Tech Update
Brian Tankersley, CPA, CITP, CGMA, K2 Enterprises
Keeping pace with technology has never been more crucial, and K2’s Tech Update is your key to staying informed and ahead. This comprehensive session is tailored for accounting professionals seeking to understand the landscape of technological
advancements. You will gain insights into the latest developments and how they impact the accounting sector. Our expert-led program will delve into the newest Software and Hardware innovations, the evolving role of AI and machine learning
in accounting, and the burgeoning impact of technologies like quantum computing and blockchain. This course guides you through the advantages and challenges of these technologies and helps you craft a technology strategy that aligns with your
business goals.
It’s time for a lunch break.
Excel Best Practices & Features
Tommy Stephens, Jr., CPA, CGMA, CITP, K2 Enterprises
Microsoft Office Excel is one of the most widely used applications by accounting and financial professionals. Yet, many remain unaware of new and improved features in Excel and, therefore, fail to reach the level of productivity and accuracy they
desire. Further, with new features appearing in Excel provided through Microsoft 365 subscriptions and the forthcoming release of Excel 2024, it is more important now than ever to get up-to-speed on the world’s most popular spreadsheet.
Make plans now to elevate your Excel skills by participating in this session. You will learn about the newer features available to improve efficiency and accuracy in it. You will also learn about the importance of numerous legacy features in Excel
and how you can—and should—continue to use these tools to improve productivity.
Time To Advance Automation
Tommy Stephens, Jr., CPA, CGMA, CITP, K2 Enterprises
In today’s business environment, automation is no longer just a buzzword but a critical component for enhancing efficiency and accuracy. This session provides practical insights on automating your organization using advanced tools from
Zoho, Zapier, Microsoft, and others. We will focus on real-world applications, demonstrating how to automate key accounts payable, banking, and approval workflows. You will also learn to recognize and avoid common pitfalls in automation
projects. This course is essential for accounting and financial professionals seeking to leverage automation to achieve greater efficiency, reduce errors, and foster a more productive work environment.
Optimizing Your Tech Stack
Brian Tankersley, CPA, CITP, CGMA, K2 Enterprises
In the ever-evolving landscape of business technology, it is about having the right tools and optimizing for efficiency and cost-effectiveness. K2’s Optimizing Your Tech Stack for Efficiency and Cost-Effectiveness is designed
for professionals seeking to balance functionality with financial prudence. This session delves into strategies for streamlining your technology stack without sacrificing performance. We will guide you through assessing your current
tech tools, identifying redundancies, and exploring less expensive yet effective alternatives. You will learn techniques to evaluate the total cost of ownership of tech tools and make informed decisions to avoid overspending. This
course is necessary for professionals seeking the most value from their technology investments.
Advanced Collaboration Solutions
Stephen Yoss Jr., CPA, MS, K2 Enterprises
In an era where seamless collaboration and efficiency are paramount, K2’s Advanced Collaboration Solutions provides an in-depth look into integrating cutting-edge technologies to enhance client interactions and workflow. This
course explores the latest advancements in client portals, incorporating PBC (Provided by Client) and 1040 workpaper products, integrating payment options, and eSignature capabilities. Understand how these tools meet compliance
standards and significantly improve the user experience and operational efficiency. We will guide you through selecting the right mix of technologies to address your business challenges, ensuring your firm has the best tools for
success in today’s digital landscape.
Small Business Accounting Solutions
Tommy Stephens, Jr., CPA, CGMA, CITP, K2 Enterprises
The landscape of small business accounting constantly changes, and K2’s Small Business Accounting is your essential guide to navigating these changes. This course focuses on the most effective accounting solutions and supplementary
tools for today’s small businesses. We explore robust, user-friendly software options, from industry staples like QuickBooks Online and Xero to emerging Cloud-based platforms and add-ons. The course helps you understand how
these tools can streamline financial management for businesses with annual revenues up to $15 million. You will gain insights into the latest advancements, integration capabilities, and how to maximize efficiency and accuracy in
small businesses.
It’s time for a lunch break.
