Randy Johnston, K2 Randy@k2e ,

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Randy Johnston, K2 & NMGI, randy@k2e.com,620‐664‐6000 x 112Brave New World –Remote Work In“The New Normal”1What About Randy? 40 years of technology experience, top rated speakerfor over 30 years Top 25 Thought Leader in Accounting 2011‐2020 2004‐2019 Accounting Today 100 Most Influential inAccounting for sixteen years Inducted Accounting Hall of Fame, Feb 2011 Monthly columns on technology in CPAPracticeAdvisor Published author of six books, From Hutchinson, KS randy@k2e.com or randyj@nmgi.com 620‐664‐6000 x 112Copyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.2Copyright 2020 K2 Enterprises, LLC.Reproduction or reuse for purposes other thana K2 Enterprises’ training event is prohibited1

Randy Johnston, K2 & NMGI, randy@k2e.com,620‐664‐6000 x 112What About NMGI? NetCare – National CPA support services for total networkmanagement NetRescue – Backup Appliances and web‐based backup Boutique Technology and Business Continuity consulting CPA Firm Technology Assessments, Paperless Consulting Accounting Software Selection (ERP, BI, HR, SaaS, CRM) Awards ‐ CRN top 100, MSPMentor top 100Copyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.3About K2 Enterprises Provides live and on‐demand Continuing Professional Education (CPE)in 48 U.S. states and in Canada Largest provider of technology‐focused CPE for accountants andfinancial professionals in North America Services Offered Live in‐person presentations (conferences & seminars)WebinarsOn‐site trainingOn demand self‐study materials www.k2e.com for more informationCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.4Copyright 2020 K2 Enterprises, LLC.Reproduction or reuse for purposes other thana K2 Enterprises’ training event is prohibited2

Randy Johnston, K2 & NMGI, randy@k2e.com,620‐664‐6000 x 112K2 Enterprises Web Sites – No Tracking(75% of all web sites do!) www.k2e.com ‐ CPE Info www.CPAFirmTech.com – CPA Firm Info www.AccountingSoftwareWorld.com – Accounting Software Info www.TotallyPaperless.com – Paperless Info https://www.youtube.com/user/K2Enterprises ‐ The K2 EnterprisesYouTube channel with over 160 free technology training videosCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.5Learning ObjectivesUpon completing this session,you should be able to: Select remote technologies from a list List current communications choices Differentiate between collaborationtools Create a remote work planCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.7Copyright 2020 K2 Enterprises, LLC.Reproduction or reuse for purposes other thana K2 Enterprises’ training event is prohibited3

Randy Johnston, K2 & NMGI, randy@k2e.com,620‐664‐6000 x 112Sections Remote access options Essential products to consider for implementation Communication and collaboration tools Handling security properly Unusual technologies you might have missedCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.8Why The “New Normal?” The COVID‐19 pandemic served as a warning signal Things that may change and help us anticipate the future: Retirements delayed or semi‐retirement skills availableWork‐at‐home trend acceleratedCloud technologies proved scaleVOIP, collaboration, and meeting technologies need tuningWill demand for office real estate drop?Copyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.9Copyright 2020 K2 Enterprises, LLC.Reproduction or reuse for purposes other thana K2 Enterprises’ training event is prohibited4

Randy Johnston, K2 & NMGI, randy@k2e.com,620‐664‐6000 x 112Impact Of COVID‐19 & The Workplace COVID‐19 has had a massive impact ofhow and where people are working Most healthcare professionals andpolicy workers had recommended aminimum of 6 feet of social distancing Additionally, they are recommendingstrict limitations of how many peopleshould congregate together in onelocation Millions of people from around theworld that have never had the optionbefore are working from homeCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.10What Is Work‐At‐Home Vs. Remote Work?Copyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.11Copyright 2020 K2 Enterprises, LLC.Reproduction or reuse for purposes other thana K2 Enterprises’ training event is prohibited5

