Description

Join K2 Enterprises for a live streaming Technology Conference for CPAs. This event offers up to 16 CPE credits through fast-paced presentations designed to make you more productive and efficient when using technology.

K2 Enterprises’ nationally recognized speakers provide you with practical solutions to the real-world issues faced by accounting, financial, and other business professionals. You will receive helpful tips and advanced techniques, along with the tools and skills necessary to keep up with the ever-increasing pace of changes in technology.

Target Audience

Busy accounting and financial professionals who want to improve their personal and organizational productivity.

Course Objectives

Upon completing this conference, participants should be able to: 

Determine how to utilize existing and future technologies to address the needs of your organization 
Describe trends in hardware and software to make more informed decisions for your business and your clients
Develop and implement strategies for improving information security and collaboration

Subjects

Monday, November 30

General Session
8:00am - 9:40am K2's Tech Update

Staying current with today’s technology is no longer optional; it is essential. Tech Update 2026 offers accounting professionals a clear, strategic view of the evolving tech landscape, enabling them to cut through the noise and make informed decisions. This forward-looking session is built for practitioners who want to leverage innovation to enhance client service, boost operational efficiency, and remain competitive.

Explore the most impactful trends in artificial intelligence, quantum computing, automation, and cloud-based ecosystems. Understand how technologies like Microsoft 365 Copilot, generative AI tools, industry-specific SaaS platforms, and blockchain are reshaping the profession. Learn to identify which solutions align with your firm’s goals—and which are just vendor hype.

Breakout Sessions
9:55am - 11:35am K2's Choosing Your CPA Firm Tech Stack

In today’s fast-evolving landscape, CPA firms face a flood of new tools promising efficiency and innovation. This course helps practitioners assess the real return on investment (ROI) from their technology stack, comparing suite-based solutions with best-in-breed applications and examining the latest Agentic AI and Generative AI offerings. Attendees will learn how to evaluate productivity, integration, and strategic alignment to maximize firm performance. Whether upgrading your stack or validating your current tools, this session offers practical insights for tech-savvy decision-making and smarter technology investments tailored to the unique needs of accounting professionals.

9:55am - 11:35am K2's Productivity Life Hacks

Today's busy professional has an ever-expanding workload, but delivery timelines are decreasing. We have more meetings, more emails, and more work projects. Outside of work, we have increased family and social obligations. Simply, there aren't enough hours in the day to get everything done. We all could benefit from an extra hour of productivity throughout the day. 

Effectively using technology in your personal and business life is a great way to get more mileage out of your day. This course will look at 10 different tools or services that can make your life easier or take the headache out of mundane tasks. We will look at tools that simplify scheduling appointments, take the hassle out of tracking time, improve data sharing between applications, and more. Participants will leave this class with tips and tricks on shaving hours of time per week.

9:55am - 11:35am K2's Building Future-Ready 

This practical program provides accounting professionals with actionable strategies for evaluating and implementing technology solutions that drive firm growth and efficiency. Participants will examine case studies that showcase different organizational approaches to hardware, software, cloud, and on-premises solutions, while addressing the unique needs of remote workers and in-office teams. The program focuses on immediate implementation techniques rather than theoretical frameworks, ensuring attendees can apply concepts directly within their practice environments.

Through examination of diverse organizational examples, participants will identify practical technology assessment methods and implementation approaches suited to various firm sizes and client service models. The program addresses common technology adoption challenges while providing concrete strategies for managing organizational change and measuring technology investment outcomes. Attendees will gain ready-to-use tools for building technology roadmaps that enhance both operational efficiency and client service delivery capabilities.

12:30pm - 2:10 pm Microsofts Power Tools

Unlock the full potential of your Microsoft 365 subscription with our exclusive session on Microsoft’s Power Tools! Discover the incredible capabilities of Power BI, Power Query, Power Pivot, and Power Automate, and learn how these tools can revolutionize your productivity and efficiency.

Many professionals are unaware that they already have access to these powerful tools, leading to missed opportunities and suboptimal performance. Don't let this be you! Participate in this session to explore the practical applications of these tools and elevate your productivity and internal control structure to new heights

12:30pm - 2:10pm K2’s AI Accounting and Fraud Detection

As accounting software evolves, AI-native systems are transforming how firms manage data and measure results. This session explores emerging AI-integrated general ledger platforms such as Digits, Puzzle.io, and Docyt. It examines how new technologies, like vibe coding and low-code/no-code automation, are reshaping efficiency and improving fraud detection. Attendees will learn to assess ROI across accounting tools, identify key performance metrics, and develop an automation strategy that enhances accuracy, productivity, and profitability. This course equips professionals to make smarter technology investments and prepare for the next wave of AI-driven accounting transformation.

