2021 Washington Technology Conference

2021 Washington Information Technology Workshop

Sponsored by The Washington Society of CPA’s

december 20, 2021

Countdown to the Workshop!

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K2 Enterprises is pleased to collaborate with the Washington Society of CPAs to deliver the Information Technology Workshop on December 20, 2021. This fast-paced, eight-hour session allows you to earn up to eight hours of educational credit while becoming more proficient in your technology knowledge and skills. In the Workshop, you will choose from seven sessions to create a customized learning experience specific to your needs.  

Join us for this year’s Workshop and enhance your technology skills, improve the security of your data, and address technology issues arising in a post-pandemic environment. With all the changes occurring in the past twenty months, this may be the most important continuing professional education session in which you ever participate.

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)

CPA firms have always had challenging times, and the last two years emphasized that point. Technology changes, new service offerings, and profitable compliance will have to be executed well during the next five years. What technologies will you choose for 2021 and beyond? What is the best way to handle everything from better client interaction from PBC to eSignature through the best Advisory service strategy? How do the cloud, next-generation software, and client demands affect partner profitability? Attend this session to get an independent overview of the state of technology in the profession.

Major Topics Covered

  • CPA firm centric hardware
  • Software changes
  • Technology options for your firm
  • Specific technologies to improve productivity and profitability
  • Strategic products to consider for implementation

Learning Objectives

  • Select new technologies for your firm from a road map
  • List top niche markets
  • Differentiate between products that are ready to implement and those that need time
  • Create a transformative plan for your firm

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

Breakout 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

Array formulas have been available in Excel for decades. But recent enhancements to Excel have breathed new life into this feature. With the new “dynamic array” concept, you can leverage Excel’s array formulas in ways that you may have never imagined possible. In this session, you will learn how you can put the power of array formulas to work for you.

This session begins with an overview of Excel’s “legacy” array features and shows you how you can continue to take advantage of these tools. The course then discusses the recent enhancements to Excel that facilitate “dynamic arrays” and why these enhancements are so significant. To wrap up the conversation, you will learn from numerous practical examples of dynamic arrays and how you can put them to work for you.

Major Topics Covered

  • Understanding arrays of data and how they are useful
  • Distinguishing between “legacy” array formulas and array formulas in “dynamic array-aware” versions of Excel
  • Using Excel’s new array functions, including SORT, FILTER, SEQUENCE, and UNIQUE
  • Applied examples of array formulas

Learning Objectives

Upon completing this session, you should be able to:

  • Identify examples of “legacy” array formulas
  • List examples of when dynamic arrays can be useful
  • Create formulas using Excel’s SORT, FILTER, UNIQUE, and SEQUENCE functions
  • Cite examples of when using Dynamic Arrays is advisable

Break

Closing 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

Optional 45 minute session, no CPE credit offered

The K2 Enterprises instructional team invites you to participate in the Technology Town Hall, a free-form 45-minute session that explores contemporary technology issues and trends. During this session, you will have the opportunity to ask questions and offer your insights and opinions on technology issues affecting business professionals. We hope you will take advantage of this opportunity, and we look forward to seeing you there. Please note that there are no CPE credits associated with this session.