Description
Objective
Participants will be able to discuss recent technology trends.
Highlights
• Microsoft 365 tricks and tips • Best practices for virtual meetings • Tools for sharing and responding to comments among a team from within a file • Specific strategies to use on selecting a system • Guidance on preparatory steps and conversions • Understanding the concept of Data Loss Prevention • How to acquire and access Cloud-based Microsoft Office tools • Overview of small business accounting solutions
Who Should Attend
CPAs working with or wanting to gain an understanding of technology
Required Knowledge
Some computer experience.
Advanced Prep
None
Event Speaker(s)
Additional Event Information
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.
*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via phone or email 30 minutes prior to the start of a live online program.
Sessions
Monday, December 12, 2022 (8:00 am–9:40 am ET)
General #1: Tech Update 2022
Mr. Tommy Stephens, Jr., CPA, MS, CITP
K2 Enterprises
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
• Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
• Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
• Serving as a Chief Financial Officer for an international engineering organization; and
• Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.
In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past twenty-seven years, Tommy has presented over 2,800 educational sessions to over 71,000 participants throughout the United States and Canada.
Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
The speed of technology change has been accelerating. But unfortunately, we can’t keep up, and we don’t know what to do about it. This visionary session provides insights, choices, and recommendations to help you decide how rapidly to move, which technologies will affect your business, and how to separate sales pitches from innovative ideas.
This session will explore emerging and evolving technologies important to accounting professionals. We will cover the benefits and risks of adopting new technologies in areas ranging from software applications to hardware devices. You’ll also learn how to develop a balanced technology strategy that includes current, emerging, and future technology choices for your firm or business.
Field of Study: Information Technology
Monday, December 12, 2022 (9:55 am–11:35 am ET)
1A: Options to Automate Your Tax Preparation Workflow
Stephen M. Yoss, Jr., CPA
K2 Enterprises
• Stephen M. Yoss, Jr., CPA, is a partner and principal of Devmatics, LLC, a software development company that focuses on solving problems through the implementation of technology. Devmatics builds custom software, mobile apps, integration solutions, workflow automation, and more for all types of organizations.
• Stephen has consulted with several companies on how to lower overhead, personnel, and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity to increase efficiency and productivity.
• Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He started writing original computer code at age 15 and has been working with technology ever since.
• He has presented to thousands of practitioners worldwide on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention, and more.
• Apart from working in technology and accounting he is a professional licensed pyrotechnician and works on major firework displays around the country. He lives in Claremont, California.
Tax Season can be a daunting time for tax preparers, but it doesn’t have to be with the help of tax automation software tools and other innovative technology. This session will provide an overview of the latest technologies and tools that can help automate your workflow and make the entire tax return preparation process smoother and more efficient. From client portals, workflow management, and e-signatures to robotic process automation, you’ll learn about all the options available to help streamline your tax preparation process. So don’t dread Tax Season – attend this session and arm yourself with the tools you need to succeed!
Field of Study: Computer Software & Applications
Monday, December 12, 2022 (9:55 am–11:35 am ET)
1B: Eight Awesome PivotTable Features
Lawrence McClelland
K2 Enterprises
Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas.
Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.
He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.
Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.
Are you looking to take your PivotTables to the next level? Many experts consider PivotTables to be Excel’s most powerful feature. Yet, most who create and work with them barely scratch the surface of all that PivotTables can do. In this session, you’ll learn eight powerful features you may have missed. From user-defined calculations to consolidating reports and adding KPIs, we’ll show you how to get the most out of your PivotTables. These are just some examples of the great things you can do with PivotTables, and in this session, you will learn these and other techniques to make your PivotTables even more powerful.
Field of Study: Computer Software & Applications
Monday, December 12, 2022 (9:55 am–11:35 am ET)
1C: Emerging Topics in Blockchain and Cryptocurrency
Mr. Tommy Stephens, Jr., CPA, MS, CITP
K2 Enterprises
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
• Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
• Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
• Serving as a Chief Financial Officer for an international engineering organization; and
• Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.
In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past twenty-seven years, Tommy has presented over 2,800 educational sessions to over 71,000 participants throughout the United States and Canada.
Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
Blockchain is one of the most-watched emerging technologies. Yet, few accountants understand how to use this technology to make existing ledger-based systems more efficient, effective, and tamper-resistant. In this session, you will learn the basics of blockchain-based ledgers. You will also learn about the fundamentals of cryptocurrencies such as Bitcoin and Ripple. Additionally, you will learn about emerging issues in these fields, such as stablecoins, central bank-issued digital currencies, smart contracts, and sovereign identity management. By attending this session, you will see how blockchain-based technologies will change your work with others.
Field of Study: Information Technology
Monday, December 12, 2022 (12:25 pm–2:05 pm ET)
2A: CPA Firm Technology For The Future
Stephen M. Yoss, Jr., CPA
K2 Enterprises
• Stephen M. Yoss, Jr., CPA, is a partner and principal of Devmatics, LLC, a software development company that focuses on solving problems through the implementation of technology. Devmatics builds custom software, mobile apps, integration solutions, workflow automation, and more for all types of organizations.
• Stephen has consulted with several companies on how to lower overhead, personnel, and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity to increase efficiency and productivity.
• Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He started writing original computer code at age 15 and has been working with technology ever since.
• He has presented to thousands of practitioners worldwide on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention, and more.
• Apart from working in technology and accounting he is a professional licensed pyrotechnician and works on major firework displays around the country. He lives in Claremont, California.
The next five years are going to be eventful for CPA firms. The profession has never seen such rapid change, with new and changing technologies appearing almost daily! So, what will your firm do?
How can you keep up without getting overwhelmed by these fast-paced transformations in the profession and stay profitable during this turmoil? What are the best technologies to handle client interactions, PBC lists, electronic signatures, and Advisory services? How do the cloud, next-generation accounting software, and client demands affect partner profitability? Attend this session to get an independent overview of the state of technology in the profession.
Field of Study: Information Technology
Monday, December 12, 2022 (12:25 pm–2:05 pm ET)
2B: The How's and Why's of Data Analytics
Lawrence McClelland
K2 Enterprises
Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas.
Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.
He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.
Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.
Increasingly, accountants and auditors are called upon to use data analytics to understand and improve results. Yet, many professionals struggle with the concept of data analytics and remain unaware of how to obtain the results needed using tools they already own.
In this session, you will learn about the four primary types of data analytics and when to use each. Further, you will learn how to generate meaningful analytical measurements using Excel, Power BI, and other tools and, more importantly, how to interpret the results. If you seek to use data analytics – and who isn’t – this session is for you.
Field of Study: Auditing
Monday, December 12, 2022 (12:25 pm–2:05 pm ET)
2C: Tales of True Tech Crimes Ripped from the Headlines
Mr. Tommy Stephens, Jr., CPA, MS, CITP
K2 Enterprises
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
• Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
• Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
• Serving as a Chief Financial Officer for an international engineering organization; and
• Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.
In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past twenty-seven years, Tommy has presented over 2,800 educational sessions to over 71,000 participants throughout the United States and Canada.
Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
We’re all familiar with the headlines describing how criminals use new and creative approaches to commit their crimes. But what you may not know is that these same criminal elements also target accounting professionals. Unfortunately, accountants are one of the most targeted groups on the Internet!
In this session, you will learn how high-profile failures occurred due to control malfunctions. In turn, hackers gained full reign over entire networks that contained sensitive information such as financial data stored online. Attend this session so you can be more effective at preventing crimes such as theft, malware, ransomware, phishing, and hacking.
Field of Study: Information Technology
Monday, December 12, 2022 (2:20 pm–4:00 pm ET)
General #2: Windows 11 - What End Users Need to Know
Lawrence McClelland
K2 Enterprises
Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas.
Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.
He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.
Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.
A burning question on the minds of many is, “What features should I use in Windows 11?” Presented with end-users in mind, in this session, you will get the answer you need to that question and others, all delivered in the context of improving productivity and security.
Among other topics, you will learn about improvements in virtual desktops, changes to the user interface, customization options, and more. If you’re using Windows 11 now or plan to upgrade soon, this is a must-see session to help you make the most of your upgrade.
Field of Study: Information Technology
Tuesday, December 13, 2022 (8:00 am–9:40 am ET)
General #3: Security Risks and Solutions Roundtable
Lawrence McClelland
K2 Enterprises
Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas.
Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.
He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.
Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.
