Ethical Technology Practices & Modern Risk Controls

★★★★★ 4.7 · 281 attendee ratings across these sessions

Presented in partnership with K2 Users, Alabama Society of CPAs, Connecticut Society of CPAs, Illinois CPA Society, Indiana CPA Society, Kentucky Society of 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, Washington Society of CPAs, Georgia Society of CPAs, Michigan Association of CPAs.

About this event

Build the ethical, secure, and efficient tech foundation your firm needs. This four‑day virtual conference delivers practical guidance on modern risk controls, AI adoption, automation, data analytics, and Microsoft 365—so you can protect client data while improving productivity. From emerging tech strategy to real‑world fraud and control failures, each session is designed to translate complex tools into clear, actionable steps you can apply immediately in public practice or industry. Across eight live sessions, you’ll explore topics like AI fundamentals, ethical automation, Power BI reporting, Microsoft 365 integration, confidentiality safeguards, and the latest tech tools for financial professionals. The program is built to help you make smarter technology decisions, reduce risk exposure, and align your processes with best practices in security and compliance. You’ll also gain insight into how emerging tools impact audit quality, client service, and firm profitability.

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...

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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...

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Co-sponsored with your state society

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.

★★★★★

“The session was very well paced and informative. In particular, I found the discussion on AI to be insightful and gave me a better appreciation for the changes that are coming.”

Verified attendee K2's Case Studies In Fraud And Technology Controls · Sep 21, 2025

★★★★★

“I'm glad that i decided on this breakout session. I thought I would not be interested in Power BI but I saw how useful it could be.”

Verified attendee K2's Taking Another Look At Power BI · Jun 20, 2025

★★★★★

“Great concise summary of the information with useful information”

Verified attendee Securing Confidentiality: Safeguarding Client... · Oct 30, 2024

★★★★★

“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).”

Verified attendee K2's Getting Started With Artificial Intelligence · Jun 13, 2024

★★★★★

“I appreciated the information about basic AI.”

Verified attendee K2's Getting Started With Artificial Intelligence · May 21, 2024

★★★★☆

“Stephen did a very good job of going over the material and providing information that made the material and the subject seem understandable.”

Verified attendee K2's Getting Started With Artificial Intelligence · Jun 14, 2024

Common questions

How many CPE credits is Ethical Technology Practices & Modern Risk Controls worth?

Ethical Technology Practices & Modern Risk Controls is worth 23 CPE credits in Auditing, Computer Software and Applications, Information Technology, Specialized Knowledge, Taxes. 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.

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Ethical Technology Practices & Modern Risk Controls

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