2016 Technology Conference - (LMC16) - BOTH DAYS ONLY
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5/12/2016 to 5/13/2016
When: 05/12-13/2016
1st Day Starts 8:30AM - 2nd Day Ends 4:20PM
Where: DoubleTree by Hilton Lafayette
1521 W. Pinhook Rd
Lafayette, Louisiana  70503
United States

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Taught by the tech gurus at K2, the Technology Conference is a great way to upgrade your skills and improve productivity. Each session is configured with the accounting professional in mind so you’ll walk away with solutions that apply to your needs. You’ll get tips on hardware and software selection, the latest in data security, resources for streamlining your processes, and apps for making life easier all around. You’ll leave refreshed and armed with ideas that will save you time, money, and sanity.


Sponsorships are still available for this conference - view the event demographics and pricing here. For more information, contact Misean Reed at 504.904.1133 or mreed@lcpa.org 


Thursday, May 11
8:00 – 8:30 am Registration & Continental Breakfast
8:30 – 10:10 am

Tech Update 2016
There is more new technology to consider this year than almost any other year in the last decade. Hardware and software businesses are changing quickly, the Cloud impacts business decisions, mobile strategies are becoming more clear, and the Internet of Things is a game-changer on all fronts. In this keynote session, you will learn how to create a technology roadmap that helps improve organizational efficiency and avoid pitfalls.

10:30 am – 12:10 pm
Concurrent Sessions

A New Day, A New Technology Way
As technology continues to evolve, so too must our business practices. Failing to capitalize on new ways and techniques for completing tasks mean that we may be leaving tremendous amounts of productivity on the table. Further, not matching our business processes to today’s technologies can jeopardize the security of sensitive information. In both of these cases, the end result is that our organizations are not as competitive as they can and should be.


Securing the Perimeter: A Management View
Security is, and should be, on everyone's radar. Whether you control security choices or not, you can raise your awareness and ask the right questions by attending this session. Understand the changes in firewalls, anti-virus, encryption and other tools so you can ask the right questions of your team or contractors. This session will also help you understand the risks you currently have and provide ideas on how to mitigate and minimize your exposure.


CPA Firm Technology Solutions
Would you like to work less while continuing to provide great client service, superior team member experiences, and the right partner profitability? Applying the right technology to the problems of your firm can accomplish all three of these objectives. In this session, learn about the new and best approaches in technology for CPA firms.

12:10 – 1:00 pm Lunch
1:00 – 2:40 pm
Concurrent Sessions

Accounting Software Update
The world of accounting software has changed, radically, over the last five years. While Cloud offerings have held the spotlight in the recent past, the traditional software vendors have responded with hosted and hybrid Cloud offerings of their own. These new options give businesses of all sizes the ability to access data and collaborate from anywhere, with some providing near real time reporting of key performance indicators. Join us in this session to learn about available accounting, reporting, and analytics options for your organization and/or your clients.


Integrating Excel With Word and PowerPoint
Excel is the accountants' tool of choice for analyzing data, and their analyses often find their way into formal reports and presentations. Most accountants and business professionals use simple cut-and-paste processes or re-key their analyses to integrate them into Word and PowerPoint, but these Microsoft Office products offer a full range of options for integrating data among and between them. This session contains all of the tips, tricks, and techniques necessary to ease the process of integrating Excel with Word and PowerPoint.


Adobe Acrobat DC: Big Changes for PDFs
With the introduction of Adobe Acrobat DC, Adobe changed the game on how we work with PDF documents. More than just “another new software version,” Acrobat DC offers a number of new outstanding productivity features that you will want to take advantage of including the ability to collect and send documents for e-signatures, fill and sign forms on mobile devices, and collaborate with other users through the Cloud. Features such as these, coupled with significant changes in licensing, means that Acrobat DC is a substantially different product than its predecessors. Join us in this session to learn how to take advantage of all that Acrobat DC has to offer.

3:00 – 4:40 pm

Excel’s Top 15 All-Time Hints and Tips
Take your Excel productivity and efficiency to a new level by learning about fifteen of Excel’s greatest features and functions. In this session, you will learn how to turbocharge your Excel workbooks with features such as Fuzzy Lookups and Inquire, along with tips for solving rounding issues and reducing spreadsheet errors. After you complete this session and implement the tips you learn in it, your Excel productivity will be at levels you may have never thought possible.

4:50 – 5:40 pm
Bonus Session

PivotTable Refresher
PivotTables remain Excel’s most powerful feature, yet, many business professionals continue to avoid using them. In this session, you will learn why you should work with PivotTables and how you can create simple, yet powerful PivotTables with ease. And perhaps best of all, once you master fundamental PivotTables, you will set the stage for even greater productivity by continuing to leverage their usefulness!

Friday, May 13
7:30 – 8:00 am Registration & Continental Breakfast
8:00 – 9:40 am

Windows 10 Tips and Tricks
You've made the move to Windows 10. The Start Menu has returned and its Cloud integration is obvious, but most everything else is unfamiliar. This session will help you setup and customize Windows 10 and improve its performance, security, and privacy. From navigation to setting default applications to configuring backup, this session provides the needed guidance. Plus, we will introduce you to virtual desktops, the digital assistant, the unified notifications area, and provide a detailed overview of the Settings area – where you can configure the core of Windows 10 settings. Don't miss this opportunity to jump start your transition to Windows 10.

10:00 – 11:40 am
Concurrent Sessions

Should Your Next Computer Even Be a Computer?
With ever-increasing power built into tablets, convertibles, and smartphones, do you really need a desktop or laptop computer anymore? If you could run all of your applications and services from a mobile device that is connected to a full-size monitor and keyboard, would this cause you to re-think future computer purchases? Across the spectrum of major mobile operating systems – Android, iOS, and Windows Mobile – it is becoming increasingly possible to operate exclusively from a single mobile device and, in this session, you will learn just how practical it may be for you to do precisely that. If you are trying to simplify your technology footprint, join us in this session to learn whether you really need, yet, another new computer.


