Tech Summit

    Join us each month as we dive into the hottest tech topics for CPAs. This on-demand series is led by K2 Enterprises, some of GSCPA’s most trusted technology and software application instructors. Each session is two hours.

Tech Summit: K2's Choosing Small Business Accounting Solutions

Release Date: May 16, 2022
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Small businesses have new and traditional choices in accounting solutions. In addition to traditional solutions like QuickBooks and Sage 50, there are Software as a Service option such as Gravity Software, Zoho Books, QuickBooks Online, Xero, Accounting Suite, Accounting Power and many more. Cover accounting solutions that should work for businesses that are startups up to $10 million in size. Explore the best options for accounting in small businesses. 


Tech Summit: K2's Current Tech Crimes Ripped From The Headlines

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Security is a top concern for CPAs every year. Yet, many hacks result from organizations not implementing adequate internal controls over information technology. Learn about critical IT-related controls using a case study approach with stories that are all new for 2020. More specifically, you will learn from real-world examples of breaches and security failures. Accordingly, you will understand better how to protect your company and its data. Attend this fast-paced session and learn more about IT-related controls you can use to prevent computer crimes such as identity and information theft, tax refund fraud, and more. 


Tech Summit: K2's Everything Google - How to Utilize Tools, Services, and More

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Most users are familiar with Google's search service and Gmail but are unaware of the other services available. Additionally, most users scratch the surface of the Google tools and services they use. Learn about Google's most useful features, apps and services, all of which accounting and financial professionals could use better. Further, you will learn how to find better web results, gain an understanding of G Suite and how you can use it as your organization's back office, and time-saving tips on how to use Google offerings more effectively and efficiently. 


Tech Summit: K2s CPA Firm Technologies - Helping Your Practice Grow

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Public accounting firms face a technology tsunami. Traditional tools such as practice management, tax, audit, document management, and workflow are as crucial as ever. However, new opportunities with tools based on artificial intelligence, machine learning, and process automation are available to improve firm efficiency. Designed specifically for public practice professionals, gain real-world, practical perspectives on the opportunities available today. Also, you will learn about specific actions you can take to capitalize on new tools and better techniques in all areas of practice, from tax to audit to client accounting services. 


Tech Summit: K2's A Scary Ride Through the Dark Web

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You have heard of the Dark Web, but have you experienced it? If not, buckle in for a scary ride through the underbelly of the Internet. Here many illicit and illegal activities occur every day, potentially affecting our personal and organizational security. In this session, you will experience first-hand the Dark Web and all that it entails - both positive and negative. Upon completing this session, you will understand why it is essential to secure your information so that you do not become yet another victim of the Dark Web. 

Tech Summit: K2's Accessing and Cleaning Data with Excel, Power Query, and Power BI

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While there is a wide range of ways to analyze data, one must first retrieve, scrub, and organize data effectively before using any techniques. Understand and utilize end-user data retrieval tools like Microsoft Power Query and content packs for Microsoft Power BI to connect, retrieve, reorganize, and create scripts to automatically reformat data of all kinds from a wide variety of sources. Attend this session and learn to use these powerful tools to solve and automate your data extraction and transformation processes. 

Tech Summit: K2's Blockchain and Emerging Technologies

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Blockchain and other emerging technologies will affect every industry and profession. For example, some products have already implemented machine learning and artificial intelligence. Further, process automation tools are now available for small and mid-sized businesses. Learn about emerging technologies that directly affect business professionals. While many emerging technologies are not yet ready for prime-time, some of them are. See how tools available now can help you and your team be more productive, efficient, and effective.




Tech Summit: K2's Bringing Artificial Intelligence To Your Excel Workbooks

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If you are an Office 365 subscriber, you should know that Microsoft brings artificial intelligence to your Excel workbooks. These leading-edge features include Ideas, new data types, the ability to insert data from a picture, and Dynamic Arrays. These AI-powered additions to Excel will save you time and improve accuracy if you know how to use these tools. Take part in this session to learn how you can bring artificial intelligence to your Excel workbooks. 

Tech Summit: K2's Profiting from Client Advisory Services

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Client Advisory Services (CAS) can be a profitable addition to your practice. How do you develop an effective, productive offering? What are the considerations for service creation, controlling scope creep, people management, product selection and scalability? What services should be offered? While many vendors have CAS programs they want you to adopt, you will receive an independent blend of profitable strategies and straightforward advice when you attend this session. 


Tech Summit: K2s Case Studies In Fraud and Technology Controls

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Fraud continues to plague businesses at epidemic levels, and technology control failures are a significant reason fraud occurs. Using a case study approach, you will learn about the pervasiveness of fraud, the control failures that contribute to fraud, and what you can do to mitigate fraud risk.  



Tech Summit: K2s Advanced Excel Formulas and Functions

Release Date: December 20, 2021
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Excel has more than 450 functions, many of which are unused by business professionals. Learn powerful but little used Excel functions, such as IFS (for nested IF statements), AGGREGATE (best described as SUBTOTAL on steroids), GETPIVOTDATA (for producing formal reports from data summarized in a pivot table), CUBEVALUE (for building reports directly from the Excel Data Model) or TEXTJOIN (for joining text or creating CSV files quickly and easily). 

Tech Summit: K2s Implementing Password Management and Data Loss Prevention Tools

Release Date: February 21, 2022
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Data Loss Prevention (DLP) is a means of creating and enforcing security policies in an organization. For example, with DLP, you can create rules that programmatically block all outbound email messages containing information such as Social Security or credit card numbers. Unfortunately, most business professionals have yet to discover DLP and how it improves security. Likewise, most business professionals have yet to discover and implement password management tools, which all but a necessity when attempting to enhance personal and organizational security. In this session, you will learn why you should take advantage of password management and DLP tools to improve personal and organizational security and how you can quickly and easily implement these tools.