Technology Conference with K2 Enterprises (2 days)

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May 24, 2018 - May 25, 2018

Registration: 7:30 AM / Program: 8:00 AM - 4:00 PM


Member Fee: $585.00
Nonmember Fee: $685.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -292.00

The above fees may not be reflective of the total event price. See below.


Click the image above to view the conference brochure!

This conference is filled with 16 hours of fast-paced presentations designed to maximize your time and enhance your learning. Nationally recognized speakers have extensive expertise in numerous software applications. They will share their knowledge with you in order to help you do your job with efficiency and ease. Participants 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 computer technology. All sessions feature high quality, full-color computer projection systems for clear viewing.

NOTE: Instructional delivery method: Group-live demo and discussion using color computer projection - NOT a hands-on course.

Two attendees will be winners of $100 Amazon Gift Cards. Drawing to be held at the end of the conference.

We appreciate the following businesses for sponsoring the 2018 OSCPA Technology Conference with K2 Enterprises:

Bennett / Porter & Associates Inc.

MyEzHR Academy by Pay Plus Benefits, Inc.

Designed For

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


To provide participants with the tools and skills they need to keep up with the ever-increasing pace of changes in computer technology.

Major Subjects

Day One - May 24, 2018

General Session: Tech Update 2018
What to do? What to buy? What to watch for? What to avoid? Get your answers in Tech Update. Specific topics included in this session are: technology trends, recommended hardware specifications, applications and licensing, and security. This session provides concentrated exposure to technology that may reveal ideas, trends, and options that you had not discovered through your normal channels.

  • Concurrent Sessions - Morning (A Block) (sessions are listed below - choose one from this block)
    • A-1: CPA Firm Technologies 
    • A-2: Data Analysis with Power Pivot
    • A-3: Security - A Practical Guid
  • Concurrent Sessions - Afternoon (B Block) (sessions are listed below - choose one from this block)
    • B-1: Evaluating Technology Controls
    • B-2: Excel Financial Modeling Best Practices
    • B-3: Personal Technologies

General Session:
Office 365 - New Tools, New Tricks
As part of the ever-changing nature of Office 365, Microsoft has added several new tools - including Teams, Flow, Planner, Stream, and PowerApps - to the suite and 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.

Day Two - May 25, 2018

General Session: Emerging Technologies
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. Each emerging technology - among them Artificial Intelligence, Big Data, and Machine Learning - will be explained including why it is important and how it works. Additionally, actual products will be used as examples in each category to turn this discussion from a theoretical overview to a practical selection and how-to-cookbook.

  • Concurrent Sessions - Morning (C Block) (sessions are listed below - choose one from this block)
    • C-1: Client Accounting and the Outsourced CFO
    • C-2: Extending the Power of Excel with Useful Add-ins
    • C-3: The Best Kept Secrets of Windows 10
  • Concurrent Sessions - Afternoon (D Block) (sessions are listed below - choose one from this block)
    • D-1: Technology Decision Tree - Medium to Large Business Accounting
    • D-2: Microsoft Power BI - Power Reporting for Free!
    • D-3: Filtering the World - Spam, Virus, and Malware Protection
  • Concurrent Sessions - Afternoon (E Block) (sessions are listed below - choose one from this block)
    • E-1: Blockchain and Cryptocurrencies
    • E-2: What to Ask Your Technology Providers
    • E-3: Ransomware - Reducing Your Risks

General Session: Tales of True Tech Crimes - Ripped from the Headlines
Security is a top concern for CPAs every year, yet many hacks result from organizations failing to implement effective information technology controls. In this session, you will learn about critical controls by using case studies from recent security incidents. This strategy helps you understand risks and appropriate responses. Learn how to reduce your risk associated with unauthorized access, theft of information, identity theft, data exfiltration, tax refund fraud, and more.

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May 24, 2018

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CPA Firm Technologies

What strategies can help your firm today and tomorrow? What technologies can support those strategies? The latest audit and tax technologies - in addition to niche areas such as collaborative accounting, payroll, and SALT - are covered in this session. You will also learn about supporting technologies such as practice management, document management, workflow, portals, eSignature, and email encryption. Come with your questions and get insights on technologies that make public practice accounting better!

