software innovations with tailored solutions for service lines like tax, audit, advisory, and niche industries
  • Next-gen automation tools, including the role of machine learning, RPA, and advanced analytics in streamlining operations
  • Optimal technology stacks to enhance firm productivity, efficiency, and profitability
  • Cybersecurity advancements. Proactive approaches to safeguarding client and firm data
Credits: General 2
Select One and Only One
1:00pm - 2:40pm
$0.00

Major Topics

  • Explanation and demonstration of the use of a wide range of automation tools with a focus on low-code/no-code
  • Practical examples of real-world applications for Power Platform tools - such as Power Apps and Power Automate, as well as integration into Microsoft Fabric and other solutions
  • Challenges and risks of automating business processes
Credits: General 2
1:00pm - 2:40pm
$0.00

Major Topics

  • The primary drivers of collaboration
  • Who are the leading collaboration technology providers
  • Why collaboration sometimes fails
  • Best practices to facilitate collaboration
  • Today's leading collaboration providers and tools
Credits: General 2
Leaders:
1:00pm - 2:40pm
$0.00

Major Topics

  • Overview of selected expense and corporate credit card reporting and management platforms
  • Major fraud schemes associated with expense reporting
  • Extracting and importing transaction data from bank feeds and matching to receipts
Credits: General 2
2:50pm - 4:30pm
$0.00

Major Topics

  • New features and functions in Excel
  • How to improve efficiency and effectiveness when working in Excel
  • Taking advantage of Copilot integration with Excel
  • Better ways of creating and working with formulas
Credits: General 2
Leaders:

Wednesday, May 14, 2025

8:30am - 10:10am
$0.00

Major Topics

  • Understanding the differences between data security and data privacy
  • The major types of security and privacy breaches
  • Key steps you can take to mitigate your risks of becoming another victim
Credits: General 2
Select One and Only One
10:20am - 12:00pm
$0.00

Major Topics

  • CAS overview to understand the service offerings, client needs, and market opportunities
  • Selecting technology tools in CAS for accounting, workflow, and client collaboration
  • Designing Service Delivery Models that are scalable and efficient processes for CAS
  • Managing client relationships and settng expectations to deliver consistent value
  • Evaluating pricing strategies, including fixed fee, subscription, and other pricing models
  • Ensuring governance and meeting regulatory standards for data security and compliance
  • Adapting to emerging technologies and evolving client demands to future-proof the practice
Credits: General 2
10:20am - 12:00pm
$0.00

Major Topics

  • Overview of CRM functionalities tailored to accounting, including customizations and integrations
  • Integrated tools that leverage CRM data for automating tasks and improving efficiency
  • Strategies for successfully adopting a CRM platform and solutions to overcome common challenges
Credits: General 2
Select One and Only One
12:50pm - 1:40pm
$0.00

Major Topics

  • Components of effective AI prompts
  • The pros and cons of a single large prompt versus multiple small prompts
  • Using prompts to format AI-generated output
Credits: General 1
12:50pm - 1:40pm
$0.00

Major Topics

  • Explanation of common network services such as fi le sharing, VPN's, media servers, and network isolation using multiple SSIDs
  • Hardware options and examples of solutions for every budget
  • Tips and tricks for rebuilding your home network to meet your needs today and into the future
Credits: General 1
12:50pm - 1:40pm
$0.00

Major Topics

  • Licensing issues
  • Pricing updates
  • New and improved features
  • Transitioning from QuickBooks Desktop to QuickBooks Online
Credits: General 1
Leaders:
1:20pm - 12:00pm
$0.00

Major Topics

  • Getting started with Power BI
  • Creating effective visualizations in Power BI
  • Publishing Power BI reports to dashboards
  • Optimizing dashboards for viewing on mobile devices
Credits: General 2
Leaders:
Select One and Only One
1:50pm - 2:40pm
$0.00

Major Topics

  • Major provisions of security and privacy policies
  • Key risks associated with using commercial AI tools
  • Steps to take to mitigate AI security and privacy risks
Credits: General 1
1:50pm - 2:40pm
$0.00

Major Topics

  • Transitioning from QuickBooks Pro and Premier - challenges and opportunities
  • Overview and comparison of leading accounting software solutions
  • Implementatioon strategies and best practices for modern accounting platforms
Credits: General 1
1:50pm - 2:40pm
$0.00

Major Topics

  • Converting documents to the PDF format
  • Editing PDF documents
  • Securing PDF documents
  • Extracting data from PDFs
Credits: General 1
Leaders:
2:50pm - 4:30pm
$0.00

Major Topics

  • Common security weaknesses that occur with hardware and software at home and in the office
  • Malware, ransomware, data breach, and incident response tips
  • Internal control failures which result in the theft of assets or unauthorized manipulation of data
Credits: General 2
Leaders:

Course Materials

Links to the e-materials will be listed with your course registration in your account on the MSCPA website seven calendar days before the course. You will receive an e-mail when the materials are available.



Leaders

Randy Johnston

Randy Johnston

Executive Vice President, Shareholder – Nation's leading technology CPE provider to CPA professionals. Consults to high-profile technology vendors. Delivers national seminars to CPAs, business groups, and IT leaders on technologies used in accounting, healthcare, and banking. Creates and presents seminars and articles on 30+ technology topics, including CPA Firm Technology, Paperless, Accounting Software, Cloud, Business Continuity, and Strategies leveraging technology. In 1983 he Co-Founded – Consults and specializes in Strategic Technology, including planning, selection, and implementation. Expertise: CPA Firm Technology and strategy; Paperless; Accounting Software, Business Intelligence, and CRM; Infrastructure including Cloud, Business Continuity, Virtualization, Backup, and remote mgmt.

Brian Tankersley

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.

Steve Yoss

Steve Yoss

Stephen M. Yoss, Jr., CPA, MS is a certified public accountant, the partner, and principal of Devmatics, LLC, a continuing education instructor for financial professionals, 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. Stephen is a graduate of Loyola Marymount University, with degrees in Accountancy and International Business. While at Loyola, he served the campus as student body president and as the student representative to the Board of Trustees. He has a Master's of Science degree in Information Systems and Technology from Claremont Graduate University with a concentration in Geographic Information Systems. In 2017, Stephen formed Devmatics, a software development company that focuses on solving problems through the implementation of technology. Devmatics builds custom software, mobile apps, integration solutions, workflow automation, and more for all types of organizations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technical 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 to gain a competitive advantage while increasing efficiency and productivity.