Registration/Continental Breakfast

Welcome

A - Technology for Tough Times(Credits: 1.5 GN) Download Materials
Will Fleenor, K2 Enterprises, Hammond, La. Download Bio

Are you trying to manage technology in this tight economy? What are the best new technologies to invest in? How can you stay up with the changes in technology? This session provides a valuable overview of the changes in technology that affect you today, as well as in the future. In this session, you will learn about hardware, software, and strategic options that provide improved efficiency and productivity. You'll learn how to compare those options and examine other strategic technologies that should be considered.

Break

B - An Essential Guide to Data Security & Privacy(Credits: 1.0 GN) Download Materials
Trey James, Xcentric, Alpharetta, Ga. Download Bio

Ignorance is bliss. Or is it? To you, and any would-be data scavengers, your firm's confidential and private client data is worth gold. Learn about a few simple yet critical steps to protecting your data and prevent the kind of publicity that firms much prefer to avoid.

C - IT and Fraud (A&A)(Credits: 1.5 AA) Download Materials
Tommie Singleton, University of Alabama at Birmingham, Birmingham, Ala. Download Bio

In this session, a variety of tools and techniques will be presented that can be used to detect fraud. They include simple tools such as Autofilter, and sophisticated tools such as ACL. Some demonstrations will be made.

Lunch

D1 - Document Management Solutions(Credits: 1.5 GN) Download Materials
Will Fleenor, K2 Enterprises, Hammond, La. Download Bio

Find out which document management solution fits your needs best. This session reviews the leading solutions for public accounting practices, as well industry solutions. Learn about their features and benefits, along with the best ways to implement and manage them. You can examine the recommended DMS implementation process and review top providers and the features they offer. You'll also learn how to prepare your office for a DMS implementation. For those seeking to get the most from a document management solution, this session is a must-see!

D2 - Mcrosoft Outlook, the Outlook Calendar Printing Assistant, and Word 2007(Credits: 1.5 GN) Download Materials
Chris Menard, Triality, Stockbridge, Ga. Download Bio

Use Outlook to track your task and contacts. You can also publish your calendar to the web and restrict what other people can see. Use the Calendar Printing Assistant, a free program from Microsoft to print multiple calendars on the same page, and create different calendars in unique views. Microsoft Word tricks and tips will also be shown, including how to create odd and even headers and footers, work with master documents and subdocuments.

E1 - The Next Generation of Practice Management Technology(Credits: 1.0 GN) Download Materials
Tom Davis, Bowen, Phillips, Carmichael & Davis, CPA, LLC, Valdosta, Ga. Download Bio

The efficient and effective administration of an accounting practice is critically important to firm profitability. In most firms, a substantial amount of partner time and other high-value resources are spent on practice management. Most firms use time and billing systems that are decades old and are following procedures and processes that have not been modified in years. This session looks at new applications that provide better time and billing functionality combined with new relationship management, service management and scheduling features. Attendees will get examples of key benefits from implementing the new tools, as well as information about the challenges that will have to be addressed.

E2 - Microsoft PowerPoint 2007 and a Preview of Windows 7(Credits: 1.0 GN) Download Materials
Chris Menard, Triality, Stockbridge, Ga. Download Bio

Learn cool tricks with Microsoft PowerPoint, how to use PowerPoint with Word, work with themes, the new slide design, and use Masters. Mr. Menard will also show Windows 7, the latest operating system that will be out in October. It is replacing Windows Vista.

Break

F1 - Efficient and Effective Tools for Today's IT Audit Environment (A&A)(Credits: 1.5 AA) Download Materials
Tommie Singleton, University of Alabama at Birmingham, Birmingham, Ala. Download Bio

This session will address some of the latest tools and techniques that can be used to increase efficiency and effectiveness. It will include risk-based audit procedures, new models, and other tools, all of which apply to financial audit, IT audit from the internal audit function, and other audit services.

F2 - Microsoft Excel(Credits: 1.5 GN) Download Materials
Chris Menard, Triality, Stockbridge, Ga. Download Bio

In this Excel 2007 session, we will learn how to create a data validation list based on another list, make an Excel chart static so it is not tied to your data, use advanced conditional formatting, use the latest excel functions that work in Excel 2007, create PivotTables and PivotCharts, remove duplicates, and use the Auditing toolbar.