Data Analysis with Power Pivot

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.

Security - A Practical Guide

For many, security incidents are not a matter of "if" but a matter of "when." Therefore, you should use an end-to-end approach for protecting your data and in this session, you will learn how to do just that. Specific topics covered include 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.

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Evaluating Technology Controls

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 simply stop functioning. Auditors, business managers, and consultants all 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 Financial Modeling Best Practices

Excel remains the tool of choice for many professionals when building financial models, including forecasted financial statements and budgets. Yet many of these same professionals have never received any training on the best practices associated with generating financial modeling spreadsheets. Participate in this session to learn many amazing 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.

Personal Technologies

Technology impacts us not only in business, but also at home and sometimes it can be difficult to distinguish between the two! In this session you will learn about technologies you can use to help you get things done. Examples of tools discussed include personal hardware, apps, speech-to-text, notetaking tools, and audio-visual technologies. Make plans to participate in this session so that you can take full advantage of the technologies available to you.

May 25, 2018

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Client Accounting and the Outsourced CFO

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.

Extending the Power of Excel with Useful Add-ins

There are many free or low-cost add-ins available to enhance Excel. Included are Microsoft's Fuzzy Lookup add-in along with 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.

The Best Kept Secrets of Windows 10

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, you will 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. Join us in this session so that you can take full advantage of Windows 10.

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Technology Decision Tree - Medium to Large Business Accounting

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 is designed to present a series of questions and answers to help you determine the approach that works for you. Major benefits and drawbacks of each product are included.

Microsoft Power BI - Power Reporting for Free!

Microsoft's Power BI Desktop puts business intelligence in 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.

Filtering the World - Spam, Virus, and Malware Protection

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. In this session, you will learn about various protection options for spam, viruses, and malware. Top tools and techniques will be discussed with multiple solutions discussed in each area.

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Blockchain and Cryptocurrencies

Blockchain and cryptocurrencies such as Bitcoin and Ethereum are two of the hottest technology topics today. Yet 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. To learn more about these disruptive technologies - including potential effects on the accounting profession - make plans to participate in this fast-paced and highly informative session.

What to Ask Your Technology Providers

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? Join us in this session to learn the questions to ask your technology providers and to identify warning flags for suspicious responses. All aspects of IT are included, and the session materials can serve as a checklist for your discussions with your providers.

Ransomware - Reducing Your Risks

Ransomware represents one of today's biggest security threats. Yet few 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. In this session, you will learn how you can implement an effective system of control to mitigate the risk that you will become yet another victim of ransomware.


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Hard Copy Handout Materials

OSCPA will provide you a hard copy of the participant materials the day of the conference.

Paperless / Electronic Handout Materials

OSCPA will provide you with a link to download a PDF version of your participant materials for this conference. This means you will not receive a hard copy of the handout materials the day of the conference.