Mr. Tommy Stephens, Jr., CPA, MS, CITP
K2 Enterprises
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
• Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
• Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
• Serving as a Chief Financial Officer for an international engineering organization; and
• Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.
In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past twenty-seven years, Tommy has presented over 2,800 educational sessions to over 71,000 participants throughout the United States and Canada.
Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
Stephen M. Yoss, Jr., CPA
K2 Enterprises
• Stephen M. Yoss, Jr., CPA, is a partner and principal of Devmatics, LLC, a software development company that focuses on solving problems through the implementation of technology. Devmatics builds custom software, mobile apps, integration solutions, workflow automation, and more for all types of organizations.
• Stephen has consulted with several companies on how to lower overhead, personnel, and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity to increase efficiency and productivity.
• Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He started writing original computer code at age 15 and has been working with technology ever since.
• He has presented to thousands of practitioners worldwide on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention, and more.
• Apart from working in technology and accounting he is a professional licensed pyrotechnician and works on major firework displays around the country. He lives in Claremont, California.
Security remains one of the top issues on the minds of most business professionals today – and for a good reason! Unfortunately, given the ever-increasing volume of sensitive data our organizations store and manage, we have become prime targets for cybersecurity attacks. Fortunately, we can take steps to reduce our risks significantly. This session will teach you which measures will benefit you and your organization the most.
In a roundtable format, you will learn about security risks and solutions from the breadth and depth of experience of the K2 Enterprises team. A vital aspect of this session is the opportunity to ask questions of your presenters.
Field of Study: Information Technology
Tuesday, December 13, 2022 (9:55 am–11:35 am ET)
3A: Safeguarding Taxpayer Data - A Guide for Your Required Security Plan
Lawrence McClelland
K2 Enterprises
Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas.
Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.
He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.
Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.
Combatting today’s cybercriminals takes all of us working together. The Internal Revenue Service works with state tax agencies and the tax industry to fight these 21st-century identity thieves. Unfortunately, data thefts at tax professionals’ offices are on the rise. Online providers also must follow the six security and privacy standards in Publication 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns. In addition, you fall under the PTIN and 4557 considerations if you prepare tax returns. Learn how to fulfill your obligations by participating in this session.
Field of Study: Information Technology
Tuesday, December 13, 2022 (9:55 am–11:35 am ET)
3B: Automation for Increasing Personal Efficiency and Effectiveness
Stephen M. Yoss, Jr., CPA
K2 Enterprises
• Stephen M. Yoss, Jr., CPA, is a partner and principal of Devmatics, LLC, a software development company that focuses on solving problems through the implementation of technology. Devmatics builds custom software, mobile apps, integration solutions, workflow automation, and more for all types of organizations.
• Stephen has consulted with several companies on how to lower overhead, personnel, and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity to increase efficiency and productivity.
• Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He started writing original computer code at age 15 and has been working with technology ever since.
• He has presented to thousands of practitioners worldwide on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention, and more.
• Apart from working in technology and accounting he is a professional licensed pyrotechnician and works on major firework displays around the country. He lives in Claremont, California.
Automation is a great way to save time and improve accuracy and effectiveness. It also allows you to get more value from your workday. This session will teach you how to automate the tasks that are mundane or take up too much energy, so you complete them automatically instead. One of the best things a person can do is invest time into automating their workday to help them achieve more work, reduce daily stress, and provide better mental clarity.
This session focuses on various tools and services you can use to help promote personal automation. In it, you will learn about technologies such as integration platform tools, Amazon Alexa and Google Home, and the Elgato Stream Deck.
Field of Study: Information Technology
Tuesday, December 13, 2022 (9:55 am–11:35 am ET)
3C: The Best Small Business Accounting Tools
Mr. Tommy Stephens, Jr., CPA, MS, CITP
K2 Enterprises
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
• Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
• Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
• Serving as a Chief Financial Officer for an international engineering organization; and
• Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.
In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past twenty-seven years, Tommy has presented over 2,800 educational sessions to over 71,000 participants throughout the United States and Canada.
Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
Working with a small business, you know that keeping the company’s finances in order is critical to success. While numerous software programs and tools are available to help you do this, they vary substantially in many significant aspects. In addition to conventional options like QuickBooks and Sage 50, you can choose from Cloud-based tools such as Zoho Books, QuickBooks Online, Spire Systems, Xero, Accounting Suite, Accounting Power, and many more.
