Keep Your Edge - ISCPA's Annual Tech Conference - web based option -

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  • Date/Time
    • Sep 28, 2020 - Sep 29, 2020
    • Sign In: 7:45am (MT)
    • Day 1: 8:00am - 4:00pm (MT)
    • Day 2: 8:00am - 11:30am (MT)
    • Add to Calendar
  • Location
    • Your Computer
  • Credits
    • 12.00
  • Credit Type(s)
    • Specialized Knowledge and Applications (12.00)
  • Prerequisites
    • None

  • Vendor
    • *** ISCPA ***
  • Level
    • Update
  • Fields of Study
    • Information Technology
    • Specialized Knowledge
  • Message
    • Webinar - Viewing From Computer


Are efficiency and performance important to you? Do you value data security? Do you want to be more productive? The ISCPA Technology Conference can help you do all of this and more. Learn from technology expert Tommy Stephens and determine how to address your organization's most pressing needs. Walk away with practical, technology-based tips and tools to safeguard your systems, strengthen security, deter fraud and increase productivity.

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...

Day One

  • Tech Update – A 2020 Vision
  • Mastering Advanced Excel Functions and Formulas
  • Advanced Topics in Power BI
  • The Very Real Risk of Ransomware

    Day Two

  • Current Tech Crimes – Ripped from the Headlines
  • Next Generation Excel Reporting 
  • Designed For

  • Busy accounting and financial professionals who want to improve their personal and organizational productivity while learning about today's top technology and trends
  • Objectives

  • Examine the latest cybersecurity threats
  • Learn ways to use technology to improve your efficiency
  • Discuss hardware developments and emerging technology trends
  • To provide participants with the tools and skills they need to keep up with the ever-increasing pace of changes in computer technology
  • Highlights

    Tech Update – A 2020 Vision

    You know where technology has been, but where is it headed? What technologies are coming that would be useful to you and to your company? You’ve heard about 5G, WiFi6, and collaboration, but what products work to make this practical? This session has the breadth, depth, and recommendations to help you understand what is in the market and what is working so that you can make informed decisions. Attend this session to learn how using the right hardware and software can improve your business and your everyday life.

      Major Subjects Covered
    • Hardware trends
    • Software innovations
    • Communication and collaboration tools
    • Unusual technologies you might have missed
    • Key products to consider for implementation
      Learning Objectives
    • Select current technologies from a list
    • List current communications choices
    • Differentiate between key products and able competitors
    • Create a tactical technology plan

    Mastering Advanced Excel Functions and Formulas

    Excel now has approximately 500 functions, many of which are unused by most accounting and finance professionals. This two-hour session will put you on the path to improved Excel productivity by introducing you to powerful and timesaving, but little used, Excel functions. If you want to improve your knowledge and efficiency with Excel, this session is a must for you.

      Major Subjects Covered
    • Using financial functions to calculate loan payments, depreciation, and cash flows
    • Retrieve summarized data with the GETPIVOTDATA and CUBEVALUE functions
    • Making sophisticated calculations with array formulas
      Learning Objectives
    • List the three Excel functions for computing payments, payment interest, and principal write down
    • Differentiate between the GETPIVOTDATA and CUBEVALUE functions
    • Recognize similarities in using the SUBTOTAL and AGGREGATE functions
    • Identify the steps necessary to create array formulas using ordinary Excel functions

    Current Tech Crimes – Ripped from the Headlines

    Security is a top concern for CPAs every year. Yet many hacks result from organizations not implementing effective internal controls over information technology. In this session, you will learn about critical IT-related controls using a case study approach with stories which are all new for 2020. More specifically, you will learn from real-world examples of breaches and security failures. Accordingly, you will understand better how to protect your company and its data. Attend this fast-paced session and learn more about IT-related controls you can use to prevent computer crimes such as identity and information theft, tax refund fraud, and more.

      Major Subjects Covered
    • Data breach and computer security tips
    • Security awareness training
    • Learn more about current events and improve your security knowledge at the same time
      Learning Objectives
    • List at least three major security incidents reported in the headlines in the last two years, and explain at least one major control design or operation flaws which allowed the hack to occur
    • Define the three factors used to authenticate someone to a system and explain why two-factor authentication is preferable to one-factor authentication
    • Explain why home-grade computer hardware and applications are inherently less secure than business and enterprise grade hardware and applications
    • List at least three best practices learned as a result of reviewing the incidents cited in the case studies

    The Very Real Risk of Ransomware

    Over the past two years, ransomware has surged as a major threat to individuals and organizations of all sizes. To illustrate the threat ransomware is, its’ annual cost to businesses is now estimated at over $8 billion, up from $1 billion in 2016. Against that backdrop, ask yourself “am I at risk?” Of course, the likely answer is “yes”. To reduce this risk, you should participate in this session where you will learn how you can avoid becoming yet another victim of ransomware. The survival of your business may depend on it!

      Major Subjects Covered
    • Understanding what ransomware is and how it is transmitted
    • Exploring a variety of high-profile ransomware cases
    • Developing an action plan to reduce your individual and organizational risk
      Learning Objectives
    • Define “ransomware” and identify how ransomware is disruptive
    • List the major ways ransomware is transmitted
    • Identify key controls you should implement to reduce your ransomware risk

    Advanced Topics in Power BI

    So, you’ve been using Power BI to create fundamental reports and dashboards and now you’re ready for even more advanced reporting…if so, this session is for you. In this session, you will learn how to extend your Power BI environment by incorporating tools such as Data Analysis Expressions, Key Performance Indicators, Hierarchies, and Apps and Content Packs, among others. By taking advantage of the tools and techniques covered in this session, you will be able to move beyond simple reports and dashboards in Power BI and truly leverage the power of this awesome reporting tool.

      Major Subjects Covered
    • Creating formulas in Power BI with Data Analysis Expressions
    • Adding Key Performance Indicators to your Power BI reports and dashboards
    • Managing security in Power BI
    • Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members
      Learning Objectives
    • List the steps necessary to create formulas using Data Analysis Expressions
    • Identify the importance of Key Performance Indicators
    • Apply appropriate security techniques to your Power BI reports and dashboards
    • Identify the purpose of Apps and Content Packs in the context of Power BI

    Next Generation Excel Reporting

    New and improved features in Excel tools such as Power Query and Power Pivot means that yesterday’s techniques for generating reports in Excel are obsolete. Best practices for next generation reporting include building queries and transformations using Power Query, adding user-defined calculations with Data Analysis Expressions, managing data models in Power Pivot, reducing dependency on formulas with PivotTables, and adding visualizations where appropriate. Participate in this session so that you can learn the best practices for preparing and automating your Excel-based reports.

      Major Subjects Covered
    • Key issues with traditional reporting models
    • The roles associated with various Excel features, including Power Query, Power Pivot, Data Analysis Expressions, and PivotTables in Excel-based reporting environments
    • How to create “repeatable/refreshable” reports in Excel that link data from external data sources
      Learning Objectives
    • List some of the deficiencies associated with traditional Excel-based reporting
    • Identify the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports
    • Create data queries and transformations using Power Query
    • Identify the steps for managing Data Models in Power Pivot
    • List the steps necessary for summarizing data from a Data Model using a PivotTable

    Advanced Prep

  • Download PDF manual - view your upcoming events in "My CPE" on website
  • Test your computer/device for compatibility with virtual meeting space well in advance of your webinar
  • Register Now


    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.

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