Advanced Excel Tips for the Busy Professional

Beyond simple techniques, in this session you will learn valuable tips for putting Excel to work for you to solve complex issues, including those surrounding analyzing and reporting on Excel data. Examples of topics covered include creating dynamic and interactive footnotes in Excel using EOMONTH to assist in summarizing date-oriented data, taking advantage of apps available from the Office Store, and using Solver to address complex, multi-variable problems in Excel. Join us for this one-of-a-kind presentation to help you extend Excel’s usefulness in your organization.

Learning Objectives
Upon completing this session, you should be able to:

  • Identify Excel techniques to find specific data points more quickly
  • Implement Excel features to summarize data more efficiently
  • Communicate more effectively with Excel-based reports and graphics

Backups – Critical to Every Organization

As long as you have your data, you can recover from business interruptions and disasters. However, are you sure you have all of your data properly backed up? Participate in this session to learn the best ways to backup your data, including using the Cloud, backup appliances, and other techniques. Think about it: can you really afford to take chances with your data?

Learning Objectives
Upon completing this session, you should be able to:

  • Identify areas of critical weakness or threats in their backup and recovery systems
  • List all critical and non-critical applications and establish their order of recovery
  • Differentiate between traditional back solutions and Cloud-based solutions based on their features and benefits
  • List key criteria used when selecting a Cloud-based backup solution

Best Tools for Collaboration

Perhaps no technology topic receives more attention today than that of “collaboration,” and for good reason – countless tools exist to facilitate collaboration among multiple parties, including those external to your organization. In this session, you will learn about collaboration tools available from technology leaders, including Google, Microsoft, and Citrix, and how these tools can help you and your team work more efficiently and effectively, regardless of the distance between team members. You will also learn how you can share documents so that each collaborator can access and edit information in real time, without creating multiple copies of the same file.

Learning Objectives
Upon completing this session, you should be able to:

  • List collaboration tools available from leading technology providers
  • Differentiate among the tools based on key features, including pricing
  • Identify how to use each collaboration tool to generate the desired results
  • Utilize collaboration tools to communicate with others, both inside and outside of your organization

Beyond Entry-Level Accounting, Reporting, and Analytics

For organizations that are beyond small business accounting software, the choices are seemingly endless. Innovations in on-premise deployments, coupled with a growing list of Cloud-based options change how you should select and deploy your accounting, reporting, and analytics solutions. If you are curious about your accounting, reporting, and analytics options, join us in this session to discover the products and services that represent the best fit for you, your organization, or your clients.

Learning Objectives
Upon completing this session, you should be able to:

  • Identify accounting, reporting, and analytics solutions that are suitable for your organization or for a client
  • List relative strengths and weaknesses of Cloud-based and on-premise accounting, reporting, and analytics solutions
  • Differentiate between accounting, reporting, and analytics solutions designed for mid-sized and larger organizations

Data Security – Need We Say More?

With so many data breaches and targeted attacks, you should be concerned about the security of your data, and the rapidly-growing volume of data you store likely only increases your concerns. In this session, you will learn about some of the recent high profile attacks and how these crimes occurred. More importantly, you will learn about critical security concepts and techniques that will help you minimize the risks of similar attacks affecting you and your organization. In addition, you will learn about the relative strengths and weaknesses of data security in the Cloud, compared to on-premise solutions and storage. If you are concerned about data security – and who isn’t – the information you will learn in this session will help you to address your data security concerns.

Learning Objectives
Upon completing this session, you should be able to:

  • Describe details about recent high profile data breaches
  • List prominent methods used by hackers to commit the breaches
  • Compare and contrast Cloud-based data storage to on-premise data storage based on relative strengths and weaknesses
  • Identify methods for adding security in order to protect electronic content

Dueling Excel Tips

Two instructors, two computers, two viewpoints on Excel! In this session, you will learn countless Excel tips from two instructors, each offering their own perspective on Excel. Beyond simple techniques, you will learn valuable tips for putting Excel to work for you to solve complex issues, including those surrounding analyzing and reporting on Excel data. Join us for this one-of-a-kind presentation to help you extend Excel’s usefulness in your organization.

