Virtual Technology Conference

Virtual Tech Conference
Thursday, November 11, 2021 - Friday, November 12, 2021
8:30am - 4:55pm (opens at 8:30am) EST

Registration is Open


$399.00 Early Registration (through 10/11/2021)
$469.00 Regular Price


$489.00 Early Registration (through 10/11/2021)
$569.00 Regular Price

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Course Type: CPE Conferences
Course Code: 21/VTC
Vendor: Virginia Society of CPAs


The FICPA is  partnering with the Virginia Society of CPAs to bring you the 2021 Vitual Technology Conference.

Designed For:
Busy accounting and financial professionals who want to improve their personal and organizational productivity.

Fundamental knowledge of hardware, software and technology trends

Join K2 Enterprises for a live streaming Technology Conference for CPAs. This event offers up to 16 CPE credits through fast-paced presentations designed to make you more productive and efficient when using technology.

K2 Enterprises’ nationally recognized speakers provide you with practical solutions to the real-world issues faced by accounting, financial and other business professionals. You will receive helpful tips and advanced techniques, along with the tools and skills necessary to keep up with the ever-increasing pace of changes in technology.

Program Level: Update


  • Upon completing this conference, participants should be able to: 
  • Determine how to utilize existing and future technologies to address the needs of your organization  
  • Describe trends in hardware and software to make more informed decisions for your business and your clients 
  • Develop and implement strategies for improving information security and collaboration 
  • Utilize the most powerful features of Microsoft Office and other productivity software



Thursday, November 11, 2021

Tech Update 2021

Time: Thursday 8:30am - 10:10am Credits: 2 TB

What technology trends significantly impact you? Which technologies will affect you and your business? This visionary session provides insights, choices and recommendations. You will experience a summary of 5G, Wi-Fi 6E and the latest hardware and software trends to help you make the best decisions. You are certainly going to discover at least one new technology you had not considered. This session provides strategic and tactical insight on technology choices. Major subjects include:

  • Hardware trends
  • Software innovations
  • Communication and collaboration tools
  • Unusual technologies you might have missed
  • Crucial products to consider for implementation


Selecting & Vetting Technology Providers

Time: Thursday 10:20am - 12:00pm Credits: 2 TB

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 you should ask? Join this session to learn the questions to ask your technology providers and how to identify some warning flags. The session materials can serve as a starting point for your discussions with your providers. Major subjects include:

  • Qualifications and skills to look for in an IT provider, and the different types of IT providers
  • The available options for delivering applications to end-users
  • Guidance on what to buy and what to avoid when selecting hardware and software


Online Meeting & Collaboration Tools

Time: Thursday 10:20am - 12:00pm Credits: 2 TB

We can work with team members at all levels and in all locations with today’s collaboration and meeting tools. While the COVID-19 pandemic may have been the trigger event that forced many to use these tools for the first time, we discovered the advantages and capabilities. Which tools make sense for your organization?

In this session, we will cover the leading meeting and collaboration tools. We will note the features and benefits of options available and will provide a comparison of critical items. We will also explain deployment and control considerations from a management perspective, citing questions you can pose to technical consultants. If you want to improve your team’s productivity, this session will give you independent guidance. Major subjects include:

  • The differences of features and benefits of meeting and collaboration tools
  • The most popular applications for collaboration and management
  • The cost and benefits of various meeting and collaboration tools


Formatting Excel Spreadsheets the Right Way

Time: Thursday 10:20am - 12:00pm Credits: 2 TB

Some estimates indicate that business professionals spend as much as half their time in Excel working on formatting. If you are interested in getting better formatting results in less time, participate in this session to learn the best practices for applying formats in Excel. Learn the right way to apply formats in your workbooks. More specifically, you will learn about features such as Custom Format Codes, Templates, Styles, the Accounting Format, Precision as Displayed, date formats, and many others, all of which can save you substantial amounts of time when working in Excel. Major subjects include:

  • Creating and using Styles in Excel
  • The Accounting Format and why you should use it
  • How to create custom formats 
  • Formatting dates for maximum impact
  • The advantages of storing formats in templates


