2018 Technology Conference -1st DAY ONLY (LMC118)
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When: May 10, 2018
8:30 AM until 4:30 PM
Where: Hilton New Orleans Riverside
#2 Poydras Street
New Orleans, Louisiana 
United States
Presenter: Various

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We have access to more information than any generation in history but harnessing that information when and how we need it can be a challenge. Things that are designed to make our lives easier can often being more headache than help.

The 2018 Tech Conference features seasoned technology trainers from K2 who will help you sort through today's best trends. You'll get updated on software, hardware, apps, security, blockchain, cryptocurrencies, and much more. You'll walk away with budget and time-saving strategies so you can devote more of your brainpower to making your organization more successful.

Visit our Virtual Expo!

Click on the links in the Virtual Expo tab above to get a preview of their offerings and make sure to stop by and introduce yourself at the conference to learn more. Plus, many will be giving away fabulous prizes, so bring your business cards so you can enter to win!

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

Thursday, May 10
7:30 - 8:00 am Registration & Continental Breakfast
8:00 - 9:40 am

Tech Update

What to do? What to buy? What to watch for? What to avoid? Get your answers in Tech Update where you will learn about who offers reliable solutions and what is changing the market. Specific topics included in this session are: technology trends, recommended hardware specifications, applications and licensing, and security. This session provides concentrated exposure to technology that may reveal ideas, trends, and options that you had not discovered through your normal channels.

Major Topics Covered

  • Hardware and software trends that affect your strategy
  • Purchase guidance on what to approve and avoid
  • Innovative applications for productivity and security

Learning Objectives

  • Describe an optimum computer configuration for an accounting professional
  • Identify a new Microsoft product that covers licensing for desktop operating systems and Office
  • Specify a business case for data compliance
  • List three protection tools to use while connected to the Internet
9:40 - 10:00 am Break
10:00 - 11:40 am
Concurrent Sessions

1a. CPA Firm Technologies

What strategies can help your firm today and tomorrow? What technologies can support those strategies? The latest audit and tax technologies - in addition to niche areas such as collaborative accounting, payroll, and SALT - are covered in this session. You will also learn about supporting technologies such as practice management, document management, workflow, portals, eSignature, and email encryption. Come with your questions and expect to get insights on technologies that make public practice accounting better!

Major Topics Covered

  • Software publisher updates
  • New technologies for CPA firms to consider
  • Opportunities in evolving areas of public practice

Learning Objectives

  • List three applications required for running a public practice firm
  • Differentiate between cloud opportunities
  • Identify niche opportunities for your practice
  • List examples of technologies that reduce firm risk

1b. Data Analysis With Power Pivot

With Power Pivot, your PivotTable reports become even more powerful. Power Pivot connects directly to most data sources and works with Power Query for superior data imports and transformations. Further, DAX functions allow users to create sophisticated calculations, and the relational functionality of Power Pivot provides all the tools necessary for analyzing data from multiple sources. Participate in this session and realize superior reporting and analytical results by putting Power Pivot to use immediately.

Major Topics Covered

  • Connecting to external data sources
  • Relating multiple tables to create Data Models
  • Summarizing and analyzing data
  • Using DAX to create user-defined calculations

Learning Objectives

  • Differentiate between ordinary PivotTables and those created with Power Pivot
  • Identify the advantages of working with Power Pivot
  • List the steps for building a PivotTable using Power Pivot
  • Define Data Models, Data Analysis Expressions, and Key Performance Indicators

1c. Security: A Practical Guide

For many, security incidents are not a matter of "if" but a matter of "when." Therefore, you should use an end-to-end approach for protecting your data and in this session, you will learn how to do just that. Specific topics covered include multi-factor authentication, password managers, encryption, mobile device management, anti-virus, firewalls, policies, and other tools that you can implement immediately. Remember, spending more does not make you more secure, but doing the right things can.