Randy Johnston, K2 & NMGI, randy@k2e.com,620‐664‐6000 x 112What Is Work‐At‐Home? Formerly called telecommuting, telework, teleworking, working fromhome (WFH), mobile work, remote work, and flexible workplace Making a location in your home your primary place to do business Setting up all tools needed to work productively Larger and faster tools can be convenient Communication speeds are likely to be fasterCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.12As Opposed To Remote Work Enabling workers to work any place, any time, on any device (AAA) Remote work implies: Far more mobilityLikelihood of slower communicationsSecurity issues, particularly at client or customer sitesLimited tools can be carried plus there are size limitationsCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.13Copyright 2020 K2 Enterprises, LLC.Reproduction or reuse for purposes other thana K2 Enterprises’ training event is prohibited6

Randy Johnston, K2 & NMGI, randy@k2e.com,620‐664‐6000 x 112Essentially, Work‐At‐Home And RemoteWork Might Be Treated The SameBut they are different and should not be!Copyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.14Potential Benefits of Work‐At‐Home Retain critical employees Increased performance and productivity Decreased absenteeism and turnover Improved work / life balance and job satisfaction Reduced energy / fuel usage and associated greenhouse gases Increased office space flexibility Everyone saves money Work in comfortable clothing May be flexibility in work hoursCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.15Copyright 2020 K2 Enterprises, LLC.Reproduction or reuse for purposes other thana K2 Enterprises’ training event is prohibited7

Randy Johnston, K2 & NMGI, randy@k2e.com,620‐664‐6000 x 112Potential Issues of Work‐At‐Home Distraction Increased privacy and security issues, leading to a potential breach Effect on employee morale with lack of social interactions Difficulty of maintaining corporate culture Only works when employees are self‐disciplined and self‐starters May be a cost element for the worker (computers, phones, internet) Employers don’t know about the working conditions at homeCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.16Get Your Work‐At‐Home Setup Right Comfortable, ergonomic chair Good lighting Noise cancelling headset Good camera that can be shuttered Full size keyboard and mouse – ergonomic may be best One or more large monitors Optional: VOIP handset UPS Battery backup if running a desktopCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.17Copyright 2020 K2 Enterprises, LLC.Reproduction or reuse for purposes other thana K2 Enterprises’ training event is prohibited8

Randy Johnston, K2 & NMGI, randy@k2e.com,620‐664‐6000 x 112Review Question #1 Which of the following statements is true for work‐at‐home? Retain critical employeesReduced energy / fuel usage and associated greenhouse gasesWork in comfortable clothingAll the aboveCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.18NeedsOperations Workflow Document management Scheduling LOB (Accounting, Tax, etc.) Billing/Invoicing/AP/ExpensesGeneric Remote access tools Document creation and editing Voice calls Video conferencing Security (VPN, MFA, etc.) Hardware‐Monitors, scannerCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.20Copyright 2020 K2 Enterprises, LLC.Reproduction or reuse for purposes other thana K2 Enterprises’ training event is prohibited9

Randy Johnston, K2 & NMGI, randy@k2e.com,620‐664‐6000 x 112Fundamental Building Blocks ‐ HostingLarger Scale Citrix enable private cloud Azure/AWS public cloud RDSSmaller Scale Hosting Remote Access ToolsCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.21CPA Firm Hosting Options AbacusNext Ace Cloud Hosting Cetrom Right Networks Nine moreCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.22Copyright 2020 K2 Enterprises, LLC.Reproduction or reuse for purposes other thana K2 Enterprises’ training event is prohibited10

Randy Johnston, K2 & NMGI, randy@k2e.com,620‐664‐6000 x 112Remote Access Tools GoToMyPC – approximately 35/user/month LogMeIn Pro – 70/five users/month Team Viewer – 49/user/month Windows Remote Desktop Zoho Assist – 8‐21/user/month Thirteen moreCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.23Fundamental Building Blocks – Voice Over IPFrames / In‐House / PBX / KSU AsteriskAvayaCiscoNetFortis FonalityMiVoice Connect (ShoreTelConnect On‐site, owned by Mitel) Mitel Star2StarHosted Vantage CommunicationsIntermedia UniteRingCentralMicrosoft 365 E5GrasshopperOthers: 8x8, Mitel Cloud, FonalityFlex, MegaPath, OnSIP,Momentum, Alteva, XO HostedPBX, VirtualPBX, ApptixCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.24Copyright 2020 K2 Enterprises, LLC.Reproduction or reuse for purposes other thana K2 Enterprises’ training event is prohibited11