Profiting With Excel’s Best New Features Excel is a staple of the business professional’s toolbox, yet, all too often, new features remain undiscovered and underutilized, leading to inefficiencies and errors. In this session, you will learn about key new features added to Excel 2013 and Excel 2016 and how to put these features to work. Among the new tools you will learn about are Data Models, Flash Fill, and Enhanced Drill-Down and Around on PivotTables. You will also learn about six new charts added in Excel 2016 and how to use PowerPivot, Power Query, and Power View for business intelligence. Join us in this session to learn about the best new features recently added to Excel and how to put them to work for you and your team to increase productivity, accuracy, and profit.


Best Technologies for Small Businesses
Small businesses face unique challenges when attempting to implement technology. Is the Cloud the right place to do business? What about licensing issues? Should I upgrade my hardware and software? How much is all of this going to cost? Each of these questions – and many more - has likely been asked countless times in small business environments regarding technology. In this session, you will get the answers you need to make better technology decisions for your small business. Join us in this session to gain a unique perspective on the best technologies for small businesses.

11:40 am – 12:30 pm Lunch
12:30 – 1:20 pm
Concurrent Sessions

Get Organized With Evernote and OneNote
Evernote and OneNote are two of the best tools available for managing your daily activities and related data. Yet few business professionals take advantage of either of these tools and, consequently, items seem to “slip through the cracks.”


Workflow to Benefit You and Your Clients
Workflow provides an opportunity to improve your practice along with team member and client experience. Improvement in both manual and automated processes can minimize missed deadlines and due dates, improve scheduling of resources, and reduce the amount of effort required to complete engagements. This overview will list opportunities in your firm where workflow can make a difference in the amount of effort from your team to provide client deliverables. Learn how to develop your own customized workflows for your practice, and discover tools and techniques for implementation.


Fraud in the Cloud: New Risks in a New Environment
Cloud-based applications have changed the way we work, play, and access information. The benefits and risks associated with software-as-a-service (SaaS) and hosted applications are very different than traditional on-premise information technology.

Some traditional items used in an on-premises forensic investigation, like the transaction audit trail, user access logs, and computer access logs, are often difficult to obtain for Cloud solutions, and may even be unavailable by the time you or your client suspect a crime. In this session, you will learn about some of the new risks associated with Cloud solutions as well as some techniques which can be used to limit these risks.

1:30 – 2:20 pm
Concurrent Sessions

Our Favorite Apps
Apps are the new way to solve many different business issues. How can you find appropriate apps? How should apps be integrated with legacy systems? Should you create your own apps? Can apps do as much as traditional systems? Attend this session to get a broad overview of useful apps.


QuickBooks Online: Advanced Features and Functions
With approximately 1.5 million small businesses now running QuickBooks Online (QBO), accounting professionals must recognize that Cloud-based accounting is here to stay and begin to understand some of the advanced features in QBO that can help small businesses succeed. In this session, you will learn about many of the advanced features available in QBO such as inventory management, audit trails, customized reports, importing and exporting data, bank feeds, and linking QBO data directly into Excel. If you are not using QBO to its fullest or, are a bit curious about the advanced features available in the service, then you should make plans to participate in this session to learn more about what QBO can do for small businesses.


Create Stunning Dashboards With Power BI Desktop
Microsoft has created an alternative environment for creating user-interactive dashboards without Excel. The free Power BI Desktop application allows business professionals to create stunning dashboards using quick and easy drag-and-drop processes, similar to Power View, but without the need to invest in a premium-priced version of Microsoft Office. Power BI Desktop opens a new era in data analysis and reporting. Don't miss this opportunity to see this amazing new reporting tool in action.

2:40 – 4:20 pm

Critical Tips for Avoiding Identity Theft
Identity theft is the fastest growing crime in the United States, with approximately 10 million occurrences every year. On average, it will cost the victim several hundred dollars and dozens of hours to resolve. It can cause irrevocable damage to an organization's reputation and change public opinion. This session will examine the major causes, factors, and outcomes of identity theft and organizational security breaches.

Participants will be presented with current examples from a wide range of industries and attack types. This session will describe how to identify when theft occurs, what information is most at risk, where the stolen information is used, and best practices on how to prevent it from occurring.


  Both Days
Day One | Day Two
After 4/27 add $50 to
registration fee.
Members $449 $315 
Non-Member  $649 $ 415

Register online using the 'Register' button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040 Monday through Friday, 8am to 5pm.

Need to register more than one person? Fill out our Group Registration Form and email it to register@lcpa.org.


DoubleTree by Hilton Lafayette
1521 W. Pinhook Rd
Lafayette, LA 70503

Cut-off Date: April 27
Rate: $112
Code: LPA or identify yourself as an attendee of LCPA’s Technology Conference.

Call 800.222.8733 to book your reservations or you can reserve online.


Click on the names below to learn more about these speakers. 
  • H. Lawrence A. McClelland, MBA, JD
    Mac gained his practical experience in information systems with NASA and as director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, and has taught hundreds of CPE seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia.
  • Val D. Steed, CPA.CITP, MA
    Val is the CEO of K2 Enterprises which is a national technology training and consulting organization. He has 12 years of experience in public practice and has been involved with information systems and the accounting technology industry since 1984.
  • Stephen M. Yoss, Jr., CPA
    Steve is a senior technology strategist and principal of MantisPRO, a company that focuses on helping organizations develop a technology strategy to streamline their business operations and to lower overhead, personnel, and compliance costs by investing in technology and reengineering their business practices.