Major Topics Covered

  • Why security is no longer optional
  • What is covered by each security tool
  • Best practices for improving security

Learning Objectives

  • List three tools that enhance security
  • Identify critical security risks
  • Specify a business case for security training
  • Differentiate between various tools that improve security
11:40 am - 12:40 pm Lunch
12:40 - 2:20 pm
Concurrent Sessions

1d. Evaluating Technology Controls

Technology controls are more important than ever. In the absence of properly-functioning controls, entire systems and the data contained therein can quickly become infected, breached, or simply stop functioning. Auditors, business managers, and consultants all need to know how to evaluate critical technology controls and in this session, you will learn the best ways to evaluate essential information technology general controls and application controls.

Major Topics Covered

  • Overview of technology controls
  • Established requirements for technology controls
  • Examples of critical technology controls
  • How to evaluate technology controls

Learning Objectives

  • Distinguish between information technology general controls and application controls
  • Identify key information technology control risks within an organization
  • Design and perform tests of information technology controls
  • Create recommendations for improving technology controls in an organization

1e. Excel Financial Modeling Best Practices

Excel remains the tool of choice for many professionals when building financial models, including forecasted financial statements and budgets. Yet many of these same professionals have never received any training on the best practices associated with generating financial modeling spreadsheets. Participate in this session to learn many amazing techniques that will not only help you save valuable time when building your Excel-based models, but will also improve the accuracy and quality of your results.

Major Topics Covered

  • Design considerations for Excel-based models
  • Advanced options for analyzing your models
  • Troubleshooting your models
  • Formatting reports for improved readability

Learning Objectives

  • Identify ten best practices for creating financial models in Excel
  • Utilize Excel features and add-in services for sensitivity, trend, and discounted cash-flow analyses
  • Create optimization models using Excel's Solver tool
  • Implement procedures for eliminating errors in Excel-based financial models
  • Incorporate various formatting techniques to improve the usefulness of reports

1f. Personal Technologies

Technology impacts us not only in business, but also at home and sometimes it can be difficult to distinguish between the two! In this session, you will learn about technologies you can use to help you get things done. Examples of tools discussed include personal hardware, apps, speech-to-text, notetaking tools, and audio-visual technologies. Make plans to participate in this session so that you can take full advantage of the technologies available to you.

Major Topics Covered

  • Personal hardware choices
  • Apps and services to get more done
  • Technologies for business and for fun
  • Securely synchronizing data

Learning Objectives

  • Identify key hardware options for improved personal productivity
  • List examples of how to securely synchronize data
  • Identify how audio-visual technologies are an important consideration in today's business climate
  • List examples of apps that can have a positive impact at both a personal and a professional level
2:20 - 2:40 pm Break
2:40 - 4:20 pm

Office 365: New Tools, New Tricks

As part of the ever-changing nature of Office 365, Microsoft has added several new tools - including Teams, Flow, Planner, Stream, and PowerApps - to the suite and has also added many new collaborative features to Excel, Word, and other existing applications. Join us for this productivity-enhancing session in which you will learn about the new opportunities in Office 365 and how to improve your productivity by taking advantage of them.

Major Topics Covered

  • Licensing options and update strategies for Office 365
  • New apps available in Office 365
  • New features in Excel, Word, PowerPoint, and Outlook

Learning Objectives

  • Differentiate Office 365 from traditional licenses of Microsoft Office and identify the license option that is best for you and your organization
  • List the various update alternatives for Office 365 and determine which option is right for different team members and departments within your organization
  • Identify new tools in Office 365 and how they might be useful to you or others in your organization
  • Utilize new features in Office 365 applications to optimize productivity
4:30 – 5:20 pm

Lagniappe Session (ptional)

Improving Profitability Through Business Intelligence & Automation

“Business intelligence” and “automation” might seem like buzzwords or outlandish concepts, but the truth of the matter is that they are here to stay. You already have the option of knowing exactly how your firm is doing and consistently making the right decisions to dramatically increase profits. You just have to use the right tools. Join Steve Burns, Chief Creative Officer of BQE Software, to understand how business intelligence opens up a whole new world of possibilities for accounting and other professional services firms and how to harness its power. You’ll discover practical applications of cutting-edge technology that will both boost short-term profits and position your firm as a front-runner in the years to come. You’ll also see how principals, partners, CFOs, and other business managers are using modern technology to streamline their daily tasks, gain a distinct competitive advantage, and grow their companies like never before.