Randolph Johnston

Randolph P. (Randy) Johnston, MCS Shareholder, K2 Enterprises Hutchinson, Kansas Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years of experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services. EXPERIENCE K2 Enterprises ( 1990 – Present Hammond, LA Executive Vice President, Shareholder – Nation’s leading technology CPE provider to CPA professionals. Consults to high profile technology vendors. Delivers national seminars to CPAs, business groups and IT leaders on technologies in accounting, healthcare and banking. Creates and presents seminars and articles on 30+ technology topics including CPA Firm Technology, Cloud, Paperless, Business Continuity, Accounting Software and Business Strategies leveraging technology. Network Management Group, Inc. ( 1983 – Present Hutchinson, KS Chairman & CEO, Stockholder – Consults and specializes in Strategic Technology including planning, selection and implementation. Expertise: CPA Firm Technology and strategy; Paperless; Accounting Software, Business Intelligence and CRM; Infrastructure including: Cloud, Business Continuity, Virtualization, Backup, and remote management. Hutchinson Community College 1977 - 1997 Department Chair, Professor, Adjunct - Mathematics & MIS Depts. Designed and taught courses in all areas of mathematics & computing. Professional Data Services 1978 - 1981 Programmer and system designer - Developed a medical system including the first paperless claims in Kansas, appointments and collection systems. Owned ComputerLand, Entre’ and Connecting Point stores, received first IBM PC and first Compaq portable in Kansas. Farmland Industries 1977 - 1978 Programmer and system designer - Developed and maintained P&L, Credit Union and Feedlot accounting EDUCATION Hutchinson Community College, 1975 A.A. in Computer Science, Math Kansas State University,1977 B.S., summa cum laude, in C.S., Math, Science Wichita State University, 1981 Masters of Computer Science, 60+ post graduate hours ACKNOWLEDGEMENTS Accounting Today - Listed as one of the 2004-2015 Top 100 Most Influential People CPA Practice Advisor - Accounting Hall of Fame 2011, Top 25 Thought Leader 2011-2017 Accounting Technology - Listed as one of the top nine technology stars in the industry AICPA Technology Conference - Past Chair and featured Speaker for the past 31 years. Who’s Who in Business & Industry – 1990-2017; in Computing 1987-2017 - Acknowledged as leading business professional and as a leading computing professional CERTIFICATIONS Microsoft Corporation - Microsoft Certified Professional – MCP Novell Corporation - Certified Network Administrator – CNA AutoDesk, 3Com, Entre’ - Certified CAD specialist, Network Professional, Data Communications PUBLICATIONS Various publications 1978 - Present CPA Practice Advisor monthly columnist, Journal of Accountancy, CRN, Accounting Technology, PCWeek, InfoWorld, Interface, State Society newsletters, frequent quotes in accounting and computer press. Mitchell Publishing - 1981 Basic Using Micros Random House - 1982 Business Computing Systems McGraw Hill - 1984 Computers: An Introduction John Wiley & Sons Publishing - 2002 Technology Best Practices K2 Enterprises – 2003-2012 Accounting Software Solutions

Val Steed

Val D. Steed, CPA.CITP, MA Shareholder, K2 Enterprises Centerville, Utah Awards and Recognition: •Accounting Today’s Top 100 Influential Accounting Professionals •AICPA Certificate of Appreciation - Strategic Planning Committee •Alumni Professional Achievement Award – Utah State University •Outstanding Discussion Leader Award – Indiana Society of CPAs •Outstanding Discussion Leader Award – Utah Association of CPAs •Three year recipient of AICPA Outstanding Discussion Leader Award Professional Service: •Three-year Member - AICPA’s Strategic Planning Committee •Four-year Member - AICPA’s Information Technology Executive Committee •Five-year Member - AICPA’s Microcomputer Conference Committee •Chair of the AICPA’s Technology Conference •Two-term Chairperson of the Consulting Services Committee •Two-term Chairperson - CPE Committee for the Utah Association of CPAs •Life-Loyal Sigma Chi Val Steed graduated from Utah State University where he received both his Bachelors of Science (BS) in Accounting and his Masters of Accounting (MA). After college, Val worked for Deloitte Haskins and Sells of Salt Lake City, Utah, and then with Hansen, Steed, Bradshaw & Malmrose P.C. of Salt Lake City. Val was with Hansen, Steed, Bradshaw & Malmrose P.C. for eleven years and was a shareholder for six years before leaving to start K2 Enterprises. Currently, Val is the CEO of K2 Enterprises which is a national technology training and consulting organization. He has twelve years experience in public practice and has been involved with the accounting technology industry for more than 30 years.

Thomas Stephens

Thomas G. (Tommy) Stephens, Jr., CPA,CITP, CGMA Shareholder, K2 Enterprises Woodstock, Georgia Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. Upon graduation, Mr. Stephens began working for an Atlanta-based public accounting firm. After earning his designation as a Certified Public Accountant, Mr. Stephens worked for BellSouth Corporation in Atlanta as an Internal Auditor. After two years as an auditor, he was promoted to Staff Manager and then Operations Manager of the Internal Audit Group. In 1991, he transferred to the Comptrollers’ department of BellSouth and served as Manager of the Cost Accounting organization. While working full-time at BellSouth Corporation, Mr. Stephens also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992. Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. Additionally, in 1995 he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-two years, Mr. Stephens has presented in excess of 2,100 educational sessions to over 61,000 participants nationwide. Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, Mr. Stephens enjoys an active personal life as well. He and Michelle -- his wife of thirty years -- have two children. His hobbies include snow skiing, fishing, and running. Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.