Keep Your Edge - ISCPA's Annual Tech Conference - Virtual Experience

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  • Date/Time
    • Sep 26, 2022 - Sep 27, 2022
    • 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
      Your Computer
      ISCPA Zoom Room, ID 00000
  • Credits
    • 12.00
  • Credit Type(s)
    • Auditing (2.00)
    • Computer Software & Applications (Technical) (4.00)
    • Information Technology (6.00)
  • Prerequisites
      • Working knowledge of Microsoft Office Excel
      • Working knowledge of Microsoft's Windows operating system
      • Fundamental knowledge of hardware, software, and technology trends
      • Fundamental understanding of basic computer operations
      • Working knowledge of PivotTables created using Microsoft Office Excel
      • Fundamental understanding of technology in business settings
      • Basic understanding of small business accounting needs and processes
  • Vendor
    • *** ISCPA ***
  • Level
    • Update
  • Fields of Study
    • Computer Software & Applications
    • Information Technology
    • Specialized Knowledge
    • Technology
  • Message
    • Virtual Experience


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 2022
  • Eight Awesome PivotTable Features
  • Your Technology Tuneup
  • The Best Small Business Accounting Tools

Day Two

  • Windows 11 – What End Users Need To Know
  • The How's and Why's of Data Analytics

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

    Day One

    • Tech Update 2022
      • Select hardware and software that can enhance productivity and security
      • Evaluate current communications choices to improve efficiency
      • Differentiate between key products & able competitors to pick the best tools for the job
      • Create strategic and tactical benefit lists that benefit you and your business
    • Eight Awesome PivotTable Features
      • Identify three types of user-defined calculations in PivotTables
      • List the steps necessary to add Key Performance Indicators to PivotTables
      • Name at least two benefits of using PivotTables for data consolidation needs
      • Differentiate between Slicer and Timeline filters
      • Cite examples of potential benefits associated with linking data into PivotTable reports
    • Your Technology Tuneup
      • List at least three specific adjustments that all computer users should implement to improve performance
      • Identify services that you can use to manage software on a computer
      • Differentiate between security features available in web browsers
      • Distinguish between various Wi-Fi protocols and standards to improve connections speeds 
    • The Best Small Business Accounting Tools
      • List the top five products in the small business market
      • Identify shortfalls in typical small business solutions
      • Differentiate between products based on strengths and weaknesses
      • Create a software strategy for your small business

    Day Two

    • Windows 11 – What End Users Need To Know
      • Identify the process for managing open windows in Windows 11 using Snap Assist
      • List an example of a security improvement in Windows 11
      • Identify the process of re-positioning the taskbar
      • Define "widgets" in Windows 11 and identify how to add them
    • The How's and Why's of Data Analytics
      • List the four types of data analytics
      • Identify examples of analytics available in Excel's Analysis ToolPak
      • Differentiate between correlation and causation
      • Identify at least two analytical techniques available in Microsoft's Power BI platform 


    Day One

    • Tech Update 2022
      • The speed of technology change has been accelerating. But unfortunately, we can't keep up, and we don't know what to do about it. This visionary session provides insights, choices, and recommendations to help you decide how rapidly to move, which technologies will affect your business, and how to separate sales pitches from innovative ideas.
      • This session will explore emerging and evolving technologies important to accounting professionals. We will cover the benefits and risks of adopting new technologies in areas ranging from software applications to hardware devices. You'll also learn how to develop a balanced technology strategy that includes current, emerging, and future technology choices for your firm or business.
      • Topics:
        • Hardware trends
        • Software innovations
        • Communication and collaboration tools
        • Key products to consider for implementation
    • Eight Awesome PivotTable Features
      • Are you looking to take your PivotTables to the next level? Many experts consider PivotTables to be Excel's most powerful feature. Yet, most who create and work with them barely scratch the surface of all that PivotTables can do. In this session you'll learn eight powerful features you may have missed. From user-defined calculations to consolidating reports and adding KPIs, we'll show you how to get the most out of your PivotTables. These are just some examples of the great things you can do with PivotTables, and in this session, you will learn these and other techniques to make your PivotTables even more powerful.
      • Topics:
        • Adding user-defined calculations to PivotTables
        • Enhancing PivotTables with Key Performance Indicators
        • Using PivotTables to consolidate "standard" Excel reports
        • Creative ways to filter PivotTables
        • Linking accounting software data into PivotTables
    • Your Technology Tuneup
      • Technology is great – until it isn't! Sometimes our devices and our applications do not function as intended. Fortunately, a technology tune-up can go a long way toward improving your technology's performance, reliability, and security, while simultaneously reducing costs.
      • In this session, you will learn about easy-to-implement – yet highly-effective – tweaks that you can make to your hardware, software, apps, and services to ensure that your tech tools perform as intended. You will also learn about apps, services, and strategies you can use to help ensure that your hardware and software function as desired over the long term. This session is one that virtually all technology users should attend! 
      • Topics:
        • How to improve the speed, reliability, and security of your computer
        • Best practices for managing your software subscriptions
        • Fine-tuning your Wi-Fi connections for faster throughput
        • Managing your mobile devices for better performance and stronger security
    • The Best Small Business Accounting Tools
      • Working with a small business, you know that keeping the company's finances in order is critical to success. While numerous software programs and tools are available to help you do this, they vary substantially in many significant aspects. In addition to conventional options like QuickBooks and Sage 50, you can choose from Cloud-based tools such as Zoho Books, QuickBooks Online, Spire Systems, Xero, Accounting Suite, Accounting Power, and many more.
      • In this session we'll look at the best accounting tools for small businesses and discuss the benefits of each one. This session covers accounting solutions that should work for startups and companies with up to $10 million in annual revenue. So, whether you work with a startup or an established small business, attend this session to find out which tools can help you achieve your financial goals. 
      • Topics
        • Overview of small business accounting solutions
        • Traditional desktop and SaaS small business products
        • Shortfalls of specific accounting solutions
        • Strengths and weaknesses of various solutions
        • Setup and configuration tips

    Day Two

    • Windows 11 – What End Users Need To Know
      • A burning question on the minds of many is, "What features should I use in Windows 11?" Presented with end-users in mind, in this session, you will get the answer you need to that question and others, all delivered in the context of improving productivity and security.
      • Among other topics, you will learn about improvements in virtual desktops, changes to the user interface, customization options, and more. If you're using Windows 11 now or plan to upgrade soon, this is a must-see session to help you make the most of your upgrade.
      • Topics:
        • Productivity improvements in Windows 11
        • How to work with virtual desktops
        • Customizing the user environment
        • Improved security tools available in Windows 11
    • The How's and Why's of Data Analytics
      • Increasingly, accountants and auditors are called upon to use data analytics to understand and improve results. Yet, many professionals struggle with the concept of data analytics and remain unaware of how to obtain the results needed using tools they already own. 
      • In this session, you will learn about the four primary types of data analytics and when to use each. Further, you will learn how to generate meaningful analytical measurements using Excel, Power BI, and other tools and, more importantly, how to interpret the results. If you seek to use data analytics – and who isn't – this session is for you.
      • Topics:
        • Understanding the four types of data analytics
        • Differentiating between correlation and causation
        • How to generate data analytics in Excel and other applications already in use
        • The role of Artificial Intelligence in data analytics

    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

    Or In Person


    Thomas Stephens

    Tommy 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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