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CPABC Nexus DaysDate: July 25-26, 2023
Time: 8:30am – 4:30pm
Location: Virtual Conference via Zoom


Full Event
Eligible CPD Hours: 14
Course Fee: $785
PD Passport Valid: 24 credits
One Day
Eligible CPD Hours: 7
Course Fee: $405
PD Passport Valid: 12 credits


PD Nexus: Information Technology Insights 2023 strives to be the touchstone conference-style PD Day for members and organizations who want the best for the customers and clients. Each session – plenaries and breakouts – have been custom tailored to enhance the day-to-day working environment of professional accountants.

Keeping Your Edge - gain a wealth of insights to keep current with the latest in business technologies

The conference will provide you with the insights into what to watch for, as well as practical technology solutions for today’s busy accountants and business professionals. This year’s offering will present three streams of breakout sessions, along with four great plenaries. 

Special Features

  • Choose to attend one day or the full event

Full Event Registration Day 1 Registration Day 2 Registration

Nexus Day Agenda

Day 1 - July 25

8:20 am - 8:30 amWelcome and Introductory Remarks

8:30 am - 10:10 am

Tech Update

What are my best technology choices, and how do I keep up? Explore emerging and evolving technologies important to accounting professionals. Cover the benefits and risks of adopting recent technologies, ranging from software applications to hardware devices. Learn how to develop a balanced technology strategy that includes current, emerging, and future technology choices for your firm or business.

Key Topics

  • Hardware and software trends
  • Communication and collaboration tools
  • Key products to consider for implementation
  • Emerging technology in accounting automation, metaverse, and blockchain

10:10 am - 10:20 amBreak

10:20 am - 12:00 pm

CPA Firm Update

It’s an exciting time to manage a public practice accounting firm! In addition to technical knowledge in tax, auditing, and accounting, we need to understand data analytics and security options in an advisory context. Beyond that, we must manage the practice and people while profitably delivering excellent client service in a competitive environment for the owners. Explore significant trends and technologies for CPA firms which will help you understand your current and future choices. With such rapid change, what will your firm do?

Key Topics

  • Trends in the profession, including supplier changes
  • Software products by service lines
  • Innovation and automation tools
  • Specific technology stacks to improve productivity and profitability

Now is the Time to Automate

The term “automate” has been an industry buzzword for at least a decade. Yet, few organizations have embarked on successful automation journeys, leading to greater efficiencies, reduced errors, and happier team members. Discover how to crank up your automation projects and see first-hand how easy and effective automation can be.

Learn how you can work with tools from Zoho, Zapier, and Microsoft to enable powerful routines that will allow you and your team to get more done in less time.

Key Topics

  • Where to begin your automation journey
  • Which automation tools should you initially focus on
  • How to automate everyday tasks in accounts payable, banking, and approval workflows
  • Common automation pitfalls

Using OneNote More and Email Less

OneNote is a fantastic application included in your Microsoft 365 subscription. Yet, it is underutilized and misunderstood most of the time. If you genuinely want to change how you work, embrace OneNote. Stop using Outlook as a filing cabinet for essential emails and move them to OneNote instead. If you share a OneNote notebook with others, you can stop emailing altogether within your group and use OneNote as your collaboration and reference platform.

Key Topics

  • Using OneNote as a powerful reference resource
  • Learn how to move your emails into OneNote
  • Share OneNote with a group of people and communicate within a notebook rather than email

Although not mandatory, it is recommended that you have OneNote accessible during class.

12:00 pm - 1:00 pmLunch Break

1:00 pm - 2:40 pm

Collaboration - Portals, Payments, and Signatures

Demand for excellent user experience is at an all-time high. But how do you solve for easy collaboration, compliance, and workflow? What features do you need to be effective? How do you integrate payments, eSignatures, and other technologies to make interaction convenient? Explore the necessary features, provide an overview of the best technologies for collaboration, and think through how to solve your business problems.

Key Topics

  • Portals as collaboration enablement
  • Learn about payment options you can integrate into your portal
  • Leave with a checklist of features to consider for collaboration

Shredding Your Servers and Going Virtual

Most small and mid-sized businesses are at least considering cloud-based suites for business management, performance management, and productivity. Unfortunately, many owners and accounting professionals need to learn the difference between using cloud-native tools, employing a managed service provider, and utilizing a desktop hosting provider. Explore the differences in the levels of service provided by these offerings, and some of the regulatory barriers which could create problems for your organization.

