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21CF-TECX: K2's Technology Conference (Virtual Only)

June 3-4, 2021  -  In-Person and Online

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Agenda

Thursday, June 3, 2021

8:00 am - 9:40 am

A1. Tech Update 2021
Field of study Information Technology - Technical (2)
Description Which technologies will affect you and your business? This visionary session provides insights, choices and recommendations. Gain strategic and tactical insight on technology choices. Get an overview of 5G, Wi-Fi 6E, and the latest hardware and... Read more »

9:55 am - 11:35 am

B1. Selecting & Vetting Technology Providers
Field of study Information Technology - Technical (2)
Description Managing information technology (IT) is difficult when team members, contractors and others all sound alike. If you manage IT, wouldn’t it be nice to know the questions you should ask? Join us in this session to learn the questions to ask your... Read more »
B2. Online Meeting & Collaboration Tools
Field of study Computer Software & Applications - Non-Technical (2)
Description While the COVID-19 pandemic may have been the trigger event that forced many to explore collaboration and meeting tools for the first time, we quickly discovered the advantages and capabilities. Which tools make sense for your organization? Review... Read more »
B3. Formatting Excel Spreadsheets the Right Way
Field of study Computer Software & Applications - Non-Technical (2)
Description Some estimates indicate business professionals spend as much as half their time in Excel on formatting. If you want better formatting results in less time, attend this session to learn the best practices for applying formats in Excel. Learn the... Read more »

12:30 pm - 2:10 pm

C1. CPA Firm Technology Strategies
Field of study Computer Software & Applications - Non-Technical (2)
Description Technology changes, new service offerings and profitable compliance must be executed well during the next five years. What technologies will you choose for 2021 and beyond? What’s the best way to handle everything from better client interaction from... Read more »
C2. Ten Teams Features You Can't Afford to Miss
Field of study Computer Software & Applications - Non-Technical (2)
Description Microsoft Teams is one of the most exciting technologies available today. Businesses of all sizes now use it to communicate, collaborate and enhance control over critical workflows and information. But most organizations have only scratched the... Read more »
C3. The Power of Array Formulas in Excel
Field of study Computer Software & Applications - Non-Technical (2)
Description Array formulas have been available in Excel for decades, but recent enhancements to Excel have breathed new life into this feature. With the new “dynamic array” concept, you can leverage Excel’s array formulas in ways you may never have imagined... Read more »

2:25 pm - 4:05 pm

D1. Password Management Tools: Why and How You Should Use Them
Field of study Information Technology - Technical (2)
Description Using the same password for multiple sites or choosing easy-to-guess passwords enable bad actors to take advantage of your valuable information. In recent years, the complexity and the number of passwords you need in your daily life have multiplied.... Read more »

4:10 pm - 4:55 pm

E1. Technology Town Hall (No CPE Credits)
Description The K2 Enterprises team invites you to participate in the Technology Town Hall, a free-form 45-minute session that explores contemporary technology issues and trends. You’ll have the opportunity to ask questions and offer your insights and opinions... Read more »

Friday, June 4, 2021

8:00 am - 9:40 am

F1. Security Roundtable
Field of study Information Technology - Technical (2)
Description Security issues continue to plague businesses of all sizes and in virtually all industries. For many, there are more questions than answers. Learn how to address your security issues and concerns and, in turn, mitigate your risk of a data breach.... Read more »

9:55 am - 11:35 am

G1. Amazing Accounting Add‐ons
Field of study Computer Software & Applications - Non-Technical (2)
Description A complete accounting software solution almost always includes third-party add-on products. For example, it’s hard to accurately calculate sales tax, do budgeting or have adequate reporting without additional tools. Gain guidance on some of the best... Read more »
G2. Hosting, Self‐Service, and Managed Service Options
Field of study Information Technology - Technical (2)
Description Remote access has evolved beyond anywhere, anytime, any device access to full-service remote support. Various tools help us work virtually, starting with hosting productivity applications. Learn about the supporting tools also needed, including... Read more »
G3. Excel's Best New Features
Field of study Computer Software & Applications - Non-Technical (2)
Description With recent Excel updates provided through Microsoft 365/Office 365 subscriptions, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to data analysis tools, new functions and improved collaboration... Read more »

12:30 pm - 1:20 pm

H1. Selecting Small Business Management Systems
Field of study Computer Software & Applications - Non-Technical (1)
Description Small businesses have new and traditional choices in accounting solutions. In addition to QuickBooks and Sage 50, you can choose from cloud-based tools including Gravity Software, Zoho Books, QuickBooks Online, Xero, Accounting Suite, Accounting... Read more »
H2. Technology Planning for a Post‐Pandemic Environment
Field of study Information Technology - Technical (1)
Description Strategic and tactical business planning contributes to short and long-term success, and your technology plan should follow your business plan. But what if your goals are disrupted in the short term, and these events have long-term effects? Think... Read more »
H3. Power Automate Your Approvals
Field of study Computer Software & Applications - Non-Technical (1)
Description We live in a new, work-from-home normal. This reality can complicate existing approval processes. You need a solution that functions regardless of location or device. Did you know that solution is already available in many Office 365/Microsoft 365... Read more »

1:30 pm - 2:20 pm

I1. Choosing Your Mid‐Market Accounting Solution
Field of study Computer Software & Applications - Non-Technical (1)
Description Are legacy solutions holding back your business? Many mid-market companies are being transformed by upgraded accounting solutions. In this new world of software as a service, workflow-enabled, data-centric and connected solutions, you can solve... Read more »
I2. Backups Done Right
Field of study Information Technology - Technical (1)
Description Where is your data? Do you have it controlled and backed up? If all your information is in the cloud, how do you verify that the backup recovery is rapid? If your data is in various silos from your application providers, how do you ensure you have... Read more »
I3. Turbocharging Small Business Reporting with Power Query
Field of study Computer Software & Applications - Non-Technical (1)
Description Every small business accountant knows and accepts the reporting limitations associated with entry-level tools. Most of them periodically export data to Excel, text, or other file formats to create custom reports to manage their business. The related... Read more »

2:35 pm - 4:15 pm

J1. Tales of True Tech Crimes: Ripped From the Headlines
Field of study Information Technology - Technical (2)
Description 2020 was an exceptional year, and like everyone else, the hackers, scammers and other technology criminals took advantage of new opportunities brought by COVID-19. Learn how criminals used innovative approaches to exploit weaknesses created by the... Read more »
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Conference management team

Lynn Kletscher
Director of Education
952-885-5513

Deb Griffith
Conference Coordinator
952-885-5509

Leslie Mueller
Exhibitors & Sponsors
952-885-5520

Conference sponsorships

Reach CPAs by becoming a sponsor
Strengthen your brand recognition with a targeted buyer group – CPAs and accounting professionals. You'll interact one-on-one with informed, affluent customers.