2017 Technology Conference - BOTH DAYS (LMC17)
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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.

6/15/2017 to 6/16/2017
When: 6/15-16/2017
8:30 AM until 4:20 PM
Where: Hilton New Orleans Riverside
#2 Poydras Street
New Orleans
United States
Presenter: Various


Online registration is closed.
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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 get the most out of your resources. 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.

Refer a new attendee and you both get $50!

When you bring a new attendee to the conference, you’re both eligible to earn a $50 gift card. There is no limit, so if you bring 6 new people, you can earn 6 gift cards. Just have the new attendee list your name if the ‘Referred by’ box during registration and check in at the LCPA registration desk during the conference to collect your prize. Note: Both of you need to attend both days of the conference. A new attendee is anyone who has not attended this conference in the past three years (2014-16).

Plus, conference attendees will be eligible to enter two drawings for one of two Amazon gift cards -- one for $100 and one for $200. Those drawings will be held Friday afternoon and you must be present to win. (Thursday-only attendees are not eligible for the Amazon gift card drawings.)

Sponsorships are still available. Contact Misean Reed at 504.904.1133 or mreed@lcpa.org.

Thursday, June 15
8:00 – 8:30 am Registration & Continental Breakfast
8:30 – 10:10 am

Tech Update 2017

What has changed in technology that would benefit my organization? What does the future of technology hold? How can I take better advantage of tools I already own? What changes in hardware and software should I incorporate into my plans? How do I strengthen security in my organization? Get answers to these questions and gain insights on long-term strategic choices and short term technology tactics to maximize your ROI by participating in this ever-popular, foundation session.

Learning Objectives

  • Identify key technologies to implement
  • Differentiate between “must have” and “nice to have” technology options
  • List evolving technologies with potential
  • Apply various tools to solve real-world business problems
10:30 am – 12:10 pm
Concurrent Sessions

1a. Reporting Tools for Productivity

How many reports do you produce in Excel each month? How much time does this task take you and your team to accomplish? Is there a way to create and update these reports more quickly? Attend this session to learn about the productivity you can gain by using and leveraging tools like BizNet, Power BI, and more.

Learning Objectives

  • Identify reporting features of Excel and other add-in tools
  • Differentiate between Excel reporting options
  • List reporting capabilities that can increase productivity
  • Apply the knowledge gained to solve reporting needs

1b. The CPA Firm of NOW!

Forget the “CPA Firm of the Future,” it’s the “CPA Firm of NOW” that is of immediate concern! And given that, what technologies should the CPA Firm of NOW embrace to address issues such as improving client satisfaction, attracting and retaining staff, and increasing profitability?

In this session, you will learn about technologies that can solve many of the problems facing today’s CPA firm. Technologies discussed in this session are workflow, practice management, document management, scan-and-populate, engagement planning and management, and tax notice responses. If you work in public accounting, you can’t afford to miss this eye-opening session!

Learning Objectives

  • Identify leading solutions to address critical issues in CPA firms
  • Apply an ROI-based approach to choose which solutions you should select for your firm
  • Create a business plan for implementing specific technologies in your firm
  • Implement needs-based training to ensure that your team takes full advantage of the technology provided

1c. Excel Tips & Tools for Better Budgets & Forecasts

Excel is the de facto budgeting and forecasting tool for most professionals, yet many who use Excel for these tasks do not take advantage of the numerous built-in tools available. Among other topics in this session, you will learn how to work with Excel features such as FORECAST, FORECAST.ETS, TREND, Forecast Sheets, XNPV, and XIRR. Additionally, you will learn better ways to manage what-if analysis using Scenario Manager, Solver, and the value of performing Monte Carlo simulations. In short, if you use Excel for budgeting and forecasting, you can’t afford to miss this session!

Learning Objectives

  • List key budgeting and forecasting-centric features in Excel
  • Differentiate between Excel's capital budgeting functions
  • Utilize Scenario Manager to manage different sets of budget assumptions
  • Solve complex, multi-variable equations with Excel's Solver add-in
  • Create Monte Carlo simulations to model risk in budgets and forecasts
12:10 – 1:00 pm Lunch
1:00 – 2:40 pm
Concurrent Sessions

1d. Excel Data Models, Combinations, & Consolidations

Combining and linking data from multiple tables, sheets, and workbooks is a daily need for most accountants, yet many do not fully appreciate the breadth of Excel options available for accomplishing this task. In this session, you will learn about the full range of Excel data consolidation functionality, including simple sum-through formulas, auto-merging workbooks, consolidation PivotTables, and linking tables to create powerful Data Models. Simplify and streamline your data consolidation processes, improve your personal productivity, and reduce errors with the information contained in this feature-packed session.

