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Automation, Insight & High-Performance Analytics Week

★★★★★ 4.7 · 187 attendee ratings across these sessions

Automation, Insight & High‑Performance Analytics Week is a four‑day live online conference built for accounting and finance professionals who want to streamline work, uncover deeper insights, and stay ahead of fast‑moving technology change. With ten expert‑led sessions, this program blends...

DatesSep 28 – Oct 1, 2026 (Pacific Time)
CPE CreditsUp to 26
📅 Add to calendar: Apple/Outlook · Google · Outlook Web

Presented in partnership with Michigan Association of CPAs, Oklahoma Society of CPAs, New Mexico CPA Foundation, Montana Society of CPAs, Georgia Society of CPAs, Iowa Society of CPAs, Washington Society of CPAs, Kentucky Society of CPAs, Virginia Society of CPAs, Minnesota Society of CPAs, Alabama Society of CPAs, Alaska Society of CPAs, Connecticut Society of CPAs, Illinois CPA Society, Indiana CPA Society, Massachusetts Society of CPAs, Nebraska Society of CPAs, Ohio Society of CPAs, Oregon Society of CPAs, Society of Louisiana CPAs, K2 Enterprises.

About this event

Automation, Insight & High‑Performance Analytics Week is a four‑day live online conference built for accounting and finance professionals who want to streamline work, uncover deeper insights, and stay ahead of fast‑moving technology change. With ten expert‑led sessions, this program blends automation, analytics, cloud strategy, and AI‑driven productivity into practical, real‑world guidance you can apply immediately. You’ll explore topics like Excel automation with Tables and Power Query, high‑value formulas for financial analysis, cloud computing fundamentals, Microsoft Teams productivity features, and the latest technology updates affecting the profession. Sessions also tackle AI security and privacy issues so you can adopt new tools responsibly while protecting data. Led by Brian Tankersley, Randy Johnston, and Stephen Yoss, this conference delivers actionable techniques for boosting efficiency, improving collaboration, and making smarter technology decisions—while earning up to 26 CPE credits.

Agenda

Select a day, then a class, for full details.

Day 1 Monday, September 28, 2026 2 sessions
Turbo Charging Productivity with Artificial Intelligence and Automation Turbo Charging Productivity with Artificial Intelligence and Automation 7:00 – 11:00 AM · Stephen Yoss · 4 credits

Discover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team. Explore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present...

You'll learn to:
  • Recognize essential components of Artificial Intelligence.
  • Distinguish AI, Machine Learning, and Robotic Process Automation.
  • Explore practical AI applications in accounting and finance.
  • Identify AI features in applications like Excel
  • Evaluate AI's impact on accounting and financial fields
Stephen Yoss Taught by Stephen Yoss · ★ 4.7
Information Technology4 CPE creditsLiveHero
Cloud Computing for Accountants Cloud Computing for Accountants 11:30 AM – 1:30 PM · Stephen Yoss · 2 credits

Technology continues to expand at an exponential rate, creating many opportunities for you to improve your company’s efficiencies and lower your operating costs. Firms across the nation are quickly realizing the need to adopt these new technologies or risk being left behind. This presentation introduces the Cloud, one of the fastest-growing trends in Internet technology. It takes a deep dive into the major components, deployment methods, service providers, and applications. It aims to help attendees have a good working knowledge of how the Cloud and Internet work so they can better implement these technologies in their organizations. This essential course explores the use of how the Cloud can be used inside your organization and the benefits and risks of moving to the Cloud. The course discusses the differences between the different levels of cloud technology, applications vs....

Stephen Yoss Taught by Stephen Yoss · ★ 4.7
Information Technology2 CPE creditsLiveHero
Day 2 Tuesday, September 29, 2026 2 sessions
Excel Formula's Accountants & Financial Professionals Need to Know Excel Formula's Accountants & Financial Professionals Need to Know 7:00 – 11:00 AM · Stephen Yoss · 4 credits

Excel is ubiquitous in the accounting and financial professionals' workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.