Randy Johnston, K2 & NMGI, randy@k2e.com,620‐664‐6000 x 112Essential ToolsCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.25Vision Of Current Mainstream TechnologyMicrosoft Windows 10Microsoft 365Intel Core i5‐i9Dedicated graphics upgraded16‐32GB of RAM128GB‐1TB of NVM Express Solid‐State drive (NVMe SSD) USB 3.1, HDMI 2.1Apple MacOSMicrosoft 365Intel Core i5‐i9 (moving to AMD!)Dedicated graphics included8‐64GB of RAM128GB‐2TB of NVM Express Solid‐State drive (NVMe SSD) USB 3.1, HDMI 2.1Copyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.26Copyright 2020 K2 Enterprises, LLC.Reproduction or reuse for purposes other thana K2 Enterprises’ training event is prohibited12

Randy Johnston, K2 & NMGI, randy@k2e.com,620‐664‐6000 x 112Document Creation And Editing Microsoft 365 E5 (formerly Office 365 E5) – 57/user/month Zoho One – 30/user/month G Suite – 6‐25/user/monthCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.27Microsoft 365 And Office 2019 Innovations Desktop versions of Office applicationsLicensed for commercial useAutomatic new feature updatesWeb versions of Office applicationsMobile versions of Office applicationsFile storage & sharingSecurity & complianceSupport & deploymentEmail & calendaringTeamwork & communicationTools to build & manage your businessCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.28Copyright 2020 K2 Enterprises, LLC.Reproduction or reuse for purposes other thana K2 Enterprises’ training event is prohibited13

Randy Johnston, K2 & NMGI, randy@k2e.com,620‐664‐6000 x 112Zoho One End to end integrated businessmanagement 45 applications Pricing (billed annually) 30/mo/user (all EE’s subscribed) 75/mo/user (only some EE’ssubscribed)Copyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.29Monitors ‐ HP S430c 43.4‐inch CurvedUltrawide MonitorCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.30Copyright 2020 K2 Enterprises, LLC.Reproduction or reuse for purposes other thana K2 Enterprises’ training event is prohibited14

Randy Johnston, K2 & NMGI, randy@k2e.com,620‐664‐6000 x 112Scanners ‐ Fujitsu fi‐800R Dual Path Mechanism with ReturnScan captures hard cards, foldeddocuments and passports up to 5mm thick Automatic Stacking Control, thestacker automatically extendswhen U‐turn Scan starts, thenretracts when scanning iscomplete, returning scanneddocuments to the input tray tosave space 700Copyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.31Scanners ‐ Fujitsu ScanSnap iX1500 Fast start‐up Image processing speeds Feeding accuracy Receipt guide Streak reduction ScanSnap Cloud Silent operation Pricing ‐ 495 retail, 399 streetCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.32Copyright 2020 K2 Enterprises, LLC.Reproduction or reuse for purposes other thana K2 Enterprises’ training event is prohibited15

Randy Johnston, K2 & NMGI, randy@k2e.com,620‐664‐6000 x 112Review Question #2 Which of the following are essential business tools? Productivity suites with word processing, spreadsheets and email toolsLarge monitorsScannersAll the aboveCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.33Communication and Collaboration ToolsCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.35Copyright 2020 K2 Enterprises, LLC.Reproduction or reuse for purposes other thana K2 Enterprises’ training event is prohibited16