Learning Objectives
Upon completing this session, you should be able to:

  • Identify Excel techniques to find specific data points more quickly
  • Implement Excel features to summarize data more efficiently
  • Communicate more effectively with Excel-based reports and graphics

Everything iOS

Do you have an iPhone or an iPad? If so, your device runs Apple’s iOS as its operating system. Regardless of which release of iOS you have, many business-oriented features of the operating system remain overlooked and underutilized. Join us for “Everything iOS” to learn about all of the practical ways you can put iOS to work, how you can secure your iOS-powered device, and how you can overcome some of the issues related to using iOS in a Windows-dominated world. This is a must session for any iOS user.

Learning Objectives
Upon completing this session, you should be able to:

  • Describe key iOS features, including security settings
  • List three ways to transfer data on an iOS device
  • Create and share Microsoft Office documents on iOS-powered devices
  • Use productivity apps designed for business professionals

Five Common Sense Steps to Secure Your PC

Security is paramount to success in today’s world, yet most users do very little to take advantage of common sense approaches to securing their PCs. In this session, you will learn how to implement five simple, yet proven steps that will dramatically reduce the risk of data on your computer becoming compromised. Regardless of experience, all participants will be able to implement the tools discussed and demonstrated in this session. Don’t miss this chance to stop hackers in their tracks!

Learning Objectives
Upon completing this session, you should be able to:

  • List the most common risks associated with PCs today
  • Differentiate between various tools and techniques already available in Windows to reduce risk
  • Implement five key features designed to minimize the risk associated with operating a PC

How to Prevent & Detect Spreadsheet Errors

Most who study the topic estimate that approximately 90% of spreadsheets have errors in them! In this session, you will learn how to take advantage of key features available with all editions of Excel to prevent spreadsheet errors. You will also learn how to incorporate tools that became available in Excel 2013 and several add-ins for Excel that can help you to detect errors in your own spreadsheets or in those of your clients. If you are concerned about the accuracy of the results generated by Excel, this session is “must-see CPE!”

Learning Objectives
Upon completing this session, you should be able to:

  • List the five principles of good spreadsheet design
  • Calculate values in Excel without building formulas to do so
  • Identify “at risk” formulas in spreadsheets and correct their syntax to avoid risk
  • Utilize Excel’s Inquire feature to manage the process of auditing spreadsheet and documenting your work
  • List various add-ins for Excel that can help to improve accuracy

The Internet of Things

We live and work in an Internet-connected world and, increasingly, various Internet-connected devices are appearing to help us solve countless problems. Collectively, these devices constitute “The Internet of Things (IoT).” In this session, you will learn about IoT along with how to deploy plan for connectivity, privacy, security, and management. Additionally, you will learn numerous apps and services that can assist you with specific tasks, without requiring additional hardware.

Learning Objectives
Upon completing this session, you should be able to:

  • Define the term “Internet of Things”
  • Identify the impact of Internet connectivity and IoT on our business and personal lives
  • List examples of IoT devices that you can implement immediately
  • Illustrate the future of IoT and what it means to business professionals

Leading Solutions for CPA Firms

More than ever, technology is a differentiator for CPA firms. Progressive firms that deploy leading-edge and proven solutions and complement these deployments with investments in team member training are far more successful than those who continue to place bandages on outdated technologies. In this session, you will learn about leading solutions available from all of the major publishers for the public accounting market and how these solutions can increase efficiency, client satisfaction, and profitability in your firm.

Learning Objectives
Upon completing this session, you should be able to:

  • List significant new enhancements in CPA firm-centric technologies and how these enhancements can increase productivity
  • Differentiate between various solutions based on feature set, target market, and price
  • Identify emerging technologies such as workflow and collaborative accounting and how these tools can benefit a public accounting firm and its’ clients

Payment Technologies

Though you may not be aware of it, movements are underway to dramatically change how companies of all sizes receive payments from customers and make payments to vendors. One in particular – the EMV initiative – affects every business in the US that accepts credit card payments and will take effect on October 1; businesses that fail to act before the deadline will face enormous risks associated with accepting credit card payments. Other movements focus on alternative payment streams, including PayPal and even Bitcoin. Participate in this session and learn how emerging payment technologies can affect your cash flow and risk.

Learning Objectives
Upon completing this session, you should be able to:

  • Identify the key requirements of the EMV initiative for businesses and consumers
  • Differentiate between various credit card options, including accepting credit cards on mobile devices
  • Recognize how tools such as PayPal and Bitcoin might impact payment streams in the future

Personal Technologies

New and exciting technologies appear every year. Though a large portion of these target business users, some are better suited for personal use. New audio and video devices, home security tools, electronic convenience gadgets, and internet-based finance and personal organization tools are among the personal technologies you will learn about in this session. If you are interested in how to use personal technologies to help you manage an increasingly busy lifestyle, then join us for this session, which will surely have a positive impact on you.