Key Topics

  • The similarities and differences in desktops managed by a managed service provider, a desktop/application hosting company, and a browser-based cloud
  • Regulatory requirements like HIPPA, GLB, PCI, and more
  • Practical tips for dealing with service providers

Taking Another Look at PDFs

We’re all familiar with PDF documents. However, it’s safe to say that most professionals use only a tiny fraction of their features. This is unfortunate, considering all you can do with PDF documents. Learn more about PDFs and how and why they should be a cornerstone technology in most organizations.

Key Topics

  • Understanding the Portable Document Format
  • Identifying tools you can use to work with PDFs
  • Collaborating using PDFs
  • Creating, distributing, and collecting fillable PDF forms
  • Using PDFs to enhance security
2:40 pm - 2:50 pmBreak

2:50 pm - 4:30 pm

The Best Kept Secrets of Microsoft 365

Many organizations have implemented Microsoft 365/Office 365 at a basic level, but few have truly explored the breadth and depth of tools included with their subscriptions. Some less commonly known apps help you manage shared email boxes, create and use web forms, schedule appointments, trade shifts, create real-time closed captions, and translate presentations. Learn more about the hidden features in Microsoft 365 that you can use to level up your productivity.

Key Topics

  • New features and tips and tricks in Microsoft 365
  • Optional services like Bookings, Shifts, Information Rights Management, and Approvals
  • Tools you can activate to help your team create and share video content intended only for internal use

Day 2 - July 26

8:20 am - 8:30 amWelcome Back and Housekeeping

8:30 am - 10:10 am

Ripped from The Headlines: Outrageous Tales of Cybercrime

Remote work environments have created many new opportunities for cybercriminals and other fraudsters to exploit, and accounting professionals are some of the most commonly targeted individuals. Review case studies that examine actual criminal filings and news accounts to learn the actions you can take to limit your exposure to similar schemes.

Key Topics

  • Common security weaknesses which occur with hardware and software at home and in the office
  • Malware, ransomware, data breach, and incident response tips
  • Internal control failures that resulted in the theft of assets or unauthorized manipulation of data
  • User authentication and security awareness training

10:10 am - 10:20 amBreak

10:20 am - 12:00 pm

Accounting Solutions and Add-Ons for Small Businesses

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. 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 start-ups and companies with up to $10 million in annual revenue.

Key Topics

  • Overview of small business accounting solutions
  • Strengths and shortfalls of various accounting and add-on solutions
  • Setup and configuration tips

The Digital Home

Your home is now the digital center of your world. Unfortunately, many new devices your family connects to your WiFi can create security risks and may make remote work and school less secure. Learn about devices, services, app suites for families, share files, organize photos, manage passwords, and keep your home secure. Explore new tools to help you stay safe and make the most of your time away from the office.

Key Topics

  • Configuring your router and network to make it more secure
  • Review online services to help your family share information and stay in touch
  • Latest home gadgets and devices from CES 2023 - which technologies are “ready for prime time” and which ones you should skip

Top Ten Outlook Tips

Using Outlook for email management is routine for most business professionals these days. Unfortunately, using this tool for so long may cause some to perpetuate bad practices and habits when working in Outlook. Discover ten valuable tips to take you to the next level of your email and work management.

  • Action your email with more than just a flag
  • Working more efficiently by structuring your screen better, creating shortcut buttons, using categories, search folders, and boards
  • Store emails in better places so you can reference them faster
  • Stop typing and use templates instead
12:00 pm - 12:50 pmLunch Break

12:50 pm - 1:40 pm

Accounting Solutions: Mid-Market

Many businesses are being held back by legacy solutions. Instead, Software as a Service (SaaS) has transformed many mid-market companies. In this new world of cloud-based, workflow-enabled, data-centric, and connected solutions, you can solve existing and future business problems in new ways without being bogged down by paper-centric environments. Exlore integrated and ERP solutions that should work for businesses in the $10 million to $1 billion range.