Learning Objectives

  • Differentiate between various formula-based approaches to consolidating data
  • Implement dummy end-point worksheets or columns to simplify the data consolidation process and reduce errors
  • Differentiate between using Data Consolidation by position and by category
  • Use consolidation PivotTables to combine data from multiple worksheets and/or multiple workbooks
  • Create a Data Model by linking multiple tables of data and then build powerful PivotTable analyses from the Data Model

1e. Small Business Accounting

Small business accounting choices have been limited in the past, particularly where inventory and job-costing needs were strong. Many products and services have been introduced with these needed features including Zoho, Dynamics 365, AccountingSuite, Accounting Power, in addition to more well-known solutions such as QuickBooks and QuickBooks Online with extensions. Attend this session to learn about the various competitors and the best fit for your organization.

Learning Objectives

  • Identify top small business accounting solutions
  • Differentiate between solutions available
  • List features needed in small business accounting products
  • Apply the knowledge gained to solve small business problems

1f. What’s New With Microsoft Office 365, Zoho Docs, & G Suite by Google Cloud

Business productivity software is a cornerstone of an organization's software investment. This session looks at three major business productivity platforms, Office 365, Zoho Docs, and G Suite. We examine these platforms and their popular applications, services, mobile apps, and backend functionalities. This review will help you determine when to use each platform, the most effective use cases, as well as the strengths and weaknesses therein. As a participant, you will leave with a strong understand of the product offerings and be able to conclude which platform is right for your organization.

Learning Objectives

  • Identify the popular applications, services, mobile apps, and backend functionalities of Microsoft Office 365, Zoho Docs, and G Suite and how they work inside an organization
  • Identify the back-office functionalities provided, their merits, necessities, and compelling features of each solution covered
  • Analyze the differences, opportunities, and drawbacks of a user experience delivered via the Cloud versus software installed on the computer
  • Create an action plan to move your organization to one of the solutions covered
  • Outline and list the financial costs and organizational requirements for utilizing Microsoft Office 365, Zoho Docs, and G Suite
3:00 – 4:40 pm

Security Blocking and Tackling

Anti-virus, encryption, and spam filtering are fundamental protection techniques that all organizations should have deployed. However, with risks multiplying daily, are you using the right security technologies? Should you consider more protection capabilities? In this session, you will learn about today’s risks and the best techniques and tools to protect your information technology and the sensitive data in your organization

Learning Objectives

  • List the major security risks affecting businesses
  • Identify tools for security protection
  • Differentiate between various security tools
  • List the fundamental security tools needed to protect your firm
  • Apply the knowledge to improve security
Friday, June 16
7:30 – 8:00 am Registration & Continental Breakfast
8:00 – 9:40 am

Excel Guru: Tips to Make Your Head Spin

How much do you know about Excel and the features available in the application that could make a difference in your day-to-day productivity? While most accountants and other business professionals use less than 20% of the capabilities of this product, are you sure you are taking advantage of the features that are best for you? This session on Excel tips is sure to provide multiple ideas that you can use to get better results in less time.

Learning Objectives

  • Identify key features of Excel
  • Differentiate between Excel functions to select the best fit for your purposes
  • List capabilities that have direct application to your business
  • Apply the knowledge gained to solve productivity needs
10:00 – 11:40 am
Concurrent Sessions

2a. Microsoft Word Tips & Tricks

Like most Microsoft Word users, you can get through the basics of creating a document and applying some formatting characteristics. But, do you use Word Styles or Quick Parts? Do you know how to generate a Table of Contents automatically from a document? Can you insert Excel-like formulas into Word Tables? If your answer to any one of these questions is “no,” then don't miss this opportunity to improve your knowledge, skill, and productivity in using Microsoft Word.