Consumer Electronics Show 2024 Review
Brian Tankersley, CPA, CITP, CGMA, K2 Enterprises
The Consumer Electronics Show 2024 (CES) is the premier event for witnessing the convergence of technology and consumer needs. This year’s show provides unparalleled exploration of the latest innovations in the tech world. Attendees
will experience the newest trends in smart home technology, wearable devices, augmented and virtual reality, and sustainable tech solutions. Our expert-led session provides accounting-centric insights into how these technologies
reshape consumer behavior and the global marketplace. Whether you are a tech enthusiast, an industry professional, or just keen on staying ahead of the technological curve, CES 2024 offers valuable insights you should not miss.
AI Confidential? Privacy & AI
Stephen Yoss Jr., CPA, MS, K2 Enterprises
Generative Artificial Intelligence captured everyone’s imagination when it launched in 2022, but it also creates opportunities for data leakage and inappropriate use of confidential data based on the terms of service. Unfortunately,
everyone has clicked “I agree” on a Terms of Service (TOS) or End User License Agreement (EULA) document which they neither read nor understood. This session will review the standard terms embedded in these documents
with thousands of words and incomprehensible terminology. Attend this breakout and learn what you wish you knew about analyzing and evaluating license agreements and privacy policies.
Better Reporting with QuickBooks Online
Tommy Stephens, Jr., CPA, CGMA, CITP, K2 Enterprises
Presently, over seven million businesses use QuickBooks Online. However, these businesses often struggle to get the reports they need. In some cases, they are limited because of their chosen subscription. However, necessary reports
are available in other cases, yet users do not know how to access them. Join us in this session to learn about better reporting options in QuickBooks Online.
In this session, you will learn how to create and customize your reports in QuickBooks Online. You will learn about Standard, Custom, and Management reports. You will also learn about the new Spreadsheet Sync tool that allows you to
create customized reports, including multi-company reports in Excel. If you use QuickBooks Online and want to improve reporting, this session is for you.
Harnessing ChatGPT
Stephen Yoss Jr., CPA, MS, K2 Enterprises
Enhance your productivity and streamline your accounting practices with ideas learned in this course. This dynamic program, designed specifically for accountants seeking a competitive edge, delves into the practical applications of
ChatGPT in your daily workflow. From conducting comprehensive research and crafting compelling correspondence to swiftly addressing technical inquiries and optimizing Excel formulas, you will gain invaluable skills to expedite
your tasks and improve overall efficiency. Furthermore, we will delve into the power of ChatGPT plugins, equipping you with the knowledge to process PDF documents seamlessly and efficiently navigate the vast expanse of the web.
Join us on this transformative journey and unlock your potential as a proficient and empowered accountant.
Effective Automation & Outsourcing
Brian Tankersley, CPA, CITP, CGMA, K2 Enterprises
While outsourcing and automation have been used in multinational corporations, the decline in accounting program enrollment at many universities has made finding qualified entry-level staff more challenging and forced a new conversation
about these tools in small and mid-sized businesses. This session will discuss the business environment for outsourcing and review the ethical, regulatory, and practical considerations associated with revealing data and relying
on the work of others in your organization.
Saving Time with Electronic Forms
Tommy Stephens, Jr., CPA, CGMA, CITP, K2 Enterprises
Web portals, “low-code/no-code” data collection, and survey tools have changed how we collect data. Modern solutions like Microsoft 365 Forms, Zoho Survey, SurveyMonkey, Microsoft PowerApps, and legacy tools like Adobe
Acrobat Forms allow users to create web forms and integrate the resulting data into business process workflows. This session introduces the range of available tools, demonstrates standard features, and shows how tools permit users
to expose or conceal questions based on answers given earlier in the survey. Attend this session to learn how to use tools you already own to collect data from your team, customers, and vendors efficiently.
Ripped From the Headlines: Lessons from Interesting Tech Crimes
Stephen Yoss Jr., CPA, MS, K2 Enterprises
Remote and hybrid work during the Pandemic created new opportunities for cybercriminals and other fraudsters to exploit, and accounting professionals are among the most targeted individuals. This session is a series of case studies that examine
actual criminal filings and news accounts and use them to highlight the actions you can take to limit your exposure to similar schemes. 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.