Live Replay WebinarIntermediate level

K2’s Innovative Strategy And IT Governance

★★★★★ 4.8 · 6 attendee ratings

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.

CPE Credits1
Length50 min
Instructor Stephen Yoss

Learning objectives

Upon completing this course, you should be able to:

  • Determine the most effective methods for evaluating technology solutions based on organizational goals and requirements
  • Analyze key elements of successful change management strategies for technology adoption
  • Evaluate approaches to training, communication, and engagement that enhance learning and user effectiveness

Major topics

Technology evaluation frameworks and selection processes Change management strategies for technology implementation Techniques to increase user adoption, learning, and engagement

Who this is for

CPAs, firm leaders, technology decision-makers, and managers responsible for evaluating, selecting, or implementing new systems who want to improve technology ROI through better evaluation, communication, and adoption techniques

Prerequisites: Basic understanding of organizational systems or technology implementation

What's included

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

  • Course handout PDF

Course details

Recommended CPE credit
1 — Business Management and Organization
Field of study
Business Management and Organization
Program level
Intermediate
Delivery method
Group Internet Based
Prerequisites
Basic understanding of organizational systems or technology implementation
Advance preparation
None
Length
50 min
Course number
26c-itgov
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 · 1 credits · 50 min
$25 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.

Dec 1
Winter Multi-State Technology Conference Conference · Nov 30 – Dec 1, 2026 · Online · this course runs Dec 1, 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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