Technology Conference with K2 Enterprises (2 days) - Webcast
Overview
In today’s fast-paced technological environment, staying ahead is crucial for accounting professionals. At the 2025 Technology Conference by K2 Enterprises, nationally recognized speakers will offer practical solutions to real-world technology challenges and insights into emerging technologies like Artificial Intelligence. Attendees will gain the knowledge and preparedness necessary to navigate the ever-changing technology landscape confidently, both now and in the future.
Highlights
Topics Include:
- Tech Update: Staying Up To Date with Today's Technology
- CPA Firm Update: Insights into Transformative Tech and Management Strategies
- Automation - Beyond the Basics With the Microsoft Power Platform
- Taking Another Look at Power BI
- Collaboration Tools and Best Practices
- Excel Tips - Today's Best Features
- Data Security and Privacy Issues and Solutions
- Client Accounting Services for CPA Firms: Strategies for Growth and Success
- CRM - The Ultimate Business Automation Tool
- What's New With QuickBooks
- AI - Better Prompts, Better Results
- After QuickBooks, What's Next?
- AI - Security and Privacy Issues
- Ripped from the Headlines: Lessons from Interesting Tech Crimes
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
To provide the tools and skills needed to keep up with changes in technology.
June 12, 2025
General Session
- K2's Tech Update
Keeping pace with technology has never been more crucial, and K2’s Tech Update is your key to staying informed and ahead. This comprehensive session is tailored for accounting professionals seeking to understand the landscape of technological advancements. You will gain insights into the latest developments and how they impact the accounting sector. Our expert-led program will delve into the newest Software and Hardware innovations, the evolving role of AI and machine learning in accounting, and the burgeoning impact of technologies like quantum computing and blockchain. This course guides you through the advantages and challenges of these technologies and helps you craft a technology strategy that aligns with your business goals.
This session is available to registrants only.
Breakout Session
- A1: K2's CPA Firm Update
Much has been written and said about Artificial Intelligence (AI), but for many professionals, AI remains an enigma because they do not know how to get started using tools such as Bard, ChatGPT, and Copilot. This session will explore how to access and use popular AI tools to improve efficiency and productivity. If you are starting with AI, this is one session you cannot miss!
This session is available to registrants only.
- A2: K2’s Automation – Beyond The Basics With The Microsoft Power Platform
Automation and standardization are two of the keys to productivity, but most people who are not programmers are unsure where to start. Microsoft’s Power Platform is a comprehensive platform for creating automated workflows, integrations, and data-driven reports. Components include Power BI, Power Apps, Power Automate, Power Pages, and Power Virtual Agents. Attend this session to learn about this platform and how everyone can use its low-code, no-code environment to solve process challenges.
This session is available to registrants only.
Breakout Session
- B1: K2’s Taking Another Look At Power BI
The Internet, Cloud-based applications, blockchain, cryptocurrencies, generative artificial intelligence, and software as a service were all revolutionary in their time. Still, many more technologies are in the pipeline and will change how we work, play, and experience life. This session will begin with an update on some of the technologies highlighted in our first session on this topic in 2018 and will continue with a discussion of the innovations to come in 2024 and beyond. Attend this session and learn about innovative technologies shaping our world today and those that will change it in the future.
This session is available to registrants only.
- B2: K2’s Collaboration Tools And Best Practices
Power Query and Power BI are genuinely incredible tools to revolutionize your workflow. They offer the promise of “write once, refresh many” reporting, where your reports can instantly update by clicking a button. While incredible tools, these features require additional training and experience to master. This session will review the different methods of connecting to your data and have multiple hands-on activities to help you master these incredible tools. After completing this session, you will know how to turn your organization’s data into repeatable, refreshable PivotTables, Power BI dashboards, and more!
This session is available to registrants only.
General Session
- K2’s Excel Tips – Today’s Best Features
Microsoft Office Excel is one of the most widely used applications by accounting and financial professionals. Yet, many remain unaware of new and improved features in Excel and, therefore, fail to reach the level of productivity and accuracy they desire. Further, with new features appearing in Excel provided through Microsoft 365 subscriptions and the forthcoming release of Excel 2024, it is more important now than ever to get up-to-speed on the world’s most popular spreadsheet! This session will explore the newer features available to improve efficiency and accuracy and the importance of numerous legacy features in Excel and how you can – and should – continue to use these tools to improve productivity.
This session is available to registrants only.
June 13, 2025
General Session
- K2’s Data Security And Privacy Issues And Solutions
In today’s business environment, automation is no longer just a buzzword but a critical component for enhancing efficiency and accuracy. This session provides practical insights on automating your organization using advanced tools from Zoho, Zapier, Microsoft, and others. We will focus on real-world applications, demonstrating how to automate key accounts payable, banking, and approval workflows. You will also learn to recognize and avoid common pitfalls in automation projects. This session is essential for accounting and financial professionals seeking to leverage automation to achieve greater efficiency, reduce errors, and foster a more productive work environment.
