2021 Idaho Technology Conference

2021 ISCPA's Annual Technology Days

Sponsored by The Idaho Society of CPA’s

september 27 & 28, 2021

Countdown to the Conference!

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In partnership with the Idaho Society of CPAs,  K2 Enterprises will once again present at the Idaho Society of CPAs Annual Technology Days event. This year’s event will occur on September 27 & 28, 2021, and we encourage you to make plans now to attend. During this year’s event, you will have the opportunity to participate in up to six sessions, all designed to allow you to work more efficiently and securely in today’s ever-changing world. By participating , you will have the opportunity to get up-to-date on leading-edge technologies affecting accounting and financial professionals. You will also learn how to take advantage of many of Excel’s best features and how to use Microsoft Teams for improved productivity. Additionally, you will learn about many of today’s most significant security risks and the best solutions. So, if you’re going to participate in just one CPE event for the remainder of the year, this should be the one!

Because of ongoing COVID-19 concerns, this year’s event is available as an in-person event and a virtual onefor those who want to attend remotely. In either case, you will be able interact with your instructor to get the answers you need to your pressing technology questions and concerns. For more information and to register, just click the registration link below.

Day one sessions

Opening Session (100 Minutes)

What technology trends significantly impact you? Which technologies will affect you and your business? This visionary session provides insights, choices, and recommendations. You will experience a summary of 5G, Wi-Fi 6E, and the latest hardware and software trends to help you make the best decisions. You are certainly going to discover at least one new technology you had not considered. This session provides strategic and tactical insight on technology choices.

Major Subjects Covered

 

·         Hardware trends

·         Software innovations

·         Communication and collaboration tools

·         Unusual technologies you might have missed

·         Crucial products to consider for implementation

Learning Objectives

 

Upon completing this session, you should be able to:

·         Select current technologies from a list

·         List current communications choices

·         Differentiate between various products and able competitors

·         Create strategic and tactical technology plans

Break

Breakout Session (100 Minutes)

Managing Information Technology (IT) is difficult when team members, contractors, and others all sound alike. If you manage IT, wouldn’t it be nice to know the questions you should ask? Join us in this session to learn the questions to ask your technology providers and how to identify some warning flags. The session materials can serve as a starting point for your discussions with your providers.  Attend this session and learn many of the things you need to know as you navigate your journey through the world of technology.

Major Subjects Covered

  • Qualifications and skills to look for in an IT provider, and the different types of IT providers
  • The available options for delivering applications to end-users
  • Guidance on what to buy and what to avoid when selecting hardware and software

Learning Objectives

  • Select from a list of different approaches for delivering applications to end-users
  • Identify the correct definition for each type of IT provider
  • Pick the correct meanings associated with common IT certification acronyms
  • Associate the various kinds of available software licenses with the correct descriptive fact pattern or definition
  • Identify some of the critical service provider risks

Break

Breakout Session (100 Minutes)

Some estimates indicate that business professionals spend as much as half their time in Excel working on formatting. If you are interested in getting better formatting results in less time, participate in this session to learn the best practices for applying formats in Excel. 

In this session, you will learn the right way to apply formats in your workbooks. More specifically, you will learn about features such as Custom Format Codes, Templates, Styles, the Accounting Format, Precision as Displayed, date formats, and many others, all of which can save you substantial amounts of time when working in Excel.

Major Subjects Covered

  • Creating and using Styles in Excel
  • The Accounting Format and why you should use it
  • How to Create Custom Formats
  • Formatting dates for maximum impact
  • The advantages of storing formats in templates

Learning Objectives

Upon completing this session, you should be able to:

  • Identify the benefits of using Styles for formatting
  • Specify which Custom Format codes are necessary for specific situations
  • List advantages of using Excel template files
  • Cite examples of when using the Accounting format is useful

Break

Closing Session (100 Minutes)

Microsoft Teams is one of the most exciting technologies available today. Businesses of all sizes now use Teams to communicate and collaborate and enhance control over critical workflows and information.  Yet most organizations running Teams have only scratched the surface of all it can do for them. In this session, you will learn about ten critical features in Teams that you and your team can use right away to make the most of this technology.

Major Topics Covered

  • Collaboration options in Teams
  • Using Teams to share information with people outside your organization
  • Adding apps into Teams
  • Securing Teams

Learning Objectives

Upon completing this session, you should be able to:

  • Identify opportunities in Teams to communicate more efficiently with others
  • List the steps necessary to use Teams to collaborate with people outside your organization
  • Differentiate between various security protocols in Teams
  • Identify business processes that you can improve by integrating other apps with Teams
  • List examples of features available on the Teams app for mobile devices
DAY two SESSIONS

Opening Session (100 Minutes)

With recent Excel updates provided through Microsoft 365/Office 365 subscriptions, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to data analysis tools, new functions, and improved collaboration opportunities are available in more recent Excel versions. For those who know about these new features and 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!

Major Topics Covered

  • New functions available in Excel 2016 and newer, including subscription-based Excel versions
  • How to collaborate more effectively in newer versions of Excel
  • The importance of Dynamic Arrays and related functions
  • The continued evolution of Power Query

Learning Objectives

Upon completing this session, you should be able to:

  • Apply primary new functions available in Excel, including STOCKHISTORY, SORT, and FILTER
  • Employ Excel’s co-authoring feature to collaborate in real-time with other users
  • List at least three new functions that capitalize on Excel’s Dynamic Arrays feature
  • Utilize Excel’s XLOOKUP and XMATCH functions to locate data in spreadsheets

Break

Closing Session (100 Minutes)

2020 was an exceptional year for everyone, and like everyone, the hackers, scammers, and other technology criminals took advantage of new opportunities brought by COVID.  Criminals reportedly used innovative approaches to exploit weaknesses created by the pandemic.  You will learn tips and techniques from these events to help protect you, your company, and your data. 

Attend this session and learn more about how high-profile control failures occurred so you can be more effective at preventing crimes such as theft, malware, ransomware, phishing, and hacking.

Major Topics Covered

  • 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 resulting in the theft of assets or unauthorized manipulation of data
  • User authentication and security awareness training

Learning Objectives

Upon completing this session, you should be able to:

  • List at least three major security incidents reported in the headlines in the last year and explain at least one primary control design or operation flaws that allowed the hack to occur
  • Select the correct definitions from a list of standard security terms such as attack surface, vulnerability, exploit, social engineering, phishing, malware, heuristics, biometrics, and multi-factor authentication (MFA)
  • Explain why home-grade computer hardware and applications are sometimes less secure than business and enterprise-grade hardware and applications
  • List at least three best practices learned because of reviewing the incidents cited in the case studies