Key Topics

  • Overview of mid-market solutions
  • Probable third-party solutions required
  • Accounting solutions for specific industries
  • Specific strategies to use in selecting a system
  • Guidance on preparatory steps and conversions

Simplifying and Economizing Your Tech Stack

All business professionals need access to the necessary technology to help them perform their jobs efficiently and effectively. Yet, no one should overpay for their tech stack. Learn valuable tips to help you simplify and economize your technology stack and avoid the risk of overpaying for your tech tools.

Key Topics

  • Taking an inventory of installed applications and tools
  • Identifying the tech tools you need and those you don’t
  • Canceling unnecessary licenses and subscription services

Six Essential Teams Features

The mad scramble to remote work and utilize apps like Teams has been trying for most organizations over the past couple of years. With a rush to install and no time to plan, Teams is vastly misunderstood and underutilized in most organizations. Go beyond the remote meetings aspect and learn how to optimize efficiency, communication, and workflow with Teams.

Key Topics

  • Learn how to set up Teams for successful collaboration
  • Create a filing system that does not include endless sub-folders
  • Manage staff delegation and follow-ups with ease
  • Define what Lists need to be available to your Team
  • Discover how to create automatic Flows that can notify others of update
  • Utilize survey Forms or questionnaires from within Teams
1:40 pm - 1:50 pmBreak

1:50 pm - 2:40 pm

Kicking It Up a Notch with KPIs

The adage, “what gets measured, gets managed,” has never been more true than it is today. Explore different kinds of KPIs and learn how to find data and use tools like Microsoft Excel and Power BI to measure performance. Identify the benefits and drawbacks of using KPIs in management philosophies like holacracy to make it easier for employees to know in real time where they stand.

Key Topics

  • Types of KPIs
  • How to look for data in your existing systems
  • The basics of data prep tools
  • Tools for tracking and reporting on KPIs

Understanding Your Ransomware Risk 

Protecting yourself from ransomware requires more than just anti-virus software. Additional technology protections are necessary. Business continuity, legal and regulatory, and cybersecurity insurance considerations should all be a part of your risk abatement strategy. Determine if your current level of ransomware protection reduces your risk to an acceptable and identify ways to ensure that you are protected.

Key Topics

  • Understanding how ransomware can cripple a business
  • Trends in ransomware attacks
  • Best practices for minimizing ransomware risk

OneDrive’s Best Practices 

Although Windows incorporates the OneDrive app, you may not have configured it correctly for your specific needs. Using the OneDrive app and the related Cloud storage service to their fullest potential means you can access your files when and where you need them. Learn best practices for taking full advantage of OneDrive.

Key Topics

  • Navigating to OneDrive on the web
  • Synchronizing your files to your desktop pc
  • Working with shared files
  • Managing different versions of files
  • Understanding how OneDrive works with OneNote, Teams, and SharePoint
2:40 pm - 2:50 pmBreak

2:50 pm - 4:30 pm

Ten “Must Know” Features in Excel

Most business professionals have used Excel for years, often without the benefit of any formal training. However, not knowing or using key features in the application leads to inefficiencies and errors. Discover how you can become more efficient and effective with Excel! Learn ten critical features that can help you get more work done in less time and improve your accuracy.

Key Topics

  • Best practices for working with large volumes of data
  • How to securely and efficiently collaborate with others
  • Using Excel for optimization scenarios
  • Creating “audit trails” in Excel
  • Define “dynamic arrays” and list examples of their benefits

Connie Clark, started Mission Computers Inc. in 1991. Having taught for 30 years and over 20,000 students, Connie offers a lot of experience to her clients.

Noted for her great flexibility and ease of adapting to any classroom/training situation, she brings great leadership and motivation skills to her learning environment. She relates easily to people and makes their comfort and learning her number one goal. Connie is passionate about helping people manage and organize their information so they get results and increase their efficiency and effectiveness.

Aranka Anema, PhD - CPABC Business and Innovation Speaker

Randy Johnston is a partner at K2E Canada Inc, and a nationally recognized educator, consultant, and writer.

He has over 40 years of experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services.

Tommy Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner.

To date, he has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Tommy resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms.