December 4, 2024 – December 5, 2024
K2’s Security and QuickBooks Multistate Conference for Accountants and Financial Professionals
Brian Tankersley
Accounting, Auditing
Earn Up to 16 CPE Credits
Overview
Immerse yourself in the premier Security and QuickBooks Multistate Conference, tailored exclusively for accountants and financial experts. Join industry-leading speaker Brian Tankersley for two days of strategic insights on leveraging QuickBooks, enhancing internal controls, fortifying security, and spearheading fraud prevention.
Session Details
Wednesday, December 4, 2024
Day #1
K2’s QuickBooks for Accountants
Session Description
The QuickBooks platform is robust with features and capabilities that many users are unaware of or do not know how to utilize effectively. This course helps you get more out of QuickBooks Desktop and QuickBooks Online and resolve the issues even experienced QuickBooks users struggle with, such as locking down prior periods. This program starts fast with a chapter covering the top issues accountants face with QuickBooks. Then, the day continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves or their clients. You will learn about issues like setting up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features. Also, you will learn how to lock down transactions in prior periods, use the audit trail, customize reports, export reports to Excel, and extend QuickBooks’ usefulness with tools such as the Fixed Asset Manager and Loan Manager.
Thursday, December 5, 2024
Day #2
K2’s Small Business Internal Controls, Security, and Fraud Prevention and Detection
Session Description
Internal controls are more important than ever, and their importance increases daily. However, internal controls present a challenge for many smaller organizations. This program will teach you how to evaluate, develop, and implement an effective internal control structure in a small business environment. You will identify how to assess risk in smaller organizations and implement preventive, detective, deterrent, and compensating controls to mitigate these risks, even without proper segregation of duties. Additionally, participating in this program will teach you technology-focused techniques for preventing and detecting fraud and securing information systems and sensitive data.
For small organizations, maintaining an effective system of internal controls presents a significant challenge. Realistically, implementing many theoretical concepts surrounding internal controls may sometimes be impossible. Consequently, many internal control structures foster an environment where too much risk exists. This factor and uncontrolled information systems can often lead to disastrous results. Participate in this program to learn the necessary insights and tools to design, implement, and monitor small organizations’ internal controls, security, and anti-fraud measures.