Connecting All of theWays You Do Business

Technology ConferenceOctober 28 — 29, 2013

Four Points by Sheraton, Norwood

DAY 1 SESSIONS

7:30am – 8:00amRegistration

8:00am – 9:45amGeneral Session - Tech UpdateIn 2013, hardware technologies will settle down while the effects of software changes, Windows 8, and Office 2013 will begin to have an impact on organizations of all sizes. This, coupled with trends in the Cloud, security, and other evolving technologies, means the overall pace of change will continue full throttle.

- Bob Spencer

9:45am – 9:55amBreak/Networking with the Exhibitors

9:55am – 11:30amExcel's PowerPivot and Power View:A Dynamic Duo!Two new Excel features – PowerPivot and Power View – provide unparalleled options for analyzing data and preparing interactive reports. With PowerPivot, you can make your PivotTables even more potent, while Power View offers visualization techniques to enhance the appearance of your reports. You will learn to put the power of both of these amazing tools to use immediately.

- Will Fleenor

CPA Firm Tech: Maximizing Partner IncomeThe list of technologies available to public accounting firms seems to stretch to infinity; mobile technologies, the Cloud, document management, collaborative bookkeeping, tax prep and research, audit and engage-ment binders are just some examples. Where does each of these – and others – fit into your firm and how can you use them to increase efficiency, productivity, and partner income?

- Val Steed

Connecting All of the Ways You Do Business

New technologies are making a difference in how CPAs engage with clients and the business world. Our core focus at the MSCPA Technology Conference is on the technologies that work best for CPAs, and how you can use them to make more informed deci-sions for your clients, increase profitability and advance your career.

AGENDA

Testimonials from 2012Amazing discussion leaders with great content!

Great conference for getting a hand le on the new developments that we should be aware of in our practices.

Loved this conference – Do it every year!

Cloud Document ManagementManaging documents in the Cloud is a new ballgame with new rules. The objectives are the same: safe, reliable document storage with all information accurately indexed and easily accessible. However, there are questions that we must answer before moving to the Cloud. What are the issues? What differentiates alternatives? What security questions should we ask? What are the applicable laws and regulations? Get your answers to these questions, by partici-pating in this session.

- Bob Spencer

11:30am – 12:30pmLunch/Networking with the Exhibitors

12:30pm – 2:05pmDashboard Reporting Tools and TechniquesDashboard reporting of key performance indicators (KPIs) in real time is an unmet goal for many organizations. Participants in this session will review sample dashboards, learn about key terminology for describing dashboards, and identify techniques for effectively communicating KPIs to all stake-holders. Participants in this session will also learn how to develop strategies to accumu-late data, create summary reports, and present and distribute data on Excel or Web-based dashboards.

- Bob Spencer

The Very Best QuickBooks FeaturesHow well do you know QuickBooks? If you are not taking advantage of features such as Client Data Review, QuickBooks Statement Writer, and Batch Transaction Entry, you may be leaving significant efficiencies on the table. In this session, you will learn how to use the very best features QuickBooks offers to professional accoun-tants, including those in public practice and those in industry.

- Val Steed

Backup, Business Continuity, and Disaster Recovery: Why All Three?As long as we have our data, we can recover from business interruptions and disasters. However, are you sure you have all of your data properly backed up? Participate in this session to learn the best ways to backup your data, including over the web, with backup appliances, and other techniques.

- Will Fleenor

2:05pm – 2:15pmBreak/Networking with the Exhibitors

2:15pm – 4:00pmGeneral Session – Our Favorite AppsSmartphone and tablet computer users recognize the importance of running apps on their devices to achieve peak productiv-ity. In this session, you will learn about the favorite apps used by members of the K2 team along with why you should consider installing these apps on your devices. Included in this session are apps for iOS, Android, and Windows powered devices.

- Val Steed

DAY 2 SESSIONS

7:30am – 8:00amRegistration

8:00am – 9:45amGeneral Session - Mobile Strategies for SuccessMobility is not the next big thing, it is today’s thing! In this session, you will learn about options for successful mobile comput-ing including Smartphones, Tablets, remote access, and other enabling technologies and which tools are right for specific tasks. - Bob Spencer

9:45am – 9:55amBreak/Networking with the Exhibitors

9:55am – 11:30amOffice 2013: What's in it for Me?Ready or not, Office 2013 has arrived! With Office 2013, Microsoft unveiled a number of new features sure to improve productivity across all of Office’s familiar applications.

- Val Steed

How to Create the Virtual OfficeIn this session, you will learn not only what it takes to get the job done, but also observe live demonstrations of setting up Cloud-based servers and desktops. Relax - it is much easier than it sounds!

- Bob Spencer

Cloud Document ManagementManaging documents in the Cloud is a new ballgame with new rules. The objectives are the same: safe, reliable document storage with all information accurately indexed and easily accessible. However, there are questions that we must answer before moving to the Cloud. What are the issues? What differentiates alternatives? What security questions should we ask? What are the applicable laws and regulations? Get your answers to these questions, by partici-pating in this session.

