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Multi-State Technology Conference

Thursday, June 1 9:00am - Friday, June 2 5:15pm

Virtual

16.00 Credits

Member Price $659.00

Non-Member Price $759.00

Overview

You could pay $0 for this course!
This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1136777. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.

Prerequisites

 

Designed For

 

Objectives

 

Thursday, June 1

General Session

9:00am - 10:40am K2's Tech Update

Randy Johnston

Randy Johnston

Randy Johnston is a nationally recognized educator, consultant, and writer with over 30 years experience in Strategic Technology Planning, Systems and Network Integration, Accounting Software Selection, Business Development and Management, Disaster Recovery and Contingency Planning, and Process Engineering.

This session is available to registrants and their guests

General Session

10:40am - 10:55am Break

This session is available to registrants and their guests

Breakout Session

10:55am - 12:35pm K2's CPA Firm Update

Randy Johnston

Randy Johnston

Randy Johnston is a nationally recognized educator, consultant, and writer with over 30 years experience in Strategic Technology Planning, Systems and Network Integration, Accounting Software Selection, Business Development and Management, Disaster Recovery and Contingency Planning, and Process Engineering.

This session is available to registrants and their guests

10:55am - 12:35pm K2's Using OneNote More And Email Less

Brian Tankersley

Brian Tankersley

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 30 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.

Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.

This session is available to registrants and their guests

10:55am - 12:35pm K2’s Now Is The Time To Automate!

Steve Yoss

Steve Yoss

Stephen M. Yoss, Jr., CPA, MS is a certified public accountant, the partner, and principal of Devmatics, LLC, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.

This session is available to registrants and their guests

General Session

12:35pm - 1:30pm Lunch

This session is available to registrants and their guests

Breakout Session

1:30pm - 3:10pm K2's Shredding Your Servers And Going Virtual

Brian Tankersley

Brian Tankersley

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 30 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.

Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.

This session is available to registrants and their guests

1:30pm - 3:10pm K2's Taking Another Look At PDFs

Steve Yoss

Steve Yoss

Stephen M. Yoss, Jr., CPA, MS is a certified public accountant, the partner, and principal of Devmatics, LLC, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.

This session is available to registrants and their guests

1:30pm - 3:10pm K2’s Collaboration- Portals, Paymentsssss, And Signatures

Randy Johnston

Randy Johnston

Randy Johnston is a nationally recognized educator, consultant, and writer with over 30 years experience in Strategic Technology Planning, Systems and Network Integration, Accounting Software Selection, Business Development and Management, Disaster Recovery and Contingency Planning, and Process Engineering.

This session is available to registrants and their guests

General Session

3:10pm - 3:25pm Break

This session is available to registrants and their guests

General Session

3:25pm - 5:05pm K2's The Best Kept Secrets Of Microsoft 365

Brian Tankersley

Brian Tankersley

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 30 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.

Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.

This session is available to registrants and their guests

Friday, June 2

General Session

9:00am - 10:40am K2's Ripped From The Headlines- Outrageious Tales Of Cybercrimes

Brian Tankersley

Brian Tankersley

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 30 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.

Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.

This session is available to registrants and their guests

General Session

10:40am - 10:55am Break

This session is available to registrants and their guests

Breakout Session

10:55am - 12:35pm K2's Accounting Solutions And Add-Ons For Small Businesses

Randy Johnston

Randy Johnston

Randy Johnston is a nationally recognized educator, consultant, and writer with over 30 years experience in Strategic Technology Planning, Systems and Network Integration, Accounting Software Selection, Business Development and Management, Disaster Recovery and Contingency Planning, and Process Engineering.

This session is available to registrants and their guests

10:55am - 12:35pm K2's The Digital Home

Brian Tankersley

Brian Tankersley

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 30 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.

Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.

This session is available to registrants and their guests

10:55am - 12:35pm K2's Top Ten Outlook Tips

Steve Yoss

Steve Yoss

Stephen M. Yoss, Jr., CPA, MS is a certified public accountant, the partner, and principal of Devmatics, LLC, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.

This session is available to registrants and their guests

General Session

12:35pm - 1:30pm Lunch

This session is available to registrants and their guests

Breakout Session

1:30pm - 2:20pm K2's Accounting Solutions: Mid-Market

Randy Johnston

Randy Johnston

Randy Johnston is a nationally recognized educator, consultant, and writer with over 30 years experience in Strategic Technology Planning, Systems and Network Integration, Accounting Software Selection, Business Development and Management, Disaster Recovery and Contingency Planning, and Process Engineering.

This session is available to registrants and their guests

1:30pm - 2:20pm K2's Simplifying And Economizing Your Tech Stack

Steve Yoss

Steve Yoss

Stephen M. Yoss, Jr., CPA, MS is a certified public accountant, the partner, and principal of Devmatics, LLC, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.

This session is available to registrants and their guests

1:30pm - 2:20pm K2's Six Essential Teams Features

Brian Tankersley

Brian Tankersley

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 30 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.

Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.

This session is available to registrants and their guests

General Session

2:20pm - 2:30pm Break

This session is available to registrants and their guests

Breakout Session

2:30pm - 3:20pm K2's Kicking It Up A Notch With KPIs

Brian Tankersley

Brian Tankersley

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 30 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.

Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.

This session is available to registrants and their guests

2:30pm - 3:20pm K2's OneDrive's Best Practices

Randy Johnston

Randy Johnston

Randy Johnston is a nationally recognized educator, consultant, and writer with over 30 years experience in Strategic Technology Planning, Systems and Network Integration, Accounting Software Selection, Business Development and Management, Disaster Recovery and Contingency Planning, and Process Engineering.

This session is available to registrants and their guests

2:30pm - 3:20pm K2's Understanding Your Ransomware Risk

Steve Yoss

Steve Yoss

Stephen M. Yoss, Jr., CPA, MS is a certified public accountant, the partner, and principal of Devmatics, LLC, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.

This session is available to registrants and their guests

General Session

3:20pm - 3:35pm Break

This session is available to registrants and their guests

General Session

3:35pm - 5:15pm K2's Ten "Must Know" Features In Excel

Steve Yoss

Steve Yoss

Stephen M. Yoss, Jr., CPA, MS is a certified public accountant, the partner, and principal of Devmatics, LLC, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.

This session is available to registrants and their guests

Non-Member Price $759.00

Member Price $659.00