Interested in sponsoring this event and gaining access to decision makers in public accounting and industry, as well as tax and financial professionals? Visit the website for information or contact Veronica Boyett at (804) 612-9406 or [email protected].
The Tech-Know Summit showcases the latest technology trends affecting CPAs. Choose from a variety of sessions to help meet your technology needs. Walk away with actionable tools and strategies including:
- How to utilize existing and future technologies to address the needs of your organization
- Specific hardware and software applicable to you for making more informed decisions for your business and your clients
- Strategies for Windows 10, mobility and information security
- How to utilize Microsoft Office's most powerful features
- And more!
Technology — What should you do? What should you buy? What should watch out for? What should avoid?
During this session, explore the changing market and find out where you can obtain reliable solutions. Discuss:
- Technology trends
- Recommended hardware specifications
- Applications and licensing
Gain exposure to technology that may reveal ideas, trends and options that you may not have discovered through your normal channels.
What strategies can help your firm today and tomorrow? What technologies support those strategies? Learn about the latest audit and tax technologies, in addition to niche areas such as collaborative accounting, payroll and SALT. Also explore supporting technologies such as practice management, document management, workflow, portals, eSignature and email encryption. Come with your questions and expect to get insights on technologies that make public practice accounting better!
With Power Pivot, your PivotTable reports become even more powerful. Power Pivot connects directly to most data sources and works with Power Query for superior data imports and transformations. Further, DAX functions allow users to create sophisticated calculations, and the relational functionality of Power Pivot provides all the tools necessary for analyzing data from multiple sources. Participate in this session and realize superior reporting and analytical results by putting Power Pivot to use immediately.
For many, security incidents are not a matter of “if” but a matter of “when.” During this session, you'll learn an end-to-end approach for protecting your data. Review multi-factor authentication, password managers, encryption, mobile device management, anti-virus, firewalls, policies and other tools that you can implement immediately. Remember, spending more does not make you more secure, but doing the right things can.
Technology controls are more important than ever. In the absence of properly-functioning controls, entire systems and the data contained therein can quickly become infected, breached or they can simply stop functioning. Auditors, business managers and consultants need to know how to evaluate critical technology controls and in this session, you will learn the best ways to evaluate essential information technology general controls and application controls.
Excel remains the tool of choice for many professionals when building financial models including forecasted financial statements and budgets; however, many professionals have never received any training on the best practices associated with generating financial modeling spreadsheets. During this session, discover techniques that will not only help you save valuable time when building your Excel-based models, but will also improve the accuracy and quality of your results.
Technology impacts us not only in business, but also at home. Learn about technologies you can use to help you get things done more efficiently. Review these tools including personal hardware, apps, speech-to-text, note-taking tools and audio-visual technologies.
As part of the ever-changing nature of Office 365, Microsoft has added several new tools, including Teams, Flow, Planner, Stream and PowerApps, to its suite. It has also added many new collaborative features to Excel, Word and other existing applications. Join us for this productivity-enhancing session in which you will learn about the new opportunities in Office 365 and how to improve your productivity by taking advantage of them.
The next wave of technology is arriving now and you will need to choose from various technologies and tools to maintain and improve your productivity. Explore each emerging technology, including artificial intelligence, big data and machine learning, and learn why they are important and how they work. Additionally, review actual products in each category for a practical selection and how-to cookbook.
Technology is transforming small business accounting as companies and their CPA firms are turning to cloud-based solutions not just to “keep the books,” but rather to revolutionize business operations. The technology behind solutions from companies such as AccountantsWorld, Intuit, Sage, Xero, Zoho and others places the focus on value-added services, instead of time-consuming data entry tasks. Participate in this session to learn how all parties can benefit from this new paradigm of small business accounting.
There are many free or low-cost add-ins available to enhance Excel, including Microsoft’s Fuzzy Lookup and countless apps from the Office Store. Additionally, tools such as RiskAMP facilitate Monte Carlo simulations; ActiveData provides users with the means to perform sophisticated audit techniques; and the Analysis ToolPak streamlines a full range of statistical calculations. This session will identify and demonstrate useful add-ins to improve Excel functionality and your productivity.
Most Windows 10 users continue to use the Windows operating system as they did in prior versions of Windows, ignoring many new productivity and security features. In this session, learn the best kept secrets of Windows 10, including how you can use it to minimize the threat of ransomware, integrate with your mobile device and track your activities.
What to do? Although Microsoft and Sage still dominate mid-market accounting, Acumatica, Intacct and others provide formidable cloud-based solutions, while Open Systems, SYSPRO, SAP, Oracle, Epicor, Infor and others offer a variety of intriguing options. How can we select and implement the right system? This session presents a series of questions and answers to help you determine the approach for you, including major benefits and drawbacks of each product.
Microsoft’s Power BI Desktop puts business intelligence into your hands! Offered as a free tool, Power BI allows you to create compelling reports in mere minutes. Participate in this session to embark upon a guided tour of linking data into Power BI, creating stunning and powerful visualizations, and building interactive reports, all with the free version of Power BI. Additionally, you will learn how you can extend these capabilities with a Power BI Pro subscription.
Bad actors want inside your systems and want to steal your data. They can attack your systems directly or they can use your email inbox to facilitate their attacks. Learn about various protection options for spam, viruses and malware. Discuss top tools and techniques with multiple solutions in each area.
Blockchain and cryptocurrencies such as Bitcoin and Ethereum are two of the hottest technology topics today; however, few business professionals understand these technologies, their capabilities, their risks and their potential impacts on business operations and processes such as contract execution, recording and maintaining real estate ownership records, and supply chains. Learn more about these disruptive technologies, including potential effects on the accounting profession, in this fast-paced and highly informative session.
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 that you should be asking? Learn the questions to ask your technology providers and find out how to identify warning flags for suspicious responses. Discuss all aspects of IT and use the session materials as a checklist for your conversations with your providers.
Major Topics Covered
• Questions to be posed in each area of IT
• Licensing, contracting, and other recurring tasks and documentation
• Common errors to avoid
Upon completing this session, you should be able to:
• Identify questions to ask of your IT team
• Differentiate IT approaches and responsibilities
• List the options that you can use for IT
Ransomware continues to plague individuals and businesses and represents one of today’s biggest security threats. Unfortunately, few individuals and businesses are taking the steps necessary to reduce the risk associated with ransomware, including the potential loss of data and the risk of an attack being considered a security breach. Learn how you can implement an effective system of control to mitigate the risk that you will become yet another victim of ransomware.
Security is a top concern for CPAs every year, yet many hacks result from organizations' failing to implement effective information technology controls. Learn about critical controls by reviewing case studies from recent security incidents. This strategy helps you understand risks and appropriate responses. Come away with tips on how to reduce your risk associated with unauthorized access, theft of information, identity theft, data exfiltration, tax refund fraud and more.
- Your registration includes electronic materials, instruction, continental breakfasts, beverage breaks, networking luncheons and networking receptions.
- Make sure to download the electronic materials materials prior to the event.
- Sponsorship opportunities are available. Visit the website for more information.
The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.