Stephen Yoss Taught by Stephen Yoss · ★ 4.7
Specialized Knowledge4 CPE creditsLiveHero
Easy Excel Automation with Tables & Power Query Easy Excel Automation with Tables & Power Query 11:30 AM – 3:30 PM · Stephen Yoss · 4 credits

Transform your daily Excel workflows and eliminate hours of manual data processing with powerful automation techniques designed for business professionals. This comprehensive course reveals the full potential of Excel Tables and Power Query, showing participants how to turn complex data challenges into streamlined, automated solutions. Business professionals will discover how to leverage seven key table functions that dramatically reduce formatting time, eliminate formula errors, and create dynamic reports that update automatically. Organizations today need efficient ways to handle increasing amounts of data from multiple sources. This course demonstrates how Power Query serves as the ultimate tool for extracting, transforming, and loading data into Excel with minimal effort. Participants will develop practical skills to automate repetitive tasks, create robust data models, and...

You'll learn to:
  • Demonstrate Excel table features that automate daily reporting and data analysis tasks
  • Apply Power Query tools to transform raw data into organized business insights
  • Construct automated data models using Excel tables for efficient reporting workflows
  • Implement time-saving table formulas that reduce manual data entry errors
  • Design Power Query solutions that streamline repetitive data cleaning processes
Stephen Yoss Taught by Stephen Yoss · ★ 4.7
Specialized Knowledge4 CPE creditsLiveHero
Day 3 Wednesday, September 30, 2026 3 sessions
K2's Six Essential Teams Features K2's Six Essential Teams Features 7:00 – 9:00 AM · Randy Johnston · 2 credits

The mad scramble to remote work and utilize apps like Teams has been trying for most organizations over the past couple of years. With a rush to install and no time to plan, most team members did their best, prioritizing remote meetings as the primary concern. Therefore, as a result, Teams is vastly misunderstood and underutilized in most organizations. Join us in this session to go beyond the remote meetings aspect of Teams and to learn how to optimize efficiency, communication, and workflow with Teams.

You'll learn to:
  • List steps for creating effective Teams and Channel structures
  • Identify how to setup file management columns for more information within Teams
  • Specify examples of how to work with Microsoft Planner within Teams
  • Identify how Lists work and why they can be better than spreadsheets
  • Identify options for incorporating Power Automate into Teams
Randy Johnston Taught by Randy Johnston · ★ 4.6
Computer Software and Applications2 CPE creditsLiveHero
K2's Tech Update K2's Tech Update 9:30 – 11:30 AM · Randy Johnston · 2 credits

Keeping pace with technology has never been more crucial, and K2's Tech Update is your key to staying informed and ahead. This comprehensive session is tailored for accounting professionals seeking to understand the landscape of technological advancements. You will gain insights into the latest developments and how they impact the accounting sector. Our expert-led program will delve into the newest Software and Hardware innovations, the evolving role of AI and machine learning in accounting, and the burgeoning impact of technologies like quantum computing and blockchain. This course guides you through the advantages and challenges of these technologies and helps you craft a technology strategy that aligns with your business goals.

Randy Johnston Taught by Randy Johnston · ★ 4.6
Information Technology2 CPE creditsLiveHero
K2's Top Tech Productivity Tips And Tricks K2's Top Tech Productivity Tips And Tricks 12:00 – 2:00 PM · Randy Johnston · 2 credits

The world of work changed radically and became much more virtual after the pandemic's onset in 2020. Over two years into the “new normal,” our team has compiled a list of the top technology productivity tips, tricks, and traps. In this session, you will learn about shortcuts and hacks to help you accomplish more in Excel, Teams, Outlook, virtual meetings, and many other applications you use every day. Attend this session and learn the best tips to help you and your team accomplish more in less time.

You'll learn to:
  • Identify steps necessary to construct a Microsoft Teams site
  • List examples of essential productivity tips for typical Microsoft 365 applications
  • Identify examples of when you can use templates and forms to automate data collection
Randy Johnston Taught by Randy Johnston · ★ 4.6
Computer Software and Applications2 CPE creditsLiveHero
Day 4 Thursday, October 1, 2026 3 sessions
K2's AI - Security And Privacy Issues K2's AI - Security And Privacy Issues 7:00 – 9:00 AM · Brian Tankersley · 2 credits

Security and privacy issues must be top-of-mind concerns for business professionals using AI. Yet, for far too many of these professionals, no concern is given for the potential security and privacy risks associated with AI, setting the stage for potentially disastrous results! In this session, you will learn about AI security and privacy risks and how to manage them. This session includes discussions of the major AI companies’ security and privacy policies, how AI platforms might use your data, and how you can stay in control. Given how quickly AI is spreading, this is one session you simply cannot afford to miss.