This session is available to registrants only.
Breakout Session
- C1: K2’s Client Accounting Services for CPA FIrms: Strategies for Growth and Success
In the ever-evolving landscape of business technology, it is about having the right tools and optimizing for efficiency and cost-effectiveness. This session is designed for professionals seeking to balance functionality with financial prudence and will provide strategies for streamlining your technology stack without sacrificing performance. We will guide you through assessing your current tech tools, identifying redundancies, and exploring less expensive yet effective alternatives. You will learn techniques to evaluate the total cost of ownership of tech tools and make informed decisions to avoid overspending. This session is necessary for professionals seeking the most value from their technology investments.
This session is available to registrants only.
- C2: CRM - The Ultimate Business Automation Tool
This session focuses on the most effective accounting solutions and supplementary tools for today’s small businesses. Explore robust, user-friendly software options, from industry staples like QuickBooks Online and Xero to emerging Cloud-based platforms and add-ons. The session will help you understand how these tools can streamline financial management for businesses with annual revenues up to $15 million. You will gain insights into the latest advancements, integration capabilities, and how to maximize efficiency and accuracy in small businesses.
This session is available to registrants only.
Breakout Session
- D1: K2’s What’s New With QuickBooks
While outsourcing and automation have been used in multinational corporations, the decline in accounting program enrollment at many universities has made finding qualified entry-level staff more challenging and forced a new conversation about these tools in small and mid-sized businesses. This session will discuss the business environment for outsourcing and review the ethical, regulatory, and practical considerations associated with revealing data and relying on the work of others in your organization.
This session is available to registrants only.
- D2: K2’s AI – Better Prompts, Better Results
Generative Artificial Intelligence captured everyone’s imagination when it launched in 2022, but it also creates opportunities for data leakage and inappropriate use of confidential data based on the terms of service. Unfortunately, everyone has clicked “I agree” on a Terms of Service (TOS) or End User License Agreement (EULA) document which they neither read nor understood. This session will review the standard terms embedded in these documents with thousands of words and incomprehensible terminology. Attend this breakout and learn what you wish you knew about analyzing and evaluating license agreements and privacy policies.
This session is available to registrants only.
Breakout Session
- E1: K2’s After QuickBooks, What’s Next?
This dynamic session, designed specifically for accountants seeking a competitive edge, delves into the practical applications of ChatGPT in your daily workflow. From conducting comprehensive research and crafting compelling correspondence to swiftly addressing technical inquiries and optimizing Excel formulas, you will gain invaluable skills to expedite your tasks and improve overall efficiency. Furthermore, we will explore the power of ChatGPT plugins, equipping you with the knowledge to process PDF documents seamlessly and efficiently navigate the vast expanse of the web. Join us on this transformative journey and unlock your potential as a proficient and empowered accountant.
This session is available to registrants only.
- E2: K2’s AI – Security And Privacy Issues
Presently, over seven million businesses use QuickBooks Online. However, these businesses often struggle to get the reports they need. In some cases, they are limited because of their chosen subscription. However, necessary reports are available in other cases, yet users do not know how to access them. Join us in this session to learn about better reporting options in QuickBooks Online and how to create and customize your reports. Explore Standard, Custom, and Management reports and the new Spreadsheet Sync tool that allows you to create customized reports, including multi-company reports in Excel. If you use QuickBooks Online and want to improve reporting, this session is for you!
This session is available to registrants only.
General Session
- K2's Ripped from the Headlines: Lessons from Interesting Tech Crimes
Remote and hybrid work during the Pandemic created new opportunities for cybercriminals and other fraudsters to exploit, and accounting professionals are among the most targeted individuals. This session is a series of case studies that examine actual criminal filings and news accounts and use them to highlight the actions you can take to limit your exposure to similar schemes. Learn more about how high-profile control failures occurred so you can be more effective at preventing crimes such as theft, malware, ransomware, phishing, and hacking.
This session is available to registrants only.
Leader(s):
Leader Bios
Stephen Yoss, K2 Enterprises
At the helm of Devmatics since 2017, Stephen specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family's firm, Yoss & Allen, where he revolutionized their technological infrastructure.
As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.
Stephen's expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he's contributed to some of the nation's most memorable fireworks displays, including the Macy's July 4th Spectacular and the Golden Gate Bridge's 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.
When he's not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he's at Burning Man or volunteering in his hometown of Big Bear Lake, CA.
Dive deeper into Stephen's blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.
(3/27/24)
Thomas Stephens, K2 Enterprises
Tommy Stephens, CPA,CITP, CGMA, 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.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
- Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
- Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
- Serving as a Chief Financial Officer for an international engineering organization; and
- Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.
In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past twenty-seven years, Tommy has presented over 2,800 educational sessions to over 71,000 participants throughout the United States and Canada.
Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
(6/1/22)
Non-Member Price $699.00
Member Price $599.00