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Automation & Workflow Productivity Conference
★★★★★
4.7 · 140 attendee ratings across these sessions
Build faster, smarter workflows in just one day. This live virtual conference is designed for accounting and finance professionals who want to reduce manual work, improve data flow, and make better use of AI and Microsoft 365 tools. You’ll gain practical strategies to automate routine tasks,...
Presented in partnership with Oklahoma Society of CPAs, Montana Society of CPAs, Georgia Society of CPAs, Tennessee Society of CPAs, Kentucky Society of CPAs, Colorado Society of CPAs, Virginia Society of CPAs, Mississippi Society of CPAs, Alabama 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, Society of Louisiana CPAs, K2 Enterprises.
On the agenda
K2's Agentic AI vs. Generative AI: What...
K2's Integration and Data Sharing for Accountants
K2's Getting Started With Artificial Intelligence
K2's Taking the Load Off You - Automation in Office 365
4 sessions across 1 day, taught by Brian Tankersley and Randy Johnston — see the full agenda ↓
About this event
Build faster, smarter workflows in just one day. This live virtual conference is designed for accounting and finance professionals who want to reduce manual work, improve data flow, and make better use of AI and Microsoft 365 tools. You’ll gain practical strategies to automate routine tasks, integrate systems, and understand the latest AI capabilities shaping the profession—all while earning up to 8 CPE credits.
Across four focused sessions, top instructors Brian Tankersley, Randy Johnston, Stephen Yoss, and Tommy Stephens cover high‑impact topics like agentic vs. generative AI, data integration and sharing, AI fundamentals for financial professionals, and automation in Office 365. Whether you’re modernizing firm processes or improving personal efficiency, this conference delivers immediately usable techniques to streamline work and boost productivity.
Agenda
Select a day, then a class, for full details.
Day 1 Monday, October 5, 2026 4 sessions
K2's Agentic AI vs. Generative AI: What Accountants Need to Know Now
9:30 – 11:10 AM · Stephen Yoss · 2 credits
This course explains the critical differences between Generative AI and the emerging class of Agentic AI systems. While generative tools focus on content creation and augmentation, agentic systems are designed to plan, act, monitor outcomes, and iterate toward objectives—often with limited human intervention. Accounting professionals will learn how these technologies differ, where each is appropriate, and how agentic AI will reshape accounting workflows, controls, risk management, and advisory services.
Taught by Stephen Yoss · ★ 4.7
Information Technology2 CPE creditsLiveHero
K2's Integration and Data Sharing for Accountants
11:20 AM – 1:00 PM · Brian Tankersley · 2 credits
Taught by Brian Tankersley · ★ 4.5
Accounting2 CPE creditsLiveHero
K2's Getting Started With Artificial Intelligence
1:30 – 3:10 PM · Randy Johnston · 2 credits
Much has been written and said about Artificial Intelligence (AI). But for many professionals, AI remains an enigma because they do not know how to get started using tools such as Bard, ChatGPT, and Copilot. If that describes your situation, relax because help is here! Participate in K2's Getting Started With Artificial Intelligence to learn to use today's AI tools. This session will teach you how to access and use multiple popular AI tools to improve efficiency and productivity. If you are starting with AI, this is one session you cannot miss!
You'll learn to:
- List the steps for querying data from tools such as Bard and ChatGPT
- Identify the capabilities of Microsoft’s Copilot
- Differentiate between the capabilities of free and paid AI tools
- Name examples of risks associated with AI
Taught by Randy Johnston · ★ 4.6
Information Technology2 CPE creditsLiveHero
K2's Taking the Load Off You - Automation in Office 365
3:20 – 5:00 PM · Stephen Yoss · 2 credits
Taught by Stephen Yoss · ★ 4.7
Computer Software and Applications2 CPE creditsLiveHero
Your instructors
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
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
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 →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 Enterprises
Illinois CPA Society
Alabama Society of CPAs
Kentucky Society of CPAs
Ohio Society of CPAs
Colorado Society of CPAs
Massachusetts Society of CPAs
Oklahoma Society of CPAs
Georgia Society of CPAs
Nebraska Society of CPAs
Montana Society of CPAs
Indiana CPA Society
Connecticut Society of CPAs
Society of Louisiana CPAs
Tennessee Society of CPAs
Virginia Society of CPAs
Mississippi Society of CPAs
Not sure whether your society participates? Ask us — we'll point you to the right registration path.
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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.
★★★★★
“This is the best course I have taken on AI. Thank you so very much! I have a much better understanding of how to use AI (and how not to use AI).”
★★★★★
“I appreciated the information about basic AI.”
★★★★☆
“Stephen did a very good job of going over the material and providing information that made the material and the subject seem understandable.”
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