Live Replay WebinarBasic level

K2’s Building Future-Ready Businesses

★★★★★ 4.6 · 8 attendee ratings

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.

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

Learning objectives

Upon completing this course, you should be able to:

  • Identify appropriate technology solutions for diverse accounting practice configurations and workflows
  • Apply practical assessment techniques for hardware, software, cloud, and on-premise options
  • Implement immediate change management approaches for technology adoption initiatives
  • Analyze case studies demonstrating successful technology integration across different organizational models
  • Create actionable technology implementation plans addressing remote and in-office workforce requirements

Major topics

Technology Infrastructure Assessment Through Organizational Case Studies Practical Implementation Strategies for Hardware and Software Solutions Change Management Techniques for Remote and In-Office Teams

Who this is for

Update this attribute value to the course desired audience.

Prerequisites: Fundamental knowledge of computer operations

What's included

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

  • Course handout PDF

Course details

Recommended CPE credit
2 — Information Technology
Field of study
Information Technology
Program level
Basic
Delivery method
Group Internet Based
Prerequisites
Fundamental knowledge of computer operations
Advance preparation
None
Length
1h 40m
Course number
26c-future
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].

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.

Nov 30
Winter Multi-State Technology Conference Conference · Nov 30 – Dec 1, 2026 · Online · this course runs Nov 30, 2026 · event offers up to 16 credits
$250/day View event

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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