- Bob Spencer

11:30am – 12:30pmLunch/Networking with the Exhibitors

12:30pm – 2:05pmDashboard Reporting Tools and TechniquesDashboard reporting of key performance indicators (KPIs) in real time is an unmet goal for many organizations. Participants in this session will review sample dashboards, learn about key terminology for describing dashboards, and identify techniques for effectively communicating KPIs to all stake-holders. Participants in this session will also learn how to develop strategies to accumu-late data, create summary reports, and present and distribute data on Excel or Web-based dashboards.

- Bob Spencer

The Very Best QuickBooks FeaturesHow well do you know QuickBooks? If you are not taking advantage of features such as Client Data Review, QuickBooks Statement Writer, and Batch Transaction Entry, you may be leaving significant efficiencies on the table. In this session, you will learn how to use the very best features QuickBooks offers to professional accoun-tants, including those in public practice and those in industry.

- Val Steed

Backup, Business Continuity, and Disaster Recovery: Why All Three?As long as we have our data, we can recover from business interruptions and disasters. However, are you sure you have all of your data properly backed up? Participate in this session to learn the best ways to backup your data, including over the web, with backup appliances, and other techniques.

- Will Fleenor

2:05pm – 2:15pmBreak/Networking with the Exhibitors

2:15pm – 4:00pmGeneral Session – Our Favorite AppsSmartphone and tablet computer users recognize the importance of running apps on their devices to achieve peak productiv-ity. In this session, you will learn about the favorite apps used by members of the K2 team along with why you should consider installing these apps on your devices. Included in this session are apps for iOS, Android, and Windows powered devices.

- Val Steed

DAY 2 SESSIONS

7:30am – 8:00amRegistration

8:00am – 9:45amGeneral Session - Mobile Strategies for SuccessMobility is not the next big thing, it is today’s thing! In this session, you will learn about options for successful mobile comput-ing including Smartphones, Tablets, remote access, and other enabling technologies and which tools are right for specific tasks. - Bob Spencer

9:45am – 9:55amBreak/Networking with the Exhibitors

9:55am – 11:30amOffice 2013: What's in it for Me?Ready or not, Office 2013 has arrived! With Office 2013, Microsoft unveiled a number of new features sure to improve productivity across all of Office’s familiar applications.

- Val Steed

How to Create the Virtual OfficeIn this session, you will learn not only what it takes to get the job done, but also observe live demonstrations of setting up Cloud-based servers and desktops. Relax - it is much easier than it sounds!

- Bob Spencer

PDF Forms: Retire the Typewriter!Many businesses, including CPA firms, keep an old typewriter in the office to fill out forms they receive. During this session, we will show how easy it is to convert these forms into fillable PDFs using Acrobat.

- Will Fleenor

11:30am – 12:30pmLunch/Networking with the Exhibitors

12:30pm – 2:05pmExcel Guru's ToolboxIn this session, you will examine the top Excel features and add-ins to make you more productive. Examples include Fuzzy Lookup, Analysis ToolPak, ActiveData, Conditional Formatting, Evaluate Formula, Custom Views, the Camera, Slicers, Sparklines, top hot keys, and much more. - Val Steed

Collaborative Bookkeeping andCloud Accounting SolutionsIn this session learn how you can revolution-ize your accounting and reporting processes, regardless of whether you are in public accounting or industry.

- Bob Spencer

Tech 101: Don’t Get Left BehindWatch live demonstrations of the top solutions for busy professionals, including on-premises software, Cloud solutions, and all types of hardware.

- Will Fleenor

2:05pm – 2:15pmBreak/Networking with the Exhibitors

2:15pm – 4:00pmGeneral Session – Excel 2013: Best New FeaturesMicrosoft has upped the ante with outstand-ing new features in Excel 2013, such as recommended PivotTables and charts, Power View, GeoFlow, PowerPivot, and advanced workbook auditing with Inquire. But that is not all! Instead of using VLOOKUP to relate data, users can relate Tables directly using Relationship, and they can now open each workbook in its own Window without losing the ability to copy and paste between other open workbooks. - Will Fleenor

SPEAKERS

Sponsors as of 8.12.13

Will FleenorWill is currently a Shareholder of K2E, LLC. Will has conducted seminars for 48 State CPA Societies, and has spoken at numerous accounting technology conferences, including speaking at the AICPA Information Technology Conference for 22 years, as well as doing training for other organizations such as the FBI. Will is a past Chairman of the AICPA Information Technology Conference, as well as past chairman of other conferences and professional committees.

Bob Spencer Dr. Spencer is a nationally recog-nized consultant, writer and educa-tor with over 30 years of experience in Strategic Technology Planning, Systems and Network Integration, Disaster Recovery Planning, and Contingency Planning, and Process Engineering. He is widely published futurist and speaker on the subject of technology in business.

Val D. Steed, CPA.CITP, MA Val began his career with Deloitte Haskins and Sells and later moved to Hansen, Steed, Bradshaw & Malm-rose P.C. in Salt Lake City before leaving to start K2 Enterprises. Currently, Val is the CEO of K2 Enterprises, a national technology training and consulting organization. He has twelve years experience in public practice and has been involved with information systems and the accounting technology industry since 1984.