Learning Objectives
Upon completing this session, you should be able to:

  • Identify personal technologies that can solve specific issues for yourself or for clients
  • List major and emerging trends in personal technologies
  • Discuss existing products that have been updated and improved

Remote Access Best Practices

Team members want to be able to work from anywhere, anytime on any device. This is one of the marketing messages of public cloud hosting providers. Internal networks can provide the same style of remote access by using Citrix, Virtual Desktop Infrastructure, or Remote Desktop Services. In this session, you will learn the techniques that will give your users the best experience using what you currently have, and what you should consider for your future upgrades.

Learning Objectives
Upon completing this session, you should be able to:

  • List key considerations when configuring Citrix, VDI or RDS
  • Implement procedures to secure mobile devices
  • Secure your network edge from potential threats associated with remote access

Revolutionizing Small Business Accounting

A revolution is taking place in small business accounting. While traditional desktop products such as QuickBooks and Sage 50/Peachtree continue to hold the lion’s share of the market, newer solutions are gaining traction and changing how small businesses – and their accountants – record and report transactions. Many of these solutions are Cloud-based, some focus on niche markets, and a few provide functionality such as workflow that has been difficult for smaller organizations to obtain in the past. Join us in this session for a fast-paced and highly informative discussion on how the new breed of accounting solutions will change accounting for small businesses.

Learning Objectives
Upon completing this session, you should be able to:

  • List major enhancements to traditional desktop accounting software for small businesses
  • Define “collaborative accounting,” how it changes accounting procedures and processes, and how it potentially improves efficiency and accuracy
  • Differentiate between leading Cloud-based solutions for small businesses, including QuickBooks Online, Wave Apps, Xero, FreshBooks, Kashoo, and Bill.com based on feature set and target markets

Risks and Rewards of Hosted, On-Premise, and Hybrid Solutions

Great hype surrounds the Cloud and Cloud implementations. Yet, you wonder is the Cloud right for your organization? What are the pros and cons of this approach? What are the benefits of remaining with an on-premise solution? Perhaps mixing the Cloud and some on-premise technologies to create a hybrid solution is the optimal approach for you. Attend this session to understand your options, costs, risks, and rewards, and how to implement and manage the solution best for you and your team.

Learning Objectives
Upon completing this session, you should be able to:

  • List major Cloud technologies that can work for your organization
  • Recognize opportunities created by Cloud, on-premise, and hybrid solutions
  • Define your needs and what solutions are available to meet these needs based on what is available from technology vendors

Self Service Business Intelligence With Power BI

With Microsoft’s Power BI tools, “Business Intelligence” (BI) is moving mainstream and you can and should learn how to build powerful BI reports to help you and others gain meaningful insights into your data. Building upon the strengths of PivotTables and Data Models, Power BI tools such as Power Pivot, Power View, Power Map, Power Query, Power Sites, and Power Q & A provide self-service business intelligence options to the masses. Join us in this session for a fascinating look at how you can incorporate these tools into your reporting repertoire.

Learning Objectives
Upon completing this session, you should be able to:

  • List the Power BI components and describe the primary usage scenario for each
  • Create Data Models from multiple data sources and “feed” the Power BI tools information from these Data Models
  • Develop visualizations in Power BI to help all information consumers understand the real meaning of the data

Tech Update 2015

Technology can help or hurt your organization. Hardware and software businesses are in upheaval. Examples include the “New Microsoft” and the influence the new CEO and board will have on the future company direction, cloud strategies by major publishers, and the divestitures taking place with companies like HP. Don’t you want to know the best solutions for you? Understand the impact of the rocky road or smooth path of Cloud migration, backup and managed service options, the support of mobile strategies, and the Internet of Things. This technology roadmap session will guide you on a safe path to be an early adopter while helping you to avoid mistakes.

Learning Objectives
Upon completing this session, you should be able to:

  • List key solutions applicable to your organization
  • Describe key technologies to use or avoid
  • Discuss the impact of cloud and mobile
  • Define “The Internet of Things” and discuss its relevance

Technology Policies to Protect Your Organization

With so many internal and external threats to your organization, complicated by the mixture of Cloud, on-premise, and hybrid solutions, the complexity of protecting your data is increasing. More than ever, your policies and internal control procedures can help you protect your sensitive and confidential data. In this session, you will learn about critical policies that you need to have in place, including acceptable use policies, encryption policies, and mobile device management policies. You will also receive samples of recommended policies, along with guidance for implementing them, and the potential impact of inaction. One idea or recommended action learned in this session could prevent a catastrophic loss in your firm.