In this session, we’ll look at the best accounting tools for small businesses and discuss the benefits of each one. This session covers accounting solutions that should work for startups and companies with up to $10 million in annual revenue. So, whether you work with a startup or an established small business, attend this session to find out which tools can help you achieve your financial goals.
Field of Study: Computer Software & Applications
Tuesday, December 13, 2022 (12:25 pm–1:15 pm ET)
4A: Accounting Automation
Mr. Tommy Stephens, Jr., CPA, MS, CITP
K2 Enterprises
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
• Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
• Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
• Serving as a Chief Financial Officer for an international engineering organization; and
• Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.
In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past twenty-seven years, Tommy has presented over 2,800 educational sessions to over 71,000 participants throughout the United States and Canada.
Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
Why can it be hard to automate accounting? Because many accountants don’t know their options and, therefore, fail to reap the rewards of accounting automation.
This session will teach you how easy and profitable accounting automation can be. In it, you will learn how to automate many traditional accounting processes, often with technology you already own. In addition to bank feeds, you will learn about automation options for processing accounts payable and receivable, approving transactions, and linking data from one platform to another. If you are serious about improving efficiency and accuracy, you should make plans to attend this session.
Field of Study: Information Technology
Tuesday, December 13, 2022 (12:25 pm–1:15 pm ET)
4B: How to Run Microsoft Office from the Cloud
Lawrence McClelland
K2 Enterprises
Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas.
Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.
He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.
Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.
Cloud-based options of familiar Microsoft Office applications have been available for over a decade. Moreover, these tools have matured to the point where their functionality rivals desktop-based options. Further, the ease of deploying, accessing, and using these tools is striking.
In this session, you will learn about Cloud-based alternatives to everyday desktop applications and why you should consider adding them to your toolbox. You will also learn about the relative strengths of competitive services available from Zoho and Google and why you should consider these tools. Knowing all your options is imperative in the new cloud-connected world!
Field of Study: Information Technology
Tuesday, December 13, 2022 (12:25 pm–1:15 pm ET)
4C: Implementing Data Loss Prevention for Better Security and Privacy
Stephen M. Yoss, Jr., CPA
K2 Enterprises
• Stephen M. Yoss, Jr., CPA, is a partner and principal of Devmatics, LLC, a software development company that focuses on solving problems through the implementation of technology. Devmatics builds custom software, mobile apps, integration solutions, workflow automation, and more for all types of organizations.
• Stephen has consulted with several companies on how to lower overhead, personnel, and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity to increase efficiency and productivity.
• Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He started writing original computer code at age 15 and has been working with technology ever since.
• He has presented to thousands of practitioners worldwide on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention, and more.
• Apart from working in technology and accounting he is a professional licensed pyrotechnician and works on major firework displays around the country. He lives in Claremont, California.
Data Loss Prevention (DLP) is a means of creating and enforcing security policies in an organization. For example, you can create DLP rules that programmatically block all outbound email messages containing Social Security or credit card numbers. Unfortunately, most business professionals have yet to discover DLP and how it improves security.
In this session, you will learn the fundamentals of DLP and, through demonstrations, see how you can use DLP to enhance organizational security. You do not want to miss this chance to learn how to take advantage of one of the most innovative security options available to you!
Field of Study: Information Technology
Tuesday, December 13, 2022 (1:25 pm–2:15 pm ET)
5A: Choosing Your Mid-Market Accounting Solution
Stephen M. Yoss, Jr., CPA
K2 Enterprises
• Stephen M. Yoss, Jr., CPA, is a partner and principal of Devmatics, LLC, a software development company that focuses on solving problems through the implementation of technology. Devmatics builds custom software, mobile apps, integration solutions, workflow automation, and more for all types of organizations.
• Stephen has consulted with several companies on how to lower overhead, personnel, and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity to increase efficiency and productivity.
• Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He started writing original computer code at age 15 and has been working with technology ever since.
• He has presented to thousands of practitioners worldwide on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention, and more.
• Apart from working in technology and accounting he is a professional licensed pyrotechnician and works on major firework displays around the country. He lives in Claremont, California.