Learning Objectives

  • Determine how trends in accounting technology will affect the industry
  • Discover how artificial intelligence and automation impact your firm in unique ways
  • Pinpoint the most vital key performance indicators for your business
  • Assess which kind of technology is right for your firm

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.

Brian Tankersley, CPA.CITP, CGMA

When he is not advising companies on technology issues, Brian publishes CPA Technology Blog (www.cpatechblog.com), a nationally recognized blog on accounting and technology, and has been recognized 7 times as one of the “Top 25 Thought Leaders in Public Accounting Technology.”

Steve Burns, FAIA

Steve has been helping businesses increase profits for well over a decade and brings both an analytical and creative approach to the task of improving firms’ financials. He earned his Master of Architecture from the Harvard University Graduate School of Design and is a member of the College of Fellows of the American Institute of Architects. He created ArchiOffice and EngineerOffice—BQE’s products dedicated to the financial needs of the architecture and engineering industries—and today plays a major role in the direction of BQE’s award-winning comprehensive project accounting solution, Core.

Hilton New Orleans Riverside
2 Poydras Street
New Orleans, LA 70130

Rate: $149
Group Code: LCP
Cut-off Date: April 24

Silver Sponsors


Arete Scholars Fund

Through the new Louisiana Tuition Donation Credit Program (TDC), taxpayers receive a 95% state tax credit when they donate their state tax liability to Arete Scholars, a state-authorized 501(c)(3). The entire donation amount is eligible for a charitable federal tax deduction — delivering significant savings for your business or your clients.

Arete Scholars turns the donations into life-changing K-12 scholarships for Louisiana children in need. Every $25,000 donated provides scholarships for 5 children. Since 2010, Arete has awarded more than $30 million in scholarship aid — opening doors to educational opportunity and achievement.

Danny Willis • 225.747.0828 • dwillis@aretescholars.org or Jean Larroux • 504.475.9625 • jlarroux@aretescholars.org



Sparkhound is a consulting services firm focused on helping clients achieve their goals through the power of technology. Our Plan / Build / Run methodology ensures that we understand the challenge, design and implement the best solution, and support the technology lifecycle. For 20 years, our business consulting, technology, and managed services teams have maintained meaningful relationships with our clients by strengthening businesses. We are ready to spark new inspiration for your business.

Dave Baxter • 866.217.1500 • Dave.Baxter@sparkhound.com

Bronze Sponsors



ADP offers accounting professionals’ flexible partnership options to help increase revenue, along with anytime access to authorized client data and complimentary practice tools with Accountant Connect.

Jessica Higgins • 225.287.8373 • Jessica.Higgins@ADP.com


BIOS Technologies

BIOS Technologies provides comprehensive IT managed services that every business needs: technology solutions that are dependable, secure and effective. Through the process of delivering “Our Company Way,” we are able to provide an end result that's both cost effective and of extreme value to any business to leverage technology.

David Williams • 504.849.0570 • david.williams@biositgroup.com


Receipt Bank

Receipt Bank is revolutionizing bookkeeping for over 5,000 accounting and bookkeeping firms and tens of thousands of small business customers globally, using award winning AI and automation to unlock the value of bookkeeping and real-time accounting.

855.969.5448 • www.receipt-bank.com


AIM Technologies

AIM Technologies

Ken Fournet • 337.319.6163 • kfournet@aim-technologies.com

Eatel Business

Eatel Business

Noah Boudreaux • 225.214.3812 • Noah.Boudreaux@eatel.com

Network Management Group

Network Management Group

Earl Bean • 620.259.8965 • earlb@nmgi.com



Matthew Diaz • 504.733.5633 • matt@restech.net

Wolters Kluwer

Wolters Kluwer

Kirbie Buckles • 225-892-9309 • kirbie.buckles@wolterskluwer.com

Registration Fees

Up to 17 CPE Credits

Early Bird (through 4/25) Member/Non-member:
Day One: $319/419
Register online using the 'Register' button above.

Other Registration Options
Both Days: $499/699
Day Two: $319/419

After 4/25, add $50 to your fee.

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

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.