Learning Objectives
Upon completing this session, you should be able to:

  • List the major risk factors that lead to policy needs
  • Define cyber insurance and identify the need for cyber insurance policies
  • Describe the categories where policies are needed for your firm

Top Ten Technology Articles You Should Have Read

K2 Enterprises team members are often asked how they keep up with the rapid and never-ending changes in the world of business technology.  The answer is simple – hard work and lots of reading and research.  In this session we share what we think are the best of the best with respect to articles about technology changes, trends, and significant advances.  The list of articles are chosen are a consensus of the K2 team and represent what we think are the best of the best with respect to explaining practical new technologies and technology trends.    

Learning Objectives
Upon completing this session, you should be able to:

  • Identify the top three technologies that experts believe have the potential for significant impact on enterprises in the next three years
  • Differentiate between the general perception the accounting community has about the security of Cloud computing and the reality of the security of Cloud computing
  • Identify employee evaluation techniques that represent the best of recent research and trends

Using Tables, PivotTables, and Queries to Automate Reporting

Many accounting reports start out as lists of information.  Users push this data into Excel from a general ledger, ERP, or some other database.  Then they transform the data into reports by inserting and deleting rows and columns and adding calculations. This approach takes lots of time and is highly prone to errors.  Using the database features of the Excel’s Table feature, you can streamline this process and at the same time significantly reduce the risk of errors.  Combine these new capabilities with live data queries and Excel reporting can be faster and easier than you ever imagined.   Attend this session to find out how create better Excel reports with less time and effort.

Learning Objectives
Upon completing this session, you should be able to:

  • Identify the two key features of Excel Tables that can be used to streamline reporting
  • Describe how the =SUMIFS( ) function can be used with Excel Tables to create accounting reports
  • Differentiate between “push” and “pull” techniques for importing data into Excel

Welcome to the New World of Microsoft

In quiet and not-so-quiet ways, Microsoft has changed. Previously considered to be a software company, Microsoft now sells hardware, software, and subscription-based and Cloud-based services. With the Surface and Surface Pro and the acquisition of Nokia’s phone business, Microsoft is making waves with tablets and mobile phones. In the traditional software market, Microsoft Office, Microsoft Dynamics solutions, the venerable Windows operating system, Windows Server, and many other titles remain available, but licensing options have changed. In the Cloud, tools such as Azure, OneDrive, and OneDrive for Business continue to gain traction. In this session, you will learn about many of the tools and services available from Microsoft, how they can increase productivity, enhance security, and provide greater access to mission-critical information. You will also learn strategies for managing licensing costs and how to deploy Microsoft hardware and software most effectively.

Learning Objectives
Upon completing this session, you should be able to:

  • Identify key new Microsoft tools available for businesses and individuals
  • Distinguish between various Microsoft Office 365 offerings including approximate subscription costs and included components
  • List three benefits of using Microsoft operating systems on all computing devices (phones, tablets, Ultrabooks, laptops, desktops)
  • Compare and contrast various licensing options for Microsoft software
  • Differentiate Microsoft offerings to competitor tools and identify strengths and weaknesses

Windows 10 – You’re Going to Love It!

Based on initial reviews and our tests of Windows 10, most users are going to love Microsoft's new operating system. Built on the innovative foundation of Windows 8 (outstanding performance, heightened security, and cloud integration), Windows 10 returns the tried-and-true Start Menu, introduces Universal apps that interact with the Desktop and the Taskbar, and incorporates a boot process that bypasses the Start Screen on PCs without touch capability. Slick new features, such as a common notification area, virtual desktops known as Task Views (think multiple monitor functionality on a single monitor), mobile device management, and data protection push the innovation envelope in Windows 10. Attend this session to see what all the excitement is about.

Learning Objectives
Upon completing this session, you should be able to:

  • Identify ten new features of Windows 10 that will improve staff productivity and end-user experience
  • List advantages and disadvantages of adopting Windows 10
  • Use the improved user interface effectively in performing day-to-day business tasks
  • Summarize the problems likely to be encountered when upgrading a large number of PCs to a new operating system