Conference
Happening now
ConferenceOnline
AI-Powered Productivity & Intelligent Automation Week
★★★★☆
4.5 · 56 attendee ratings across these sessions
AI is changing how financial professionals work—but the real advantage comes from knowing how to apply it effectively. AI‑Powered Productivity & Intelligent Automation Week is a four‑day live online conference built to help CPAs, analysts, and finance teams streamline repetitive tasks, improve...
Presented in partnership with K2 Users, Alabama Society of CPAs, Connecticut Society of CPAs, Iowa Society of CPAs, Illinois CPA Society, Indiana CPA Society, Kentucky Society of CPAs, Society of Louisiana CPAs, Massachusetts Society of CPAs, Montana Society of CPAs, Nebraska Society of CPAs, New Mexico CPA Foundation, Ohio Society of CPAs, Oklahoma Society of CPAs, Oregon Society of CPAs, Washington Society of CPAs, Minnesota Society of CPAs, Georgia Society of CPAs, Mississippi Society of CPAs, Alaska Society of CPAs, Michigan Association of CPAs.
On the agenda
Database Basics for Financial Professionals
Automation For Increasing Personal Efficiency...
K2's Top PDF Features You Should Know
Building Bulletproof Spreadsheets: When Accuracy...
The DIY Automation Revolution: Building Finance...
Data and Statistical Analytics Using Microsoft Excel
K2's Microsoft Teams
Supercharging Your Spreadsheet Collaboration
11 sessions across 4 days, taught by Stephen Yoss and Brian Tankersley — see the full agenda ↓
About this event
AI is changing how financial professionals work—but the real advantage comes from knowing how to apply it effectively. AI‑Powered Productivity & Intelligent Automation Week is a four‑day live online conference built to help CPAs, analysts, and finance teams streamline repetitive tasks, improve collaboration, and make smarter decisions using automation and data tools. You’ll explore practical workflows that blend AI concepts with the everyday technologies you already use, from Excel and PDFs to Teams and databases.
Across 11 expert‑led sessions, you’ll gain hands‑on strategies for building accurate, efficient spreadsheets, automating processes without writing code, and leveraging data analytics for deeper insight. Topics include DIY automation, Excel statistical analysis, database basics, spreadsheet integrity, and advanced collaboration techniques. Taught by Brian Tankersley, Stephen Yoss, and Tommy Stephens, this program delivers actionable skills you can use immediately—while earning up to 30 CPE credits.
Register — pick your days or sessions
Add the whole event, a single day, or a single session — click any class to see its details. Your running total updates as you go.
Day 1 Monday, September 14, 2026
3 sessions · 9 CPE Credits
$450.00
Database Basics for Financial Professionals
8:00 PM – 12:00 AM · Stephen Yoss · 4 CPE CreditsInformation Technology
$200.00
2:00 – 5:00 PM · Stephen Yoss · 3 CPE CreditsSpecialized Knowledge
$150.00
5:30 – 7:30 PM · Stephen Yoss · 2 CPE CreditsComputer Software and Applications
$100.00
Day 2 Tuesday, September 15, 2026
3 sessions · 7 CPE Credits
$350.00
8:00 – 10:00 PM · Stephen Yoss · 2 CPE CreditsSpecialized Knowledge
$100.00
The DIY Automation Revolution: Building Finance Solutions Without Code
2:00 – 4:00 PM · Stephen Yoss · 2 CPE CreditsInformation Technology
$100.00
Data and Statistical Analytics Using Microsoft Excel
4:30 – 7:30 PM · Stephen Yoss · 3 CPE CreditsInformation Technology
$150.00
Day 3 Wednesday, September 16, 2026
3 sessions · 8 CPE Credits
$400.00
K2's Microsoft Teams
2:00 – 4:00 PM · Brian Tankersley · 2 CPE CreditsComputer Software and Applications
$100.00
4:30 – 6:30 PM · Brian Tankersley · 2 CPE CreditsComputer Software and Applications
$100.00
7:00 – 11:00 PM · Brian Tankersley · 4 CPE CreditsAuditing
$200.00
Day 4 Thursday, September 17, 2026
2 sessions · 6 CPE Credits
$300.00
2:00 – 4:00 PM · Tommy Stephens · 2 CPE CreditsComputer Software and Applications
$100.00
4:30 – 8:30 PM · Tommy Stephens · 4 CPE CreditsComputer Software and Applications
$200.00
Your instructors
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...
Full profile →
Brian Tankersley
Speaker & Author · K2 Enterprises · ★ 4.2 instructor rating
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, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 25 years of...
Full profile →
Tommy Stephens
Partner · K2 Enterprises · ★ 4.6 instructor rating
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. In 1995, Tommy began...
Full profile →Co-sponsored with your state society
We're proud to co-sponsor this event with the societies below. Society members: register through your state society to receive special member pricing — check your society's CPE catalog or member portal for this event, or register directly with us here.
K2 Users
Minnesota Society of CPAs
Iowa Society of CPAs
Ohio Society of CPAs
Oregon Society of CPAs
Montana Society of CPAs
Alabama Society of CPAs
Kentucky Society of CPAs
Michigan Association of CPAs
New Mexico CPA Foundation
Indiana CPA Society
Mississippi Society of CPAs
Alaska Society of CPAs
Massachusetts Society of CPAs
Connecticut Society of CPAs
Nebraska Society of CPAs
Society of Louisiana CPAs
Oklahoma Society of CPAs
Illinois CPA Society
Washington Society of CPAs
Georgia Society of CPAs
Not sure whether your society participates? Ask us — we'll point you to the right registration path.
What attendees say about these sessions
Every event runs once, so these are verified reviews from past attendees of the individual sessions on this agenda — the same instruction, the same courses.
★★★★★
“Great topic that I ca use. Opened up a new frontier!”
Common questions
How many CPE credits is AI-Powered Productivity & Intelligent Automation Week worth?
AI-Powered Productivity & Intelligent Automation Week is worth 30 CPE credits in Auditing, Computer Software and Applications, Information Technology, Specialized Knowledge. CPE Today is a NASBA National Registry sponsor (ID 167619), so the credit is accepted by state boards of accountancy nationwide.
What is the format, and how long does it run?
It is delivered as a conference. Live sessions include the real-time attendance checks NASBA requires; your certificate is issued automatically on completion.
What if it doesn't meet my expectations?
Every purchase carries a 100% satisfaction guarantee — a full refund within 30 days, no questions asked.
Related reading from our instructors
Similar events — see how comparable events rate
Conference
Happening now
Webinar
Happening now
Conference
Happening now