Sessions and Descriptions


Monday:

A. Tech Update 2016

There is more new technology to consider this year than almost any other year in the last decade. Hardware and software businesses are changing quickly, the Cloud impacts business decisions, mobile strategies are becoming more clear, and the Internet of Things is a game-changer on all fronts. In this keynote session, you will learn how to create a technology roadmap that helps improve organizational efficiency and avoid pitfalls.

B1. A New Day, A New Technology Way

As technology continues to evolve, so too must our business practices. Failing to capitalize on new ways and techniques for completing tasks mean that we may be leaving tremendous amounts of productivity on the table. Further, not matching our business processes to today’s technologies can jeopardize the security of sensitive information. In both of these cases, the end result is that our organizations are not as competitive as they can and should be. Don’t get left behind! Join us for this session to examine how you can take full advantage of today’s technologies to advance your business practices, processes, and workflows so that you and your team are working at peak efficiency.

B2. Integrating Excel with Word and PowerPoint

Excel is the accountants' tool of choice for analyzing data, and their analyses often find their way into formal reports and presentations. Most accountants and business professionals use simple cut-and-paste processes or re-key their analyses to integrate them into Word and PowerPoint, but these Microsoft Office products offer a full range of options for integrating data among and between them. This session contains all of the tips, tricks, and techniques necessary to ease the process of integrating Excel with Word and PowerPoint.

C1. Adobe Acrobat DC - Big Changes for PDFs

With the introduction of Adobe Acrobat DC, Adobe changed the game on how we work with PDF documents. More than just “another new software version,” Acrobat DC offers a number of new outstanding productivity features that you will want to take advantage of including the ability to collect and send documents for e-signatures, fill and sign forms on mobile devices, and collaborate with other users through the Cloud. Features such as these, coupled with significant changes in licensing, means that Acrobat DC is a substantially different product than its predecessors. Join us in this session to learn how to take advantage of all that Acrobat DC has to offer.

C2. Best Technologies For Small Businesses

Small businesses face unique challenges when attempting to implement technology. Is the Cloud the right place to do business? What about licensing issues? Should I upgrade my hardware and software? How much is all of this going to cost? Each of these questions – and many more - has likely been asked countless times in small business environments regarding technology. In this session, you will get the answers you need to make better technology decisions for your small business. Join us in this session to gain a unique perspective on the best technologies for small businesses.

D. Excel's Top 15 All Time Hints And Tips

Take your Excel productivity and efficiency to a new level by learning about fifteen of Excel’s greatest features and functions. In this session, you will learn how to turbocharge your Excel workbooks with features such as Fuzzy Lookups and Inquire, along with tips for solving rounding issues and reducing spreadsheet errors. After you complete this session and implement the tips you learn in it, your Excel productivity will be at levels you may have never thought possible.

E. Pivot Table Refresher - BONUS SESSION

PivotTables remain Excel’s most powerful feature, yet, many business professionals continue to avoid using them. In this session, you will learn why you should work with PivotTables and how you can create simple, yet powerful PivotTables with ease. And perhaps best of all, once you master fundamental PivotTables, you will set the stage for even greater productivity by continuing to leverage their usefulness!

Tuesday:

F. Windows 10 Tips And Tricks

You've made the move to Windows 10. The Start Menu has returned and its Cloud integration is obvious, but most everything else is unfamiliar. This session will help you setup and customize Windows 10 and improve its performance, security, and privacy. From navigation to setting default applications to configuring backup, this session provides the needed guidance. Plus, we will introduce you to virtual desktops, the digital assistant, the unified notifications area, and provide a detailed overview of the Settings area – where you can configure the core of Windows 10 settings. Don't miss this opportunity to jump start your transition to Windows 10.

G1. Profiting with Excel's Best New Features

Excel is a staple of the business professional’s toolbox, yet, all too often, new features remain undiscovered and underutilized, leading to inefficiencies and errors. In this session, you will learn about key new features added to Excel 2013 and Excel 2016 and how to put these features to work. Among the new tools you will learn about are Data Models, Flash Fill, and Enhanced Drill-Down and Around on PivotTables. You will also learn about six new charts added in Excel 2016 and how to use PowerPivot, Power Query, and Power View for business intelligence. Join us in this session to learn about the best new features recently added to Excel and how to put them to work for you and your team to increase productivity, accuracy, and profit.

G2. Securing the Perimeter - A Management View

Security is, and should be, on everyone's radar. Whether you control security choices or not, you can raise your awareness and ask the right questions by attending this session. Understand the changes in firewalls, anti-virus, encryption and other tools so you can ask the right questions of your team or contractors. This session will also help you understand the risks you currently have and provide ideas on how to mitigate and minimize your exposure.

H1. Create Stunning Dashboards with Power BI Desktop

Microsoft has created an alternative environment for creating user-interactive dashboards without Excel. The free Power BI Desktop application allows business professionals to create stunning dashboards using quick and easy drag-and-drop processes, similar to Power View, but without the need to invest in a premium-priced version of Microsoft Office. Power BI Desktop opens a new era in data analysis and reporting. Don't miss this opportunity to see this amazing new reporting tool in action.

H2. Workflow to Benefit You and Your Clients

Workflow provides an opportunity to improve your practice along with team member and client experience. Improvement in both manual and automated processes can minimize missed deadlines and due dates, improve scheduling of resources, and reduce the amount of effort required to complete engagements. This overview will list opportunities in your firm where workflow can make a difference in the amount of effort from your team to provide client deliverables. Learn how to develop your own customized workflows for your practice, and discover tools and techniques for implementation.

I1. Our Favorite Apps

Apps are the new way to solve many different business issues. How can you find appropriate apps? How should apps be integrated with legacy systems? Should you create your own apps? Can apps do as much as traditional systems? Attend this session to get a broad overview of useful apps.

I2. QuickBooks Online - Advanced Features And Functions

With approximately 1.5 million small businesses now running QuickBooks Online (QBO), accounting professionals must recognize that Cloud-based accounting is here to stay and begin to understand some of the advanced features in QBO that can help small businesses succeed. In this session, you will learn about many of the advanced features available in QBO such as inventory management, audit trails, customized reports, importing and exporting data, bank feeds, and linking QBO data directly into Excel. If you are not using QBO to its fullest or, are a bit curious about the advanced features available in the service, then you should make plans to participate in this session to learn more about what QBO can do for small businesses.

J. Critical Tips For Avoiding Identity Theft

Identity theft is the fastest growing crime in the United States, with approximately 10 million occurrences every year. On average, it will cost the victim several hundred dollars and dozens of hours to resolve. It can cause irrevocable damage to an organization's reputation and change public opinion. This session will examine the major causes, factors, and outcomes of identity theft and organizational security breaches. Participants will be presented with current examples from a wide range of industries and attack types. This session will describe how to identify when theft occurs, what information is most at risk, where the stolen information is used, and best practices on how to prevent it from occurring.

North Dakota CPA Society
2701 South Columbia Road, Ste D
Grand Forks, ND 58201

Phone: (701) 775-7100 or (877) 637-2727
Email: mail@ndcpas.org

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