Keep Your Edge - What Every CPA Needs to Know About Technology Annual Conference

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  • Date/Time
    • Dec 10, 2018 - Dec 11, 2018
    • Sign In: 7:45am (Mountain Time)
    • Day 1: 8:00am - 3:45pm (Mountain Time)
    • Day 2: 8:00am - 12:00pm (Mountain Time)
    • Add to Calendar
  • Location
    • ISCPA Training Center
      1649 W Shoreline Drive
      Boise, ID 83702
    • Map
  • Credits
    • 11.50
  • Credit Type(s)
    • Information Technology (8.00)
    • Specialized Knowledge and Applications (3.50)
  • Vendor
    • K2 Enterprises
  • Level
    • Update
  • Fields of Study
    • Information Technology
  • Message
    • 45 minute lunch included


This 2-day conference only requires 1 day out of the office, day 2 is virtual - you can join us from anywhere!

As technology continues to evolve, so too must our business practices; failure to do so may mean 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; employee longevity and customer satisfaction and retention. 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 exciting presentations on how to 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.

Technology...There’s always something new on the horizon...

Designed For

For all CPAs wanting to increase their knowledge of IT

For all IT employees looking to increase their knowledge

Not sure if you should attend our Annual Tech Conference on December 10th & 11th?

Take this quiz to see what you could learn!


December 10th

Join Tommy Stephens with K2 for a jam-packed day exploring the world of technology as it relates to CPAs! This day will be broken into the following 2-hour mini seminars to ensure you get the most information we can pack into a single day!

  • Tech Update
  • Microsoft Power BI – Power Reporting for Free!
  • The Best Kept Secrets of Windows 10
  • Tales of True Tech Crimes – Ripped from the Headlines

December 11th - Virtual Bonus Day!

This bonus day will be comprised of 3 ala cart virtual sessions - attend 1 or all, you choose!

  • 8 - 9:30 am - Bringing Artificial Intelligence and Machine Learning to the Financial Audit Space
    • Danielle Robitaille, Global Channel Program Manager, MindBridge AI
  • 9:45 - 10:45 am - Cybersecurity Training: Who, What, When, Where, and Why
    • Lindsey Whinnery, CPA, CISSP, CISA - Traina & Associates
  • 11 am - 12 pm - Fighting Back a Hack - How to Respond to Evolving Data Security Laws & Avoid Being a Victim of Infiltration Technology
    • Stan Sterna, Vice President, Aon and Jerry Thompson, Chief Revenue Officer and head of Sales, Identity Guard


December 10th

Tech Update

What to do? What to buy? What to watch for? What to avoid? Get your answers in Tech Update where you will learn about who offers reliable solutions and what is changing the market. 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.

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.

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.

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. Participate in this session to learn how to reduce your risk associated with unauthorized access, theft of information, identity theft, data exfiltration, tax refund fraud, and more.

December 11th - Virtual Day

Session 1 - Bringing Artificial Intelligence and Machine Learning to the Financial Audit Space (1.5 CPE credits)

Improved computing power & big data have significantly increased the applicability of AI and Machine Learning in the 21st century. It is fair to say that artificial intelligence has impacted most if not all aspects of our economy. In this webinar participants will get an introduction to MindBridge's Ai Auditor and learn firsthand how artificial intelligence and machine learning is disrupting the internal and external audit space. Following the webinar participants will get access to MindBridge's Ai Auditor and can experience for themselves how AI is increasing efficiency and effectiveness throughout the audit process.

Session 2 - Cybersecurity Training: Who, What, When, Where, and Why (1 CPE credit)

There are many controls and safeguards organizations can — and should — put in place to reduce their risk of a cyber-attack. One very vital tool in mitigating that risk is ongoing cybersecurity training. We will address all aspects of training that employees should be trained on with an emphasis on current threats and general information security best practices.

Session 3 -Fighting Back a Hack - How to Respond to Evolving Data Security Laws & Avoid Being a Victim of Infiltration Technology (1 CPE credit)

Most of today’s business and communication takes place online, making it a fertile ground for cyber criminals. Each day we hear reports of how hackers used sophisticated social engineering techniques and other manipulative schemes to dupe human users into allowing them unauthorized access to otherwise "secure" networks. Many of these attacks can be thwarted with security awareness training of employees from multiple disciplines inside a company.

Meanwhile, state and federal governments as well as government regulators have become increasingly more aggressive in protecting consumer privacy - creating a patch work of diverse laws and regulations but no definitive cyber security framework.

Meanwhile, many businesses and consumers remain ignorant of those rules and continue to overlook their potential vulnerability to an insidious cyber scheme.

This course will address the evolving data security rules that could potentially impact not only your practice but your personal privacy, as well. It will then explore how CPA firms can proactively defend their businesses against the inevitable attack and/or scheme to gain unauthorized access to personal data.

Advanced Prep

Download manual and test usability prior to morning of seminar

Register Now

Registration is closed. Please contact ISCPA at 208-344-6261 or email if you have any questions.


Thomas Stephens

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.

Lindsey Whinnery

Lindsey has 12 years’ experience in information security auditing and consulting services for nonprofit organizations, financial institutions, and health facilities. She stays current on changing threats, government regulations, and various organizations’ security frameworks to design audit procedures and better assist clients in implementing appropriate controls to protect against cybersecurity threats. Lindsey speaks on information security topics for various groups, including the AICPA.

Stan Sterna

Vice President Aon Insurance Services I Professional Firms Chicago, Illinois

Mr. Sterna is Vice President for Aon Corporation the broker and national administrator for the AICPA Professional Liability Insurance Program, the nation's largest professional liability carrier for CPAs. Mr. Sterna has specialized in the defense of professionals for over 25 years. Since 1998, he has been exclusively involved in accountants professional liability.

Mr. Sterna serves as a Claim and Risk Management Consultant, providing strategic quality control, claim/litigation management services and risk control advice for some of the country's largest accounting firms. He also supports business planning, client relations and sales/marketing initiatives for the AICPA Professional Liability Program and Aon's most valued internal and external business partners.

Mr. Sterna is a frequent lecturer and published author on the subject of accountants professional liability. He is a past winner of the Florida State Society of CPAs "Excellence in Writing Award" and the Florida Magazine Association’s "Charlie Award" (the association’s highest honor).

Mr. Sterna is a member of the Illinois and Federal bar. He is past Vice Chair of the Defense Research Institute (DRI) Professional Liability Committee's Accountants Specialized Litigation Group and the American Arbitration Association's Accountants Professional Liability Rules Committee.

Prior to his insurance career, Mr. Sterna practiced law in the Chicago area, specializing in the defense of professionals.

Jerry Thompson

Sr VP Marketing & Business Development

Danielle Robitaille

Danielle Robitaille, Global Channel Program Manager, MindBridge AI

With over 8 years in technology and communications, Danielle was the 12th hire to the now exploding financial data analytics company MindBridge Ai. Given her product expertise, she acts as both a product specialist for the MindBridge Ai Auditor™ platform, and leads MindBridge's Global Channel Programs. She helps to demystify the concept and application of machine learning and artificial intelligence (AI) from the commonly used buzzword to the data science-driven reality. Danielle guides clients through each stage of adopting this revolutionary technology, from awareness through to deployment. Her goal is to build trust in AI and help firms understand how easy it is to apply - making it accessible and non-intimidating to any size of firm.

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