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December 2018

Data Analysis with Power Pivot

December 13 @ 9:55 am - 11:35 am EST
Mountain America Expo Center, 9575 S State Street
Sandy, UT 84070 United States
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With Power Pivot, your PivotTable reports become even more powerful. Power Pivot connects directly to most data sources and works with Power Query for superior data imports and transformations. Further, DAX functions allow users to create sophisticated calculations, and the relational functionality of Power Pivot provides all the tools necessary for analyzing data from multiple sources. Participate in this session and realize superior reporting and analytical results by putting Power Pivot to use immediately.• Differentiate between ordinary PivotTables and those…

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Security – A Practical Guide

December 13 @ 9:55 am - 11:35 am EST
Mountain America Expo Center, 9575 S State Street
Sandy, UT 84070 United States
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For many, security incidents are not a matter of “if” but a matter of “when.” Therefore, you should use an end-to-end approach for protecting your data and in this session, you will learn how to do just that. Specific topics covered include multi-factor authentication, password managers, encryption, mobile device management, anti-virus, firewalls, policies, and other tools that you can implement immediately. Remember, spending more does not make you more secure, but doing the right things can. • List three tools…

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CPA Firm Technologies

December 13 @ 9:55 am - 11:35 am EST
Mountain America Expo Center, 9575 S State Street
Sandy, UT 84070 United States
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What strategies can help your firm today and tomorrow? What technologies can support those strategies? The latest audit and tax technologies – in addition to niche areas such as collaborative accounting, payroll, and SALT – are covered in this session. You will also learn about supporting technologies such as practice management, document management, workflow, portals, eSignature, and email encryption. Come with your questions and expect to get insights on technologies that make public practice accounting better!• List three applications required…

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Evaluating Technology Controls

December 13 @ 12:25 pm - 2:05 pm EST
Mountain America Expo Center, 9575 S State Street
Sandy, UT 84070 United States
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Technology controls are more important than ever. In the absence of properly-functioning controls, entire systems and the data contained therein can quickly become infected, breached, or simply stop functioning. Auditors, business managers, and consultants all need to know how to evaluate critical technology controls and in this session, you will learn the best ways to evaluate essential information technology general controls and application controls.• Distinguish between information technology general controls and application controls • Identify key information technology control risks…

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Excel Financial Modeling Best Practices

December 13 @ 12:25 pm - 2:05 pm EST
Mountain America Expo Center, 9575 S State Street
Sandy, UT 84070 United States
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Excel remains the tool of choice for many professionals when building financial models, including forecasted financial statements and budgets. Yet many of these same professionals have never received any training on the best practices associated with generating financial modeling spreadsheets. Participate in this session to learn many amazing techniques that will not only help you save valuable time when building your Excel-based models, but will also improve the accuracy and quality of your results.• Identify ten best practices for creating…

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Personal Technologies

December 13 @ 12:25 pm - 2:05 pm EST
Mountain America Expo Center, 9575 S State Street
Sandy, UT 84070 United States
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Technology impacts us not only in business, but also at home and sometimes it can be difficult to distinguish between the two! In this session, you will learn about technologies you can use to help you get things done. Examples of tools discussed include personal hardware, apps, speech-to-text, notetaking tools, and audio-visual technologies. Make plans to participate in this session so that you can take full advantage of the technologies available to you.• Identify key hardware options for improved personal…

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Tales of True Tech Crimes – Ripped from the Headlines

December 13 @ 2:20 pm - 4:00 pm EST
Mountain America Expo Center, 9575 S State Street
Sandy, UT 84070 United States
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Security is a top concern for CPAs every year, yet many hacks result from organizations failing to implement effective information technology controls. In this session, you will learn about critical controls by using case studies from recent security incidents. This strategy helps you understand risks and appropriate responses. Participate in this session to learn how to reduce your risk associated with unauthorized access, theft of information, identity theft, data exfiltration, tax refund fraud, and more.• List examples of major security…

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Extending the Power of Excel with Useful Add-ins

December 14 @ 9:55 am - 11:35 am EST
Mountain America Expo Center, 9575 S State Street
Sandy, UT 84070 United States
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There are many free or low-cost add-ins available to enhance Excel. Included are Microsoft's Fuzzy Lookup add-in along with countless apps from the Office Store. Additionally, tools such as RiskAMP facilitate Monte Carlo simulations; ActiveData provides users with the means to perform sophisticated audit techniques; and the Analysis ToolPak streamlines a full range of statistical calculations. This session will identify and demonstrate useful add-ins to improve Excel functionality and your productivity.• Identify five useful add-ins to extend the power and…

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The Best Kept Secrets of Windows 10

December 14 @ 9:55 am - 11:35 am EST
Mountain America Expo Center, 9575 S State Street
Sandy, UT 84070 United States
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Most Windows 10 users continue to use the Windows operating system as they did in prior versions of Windows, ignoring many new productivity and security features. In this session, you will learn the best kept secrets of Windows 10, including how you can use it to minimize the threat of ransomware, integrate with your mobile device, and track your activities. Join us in this session so that you can take full advantage of Windows 10.• Identify options for managing the…

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Client Accounting and the Outsourced CFO

December 14 @ 9:55 am - 11:35 am EST
Mountain America Expo Center, 9575 S State Street
Sandy, UT 84070 United States
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Technology is transforming small business accounting as companies and their CPA firms are turning to Cloud-based solutions not just to “keep the books,” but rather to revolutionize business operations. The technology behind solutions from companies such as AccountantsWorld, Intuit, Sage, Xero, Zoho, and others places the focus on value-added services, instead of time-consuming data entry tasks. Participate in this session to learn how all parties can benefit from this new paradigm of small business accounting. • Identify bottlenecks in traditional…

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