2020 *Virtual* Technology Workshop (LMCK20)
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 Export to Your Calendar 6/1/2020
When: June 1, 2020
8:30 AM until 4:30 PM
Where: Via Webcast Only
United States
Presenter: Tommy Stephens and Mac McClelland
Contact: 2020 *Virtual* Technology Workshop

Online registration is available until: 6/1/2020
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Upgrade your tech performance.

This conference is presented by the award-winning tech instructors at K2 Enterprises. Mac and Tommy have decades of experience teaching technology in the accounting environment and will present a well-balanced agenda of tools, security, personal technologies, and more. They’ll give you a fresh look at how you manage your technology, including objective reviews of popular products, shortcuts to save you time, the latest in security, and a thorough review of how emerging technologies will shape how we work in the near future. You’ll walk away with budget and time-saving strategies you can install immediately to make you and your organization more successful.

**Update**: Due to the COVID-19 pandemic, this event is going virtual! You'll get the same great information from the comfort of your favorite wi-fi-enabled location. Mac and Tommy are seasoned instructors who are comfortable presenting remotely. There will still be an opportunity to ask questions along the way. 


Save the date!

Looking for more from K2?
We’re co-hosting a two-day tech conference with them in Lafayette October 19-20.
Make plans to join us!


8:30 – 10:10 am

Tech Update – A 2020 Vision

Thomas G. (Tommy) Stephens, Jr., CPA.CITP, CGMA

You know where technology has been, but where is it headed? What technologies are coming that would be useful to you and to your company? You’ve heard about 5G, WiFi6, and collaboration, but what products work to make this practical? This session has the breadth, depth, and recommendations to help you understand what is in the market and what is working so that you can make informed decisions. Attend this session to learn how using the right hardware and software can improve your business and your everyday life.

Major Subjects Covered

  • Hardware trends
  • Software innovations
  • Communication and collaboration tools
  • Unusual technologies you might have missed
  • Key products to consider for implementation

Learning Objectives

Upon completing this session, you should be able to:

  • Hardware trends
  • Software innovations
  • Communication and collaboration tools
  • Differentiate between key products and able competitors
  • Create a tactical technology plan
10:10 – 10:20 am Break
10:20 – 11:10 am

The Hows and Whys of Creating User-Defined Functions in Excel

Thomas G. (Tommy) Stephens, Jr., CPA.CITP, CGMA

With approximately 500 functions already present, Excel seemingly has a function for every need. But sometimes the function YOU need just simply isn’t available. For example, Excel does not have functions to calculate income tax expense or, in many cases, depreciation expense. To solve these shortcomings, you can create User Defined Functions (UDFs). UDFs provide you with the opportunity to create functions for use in any of your formulas and automate your most complex calculations. Join us to learn how to put the power of UDFs to work to simplify and automate even your most complex calculations.

Major Subjects Covered

  • Examining UDFs relative to macros
  • Identifying the steps necessary to creating UDFs in Excel
  • Understanding where you should save UDFs
  • Key syntax when creating UDFs
  • Incorporating UDFs into your workbooks
  • Learning Objectives

    Upon completing this session, you should be able to:

    • Define the role of a User Defined Function in Excel
    • List the steps necessary to create and save a UDF
    • Differentiate between key phrases used in creating UDFs
    • Create formulas that incorporate UDFs
    11:10 – 11:20 Break
    11:20 am – 12:10 pm

    The Very Real Risk of Ransomware

    Thomas G. (Tommy) Stephens, Jr., CPA.CITP, CGMA

    Over the past two years, ransomware has surged as a major threat to individuals and organizations of all sizes. To illustrate the threat ransomware is, its’ annual cost to businesses is now estimated at over $8 billion, up from $1 billion in 2016. Against that backdrop, ask yourself “am I at risk?” Of course, the likely answer is “yes”. To reduce this risk, you should participate in this session where you will learn how you can avoid becoming yet another victim of ransomware. The survival of your business may depend on it!