Randy Johnston, K2 & NMGI, randy@k2e.com,620‐664‐6000 x 112Cell Phone Or VOIP Handset?Cell Phone One number convenience Hard to keep your cell numberprivate Call quality varies Headset probably wise Can run out of battery atinopportune timesVOIP Handset Clearer calls Right headset could be used forVOIP, video meetings and cell PBX features from VOIP service Call forwarding to cell Integration for automatic dialingfrom softwareCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.36Voice Calls Using Voice Over IP Intermedia Unite – 29‐39/user/month Microsoft 365 E5 ‐ 57/user/month Ring Central – 19‐59/user/month Vantage Unified Communications – 19‐59/user/monthCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.37Copyright 2020 K2 Enterprises, LLC.Reproduction or reuse for purposes other thana K2 Enterprises’ training event is prohibited17

Randy Johnston, K2 & NMGI, randy@k2e.com,620‐664‐6000 x 112Web Conferencing And Meetings Google Hangouts GoToMeeting Microsoft Teams WebEx Zoho Meeting ZoomCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.38Collaboration Tools Chanty Flock Google Hangouts Microsoft Teams Slack Zoho Connect 25 alternativesCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.39Copyright 2020 K2 Enterprises, LLC.Reproduction or reuse for purposes other thana K2 Enterprises’ training event is prohibited18

Randy Johnston, K2 & NMGI, randy@k2e.com,620‐664‐6000 x 112Team Meetings Audio Video Whiteboard Desktop/App sharing Meet with Team or individuals Schedule meetingsCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.40Operational Tools ‐ WorkflowCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.41Copyright 2020 K2 Enterprises, LLC.Reproduction or reuse for purposes other thana K2 Enterprises’ training event is prohibited19

Randy Johnston, K2 & NMGI, randy@k2e.com,620‐664‐6000 x 112Microsoft Power Automate Capabilities Design logic for your Power AppsGuide your app users through processesAutomate across more than 200 connected sourcesExtend your business processes Free templates Connector LibraryCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.42Zoho Flow Connect your key applications Automate extensively with multi‐step flows Connect information across departments and teammates Make it all happen on a dynamic builder Off‐the‐shelf solutions with pre‐built flowsCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.43Copyright 2020 K2 Enterprises, LLC.Reproduction or reuse for purposes other thana K2 Enterprises’ training event is prohibited20

Randy Johnston, K2 & NMGI, randy@k2e.com,620‐664‐6000 x 112XCMworkflowCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.44ProcessMaker – Low Code BPM & Workflow Industries Higher EducationBankingInsuranceManufacturingTech & TelecomGovernmentHealthcare 1,495/monthCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.45Copyright 2020 K2 Enterprises, LLC.Reproduction or reuse for purposes other thana K2 Enterprises’ training event is prohibited21

Randy Johnston, K2 & NMGI, randy@k2e.com,620‐664‐6000 x 112Other Operational Tools Document management Scheduling LOB (Accounting software, Tax, etc.) Billing/Invoicing/AP/ExpensesCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.46CPA Firm Work‐At‐Home Tools Practice Management Accounting PowerCCH Axcess PracticeClarity Practice ManagementOfficeToolsOnvio Firm ManagementTPS Cloud Axis Workflow Document management Doc‐It CCH Axcess Document GoFileRoom Portals Doc‐It CCH Axcess Client Collaboration SurePrep Tax Caddy XCM CCH Axcess Workstream FirmFlowCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.47Copyright 2020 K2 Enterprises, LLC.Reproduction or reuse for purposes other thana K2 Enterprises’ training event is prohibited22

Randy Johnston, K2 & NMGI, randy@k2e.com,620‐664‐6000 x 112Security SolutionsCopyright 2020 K2 Enterprises, LLC. Reproduction or reuse forpurposes other than a K2 Enterprises’ training event is prohibited.48Security – Multi‐Factor Authentication (MFA) Cisco Duo Kaseya Passly Yubico YubiKey Microsoft Authentica

Frames / In‐House / PBX / KSU Asterisk Avaya Cisco NetFortisFonality MiVoiceConnect (ShoreTel Connect On‐site, owned by Mitel) Mitel Star2Star Hosted Vantage Communications Intermedia Unite RingCentral Microsoft