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December 2018

K2’s Advanced Excel Reporting – Best Practices, Tools and Techniques

December 13 @ 12:30 pm - 4:00 pm EST
TBA, Unknown
Unknown, Un 00000 United States
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If you need to build advanced Excel reports, including reports where the source data resides in your accounting software or another database, then this program should be at the top of your CPE list! In this seminar, you will learn how to use Open Database Connectivity (ODBC) and Online Analytic Processing (OLAP) to connect Excel to external data sources, such as your accounting software database, to extract data for reporting and analysis. You will also learn how to incorporate PivotTables…

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K2’s Tech Tools and Gadgets for a More Efficient You!

December 13 @ 1:30 pm - 5:30 pm EST
Webinar, LA United States + Google Map
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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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K2’s Planning and Managing Your Team’s Technology

December 14 @ 8:00 am - 4:00 pm EST
Penn State – Great Valley MAIN Bldg, 30 E Swedesford Rd MAIN Bldg
Malvern, PA 19355 United States
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Isn't it time you took control of information technology (IT) within your organization? With IT being both a significant cost and a strategic expenditure, what can you do to manage ROI? What steps are available to maximize the impact of technology, controlling costs where possible, while still benefiting from leveraging that technology to improve profits? How can you set reasonable budgets and manage your team and vendors to ensure that your technology is functioning as intended and on budget? What…

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Emerging Technologies

December 14 @ 8:00 am - 9:40 am EST
Mountain America Expo Center, 9575 S State Street
Sandy, UT 84070 United States
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The next wave of technology is arriving now and you will need to choose from various technologies and tools to maintain and improve your productivity. Each emerging technology – among them Artificial Intelligence, Big Data, and Machine Learning – will be explained including why it is important and how it works. Additionally, actual products will be used as examples in each category to turn this discussion from a theoretical overview to a practical selection and how-to cookbook.completing this session, you…

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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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Technology Decision Tree – Medium to Large Business Accounting

December 14 @ 12:25 pm - 1:15 pm EST
Mountain America Expo Center, 9575 S State Street
Sandy, UT 84070 United States
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What to do? Although Microsoft and Sage still dominate mid-market accounting, Acumatica, Intacct, and others provide formidable Cloud-based solutions, while Open Systems, SYSPRO, SAP, Oracle, Epicor, Infor, and others offer a variety of intriguing options. How can we select and implement the right system? This session is designed to present a series of questions and answers to help you determine the approach that works for you. Major benefits and drawbacks of each product are included.• Differentiate between various accounting solutions…

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Microsoft Power BI – Power Reporting for Free!

December 14 @ 12:25 pm - 1:15 pm EST
Mountain America Expo Center, 9575 S State Street
Sandy, UT 84070 United States
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Microsoft's Power BI Desktop puts business intelligence in your hands! Offered as a free tool, Power BI allows you to create compelling reports in mere minutes. Participate in this session to embark upon a guided tour of linking data into Power BI, creating stunning and powerful visualizations, and building interactive reports, all with the free version of Power BI. Additionally, you will learn how you can extend these capabilities with a Power BI Pro subscription.• Distinguish between various levels of…

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