Conferences In-Depth
2009 Conference Session Descriptions
Accounting Software - What you Need to Know
Is your current system doing what you need? Are you keeping up with the competition? Accounting software has evolved to include software-as-a-service (SaaS), customer relationship management (CRM), workflow, handhelds and portals – in addition to traditional financial accounting and reporting features. Specialty products for the distribution, manufacturing, and service industries have also improved dramatically. This overview will expand your expectations of accounting software … and your capabilities to manage it.
Key learning objectives of this session include:
Learn how to put this new generation of accounting software to work for you.
Key learning objectives of this session include:
- Receive background on key products in the marketplace,
- Understand the integration available for accounting software, and
- Examine features in current products as well as third-party add-ins.
Learn how to put this new generation of accounting software to work for you.
Analyzing Data with Excel PivotTables
Many refer to PivotTables as Excel’s most powerful function. In this advanced session, you will learn how to use the power of the PivotTable to solve many of your data analysis problems. You will learn how to analyze data using specific PivotTable tools such as Field Settings, Calculated Fields and Items, Grouping, Sorting, and Filtering. Discover how PivotCharts extend the functionality of PivotTables and help you communicate key data. Confused by GETPIVOTDATA? Learn how to use it to extract valuable information from a PivotTable.
Key learning objectives of this session include:
Learn how to put this new generation of accounting software to work for you.
Key learning objectives of this session include:
- Construct advanced Excel PivotTables and PivotCharts for data analysis,
- Work with PivotTable tools such as Field Settings, Calculated Items, Calculated Fields, Sorting, Filtering, and Grouping, and
- Use GETPIVOTDATA to extract information from PivotTables.
Learn how to put this new generation of accounting software to work for you.
This exciting and informative overview of technology solutions is designed to increase CPA firm productivity. The demands for increased efficiencies and improved staff skills, coupled with higher client expectations are causing leading-edge firms to reconsider how technology can help them succeed. In this session, learn how the leading technologies can successfully address many of the challenges facing the profession.
Key learning objectives of this session include:
Key learning objectives of this session include:
- Identify the major technology trends and issues facing public accounting firms,
- Recognize the opportunities to implement specific technological solutions to profitably address specific trends, and
- Discover “best practices” for CPA firm technology solutions.
Creating and Managing PDF Forms
You’ve worked with PDF files for years, but did you know that you can quickly and easily turn routine forms into interactive, fill-in PDF documents? Imagine converting time sheets, expense reports, job applications, time-off requests and all other forms into interactive PDF documents that are automatically distributed. Responses can even be collected and summarized using just a few keystrokes. At this session, you’ll also learn how to convert transactional documents – such as estimates, invoices and purchase orders – into interactive PDF forms you can import into leading accounting applications, including QuickBooks.
Key learning objectives of this session include:
You’ll discover the nearly limitless possibilities of PDF forms!
Key learning objectives of this session include:
- Understand how to build both simple and complex PDF forms using tools found in Adobe Acrobat Professional,
- Identify how to automatically distribute forms to large groups and track and summarize responses, and
- Discover how to prepare transaction-based PDF forms and import the results directly into leading accounting applications.
You’ll discover the nearly limitless possibilities of PDF forms!
Data Security - Are You Fulfilling Your Legal Responsibility?
With a flurry of new federal and state mandates, such as encrypted communications and severe financial penalties for failing to comply, accountants must understand their responsibilities and adopt policies and procedures to assure compliance. In this session, learn about applicable data security laws and regulations, and how to fulfill your legal, fiduciary, and ethical responsibilities.
Key learning objectives of this session include:
Becoming aware of your legal responsibilities must be a top priority; because failing to comply could cost you thousands of dollars and perhaps even your business or license. Don’t take that chance!
Key learning objectives of this session include:
- Understand key federal and state information security mandates, along with the costs of non-compliance,
- Identify tools and techniques than can be used to achieve compliance, and
- Provide insights on effective implementation strategies.
Becoming aware of your legal responsibilities must be a top priority; because failing to comply could cost you thousands of dollars and perhaps even your business or license. Don’t take that chance!
Document Management Solutions
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.
Key learning objectives of this session include:
For those seeking to get the most from a document management solution, this session is a must-see!
