K2's Automation & Workflow Productivity Conference - VIRTUAL

4 selected sessions
Online- K2 Enterprises
10-05-2026 9:30am - 5:00pm
8.00 credits
Member price: $424
Non-member price: $524
(discounts available)
Members save $100.00.
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OVERVIEW

In 2026, automation isn't just about working faster—it's about building a practice that can scale, adapt, and compete in an increasingly technology-driven profession. This intensive one-day conference focuses squarely on how accounting professionals can implement practical automation solutions that genuinely transform daily workflows. We'll examine integration platform as a service (iPaaS) tools, showing you how these systems actually work under the hood and how to configure them for your specific needs. You'll see how AI fits into the automation puzzle (though this isn't an AI conference per se—it's about making your entire technology ecosystem work smarter). And we'll dig into the tools you already own, like Power Query in Excel, that might be sitting underutilized while you're manually manipulating data.

If you're ready to stop spending hours on repetitive tasks and start building workflows that run themselves, this conference will give you the blueprint. We're talking about real efficiency gains—connecting systems that currently don't talk to each other, transforming how data moves through your organization, and freeing up your team to focus on analysis and advisory work instead of data entry. Whether you're running a small practice or managing technology for a larger firm, you'll walk away with specific strategies for implementing automation that actually sticks. Mark your calendar and get ready to build a future-ready business.


DESIGNED FOR

  • Business professionals seeking to apply Agentic AI workflows who understand Generative AI platforms.

 


OBJECTIVES
  • Understand how integration platform tools connect disparate systems and create automated workflows across your technology stack
  • Configure automation solutions that eliminate repetitive manual tasks and reduce errors in data handling processes
  • Apply AI-enhanced automation techniques to streamline decision-making and accelerate routine accounting functions
  • Implement data transformation and loading strategies using tools like Power Query to automate reporting and analysis
  • Design scalable workflow systems that improve organizational efficiency and create capacity for higher-value advisory services

HIGHLIGHTS
  • Integration Platform as a Service (iPaaS) Deep Dive
  • Configuring System Connections and Automated Data Flows
  • Power Query and Excel Automation for Data Transformation
  • AI-Powered Workflow Enhancement Strategies
  • Building Future-Ready Business Processes Through Automation
  • Practical Productivity Improvements: From Manual to Automated

ADVANCED PREP

None.


DISCOUNTS
Early Registration Discount:
$50
(expires: Sep 21, 2026)
CREDITS
Accounting
2.00 credits
Computer Software & Applications
2.00 credits
Information technology
4.00 credits
FIELDS OF STUDY
Accounting & Auditing
Information Technology
Specialized Knowledge
LEVEL
Basic
SESSIONS
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10-05-2026

001-K2's Agentic AI vs. Generative AI: What Accountants Need to Know Now

Start: 9:30AM

End:  11:10AM

This course explains the critical differences between Generative AI and the emerging class of Agentic AI systems. While generative tools focus on content creation and augmentation, agentic systems are designed to plan, act, monitor outcomes, and iterate toward objectives—often with limited human intervention. Accounting professionals will learn how these technologies differ, where each is appropriate, and how agentic AI will reshape accounting workflows, controls, risk management, and advisory services.
SPEAKERS:
Yoss, Steve
CREDITS
Accounting
2.00 credits
Computer Software & Applications
2.00 credits
Information technology
4.00 credits

002-K2's Integration and Data Sharing for Accountants

Start: 11:20AM

End:  1:00PM


CREDITS
Specialized Knowledge and Applications
2.00 credits

003-K2's K2's Getting Started with Artificial Intellegence

Start: 1:30PM

End:  3:10PM

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. If that describes your situation, relax because help is here!

Participate in K2's Getting Started With Artificial Intelligence to learn to use today's AI tools. This session will teach you how to access and use multiple popular AI tools to improve efficiency and productivity. If you are starting with AI, this is one session you cannot miss!
CREDITS
Accounting
1.00 credits

004-K2's Taking the Load Off You - Automation in Office 365

Start: 3:20PM

End:  5:00PM

 

CREDITS
Accounting
2.00 credits
Computer Software & Applications
2.00 credits
Information technology
4.00 credits
SPEAKERS
Members save $100.00.
You aren't a member... yet.

Johnston, Randy

 
Randolph P. (Randy) Johnston, MCS, has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2021. His influence throughout the accounting profession is highlighted by being a recipient of the 2021 Accounting Today Top 100 Most Influential People in Accounting award for the eighteenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. In addition, Randy writes a monthly column and produces a weekly podcast for The CPA Practice Advisor, features for the Journal of Accountancy, creates articles for accounting and technology publications, and is the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His wife and four children enjoy many experiences together, including theatre, music, travel, golf, skiing, snorkeling, and model trains. His experience as a college instructor, management and technology consultant, and advisor to the profession will be evident to you in all of his presentations.

Stephens, Tommy

 
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. 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.

Tankersley, Brian

 
Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 30 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005. Tankersley has been recognized eight times as one of the "Top 25 Thought Leaders in Public Accounting Technology" by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group's Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference. Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor's degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs. Brian and his family make their home in Farragut, Tennessee.

Yoss, Steve

 
Stephen M. Yoss, Jr., CPA, MS is a certified public accountant, the partner, and principal of Devmatics, LLC, 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. At age 10, Stephen began working with technology; he started his first IT company at just 13, which focused on designing web applications for local businesses. At 15, he began writing original computer code and has been designing and implementing technological solutions continuously since then. Stephen is a graduate of Loyola Marymount University, with degrees in Accountancy and International Business. While at Loyola, he served the campus as student body president and as the student representative to the Board of Trustees. He has a Master's of Science degree in Information Systems and Technology from Claremont Graduate University with a concentration in Geographic Information Systems. In 2017, Stephen formed Devmatics, a software development company that focuses on solving problems through the implementation of technology. Devmatics builds custom software, mobile apps, integration solutions, workflow automation, and more for all types of organizations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technical expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs to gain a competitive advantage while increasing efficiency and productivity. Before starting Devmatics, Stephen worked as an accountant in his family's practice, Yoss & Allen. At Yoss & Allen, he completely redesigned the firm's technology practices and instituted a technological infrastructure to streamline the firm's practices and allow them strategic flexibility. Many of the technologies, strategies, and concepts that Stephen uses himself (and consults companies on how to use) were designed, perfected, and implemented to help his family's business and their clients. In addition to his time with Yoss & Allen, Stephen worked in New Zealand as a management accountant. Since 2009, Stephen has also been teaching continuing professional education, providing written, webcast, in-house, and live instruction. He has presented to thousands of practitioners worldwide on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention, and more. Stephen is also a professionally licensed pyrotechnician and works on major fireworks displays throughout the nation for Pyro Spectaculars, North America's largest full-service fireworks display production company. He's proud to have helped produce incredible displays, including the Macy's July 4th Spectacular in New York City, the 75th Anniversary of the Golden Gate Bridge in San Francisco, KGB Skyshow in San Diego, and many more. Whether it's teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Stephen brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically
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