CPA Firm Technology Strategies

Time: Thursday 12:30pm - 2:10pm Credits: 2 TB

CPA firms have always had challenging times, and the last two years emphasized that point. Technology changes, new service offerings and profitable compliance will have to be executed well during the next five years. What technologies will you choose for 2021 and beyond? What is the best way to handle everything from better client interaction from PBC to eSignature through the best advisory service strategy? How do the cloud, next-generation software and client demands affect partner profitability? Major sujbects include:

  • CPA firm-centric hardware
  • Software changes
  • Technology options for your firm
  • Specific technologies to improve productivity and profitability
  • Strategic products to consider for implementation


10 Teams Features You Can't Afford to Miss

Time: Thursday 12:30pm - 2:10pm Credits: 2 TB

Microsoft Teams is one of the most exciting technologies available today. Businesses of all sizes now use Teams to communicate, collaborate and enhance control over critical workflows and information. Yet most organizations running Teams have only scratched the surface of all it can do for them. In this session, you will learn about 10 critical features in Teams that you and your team can use right away to make the most of this technology. Major subjects include:

  • Collaboration options in Teams
  • Using Teams to share information with people outside your organization
  • Adding apps into Teams
  • Securing Teams


The Power of Array Formulas in Excel

Time: Thursday 12:30pm - 2:10pm Credits: 2 TB

Array formulas have been available in Excel for decades, but recent enhancements to Excel have breathed new life into this feature. With the new “dynamic array” concept, you can leverage Excel’s array formulas in ways that you may have never imagined possible. Learn how you can put the power of array formulas to work for you. This session begins with an overview of Excel’s “legacy” array features and shows you how you can continue to take advantage of these tools. The course then discusses the recent enhancements to Excel that facilitate “dynamic arrays” and why these enhancements are so significant. To wrap up the conversation, you will learn from numerous practical examples of dynamic arrays and how you can put them to work for you. Major subjects include:

  • Understanding arrays of data and how they are useful
  • Distinguishing between “legacy” array formulas and array formulas in “dynamic array-aware” versions of Excel
  • Using Excel’s new array functions, including SORT, FILTER, SEQUENCE and UNIQUE
  • Applied examples of array formulas


Password Management Tools: Why & How You Should Use Them

Time: Thursday 2:20pm - 4:00pm Credits: 2 TB

Correctly implemented passwords help protect valuable information. Both the complexity and the number of passwords required have multiplied. Further, it has been shown that using the same password for multiple sites or easy to guess passwords enable bad actors. Password management tools have emerged as a leading option for enhancing security to address these challenges.

In this session, you will learn how password management tools can help you implement, update and manage your passwords. You will also learn about the features of leading password management tools and why these tools are necessary to improve security. Finally, if you hope to implement a password-less approach, we will spend time on the current options. Major subjects include:

  • Why passwords are a critical element of information technology controls
  • The key characteristics of “long-and-strong” passwords and the new NIST guidelines
  • The difference between leading password management tools
  • Alternatives to passwords to improve authentication controls


Optional: Technology Town Hall

Time: Thursday 4:10pm - 4:55pm

The K2 Enterprises instructional team invites you to participate in the Technology Town Hall, a free-form 45-minute session that explores contemporary technology issues and trends. During this session, you will have the opportunity to ask questions and offer your insights and opinions on technology issues affecting business professionals. We hope you will take advantage of this opportunity, and we look forward to seeing you there.

Please note that there are no CPE credits associated with this session.


Friday, November 12, 2021

Security Roundtable

Time: Friday 8:30am - 10:10am Credits: 2 TB

Security issues continue to plague businesses of all sizes and in virtually all industries. Unfortunately, for many professionals, there are more questions than answers. In this roundtable discussion, you will learn how to address your security issues and concerns and, in turn, mitigate your risk of a data breach. Learn from the K2 Enterprises instructional team’s collective experience, with all the instructors for your conference participating in this panel discussion. Major subjects include:

  • Current trends in security risk
  • Leading technologies and best practices to mitigate risk
  • Assessing risk in your organization
  • Options for reducing risk