Many businesses are being held back by legacy solutions. The old way of doing things just doesn’t work anymore. Instead, Software as a Service (SaaS) has transformed many mid-market companies. In this new world of cloud-based, workflow-enabled, data-centric, and connected solutions, you can solve existing and future business problems in new ways without being bogged down by paper-centric environments.
This session covers integrated and ERP solutions that should work for businesses in the $10 Million to $1 Billion range. If your existing system has been in place for seven or more years, it is time to consider upgrading or replacing it. Leverage your instructor’s knowledge of the market to minimize your risk.
Field of Study: Computer Software & Applications
Tuesday, December 13, 2022 (1:25 pm–2:15 pm ET)
5B: Supercharging Your Spreadsheet Collaboration
Lawrence McClelland
K2 Enterprises
Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas.
Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.
He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.
Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.
Collaboration is a key to productivity and success. But remote work can make collaboration more challenging, including collaborating on spreadsheets. Fortunately, tools such as portals with check-in/check-out capabilities, version control, comment tracking, and co-authoring can enable online spreadsheet collaboration. Further, Excel’s Inquire tool can facilitate spreadsheet collaboration in offline environments.
Don’t let remote work hamper your spreadsheet collaboration needs! Participate in this session to learn how to collaborate on spreadsheets effectively from anywhere using tools you already own or license.
Field of Study: Information Technology
Tuesday, December 13, 2022 (1:25 pm–2:15 pm ET)
5C: Privacy Issues and Solutions - What You Need to Know!
Mr. Tommy Stephens, Jr., CPA, MS, CITP
K2 Enterprises
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
• Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
• Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
• Serving as a Chief Financial Officer for an international engineering organization; and
• Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.
In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past twenty-seven years, Tommy has presented over 2,800 educational sessions to over 71,000 participants throughout the United States and Canada.
Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
Privacy should be everywhere, yet every day seemingly brings a new story about a privacy violation. While it can be frustrating and sometimes scary to think about mishandling our personal information, it’s important to remember that we can take steps to protect our privacy.
This session will teach you where your critical threats are and what information you may already have at risk. More importantly, you will learn how to manage and mitigate privacy risks. In an era of increasing connectivity – and by extension, risk – this session should be high on your list to take as soon as possible.
Field of Study: Information Technology
Tuesday, December 13, 2022 (2:30 pm–4:10 pm ET)
General #4: The K2 Team's Top Tech Productivity Tips and Tricks
Stephen M. Yoss, Jr., CPA
K2 Enterprises
• Stephen M. Yoss, Jr., CPA, is a partner and principal of Devmatics, LLC, a software development company that focuses on solving problems through the implementation of technology. Devmatics builds custom software, mobile apps, integration solutions, workflow automation, and more for all types of organizations.
• Stephen has consulted with several companies on how to lower overhead, personnel, and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity to increase efficiency and productivity.
• Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He started writing original computer code at age 15 and has been working with technology ever since.
• He has presented to thousands of practitioners worldwide on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention, and more.
• Apart from working in technology and accounting he is a professional licensed pyrotechnician and works on major firework displays around the country. He lives in Claremont, California.
The world of work changed radically and became much more virtual after the pandemic’s onset in 2020. Over two years into the “new normal,” our team has compiled a list of the top technology productivity tips, tricks, and traps. In this session, you will learn about shortcuts and hacks to help you accomplish more in Excel, Teams, Outlook, virtual meetings, and many other applications you use every day. Attend this session and learn the best tips to help you and your team accomplish more in less time.
Field of Study: Information Technology
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Registration Fees
| 2-Day Registration | Early Bird | Regular |
|---|---|---|
| NCACPA Member | N/A | $495.00 |
| Non-Member | N/A | $595.00 |
| Other CPA State Society Member | N/A | $495.00 |
| Monday Only Registration | Early Bird | Regular |
|---|---|---|
| NCACPA Member | N/A | $285.00 |
| Non-Member | N/A | $385.00 |
| Other CPA State Society Member | N/A | $285.00 |
| Tuesday Only Registration | Early Bird | Regular |
|---|---|---|
| NCACPA Member | N/A | $285.00 |
| Non-Member | N/A | $385.00 |
| Other CPA State Society Member | N/A | $285.00 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.