Brian Tankersley Taught by Brian Tankersley · ★ 4.5
Information Technology2 CPE creditsLiveHero
K2's Ten PDF Tips You Need To Know K2's Ten PDF Tips You Need To Know 9:30 – 11:30 AM · Brian Tankersley · 2 credits

Portable Document Format (PDF) documents are everywhere! Yet few know how to work effectively with these documents. If you are interested in working more effectively and efficiently with PDFs, this session is for you. In this session, you will learn valuable tips you can use to assist you with creating, editing, and securing PDFs. You will also learn how to convert PDFs to fillable forms and secure PDFs, among other features. Don’t miss this chance to learn ten PDF tips you need to know to increase your ROI on PDFs.

You'll learn to:
  • Identifying multiple options for generating PDFs
  • Differentiating between Adobe software options
  • Listing the steps necessary to convert PDF documents to fillable forms
  • Specifying options for securing PDFs
  • Identifying options for collaborating on PDFs
Brian Tankersley Taught by Brian Tankersley · ★ 4.5
Computer Software and Applications2 CPE creditsLiveHero
K2's Office Scripts – The New Macros K2's Office Scripts – The New Macros 12:00 – 2:00 PM · Brian Tankersley · 2 credits

Office Scripts is a new feature that allows you to automate tasks in Excel and other Office applications. Unlike VBA, a legacy language that runs only on Windows, Office Scripts can run on any platform and device that supports Office on the web. Further, Office Scripts has a modern and intuitive interface that lets you easily create, edit, and share your scripts. Office Scripts are stored in the Cloud, and they work with Office Online apps and integrate with Power Automate for process automation. Save time and improve productivity using Office Scripts in Excel and other Office applications.

You'll learn to:
  • List three benefits of using Office Scripts over legacy VBA macros
  • Distinguish the storage locations for Office scripts vs. VBA macros
  • Identify four reasons why Office Scripts may not be available for use
  • List two ways of sharing an Office Script with other users
Brian Tankersley Taught by Brian Tankersley · ★ 4.5
Computer Software and Applications2 CPE creditsLiveHero

Your instructors

Brian Tankersley

Brian Tankersley

Speaker & Author · K2 Enterprises · ★ 4.5 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 →
Randy Johnston

Randy Johnston

Partner · K2 Enterprises · ★ 4.6 instructor rating

Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services. K2 Enterprises (K2E.com) – Executive Vice President,...

Full profile →
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...

Full profile →

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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.

★★★★★

“Learned a few things. Good presentation.”

Verified attendee K2's Ten PDF Tips You Need To Know · Jun 20, 2025
★★★★★

“Whenever I can learn new tips, it's a win! Great presentation”

Verified attendee K2's Ten PDF Tips You Need To Know · Jun 10, 2025
★★★★★

“First class I have taken from this instructor. Was very impressed and will be taking more from him. From someone who knew nothing about AI, I'm ready to dive into it and use it more in my practice!”

Verified attendee Turbo Charging Productivity with Artificial... · Jan 27, 2025
★★★★★

“The examples specific to accounting were interesting. That is mostly what I was interested in. I would say the first half was more fun and the second half was more specifically applicable to accounting. Some additional accounting examples would be helpful in this context. I...”

Verified attendee Turbo Charging Productivity with Artificial... · Jan 23, 2025
★★★★★

“I learned some great information today in this session.”

Verified attendee Turbo Charging Productivity with Artificial... · Dec 23, 2024
★★★★★

“I appreciate this class. It had me thinking about ways to implement this. I loved the examples, so thank you for sharing!”

Verified attendee K2's Office Scripts – The New Macros · Dec 19, 2024
★★★★★

“Instructor very knowledgeable and able to explain the material very well.”

Verified attendee K2's Office Scripts – The New Macros · Nov 13, 2024

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