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Accounting Technology Conference

Accounting Technology Conference

Accounting Technology Conference

Overview

Your Source For Key Updates & Insights On Timely Issues

Attend this year's Accounting Technology Conference to hear from top national accounting technology consultants about the latest updates and insights on the AI revolution, using ChatGPT with Excel, increasing the ROI of your Microsoft 365 subscription, expanded capabilities of Power BI and comparison to standalone applications, the emergence of Microsoft Copilot, and much more!

Who Should Attend

Accounting and business professionals in all levels and areas of the profession, including public practice, business and industry, government and nonprofit organizations will benefit greatly by attending.

Overnight Accommodations

A block of rooms has been reserved at the Milwaukee Marriott West in Waukesha for the night of Monday, Dec. 9, with a room rate of $149 (plus tax). To reserve a room in the block, please book by calling 262-574-0888 and mention you are attending the WICPA Accounting Technology Conference.

Online Option

For those unable to attend the conference in person, another option is available! This year's conference will be streamed live, including all of the general sessions and the most popular breakout session! The registration page and more details for attending via WICPA CPE Livestream is available here.

8.1 CPE Credits

Registration

Registration is open through 12/10. Register by 11/26 for Early Bird Pricing.

Member Price

$369 / $339 Early-Bird pricing ends on 11/26/2024.

Nonmember Price

$469 / $439 Early-Bird pricing ends on 11/26/2024.

Student Price

$30

Tuesday, December 10

8:00am to 4:40pm (Check-In 7:00am)

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WICPA

W233N2080 Ridgeview Pkwy Ste 201
Waukesha, WI 53188

Map and Directions

Agenda

Tuesday, Dec 10th

7:00AM TO 8:00AM / General Session

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8:00AM TO 8:10AM / General Session

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8:10AM TO 9:10AM / General Session

John Higgins, Strategic Technology Advisor, Higgins Advisory LLC

Get ready to embrace innovation and stay ahead in the dynamic world of accounting, finance and tax in this engaging session as it dives into the AI revolution in the CPA profession. You will discover how AI is reshaping the world of CPAs in the various roles we fill, unlocking exciting opportunities and guiding us through a world of change.

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9:20AM TO 10:40AM / Breakout Sessions

John Higgins, Strategic Technology Advisor, Higgins Advisory LLC

Generative AI, currently being led by ChatGPT, is the most transformative technology for our profession since the advent of the electronic spreadsheet in the 1980s. Every CPA must develop a foundational understanding of this technology, including how it works and opportunities to apply it in business and finance. This session will provide a primer on ChatGPT and generative AI technology and its potential. The concepts of generative AI will be explained, along with the nomenclature. It will also include a discussion and demonstration of practical applications for ChatGPT and other generative AI solutions for accounting professionals.

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Bryan Smith, Owner, DataSmith Pro, LLC

In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This session will equip you with the knowledge and tools to build robust spreadsheets, implement a range of controls and safeguards to ensure data integrity, streamline processes and maximize accuracy.

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10:55AM TO 12:10PM / Breakout Sessions

John Higgins, Strategic Technology Advisor, Higgins Advisory LLC

If you use Microsoft 365 in your organization, this session will explain and demonstrate specific initiatives you can focus on to get the most out of the Microsoft 365 subscriptions you are already paying for. Topics that will be covered include eliminating email file attachments, automating appointment scheduling, managing projects/engagements with the Planner app, documenting processes with the Stream app, eliminating internal email messaging with Teams, and much more.

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Bryan Smith, Owner, DataSmith Pro, LLC

In this innovative session, you will learn to combine the power of AI with the functionality of Excel. You'll find out how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. Although there will be a quick introduction to ChatGPT, the primary focus of this session will be a live demonstration of how to use ChatGPT to create an Excel spreadsheet.

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1:00PM TO 2:00PM / General Session

John Higgins, Strategic Technology Advisor, Higgins Advisory LLC

Embark on a journey to master Microsoft's Power BI, a powerful tool for data analysis and business intelligence. This session is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel's Power BI features such as Power Pivot and Power Query, and its comparison with standalone Power BI tools such as Power BI Desktop, Power BI Service and Power BI Report Server.

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2:15PM TO 3:25PM / Breakout Sessions

John Higgins, Strategic Technology Advisor, Higgins Advisory LLC

Advance your digital proficiency with Microsoft 365 Copilot, an innovative tool revolutionizing the way CPAs and financial professionals create and manage digital content, and discover how Copilot enhances the efficiency and creativity of your emails, PowerPoint presentations and Word documents. Tailored specifically for CPAs in the private sector, including controllers and CFOs, as well as those in accounting firms serving clients, this session will introduce you to the technology, showcasing its capabilities to streamline workflows and elevate the quality of your professional communications.

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Bryan Smith, Owner, DataSmith Pro, LLC

Designed for professionals looking to enhance their data analysis skills, this session will cover the essential aspects of building robust, efficient data models in Power BI. In this session, you will learn how to integrate different data sources, create meaningful relationships and develop insightful metrics to drive business decisions, including various aspects of data modeling such as establishing relationships, creating calculated columns and understanding the intricacies of basic Data Analysis Expressions (DAX) measures.

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3:40PM TO 4:40PM / General Session

John Higgins, Strategic Technology Advisor, Higgins Advisory LLC

Bryan Smith, Owner, DataSmith Pro, LLC

In this unique panel-style session, you'll have an unrivaled opportunity to get your burning questions answered from leading experts on all things related to CPA technology.

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4:40PM TO 4:45PM / General Session

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