Learning Objectives

  • Identify key features for entering, editing, and formatting data, including Styles
  • Describe how to create and format Tables
  • Use the Navigation Pane to navigate or rearrange a document quickly and easily
  • Define Quick Parts and Building Blocks and how to use them effectively
  • Describe how to communicate better with charts, SmartArt, and screen shots

2b. Hot Tech Tools, Apps, & Services

Technology is changing at an incredible pace and new apps, services, and tools constantly emerge. These tools can have an incredible impact on our business and personal lives. This session identifies some of the latest tools, apps and services available and why you should consider utilizing them. The main topics of this session include the best useful products for business, major business productivity platforms, tools for automation, plugins for your Internet browser, today’s best mobile Apps, how to utilize virtual staff, and more. Attend this session and you will receive a bundle of new technology ideas to consider implementing.

Learning Objectives

  • Identify which emerging technologies that will impact you in the coming year and learn how to incorporate the new developments into your existing workflows
  • Implement fantastic new apps, web-based resources, and services to gain efficiency in your personal life and organization
  • Recognize how to keep your Internet browsing experience secure, anonymous, and ad-free using tools such as Ad Block Plus and Ghostery
  • Identify opportunities for automation using artificial intelligence and process automation tools such as IFTTT
  • Exchange confidential and sensitive information with others, both inside and outside your organization
  • Identify how to acquire virtual staff and to use them to their maximum potential
  • Keep your computer's software up to date using Ninite and learn how to remove unwanted software using Revo uninstaller

2c. Working Effectively From Anywhere

The Internet and mobile technologies have revolutionized the way businesses operate. We're no longer constrained by having to operate in a specific location or during specific business hours. Organizations can, now, effectively communicate and do business with customers and staff based anywhere in the world. One of the most important aspects of this changing workplace is the virtual office, which allows a user to work anywhere in the world.

This session is an in-depth look at how an organization can improve collaboration, communication, and operations by implementing virtual office technology. We'll look at solutions to simplify and streamline communications, business process management, going paperless, and more. We'll also cover the benefits and risks of implementing a virtual workplace and discuss innovative technologies to revolutionize your organization.

Learning Objectives

  • Identify the characteristics of the virtual office and describe how the different components work independently and together
  • Determine what technology should be implemented into your organization to build your own virtual office
  • Compare various virtual collaboration tools and determine which tools would be a good fit for your organization
  • Identify and utilize new apps, websites, and services to gain efficiency in your personal life and better meet organizational needs
  • Contrast the benefits and drawbacks of the virtual office and telecommuting;
  • Identify how to implement a unified communications platform using G Suite by Google Cloud, Office 365, or Zoho
11:40 am – 12:30 pm Lunch
12:30 – 1:20 pm
Concurrent Sessions

2d. Good Fences Make Good Neighbors

In larger organizations, the Information Technology team provides protection for computing environments. However, who handles this in your home or small business? Is it you, your significant other, your teenage child, a close friend? Or, has it even been addressed?

In this session, you will learn which personal and small business technology choices you can make to enhance security. With all of today’s threats and the lack of sophistication of products used in home and small businesses, are you setting yourself up for a failure? Attend this session to learn about the right personal security technologies for your home or small business.

Learning Objectives

  • Identify technologies useful to improve home and small business security
  • Differentiate the quality of various solutions
  • List key providers of personal and small business technology solutions
  • Apply knowledge learned in this session to maximize your benefits while minimizing your risks

2e. Beyond Small Business Accounting

Successful businesses frequently outgrow the accounting solutions they put in place. As organizations grow, the capabilities of higher-end accounting products can be beneficial in improving internal control, reporting, and organizational efficiency.

In this session, you will learn key considerations associated with selecting and implementing a new accounting solution and how to ensure that you receive the necessary ROI on such a project. You will also learn about the feature sets available in many leading solutions and the benefits associated with implementing solutions that contain these features. Attend this session to understand the options and implementation approaches of larger accounting solutions.

Learning Objectives

  • Identify top larger business accounting solutions
  • Differentiate between solutions available
  • List key features available in larger business accounting products
  • Apply the knowledge gained to solve accounting needs

2f. Password Management Tools: Why They Are Necessary

Everyone knows that passwords are a critical first line of defense when attempting to secure computers and the information stored on them. Yet, most individuals struggle implementing “long-and-strong” passwords. To address this challenge, password management tools have emerged as a leading option for enhancing security.

In this session, you will learn how password management tools can help you to implement, update, and manage your passwords. You will also learn about features of leading password management tools and why these tools are necessary to improve security. If you are seeking to enhance security, this session is an absolute must!