Key learning objectives of this session include:
- Prepare your office to implement a DMS,
- Examine the recommended DMS implementation process, and
- Review the top providers of DMS solutions and the features for which you want to look.
For those seeking to get the most from a document management solution, this session is a must-see!
E-Mail Retention Best Practices
While e-mail has become the communication tool of choice to exchange information and manage professional relationships, the storage of such vital information may not be as orderly as paper documents stored in file cabinets. From e-mail content and usage to electronic business record retention and archiving, you must manage e-mail properly to avoid the costs of lost productivity, lost evidence for a court case or fines for failure to comply with numerous government regulations. In this session, learn how to mitigate the significant risks of poor e-mail management resulting from employee misuse, improper archiving and poor retention policies.
Key learning objectives of this session include:
The risks are many and the rewards are great – put best practices for e-mail retention to use in your organization today!
Key learning objectives of this session include:
- Learn how to implement a comprehensive, best practices-based e-mail retention policy,
- Understand the benefits that effective e-mail retention can provide, and
- Minimize your risks and maximize compliance with organizational, legal, and regulatory rules.
The risks are many and the rewards are great – put best practices for e-mail retention to use in your organization today!
Enhancing Performance with Business Intelligence
With organizations today searching for ways to increase profitability, Business Intelligence (BI) tools can be vital. The good news: BI tools are everywhere! Key performance indicators, dashboards, business alerts, server-based reporting, web-based analytics and Excel Services are just a few of the options available to improve corporate performance.
Key learning objectives of this session include:
Learn how to put these BI tools to work today to enhance organizational performance and profitability.
Key learning objectives of this session include:
- Understand the importance and relevance of Business Intelligence in today’s economic climate,
- Identify how to transform existing corporate data and information into useful knowledge that can be used to increase performance and profitability, and
- Recognize the potential benefits associated with implementing specific BI tools.
Learn how to put these BI tools to work today to enhance organizational performance and profitability.
Excel for Accountants - Best Unknown Features
Many accountants who use Excel daily and consider themselves advanced users are not aware of some of the software’s most powerful features. Discover how these under utilized tools could increase your productivity. Many are easy to use and provide great benefits in situations accountants encounter regularly. Learn how to eliminate all rounding errors with the flip of a switch and work with live accounting data from inside Excel. Would it help to automate the process of updating spreadsheet data?
Key learning objectives of this session include:
You’ll be amazed at how much more productive you can be with Excel!
Key learning objectives of this session include:
- Eliminate all rounding errors with the flip of a switch,
- Work with live accounting data from inside Excel,
- Automate the process of updating spreadsheet data,
- Save time and reduce the risk of errors, and
- Learn how to be more productive with Excel.
You’ll be amazed at how much more productive you can be with Excel!
Pros and Cons of Office 2007
Are you confused about Office 2007? Have you waited to upgrade? Have you already upgraded, but don’t feel like you are getting an adequate return on your investment? This session examines the Pros and Cons of upgrading to Office 2007. You will learn about key issues such as the learning curve, training issues, helpful tools, costs, and much more.
Key learning objectives of this session include:
For those making the transition to Office 2007, this session is necessary to achieve peak productivity.
Key learning objectives of this session include:
- Manage the new file formats,
- Customize the user interface for maximum productivity, and
- Increase productivity with new features.
For those making the transition to Office 2007, this session is necessary to achieve peak productivity.
Smart Technology in Today's Economy
Companies want to know how to navigate through these difficult economic times. New and ever improving technology offers unprecedented opportunities to those with vision. These new technology platforms can vastly improve worker productivity while simultaneously increasing overall organizational efficiency and profitability.
Key learning objectives of this session include:
Attend this session to learn what types of solutions can help you succeed in today’s economy.
Key learning objectives of this session include:
- Identify opportunities for increased efficiencies through technology,
- Understand the different types of solutions that are available to solve specific problems, and
- Learn how new breeds of technology such as virtualization and remote desktops can increase efficiency and save on out-of-pocket expenditures.
Attend this session to learn what types of solutions can help you succeed in today’s economy.
Sneak Previews of Windows 7 and Office 14
Many organizations were dissatisfied with Windows Vista for incompatibility issues and Office 2007 for interface problems. Instead of upgrading, some kept Windows XP, but tech support from Microsoft for XP will be expiring soon. This session provides an opportunity to learn about the next generation of Windows software (Windows 7and Office 14). Ease of use, outstanding new functionality and improved staff productivity have made Office 2007 a big hit in those organizations that adopted the latest Microsoft productivity suite. Your organization can expect similar results by implementing Office 14 on its release.
Key learning objectives of this session include:
This session will provide a demonstration of these new products along with the information necessary to implement them successfully in your organization.
Key learning objectives of this session include:
- Review key features and benefits of Windows 7 and Office 14,
- Determine appropriate hardware requirements for both of these tools, and
- Learn how to minimize transition issues while maximizing productivity.
This session will provide a demonstration of these new products along with the information necessary to implement them successfully in your organization.
Tech Update
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.
Key learning objectives of this session include:
You’ll learn how to compare those options and examine other strategic technologies that should be considered.
Key learning objectives of this session include:
- Compare and contrast today’s technology options,
- Understand current options in hardware and software, and
- Examine strategic technologies that you should consider.
You’ll learn how to compare those options and examine other strategic technologies that should be considered.
Technology for a New Generation of Professionals
A new generation of professionals means they will be employing a new generation of tools to complete day-in and day-out tasks and activities in ways that were previously unthinkable. Social networking sites, collaboration tools and online applications are just some of many ways this new breed of information worker is getting the job done today.
Key learning objectives of this session include:
Whether you are using any of these new tools or managing others on your team who do, now is the time to learn about the potential gains in productivity - along with the potential risks - associated with managing this new generation of technology.
Key learning objectives of this session include:
- Understand the nature of these technology tools, why they are preferred, and how they can increase productivity for ALL information workers,
- Identify key risks associated with frequently-used tools such as text messaging and social networking sites, and
- Recognize how failing to embrace these new technology tools can be a limiting factor in attracting and retaining quality staff.
Whether you are using any of these new tools or managing others on your team who do, now is the time to learn about the potential gains in productivity - along with the potential risks - associated with managing this new generation of technology.
Virtual Machines
Virtual PCs and virtual servers should be at the forefront of your plans if you want to run Windows XP-based applications in a Vista environment, want to reduce the number of servers in your organization or plan to establish training and testing environments. In this session, learn about the concepts and benefits of virtual machines, as well as how to create, deploy, and manage virtual PCs and servers. Additionally, you will learn about security concerns, hardware requirements, licensing issues and ways to optimize virtual machines.
Key learning objectives of this session include:
Learn how to leverage this exciting technology to its fullest by attending this session.
As a bonus, participants will be provided instructions on how to obtain free, fully-licensed copies of virtualization software such as Microsoft’s Virtual PC 2007 and Virtual Server 2005 and VMware’s VMware Player and VMware Server 2.
Key learning objectives of this session include:
- Understand when using virtual machines are a valid consideration,
- Learn how to build and deploy virtual machines, and
- Optimize virtual machines for peak performance.
Learn how to leverage this exciting technology to its fullest by attending this session.
As a bonus, participants will be provided instructions on how to obtain free, fully-licensed copies of virtualization software such as Microsoft’s Virtual PC 2007 and Virtual Server 2005 and VMware’s VMware Player and VMware Server 2.
Workflow Management - The Next Technology Evolution
Workflow is the new buzzword. Simply investing in faster hardware and more sophisticated software is no longer enough. Now you must use that new technology to manage workflow in order to maximize productivity and profits. The businesses that survive and succeed in the next ten years will be highly disciplined and will deploy enterprise-wide workflow tools to automate and manage day-to-day processes.
Key learning objectives of this session include:
This session teaches you about these workflow management tools and the benefits they can provide.
Key learning objectives of this session include:
- Identify workflow and its importance,
- Map current workflows and model proper workflows for your organization, and
- Manage workflow processes through your automated information systems.
This session teaches you about these workflow management tools and the benefits they can provide.
CONTINUING PROFESSIONAL EDUCATION FOR ACCOUNTING AND FINANCIAL PROFESSIONALS
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