12:30pm - 2:10pm K2’s NextGen Document Management, Workflowers and Portals

The next generation of paperless technology has arrived. This session explores how firms are modernizing document management, client collaboration, and internal workflows using AI-enhanced systems and integrated portals. Learn how new-generation (“NextGen or NGX”) paperless ecosystems combine security, automation, and accessibility to streamline client communications and approvals. The session will review leading document management and workflow tools, portal features, and how integration across accounting, tax, and client service platforms drives productivity and compliance. Attendees will leave equipped to evaluate and implement modern document systems that enhance client experience while maintaining robust security and compliance controls.

General Session

2:25pm - 4:05pm K2's Stop Wasting TIme in Excel

Are you ready to unlock Excel’s full potential? In today’s fast-paced world, mastering Excel isn’t just a nice-to-have—it’s a must for anyone who wants to work smarter, faster, and with greater accuracy.

Make plans to participate in this dynamic, Excel-centric session designed for professionals like you. Discover how you can leverage features like templates, Precision as Displayed, and PivotTables, along with new tools such as Dynamic Arrays, advanced data cleaning, PIVOTBY and GROUPBY functions, and seamless Copilot integration. These features will transform how you and your team analyze data, automate reporting, and deliver actionable insights from Excel.

Tuesday, December 1

General Session
8:00am - 9:40am K2’s AI: Real Tools, Real Results

This session teaches professionals how to move beyond theory and start using AI to work smarter, faster, and more accurately. This hands-on session explores how public accounting and industry finance teams can use AI tools for tasks like reporting, forecasting, audit analytics, and client service. Participants will see real-world examples of automation, gain practical implementation tips, and learn how to balance innovation with professional responsibility. Discover how to measure your AI ROI, enhance productivity, and position your firm or department for success in the AI-driven accounting era.

Breakout Sessions
9:55am - 11:35am K2's Tech Tuneup Tips

Technology issues rarely come from major failures—they come from small inefficiencies that compound over time. This practical session focuses on high-impact, low-effort technology tuneups that accounting professionals can apply immediately. Participants will learn proven tips for improving workstation performance, tightening security, streamlining workflows, reducing digital friction, and extending the life and value of existing technology investments. The emphasis is on practical configuration changes, overlooked features, and operational habits that deliver measurable productivity gains without requiring major system replacements.

9:55am - 11:35am K2's Microsoft Copilot, including Agentic AI

Discover how artificial intelligence is transforming the accounting profession in this dynamic, intermediate-level CPE session. K2’s Microsoft Copilot, Including Agentic AI explores how AI-powered tools in Microsoft 365—like Excel, Outlook, and Teams—can streamline workflows, enhance data analysis, and improve client service. Learn how to harness Copilot to automate tasks, generate financial insights, and collaborate more effectively, while maintaining compliance and data integrity. Whether you're in public accounting, corporate finance, or advisory services, this course will equip you with practical strategies to integrate Copilot into your daily work and prepare for the future of intelligent accounting.

9:55am - 11:35am K2’s Optimizing Your CAS & Advisory Tech Stack

Client Accounting Services (CAS) has become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams, and streamlined operations. This course provides accounting professionals with practical guidance on implementing and optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including service offerings, pricing models, and client communication strategies. The course delves into the technology tools essential for CAS, including accounting software, workflow automation, and reporting platforms. It offers insights into best practices for managing client expectations and delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends affecting CAS, and identify critical steps to build a scalable CAS practice aligned with their firm's goals. The course also addresses the importance of data security, governance, and compliance in providing CAS, ensuring ethical and professional service delivery.

12:30pm - 1:20pm K2's Innovative Strategy and IT Governance

Selecting the right technology and ensuring it’s effectively adopted are two of the most critical challenges facing firms today. This session explores practical, structured methods for evaluating software and systems to align with business needs—followed by proven change management strategies that drive adoption, learning, and long-term success. Participants will learn how to assess organizational readiness, evaluate vendors, structure pilot programs, and use modern tools to facilitate user engagement and continuous improvement. Whether your firm is implementing new accounting, workflow, or collaboration technology, this course provides the framework for successful selection and implementation.