Learning Objectives

  • Identify why strong passwords are a critical element of virtually all systems of information technology controls
  • List the key characteristics of “long-and-strong” passwords
  • Differentiate between leading password management tools
  • Identify alternatives to passwords to improve authentication controls
1:30 – 2:20 pm
Concurrent Sessions

2g. Creating an Incident Response Plan

It's probably not a matter of “if” you will get hacked; it is only a matter of “when.” Given that, do you know what steps to take when you have a breach? Once a breach occurs, you won't have time to create a plan; therefore, you likely won't take the right steps toward recovery. Creating an Incident Response Plan (IRP) before disaster strikes is a critical step toward ensuring that your organization can recover with minimal disruption. Join this session to learn how to build an IRP for your business.

Learning Objectives

  • Identify threats that need an Incident Response Plan
  • Differentiate the most effective response methods
  • List the responses needed in your firm
  • Apply the knowledge to build your IR plan

2h. Introduction to Array Formulas

In a nutshell, array formulas allow users to make calculations in Excel that are not possible with ordinary formulas. This session introduces users to this advanced functionality with simple array formulas that perform useful day-to-day accounting calculations. Don't miss this opportunity to understand how array formulas can improve your productivity.

Learning Objectives

  • Explain array formulas and how they differ from ordinary formulas
  • Identify an array formula from the Formula Bar
  • Compose array formulas from the keyboard
  • Describe common accounting situations where array formulas would be useful

2i. Implementing DLP for Better Security & Privacy

Data Loss Prevention (DLP) is a means of creating and enforcing security policies in an organization. For example, with DLP, you can create rules that programmatically block all outbound email messages containing information such as 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. Don’t miss this chance to learn how to take advantage of one of the most innovative security options available to you!

Learning Objectives

  • Define Data Loss Prevention and list examples of how it can enhance organizational security
  • List examples of tools and services available that support DLP
  • Identify the process for creating DLP rules in common tools, such as, Excel and Exchange Online
2:40 – 4:20 pm

Detecting & Preventing Computer Fraud

Fraud is alive and well! From large enterprises to small, family-held businesses, fraud continues to plague businesses, consuming approximately 5% of revenues, according to the latest surveys.

In this session, you will learn practical approaches for uncovering fraud using easy to implement procedures, including incorporating various techniques in Excel. Among the topics covered include: identifying areas of fraud risk in your organization; creating fraud analysis reports unavailable in your accounting application; using Excel to find duplicate payments, invoices, and bills; performing analytical review using Excel calculations; and using Benford's Law to identify potentially fraudulent transactions.

Learning Objectives

  • List examples of common schemes associated with frauds committed on computers
  • Identify preventive and detective internal control measures embedded in accounting software applications that can reduce fraud risk
  • Implement two statistical techniques available in the Analysis ToolPak for assessing the reasonableness of accounting data
  • Utilize Excel Tables and PivotTables to report and analyze data for potential instances of fraud
  • Use simple data queries and other data manipulation techniques in Excel to uncover common frauds
  • Explain the Benford distribution and how it is used as a fraud detection tool

Member*/Non-Member Early Bird Rates (through 5/31)

Both Days: $499/699
Day One/Two: $319/419

After 5/31 add $50 to your registration fee.

*Non-CPA staff of LCPA members may attend at the member rate.

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.

Refer a new attendee and you both get $50!

When you bring a new attendee to the conference, you’re both eligible to earn a $50 gift card. There is no limit, so if you bring 6 new people, you can earn 6 gift cards. Just have the new attendee list your name if the ‘Referred by’ box during registration and check in at the LCPA registration desk during the conference to collect your prize. Note: Both of you need to attend both days of the conference. A new attendee is anyone who has not attended this conference in the past three years (2014-16).

Plus, conference attendees will be eligible to enter two drawings for one of two Amazon gift cards -- one for $100 and one for $200. Those drawings will be held Friday afternoon and you must be present to win. (Thursday-only attendees are not eligible for the Amazon gift card drawings.)

Hilton New Orleans Riverside
2 Poydras St.
New Orleans, LA 70130
504.584.3999

Rate: $149
Group Code: TNC
Cut-off Date: May 15

Mac 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 and abroad.

Steven Phelan, CPA.CITP

Steven manages an accounting firm based in Oklahoma City where his areas of practice include taxation, accounting, business advisory, and technology consulting services. With K2 since 2013, Steven speaks to CPAs nationwide on a variety of computer software and technology related topics.

Tommy Stephens Jr., CPA.CITP, CGMA

Tommy is a shareholder with K2 and lectures nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications.