Monday December 12

A. Tech Update 2022

This session will explore emerging and evolving technologies important to accounting professionals. We will cover the benefits and risks of adopting new technologies in various areas, ranging from software applications to hardware devices. You’ll also learn how to develop a balanced technology strategy that includes current, emerging, and future technology choices for your firm or business.

B1. Options to Automate Your Tax Preparation Workflow

Tax Season can be a daunting time for tax preparers, but it doesn’t have to be with the help of tax automation software tools and other innovative technology. This session will provide an overview of the latest technologies and tools that can help automate your workflow and make the entire tax return preparation process smoother and more efficient. From client portals, workflow management, and e-signatures to robotic process automation, you’ll learn about all the options available to help streamline your tax preparation process. So don’t dread Tax Season - attend this session and arm yourself with the tools you need to succeed!

B2. Emerging Topics in Blockchain and Cryptocurrency

Blockchain is one of the most-watched emerging technologies. Yet, few accountants understand how to use this technology to make existing ledger-based systems more efficient, effective, and tamper-resistant. In this session, you will learn the basics of blockchain-based ledgers. You will also learn about the fundamentals of cryptocurrencies such as Bitcoin and Ripple. Additionally, you will learn about emerging issues in these fields, such as stablecoins, central bank-issued digital currencies, smart contracts, and sovereign identity management. By attending this session, you will see how blockchain-based technologies will change your work with others.

C1. CPA Firm Technology of the Future

How can you keep up without getting overwhelmed by these fast-paced transformations in the profession and stay profitable during this turmoil? What are the best technologies to handle client interactions, PBC lists, electronic signatures, and Advisory services? How do the cloud, next-generation accounting software, and client demands affect partner profitability? Attend this session to get an independent overview of the state of technology in the profession.

C2. tales of True Tech Crimes Ripped from the Headlines

In this session, you will learn how high-profile failures occurred due to control malfunctions. In turn, hackers gained full reign over entire networks that contained sensitive information such as financial data stored online. Attend this session so you can be more effective at preventing crimes such as theft, malware, ransomware, phishing, and hacking.

D. Windows 11 - What End Users Need to Know

Among other topics, you will learn about improvements in virtual desktops, changes to the user interface, customization options, and more. If you’re using Windows 11 now or plan to upgrade soon, this is a must-see session to help you make the most of your upgrade.

Tuesday December 13

E. Security Risks and Solutions Roundtable

Security remains one of the top issues on the minds of most business professionals today – and for a good reason! Unfortunately, given the ever-increasing volume of sensitive data our organizations store and manage, we have become prime targets for cybersecurity attacks. Fortunately, we can take steps to reduce our risks significantly. This session will teach you which measures will benefit you and your organization the most. In a roundtable format, you will learn about security risks and solutions from the breadth and depth of experience of the K2 Enterprises team. A vital aspect of this session is the opportunity to ask questions of your presenters.

F1. Safeguarding Taxpayer Data - A Guide for Your Required Security Plan

Combatting today’s cybercriminals takes all of us working together. The Internal Revenue Service works with state tax agencies and the tax industry to fight these 21st-century identity thieves. Unfortunately, data thefts at tax professionals’ offices are on the rise. Online providers also must follow the six security and privacy standards in Publication 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns. In addition, you fall under the PTIN and 4557 considerations if you prepare tax returns. Learn how to fulfill your obligations by participating in this session.

F2. The Best Small Business Accounting Tools

In this session, we’ll look at the best accounting tools for small businesses and discuss the benefits of each one. This session covers accounting solutions that should work for startups and companies with up to $10 million in annual revenue. So, whether you work with a startup or an established small business, attend this session to find out which tools can help you achieve your financial goals.

G1. Accounting Automation

This session will teach you how easy and profitable accounting automation can be. In it, you will learn how to automate many traditional accounting processes, often with technology you already own. In addition to bank feeds, you will learn about automation options for processing accounts payable and receivable, approving transactions, and linking data from one platform to another. If you are serious about improving efficiency and accuracy, you should make plans to attend this session.

G2.Implementing Data Loss Prevention for Better Security and Privacy

In this session, you will learn the fundamentals of DLP and, through demonstrations, see how you can use DLP to enhance organizational security. You do not want to miss this chance to learn how to take advantage of one of the most innovative security options available to you!

H1. Choosing your Mid-Market Accounting Solution

Many businesses are being held back by legacy solutions. The old way of doing things doesn’t work anymore. Instead, Software as a Service (SaaS) has transformed many mid-market companies. In this new world of cloud-based, workflow-enabled, data-centric, and connected solutions, you can solve existing and future business problems in new ways without being bogged down by paper-centric environments. This session covers integrated and ERP solutions that should work for businesses in the $10 Million to $1 Billion range. If your existing system has been in place for seven or more years, it is time to consider upgrading or replacing it. Leverage your instructor’s knowledge of the market to minimize your risk.

H2. Supercharging Your Spreadsheet Collaboration

Collaboration is a key to productivity and success. But remote work can make collaboration more challenging, including collaborating on spreadsheets. Fortunately, tools such as portals with check-in/check-out capabilities, version control, comment tracking, and co-authoring can enable online spreadsheet collaboration. Further, Excel’s Inquire tool can facilitate spreadsheet collaboration in offline environments. Don’t let remote work hamper your spreadsheet collaboration needs! Participate in this session to learn how to collaborate on spreadsheets effectively from anywhere using tools you already own or license.

I. The K2 team's Top Tech Productivity Tips and Tricks

The world of work changed radically and became much more virtual after the pandemic’s onset in 2020. Over two years into the “new normal,” our team has compiled a list of the top technology productivity tips, tricks, and traps. In this session, you will learn about shortcuts and hacks to help you accomplish more in Excel, Teams, Outlook, virtual meetings, and many other applications you use every day. Attend this session and learn the best tips to help you and your team accomplish more in less time.