Amazing Accounting Add-ons

Time: Friday 10:20am - 12:00pm Credits: 2 TB

A complete accounting software solution almost always includes additional add-on products. For example, it is hard to accurately calculate sales tax, do budgeting or have adequate reporting without third-party add-ons. This session provides guidance on some of the best add-ons in the market. If you have needs that your current solution does not meet, you may not need to change it. You may just need the right add-on! Major subjects include:

  • An overview of third-party add-on solutions
  • Add-ons for both traditional desktop and SaaS small business products
  • Shortfalls of specific add-on solutions
  • Strengths and weaknesses of various solutions


Hosting, Self-Service & Managed Service Options

Time: Friday 10:20am - 12:00pm Credits: 2 TB

Remote access has evolved beyond anywhere, anytime, any device access to full-service remote support. Various tools help us work virtually, starting with hosting productivity applications. In this session, you will learn about supporting tools needed, too, including multi-factor authentication, VOIP telephony, video conferencing, document management systems, portals and Microsoft 365. Learn about options from Self-Serve to hosting to managed service provider options. Of course, the goal is to have all team members effectively work wherever they are with a full complement of tools. Major subjects include:

  • Remote hardware and software trends that affect your ability to work anywhere anytime
  • Purchase guidance on what to expect, approve and avoid
  • Critical applications for remote productivity and security
  • Functional technology to consider for remote work


Excel's Best New Features

Time: Friday 10:20am - 12:00pm Credits: 2 TB

With recent Excel updates provided through Microsoft 365/Office 365 subscriptions, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to data analysis tools, new functions and improved collaboration opportunities are available in more recent Excel versions. For those who know about these new features and apply them, exciting opportunities for improved productivity await. Take advantage of this opportunity to learn how you can put Excel’s best new features to work right away! Major subjects include:

  • New functions available in Excel 2016 and newer, including subscription-based Excel versions
  • How to collaborate more effectively in newer versions of Excel
  • The importance of Dynamic Arrays and related functions
  • The continued evolution of Power Query


Selecting Small Business Management Systems

Time: Friday 12:30pm - 1:20pm Credits: 1 TB

Small businesses have new and traditional choices in accounting solutions. In addition to traditional solutions like QuickBooks and Sage 50, you can choose from Cloud-based tools such as Gravity Software, Zoho Books, QuickBooks Online, Xero, Accounting Suite, Accounting Power and many more. This session covers accounting solutions that should work for businesses that are startups up to $10 million in size. Major subjects include:

  • An overview of small business accounting solutions
  • Traditional desktop and SaaS small business products
  • Shortfalls of specific accounting solutions
  • Strengths and weaknesses of various solutions
  • Setup and configuration tips


Technology Planning for a Post-Pandemic Environment

Time: Friday 12:30pm - 1:20pm Credits: 1 TB

Strategic and tactical business planning contributes to short and long-term success. Your technology plan should follow your business plan. But what if your goals become disrupted in the short term, and these events have long-term effects? Think 9/11, smartphones or COVID-19 and consider if things will go back the way they were.

This session will consider the impact of remote work, security risks, collaboration tools, VOIP and other tools your team require. How do we manage our various applications and meet our business plan goals? Major subjects include:

  • Technologies that enable remote and stay-at-home work
  • Critical security considerations for a virtual workforce
  • The difference between options to meet your needs
  • Enumerate technology options to include in your technology plans


Power Automate Your Approvals

Time: Friday 12:30pm - 1:20pm Credits: 1 TB

We live in a new normal: work-from-home. Applying this reality to our approval processes can be challenging. It requires a solution that functions regardless of location or device. What if I told you there was such a solution already available in many Office 365 / Microsoft 365 subscriptions? In this session, we will introduce you to Power Automate. It is a wonderful service with hundreds of connectors that will allow you to automate a wide range of everyday approval actions. In this session, you will learn how to send documents from person-to-person and review and approve them quickly and securely. Major subjects include:

  • Power Automate connectors and actions
  • Types of flows available
  • Flow-building tips and tricks
  • Automated approval demonstration


