Rocky Mountain Technology Conference Virtual

Overview

Thursday, December 19

8:00am - 10:10am General Session - K2's Tech Update

AI and machine learning trends
Quantum computing in finance
understanding the growing impact of blockchain and digital currencies in accounting
Software and hardware innovations

BREAKOUT SESSION

10:25am - 12:05pm Office Scripts - The New Macros

introduction to Office Scripts
Recording your first script
Integration with Power Automate

10:25am - 12:05pm Getting Started with Artificial Intelligence

Understanding AI tools available today
Creating accounts in AI platforms
Querying data from AI platforms
Customizing your AI subscriptions

10:25am - 12:05pm The ABCs of Automation With Microsoft's Power Platform

Overview of the Power Platform and its components
Review examples of business processes that may benefit the most from using automation
Discussion and demonstration of its low-code/no-code app development environment

BREAKOUT SESSION

12:55pm - 2:35pm What Now, What's Next: Emerging Technologies

Quantum Computing
The intergration of physical and digital experiences
Self-supervised learning
Synthetic data and it's implications for AI training

12:55pm - 2:35pm Accessing Your Company's Data With Power Query And Power BI

Utilizing Power Query to access data from the web, spreadsheets, folders and databases
Using Power Query to preform various transformations to clean up data before importing it to Power BI or Excel
Producing various reporting documents from data delivered from Power Query

12:55pm - 2:35pm CPA Firm Technology And Management Update

Evolving trends in the accounting profession, including shifts in supplier dynamics
Advanced software solutions tailored for various service lines and niche markets
Innovative automation tools, with an emphasis on AI and machien learning in accounting
Optimized technology stacks to boost productivity and profitablity

2:50pm - 4:30pm General Session - Excel Best Practices And Features

What to look for in Excel 2024
How to take advantage of new functions and features in Excel
Integrating Excel data with other applications
Improving Excel security

Friday, December 20

8:00am - 10:10am General Session - Time to Advance Automation

Advanced Automation Strategies: Best practices for starting or enhancing your automation journey
Key tols for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools
Practical Automation in Finance: Automating tasks in accounts payable, banking and approval workflows
Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects

BREAKOUT SESSION

10:20am - 12:00pm Optimizing Your Tech Stack

Conducting a tech stack assessment, including an inventory of current tools and applications
Identifying essential and redundant tools
Exploring cost-effective alternatives
Calculating your total cost of ownership

10:20am - 12:00pm Advanced Collaboration Solutions

Enhanced portals for collaboration: Including PBC and 1040 workpaper integration
Modern payment solutions: Understanding and integrating various payment oopotions into your portal
Effective use of eSignatures: Streamlining processes and ensuring compliance
Feature checklist collaboration tools: What to look for in the latest technology

10:20am - 12:00pm Small Business Accounting Solutions

Current landscape of small business accounting software
Strengths and limitations of critical solutions
Effective add-ons and integrations
Implementation strategies

BREAKOUT SESSION

12:50pm - 1:40pm Consumer Electronics Show 2024 Review

Smart Home Innovations: Discover the latest advancements in home automation and IoT Devices
Wearable Technology Trends: Explore the Future of health, fitness, and personal tech wearables
Augmented and Virtual Reality: Delve into immersive experiences and their impact on entertainment, education and business
Sustainable Technology Solutions: Uncover new developments in Eco-friendly and energy-efficient technologies

12:50pm - 1:40pm AI Confidential: Privacy and AI

Tools for evaluating and summarizing licenses and privacy policies
Definitions of significant terms and concepts often used in software licenses
Review critical terms associated with services like Microsoft 365 or QuickBooks Online

12:50pm - 1:40pm Better Reporting with QuickBooks Online

The types of reports available in QuickBooks Online, by subscription level
Customizing reports to meet your needs
Spreadsheet Sync in QuickBooks Online Advanced

BREAKOUT SESSION

1:50 pm - 2:40pm Harnessing ChatGPT

Leveraging prompt engineering in ChatGPT for various accounting tasks
Exploring the applications and limitations of ChatGPT in accounting
Empowering efficiency for everyday accounting tasks

1:50 pm - 2:40pm Effective Automation And Outsourcing

Overview of how firms and businesses currently use automation and outsourcing
Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations
Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology
Discussion of specific solution providers which provide solutiosn for tax and accounting firms as well as internal accounting departments

1:50 pm - 2:40pm Saving Time With Electronic Forms

Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool
The benefits and risks associated with using each approach
Examples of how tools can be used effectively, with examples

2:50pm - 4:30pm - General Session - Ripped From The Headlines: Lessons From Interesting Tech Crimes

Common security weaknesses the occur with hardware and software at home and in the office
Malware, ransomeware, date breach, and incident response tips
Internal control failures which result in the theft of assets or unauthorized manipulatio of data

Overview

Thursday, December 19

Friday, December 20

1:50 pm - 2:40pm Harnessing ChatGPT

1:50 pm - 2:40pm Saving Time With Electronic Forms

Leader(s):