Conference
Happening now
ConferenceOnline
Automation & Workflow Productivity Conference
★★★★★
4.6 · 176 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 Mississippi Society of CPAs, Alabama Society of CPAs, Connecticut Society of CPAs, Georgia 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, Ohio Society of CPAs, Oklahoma Society of CPAs, Tennessee Society of CPAs, Virginia Society of CPAs, Colorado Society of CPAs, Kansas Society of CPAs.
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 Stephen Yoss and Brian Tankersley — 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.
Register — pick your days or sessions
Register below — click the class to see full details.
Day 1 Monday, October 5, 2026
4 sessions · 8 CPE Credits
$400.00
K2's Agentic AI vs. Generative AI: What Accountants Need to Know Now
9:30 – 11:10 AM · Stephen Yoss · 2 CPE CreditsInformation Technology
$100.00
K2's Integration and Data Sharing for Accountants
11:20 AM – 1:00 PM · Brian Tankersley · 2 CPE CreditsAccounting
$100.00
1:30 – 3:10 PM · Randolph Johnston · 2 CPE CreditsInformation Technology
$100.00
K2's Taking the Load Off You - Automation in Office 365
3:20 – 5:00 PM · Stephen Yoss · 2 CPE CreditsComputer Software and Applications
$100.00
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 →
Randolph Johnston
Partner · K2 Enterprises · ★ 4.5 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 →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.
Mississippi Society of CPAs
Georgia Society of CPAs
Oklahoma Society of CPAs
Illinois CPA Society
Colorado Society of CPAs
Connecticut Society of CPAs
Tennessee Society of CPAs
Kansas Society of CPAs
Society of Louisiana CPAs
Indiana CPA Society
Montana Society of CPAs
Alabama Society of CPAs
Virginia Society of CPAs
Ohio Society of CPAs
Nebraska Society of CPAs
Massachusetts Society of CPAs
Kentucky 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.
★★★★★
“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.”
Related reading from our instructors
Similar events — see how comparable events rate
Conference
Happening now
Conference
Next week
Automation, Insight & High-Performance Analytics Week
Computer Software and Applications
★★★★★
4.6 (391)
$300
Conference