Live Replay WebinarIntermediate level

K2’s AI: Real Tools, Real Results

★★★★★ 4.7 · 40 attendee ratings

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.

CPE Credits2
Length1h 40m
Field of Study Information Technology
Instructor Stephen Yoss

Learning objectives

Upon completing this course, you should be able to:

  • Apply AI tools to streamline accounting and financial workflows
  • Evaluate real-world use cases for AI in both public practice and industry
  • Assess the impact of AI adoption on efficiency, accuracy, and profitability
  • Determine appropriate governance and ethical practices for AI use in accounting

Major topics

Practical AI tools and applications in accounting and finance Implementation strategies and ethical considerations Measuring results and ROI from AI adoption

Who this is for

CPAs and accountants in public practice or industry roles, financial analysts, controllers, and CFOs exploring AI implementation, and accounting firm leaders and managers evaluating AI tools and ROI

Prerequisites: Fundamental knowledge of computer operations

What's included

Every registration comes with the course materials — yours to keep.

  • Course handout PDF, XLSX
  • Demonstration & sample files DOCX, XLSX, ZIP

Course details

Recommended CPE credit
2 — Information Technology
Field of study
Information Technology
Program level
Intermediate
Delivery method
Group Internet Based
Prerequisites
Fundamental knowledge of computer operations
Advance preparation
None
Length
1h 40m
Course number
26c-aitools
Provider
K2 Enterprises

CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].

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Every way to take this course

On its own

Live Replay Webinar Attend the next scheduled rebroadcast — full live CPE credit · 2 credits · 1h 40m
$50 Add to Cart

As part of a multi-day event

These seminars include this course on their agenda. One registration covers the event — you attend this course on its scheduled day, plus everything else that day offers.

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Your instructor

Stephen Yoss

Stephen Yoss

Speaker & Author · CPE Today · ★ 4.7 instructor rating

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a 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. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping...

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