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 23CF-TECH: K2’s Technology Conference (Virtual)

June 1-2, 2023  -  Online

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Agenda

Thursday, June 1, 2023

8:00am - 9:40am

A1. Tech Update
Field of study Information Technology - Technical (2)
Description What are your best technology choices, and how do you keep up? Get insights, options and recommendations to help you decide which technologies will affect your business and which will give you a competitive edge. Cover the benefits and risks of... Read more »

9:55am - 11:35am

B1. CPA Firm Update
Field of study Information Technology - Technical (2)
Description It’s an exciting time to manage a public practice accounting firm! In addition to technical knowledge in tax, auditing and accounting, you need to understand data analytics and security options in an advisory context. Beyond that, you must manage... Read more »
B2. Now Is the Time to Automate!
Field of study Information Technology - Technical (2)
Description The term “automate” has been an industry buzzword for at least a decade. Yet few organizations have embarked on successful automation journeys that support greater efficiencies, reduced errors and happier team members. Learn how to crank up your... Read more »
B3. Using OneNote More and Email Less
Field of study Computer Software & Applications - Non-Technical (2)
Description OneNote is a fantastic application included in your Microsoft 365 subscription. But it’s underused and misunderstood most of the time. If you genuinely want to change how you work, it’s time to embrace OneNote. Learn how to move your essential... Read more »

12:30pm - 2:10pm

C1. Collaboration: Portals, Payments and Signatures
Field of study Computer Software & Applications - Non-Technical (2)
Description Demand for an excellent user experience is at an all-time high. How do you solve for easy collaboration, compliance and workflow? What features do you need to be effective? How do you integrate payments, eSignatures and other technologies to make... Read more »
C2. Shredding Your Servers and Going Virtual
Field of study Information Technology - Technical (2)
Description Many small and mid-sized businesses are considering cloud-based suites for business management, performance management and productivity. Learn the difference between using cloud-native tools, managed service providers and desktop hosting providers.... Read more »
C3. Taking Another Look at PDFs
Field of study Computer Software & Applications - Non-Technical (2)
Description You’re familiar with PDFs but you probably use only a fraction of their features. Isn’t it time to take another look at PDFs and all you can do with them? Collaboration options, long-term storage and fillable forms are just a few features you will... Read more »

2:25pm - 4:05pm

D1. The Best-Kept Secrets of Microsoft 365
Field of study Computer Software & Applications - Non-Technical (2)
Description Many organizations have implemented Microsoft 365/Office 365 at a basic level, but few have truly explored the breadth and depth of the tools included with their subscriptions. Explore less commonly known apps that will help you manage shared email... Read more »

Friday, June 2, 2023

8:00am - 9:40am

E1. Ripped From the Headlines: Outrageous Tales of Cybercrimes
Field of study Auditing - Technical (2)
Description Remote work environments have created many new opportunities to exploit for cybercriminals and other fraudsters, and accounting professionals are some of the most targeted individuals. Examine case studies of actual criminal filings and highlight... Read more »

9:55am - 11:35am

F1. Accounting Solutions and Add-ons for Small Businesses
Field of study Computer Software & Applications - Non-Technical (2)
Description Keeping a small business’ finances in order is critical to success. In addition to conventional options like QuickBooks and Sage 50, you can choose from cloud-based tools such as Zoho Books, QuickBooks Online and many more. Look at the best... Read more »
F2. The Digital Home
Field of study Computer Software & Applications - Non-Technical (2)
Description Your home is now the digital center of your world, and even if you go to an office every day, you have more options to help you manage everything in your personal life, from shopping lists to email. Unfortunately, many of the new devices your family... Read more »
F3. Top 10 Outlook Tips
Field of study Computer Software & Applications - Non-Technical (2)
Description Using Outlook for email management is routine for most professionals – and with routine may come some bad email habits. Explore new options in Outlook and discover valuable tips to take you to the next level of email and work management, including... Read more »

12:30pm - 1:20pm

G1. Accounting Solutions: Mid-Market
Field of study Computer Software & Applications - Non-Technical (1)
Description If your existing system has been in place for seven or more years, it is time to consider upgrading or replacing it. Software as a service (SaaS) has transformed many mid-market companies. In this world of cloud-based, workflow-enabled, data-centric... Read more »
G2. Simplifying and Economizing Your Tech Stack
Field of study Information Technology - Technical (1)
Description You need technology to perform your job efficiently and effectively, but that doesn’t mean you have to overpay. Get valuable tips to simplify and economize your technology stack. Identify the tech tools you need and those you don’t. Explore examples... Read more »
G3. Six Essential Teams Features
Field of study Computer Software & Applications - Non-Technical (1)
Description As the world scrambled quickly to remote work, with virtual meetings as the primary focus, most of us never learned to use Microsoft Teams as well as we could. Go beyond the remote meetings aspect of Teams and learn how to optimize efficiency,... Read more »

1:30pm - 2:20pm

H1. Kicking It Up a Notch With KPIs
Field of study Computer Software & Applications - Non-Technical (1)
Description The adage, “what gets measured, gets managed,” has never been truer than it is today. Organizations of all kinds are creating systems and processes to categorize, track and report with key performance indicators (KPIs). Learn about many kinds of... Read more »
H2. Understanding Your Ransomware Risk
Field of study Information Technology - Technical (1)
Description Protecting yourself from ransomware requires more than just anti-virus software. Additional technology protections are necessary, as well as business continuity, legal and regulatory, and cybersecurity insurance measures. Review examples of... Read more »
H3. OneDrive Best Practices
Field of study Computer Software & Applications - Non-Technical (1)
Description Using the OneDrive app and the related cloud storage service to their fullest potential means you can access your files when and where you need them. Further, sharing your files and collaborating with others is easy when using OneDrive correctly.... Read more »

2:35pm - 4:15pm

I1. Must-Know Features in Excel
Field of study Computer Software & Applications - Non-Technical (2)
Description You’ve used Excel for years, often without the benefit of formal training. So you’re missing out on key features that can help you work more efficiently and reduce errors. Here’s your chance to become more efficient and effective with Excel! Learn... 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.