Choosing Your Mid-Market Accounting Solution

Time: Friday 1:30pm - 2:20pm Credits: 1 TB

Legacy solutions are holding back businesses. Many mid-market companies are being transformed by upgrading their accounting solutions. In this new world of Software as a Service, workflow-enabled, data-centric and connected solutions, you can solve existing and future business problems in new ways. This session covers integrated and ERP solutions that should work for businesses in the $10 Million to $1 Billion range. If your system has been in place for seven or more years, it is time to consider an upgrade or replacement system. Leverage the instructor’s knowledge of the market to minimize your risk. Major subjects include:

  • Overview of mid-market solutions
  • Probable third-party solutions required
  • Accounting solutions for specific industries
  • Specific strategies to use on selecting a system
  • Guidance on preparatory steps and conversions


Backups Done Right

Time: Friday 1:30pm - 2:20pm Credits: 1 TB

Where is your data? Do you have it controlled and backed up? If all your information is in the cloud, how do you verify that the backup recovery is rapid? If your data is in various silos from your application providers, how do you ensure you have the necessary protection and disposal approaches? This session will help you understand and guide your IT team and providers to take the right actions to protect your business. Backup considerations, including cloud, backup appliance, disaster recovery and business continuity approaches, are included. Major subjects include:

  • The significant backup approaches
  • Areas of critical weakness or threats in your backup and recovery systems
  • All critical and non-critical applications and their order of recovery
  • The difference between backup solutions based on their features and benefits


Turbocharging Small Business Reporting With Power Query

Time: Friday 1:30pm - 2:20pm Credits: 1 TB

Every small business accountant knows and accepts the reporting limitations associated with entry-level tools. Most of these same professionals periodically export data to Excel, text or other file formats to create custom reports to manage their business. The related data transformations required to utilize exported data can be automated using Microsoft’s Power Query tool in Excel. With Power Query, these professionals can perform simple and complex tasks almost instantly. Participate in this session to learn how to use Power Query — a tool you already own — to create more accurate and timely reports for your small business. Major subjects include:

  • Tips and tricks for accessing, transforming and combining data exported from small business applications into meaningful reports using Power Query
  • Methods of automating and enhancing report generation processes using templates and refreshing data from related applications
  • Advanced Power Query techniques


Tales of True Tech Crimes: Ripped From the Headlines

Time: Friday 2:30pm - 4:10pm Credits: 2 TB

2020 was an exceptional year for everyone, and like everyone, the hackers, scammers and other technology criminals took advantage of new opportunities brought by COVID. Criminals reportedly used innovative approaches to exploit weaknesses created by the pandemic. You will learn tips and techniques from these events to help protect you, your company, and your data. Attend this session and learn more about how high-profile control failures occurred so you can be more effective at preventing crimes such as theft, malware, ransomware, phishing and hacking. Major subjects include:

  • Common security weaknesses that occur with hardware and software at home and in the office
  • Malware, ransomware, data breach and incident response tips
  • Internal control failures resulting in the theft of assets or unauthorized manipulation of data
  • User authentication and security awareness training



  • Brian F Tankersley

    Brian Tankersley, CPA.CITP, is a consultant based in Farragut, Tenn. and is a frequent speaker at national continuing education courses on auditing and technology for K2 Enterprises. He publishes a nationally recognized blog on accounting and technology ( and writes a column and serves as the technical editor for The CPA Practice Advisor. Brian was recognized as one of the top...

    Read more about Brian F Tankersley here
  • Steve Yoss

    Stephen Yoss Jr., CPA, is a senior technology strategist and principal of MantisPRO, a company that focuses on helping organizations develop a technology strategy to streamline their business operations. Stephen has consulted with several companies on how to lower overhead, personnel and compliance costs by investing in technology and reengineering their business practices. He teaches his clients...

    Read more about Steve Yoss here
  • Lawrence A McClelland

    Lawrence A. (Mac) McCIeIIand, J.D., is an attorney and accounting professional and an associate of K2 Enterprises of Hammond, La. and Network Management Group of Hutchinson, Kan. McCIeIIand was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1996. He was also a member of the faculty...

    Read more about Lawrence A McClelland here