    Major Subjects Covered

  • Understanding what ransomware is and how it is transmitted
  • Exploring a variety of high-profile ransomware cases
  • Developing an action plan to reduce your individual and organizational risk
  • Learning Objectives

    Upon completing this session, you should be able to:

    • Define “ransomware” and identify how ransomware is disruptive
    • List the major ways ransomware is transmitted
    • Identify key controls you should implement to reduce your ransomware risk
    12:10 – 1:00 pm Lunch Break (on your own)
    1:00 – 2:40 pm

    Mastering Advanced Excel Functions and Formulas

    Lawrence A. (Mac) McClelland, MBA, JD

    Excel now has approximately 500 functions, many of which are unused by most accounting and finance professionals. This session will put you on the path to improved Excel productivity by introducing you to powerful and timesaving, but little used, Excel functions. If you want to improve your knowledge and efficiency with Excel, this session is a must for you.

    Major Subjects Covered

  • Using financial functions to calculate loan payments, depreciation, and cash flows
  • Retrieve summarized data with the GETPIVOTDATA and CUBEVALUE functions
  • Making sophisticated calculations with array formulas
  • Learning Objectives

    Upon completing this session, you should be able to:

    • List the three Excel functions for computing payments, payment interest, and principal write down
    • Differentiate between the GETPIVOTDATA and CUBEVALUE functions
    • Recognize similarities in using the SUBTOTAL and AGGREGATE functions
    • Identify the steps necessary to create array formulas using ordinary Excel functions
    2:40 – 2:50 pm Break
    2:50 – 4:30 pm

    Next Generation Excel Reporting

    Lawrence A. (Mac) McClelland, MBA, JD

    New and improved features in Excel tools such as Power Query and Power Pivot means that yesterday’s techniques for generating reports in Excel are obsolete. Best practices for next generation reporting include building queries and transformations using Power Query, adding user-defined calculations with Data Analysis Expressions, managing data models in Power Pivot, reducing dependency on formulas with PivotTables, and adding visualizations where appropriate. Participate in this session so that you can learn the best practices for preparing and automating your Excel-based reports.

    Major Subjects Covered

  • Key issues with traditional reporting models
  • Understanding where you should save UDFs
  • The roles associated with various Excel features, including Power Query, Power Pivot, Data Analysis Expressions, and PivotTables in Excel-based reporting environments
  • How to create “repeatable/refreshable” reports in Excel that link data from external data sources
  • Learning Objectives

    Upon completing this session, you should be able to:

    • List some of the deficiencies associated with traditional Excel-based reporting
    • Identify the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports
    • Create data queries and transformations using Power Query
    • Identify the steps for managing Data Models in Power Pivot
    • List the steps necessary for summarizing data from a Data Model using a PivotTable

    Meet the Speakers

    Lawrence A. (Mac) McClelland, MBA, JD

    • Over 30 years of experience conducting CPE in the US, Europe, and Australasia

    • Regular speaker at the annual technology conferences of over 20 states

    • Has an established practice in business and technology advising

    • Published in Journal of Accounting Research, Journal of Accounting Education, Computers in Accounting, and others

    Thomas G. (Tommy) Stephens, Jr., CPA.CITP, CGMA

    • Bachelor of Science in Business Administration, Major in Accounting, Auburn University

    • Master of Science, Major in Finance (emphasis in Corporate Finance), Georgia State University

    • Thirty-four Years Public Accounting & Private Industry Experience

    Read More

    • Twenty-four Years of Experience as a Continuing Professional Education Discussion Leader
    • Member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants; Past Member of the Institute of Internal Auditors
    • To Date, Has Presented Over 2,500 Continuing Education Sessions to Over 65,000 Participants

    Registration Information

    Registration Fees:

    Members: $329

    Non-Members: $429

    CPE: 8 hours (Management)

    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.

    To register by mail, fill out our Individual Registration Form and mail it to 2400 Veterans Blvd., Suite 500, Kenner, LA 70062.

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