2018 Winter Tech Fest (WTKN18)
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When: 12/03/2018
8:30 AM until 4:30 PM
Where: LCPA - Training Facility
2400 Veterans Memorial Blvd
Suite 500
Kenner, Louisiana 
United States
Presenter: Bryan Smith

Online registration is closed.
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This year, the Tech Fest will get you up to speed on the latest tools available and how you can use them to save time and money. It’s designed and presented by a CPA so the information is objective and presented in a way that is most relevant to you and your processes. You’ll walk away with knowledge to make better tech decisions for you or your organization, or to make recommendations to clients.

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

Sponsored by:

2018 Technology Update

This course will feature a comprehensive review of a wide range of key technology topics ranging from what’s new in personal computer technology to Blockchain technology. The goal is to get you up to date on all the emerging technology trends that impact you, your organization and the accounting profession.

Learning Objectives:

  • Participate in decisions about technology investments for your organization
  • Engage in discussions with colleagues and service providers about technology trends
  • Evaluate ways for you to leveraging emerging technologies in your career

Major Topics:

  • Alternative cloud computing infrastructure models
  • Overview of personal computing technology trends
  • Cloud accounting software
  • Big data and data analytics
  • The Internet of Things (IoT)
  • Artificial Intelligence (AI)
  • Blockchain technology

Blockchain Technology: What Every CPA Should Know

This session will bring you up to speed on what this revolutionary technology is all about. You will learn about the concepts, nomenclature, technology and potential applications related to Blockchain. This will prepare you to participate in conversations about Blockchain with your colleagues, peers and others.

Learning Objectives:

  • Be familiar with the concepts and terminology of Blockchain technology
  • Have a solid understanding of how Blockchain works
  • Be aware of potential applications for Blockchain
  • Be prepared to participate in discussions about Blockchain

Major Topics:

  • An explanation of what Blockchain is
  • Review of the nomenclature associated with Blockchain technology
  • Detailed examination of the Blockchain technology model
  • Review of current and potential applications for Blockchain in accounting, auditing and business in general
  • Potential impact on the CPA profession

KPI Dashboards: The New Financial Reporting Model

The times they are a changing. While the debate rages on between IFRS and GAAP financial reporting, the truly hot application is KPI (Key Performance Indicator) dashboards. CEOs, entrepreneurs, and management professionals of all stripes are clamoring for real time financial dashboards. One of the primary drivers of this dynamic financial reporting model is cloud based accounting systems.

This course will introduce you to numerous platforms for developing KPI dashboards: cloud accounting systems, Microsoft Excel and niche applications. We will show you how you can embrace this model for your organization or your clients.

Learning Objectives:

This session will give you a solid understanding of the what, why and how of integrating KPI dashboards into your financial reporting model.

Major Topics:

  • Overview of the KPI financial reporting model
  • Round robin review of cloud accounting KPI dashboards
  • Build your own with Microsoft Excel's new BI (Business Intelligence) tools
  • How to integrate KPI dashboards into your financial reporting model

Improving Collaboration Using the Office 365 Teams App

In today's digital world, working in teams can be cumbersome. We have hundreds or thousands of files, emails, voice mails, notes and instant messages ... all stored in different places. If you work in different teams, each team may have their own processes to communicate. There MUST be an easier way you can find all team items in one central place.

That is where Microsoft Teams in Office 365 comes to the rescue. Teams are collections of people, content, and tools that center around different projects and jobs within an organization. Teams is a central "Hub" where all things related to the team are maintained. This includes files, chats, notes, tasks, messages, videos and more. In this session, you will learn how to bring together all of your team’s conversations, files, and tools in this single workspace.

Learning Objectives:

  • Understand the value of using Teams
  • Be proficient in the capabilities of Teams in Office 365
  • Be prepared to develop the optimal Teams deployment strategy for your organization

Major Topics:

  • An introduction into Microsoft Teams in Office 365
  • A deep dive review of how to setup Teams
  • Examples of how organizations can use Teams
  • A review of how to manage Teams

Bryan L. Smith, CPA.CITP, CISA

Virtual CIO – CPA Crossings, LLC, Rochester, MI

Bryan is the co-founder of CPA Crossings, LLC, (est. 2001), which specializes in helping accounting, tax and financial professionals to leverage technology to increase the quality and efficiency of their services.

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Bryan’s primary qualification is his understanding of the business side of technology which allows him to help CPAs bridge the gap between business and technology. He has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate and allow for better data analysis. As a Certified Information Systems Auditor (CISA), Bryan has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets.

Bryan is responsible for CPA Crossings’ Data Analysis practice area, where he has developed various data analysis and Microsoft Power BI courses. He also provides coaching services to various organizations to train and coach staff on proper data analysis techniques and how to use Power BI to enhance data analysis within their organization.

Some of Bryan’s key accomplishments include:

  • More than 30 years in the implementation of technology to automate business processes.
  • Nationally recognized speaker and author on technology issues affecting the CPA profession, with an emphasis on IT security, Excel spreadsheet design and Business Intelligence (BI).
  • Master of Science in Information Assurance
  • Member of the Information System Audit and Control Association
  • Past Chair, Michigan Association of CPAs Information Technology Task Force
  • Past Chair, Michigan Association of CPAs Leadership Task Force

Need a Room?

Check lcpa.org/hotels for LCPA discounted rates in Kenner and around the state.

Registration Fees

Up to 8 CPE Credits

Early Bird (through 11/14) Member/Non-member:
Register online using the 'Register' button above.

After 11/14, 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.