12:30pm - 1:20pm K2's Ten Questions to ask Your IT Team

Business leaders often struggle to engage meaningfully with their IT teams about critical technology decisions that impact organizational success. This structured program presents ten essential questions every executive should discuss with their technology professionals to ensure proper oversight of cybersecurity, infrastructure, and strategic technology initiatives. Participants will gain confidence in addressing complex topics, including network security protocols, backup procedures, cloud governance, and remote work policies through targeted questioning frameworks that drive actionable outcomes.

The course systematically addresses ten critical areas where executive oversight proves essential for business continuity and growth. Attendees will develop practical communication strategies to bridge the gap between business objectives and technology capabilities, ensuring their organizations maintain a competitive advantage while managing digital risks effectively. Each question framework provides executives with the tools needed to evaluate current technology practices, identify vulnerabilities, and guide strategic technology investments that support organizational goals in today’s rapidly evolving digital landscape.

12:30pm - 1:20pm K2's Technology's Seven (Not Quite) Deadly Sins

Let’s face it: using technology is a necessity because technology permeates all our business activities. Yet, many continue to use technology unwisely, which results in declining productivity and data privacy and security concerns.

Participate in this session to learn about seven specific items you can – and should – act upon right away to get back on track with technology. More than just a tech update, in this course, you will learn the “hows" and “whys” associated with implementing the seven technologies discussed. This is “must-see” CPE for those interested in productivity, efficiency, and data privacy and security.

1:30pm - 2:20pm K2's Dynamic Arrays in Excel

Dynamic arrays can be a tremendous time-saver in Excel, but most business professionals remain unaware of what should be a commonly used tool. With dynamic arrays you can reduce the time you spend creating and updating formulas and improve your accuracy at the same time. You can also take advantage of some innovative features associated with dynamic arrays to automate many calculations and data entry tasks. If you’ve yet to discover dynamic arrays, make plans to participate in this session to learn how you can take advantage of this terrific feature.

1:30pm - 2:20pm K2's Automation for Increasing Personal Efficiency and Effectiveness

In today's fast-paced world, automation is like having a time machine at your fingertips. By implementing strategic automation solutions, you can transform an eight-hour workday into twelve hours of productivity without working longer hours. This course explores how automation can save time, improve accuracy, promote effectiveness, and maximize the value of your workday. When you invest time in automating routine tasks, you create permanent time savings that compound over time, reducing daily stress and providing better mental clarity for more important activities.

This hands-on course will equip you with practical knowledge of various automation tools, methods, apps, and technologies that can revolutionize both your personal and professional life. From home automation systems to iPaaS (Integration Platform as a Service) tools and the Elgato Streamdeck, you'll discover how to create a seamlessly automated environment. Join us to learn how to reclaim hours or even weeks of time through smart automation strategies that will transform your daily routine.

1:30pm - 2:20pm K2's Getting Control of Your OneDrive Account

Many professionals use OneDrive but don't realize – or use – its full capabilities. Whether you have a business or personal account – or both – OneDrive offers features to enhance productivity and improve data security.

Join this exclusive session to discover the advantages of using OneDrive for data storage and collaboration. In it, you will learn how to manage relevant risks and integrate OneDrive seamlessly into your daily workflows.

Don't miss this chance to enhance your efficiency and security. Sign up now and unlock the full potential of OneDrive for you and your team.

General Session
2:35pm - 4:15pm K2's Ripped From The Headlines: Lessons Learned From the Most Interesting Tech Crimes

This session dives into real-world cases of financial fraud, cybercrime, and ethics breaches that captivated the business and accounting world. This session analyzes how these crimes unfolded, the warning signs that were missed, and the internal control and technology failures that enabled them. Participants will explore modern threats, including AI-enabled deception, and learn practical steps to strengthen fraud prevention, data protection, and governance. From shocking embezzlements to headline-making cyberattacks, this course turns true stories into powerful lessons for today’s accounting and finance professionals.

Prerequisites

None

About the Speakers

Randy Johnston, Shareholder, K2 Enterprises, Hutchinson, Kansas

Randy Johnston is a nationally recognized educator, consultant, and writer with 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.

Stephen Yoss, Jr., MS, CPA, Associate, K2 Enterprises, Big Bear Lake, California

Stephen M. Yoss, Jr., MS, CPA, is a certified public accountant, the senior technology strategist and partner of Devmatics, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.

Tommy Stephens, Jr., CPA, CGMA, CITP, Georgia

Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.