Seminar
ConferenceOnline
Fall Artificial Intelligence Conference
★★★★★
4.7 · 180 attendee ratings across these sessions
Are you prepared to differentiate yourself in the ever-changing landscape of finance and accounting? Look no further than K2's highly anticipated Artificial Intelligence Conference, the ultimate solution for unlocking a future where efficiency and expertise merge. Picture a world where your...
Presented in partnership with Oklahoma Society of CPAs, New Mexico CPA Foundation, Montana Society of CPAs, Kentucky Society of CPAs, Colorado 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.
On the agenda
K2’s AI: Real Tools, Real Results
K2's Getting Started With Artificial Intelligence
K2's Strategic Automation: Agentic AI Platform...
AI 201: Data Security, Privacy, Security on AI
4 sessions across 1 day, taught by Brian Tankersley and Randy Johnston — see the full agenda ↓
About this event
Are you prepared to differentiate yourself in the ever-changing landscape of finance and accounting? Look no further than K2's highly anticipated Artificial Intelligence Conference, the ultimate solution for unlocking a future where efficiency and expertise merge.
Picture a world where your productivity and work quality are sky-high, thanks to the cutting-edge AI tools at your disposal. With ChatGPT by K2, you'll experience a revolutionary way of streamlining operations and making informed decisions.
Say goodbye to trial and error methods and hello to insightful guidance from industry leaders. Ready to dive in? Get hands-on experience and witness firsthand the tangible benefits of integrating AI in real accounting scenarios. Be prepared to be amazed as AI takes your skills and efficiency to a whole new level.
Agenda
Select a day, then a class, for full details.
Day 1 Friday, November 6, 2026 4 sessions
K2’s AI: Real Tools, Real Results
9:30 – 11:10 AM · Randy Johnston · 2 credits
This session teaches professionals how to move beyond theory and start using AI to work smarter, faster, and more accurately. This hands-on session explores how public accounting and industry finance teams can use AI tools for tasks like reporting, forecasting, audit analytics, and client service. Participants will see real-world examples of automation, gain practical implementation tips, and learn how to balance innovation with professional responsibility. Discover how to measure your AI ROI, enhance productivity, and position your firm or department for success in the AI-driven accounting era.
You'll learn to:
- Apply AI tools to streamline accounting and financial workflows
- Evaluate real-world use cases for AI in both public practice and industry
- Assess the impact of AI adoption on efficiency, accuracy, and profitability
- Determine appropriate governance and ethical practices for AI use in accounting
Taught by Randy Johnston · ★ 4.6
Information Technology2 CPE creditsLiveHero
K2's Getting Started With Artificial Intelligence
11:20 AM – 1:00 PM · Tommy Stephens · 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 Tommy Stephens · ★ 4.6
Information Technology2 CPE creditsLiveHero
K2's Strategic Automation: Agentic AI Platform Applications
1:30 – 3:10 PM · Stephen Yoss · 2 credits
This course provides a comprehensive examination of Agentic AI models and their application within integration platform as a service (iPaaS) environments. Participants will explore the architectural components and operational methodologies of leading iPaaS tools, understanding their critical role in scalable workflow automation. The program delineates the strategic advantages of embedding AI-driven logic into business processes, offering a forward-looking perspective on operational efficiency and organizational agility for financial professionals. The curriculum emphasizes practical application, demonstrating how to design, develop, and deploy intelligent automation solutions. It addresses the nuanced integration of Agentic AI capabilities into existing and new workflows, focusing on enhancing decision-making and task execution. Through structured content, attendees will gain...
You'll learn to:
- Describe core functionalities and operational principles of integration platform as a service tools.
- Identify prominent iPaaS solutions, comparing their features for business automation needs.
- Explain the conceptual framework of Agentic AI within automated business workflows.
- Demonstrate integration of Agentic AI logic into various process automation systems.
- Evaluate practical applications where Agentic AI enhances organizational efficiency.
Taught by Stephen Yoss · ★ 4.7
Information Technology2 CPE creditsLiveHero
AI 201: Data Security, Privacy, Security on AI
3:20 – 5:00 PM · Brian Tankersley · 2 credits
You'll learn to:
- Update this attribute value to the course learning objective(s).
Taught by Brian Tankersley · ★ 4.5
Information Technology2 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...
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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,...
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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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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 Enterprises
Connecticut Society of CPAs
Massachusetts Society of CPAs
Kentucky Society of CPAs
Indiana CPA Society
Oregon Society of CPAs
Montana Society of CPAs
Alabama Society of CPAs
New Mexico CPA Foundation
Minnesota Society of CPAs
Colorado Society of CPAs
Society of Louisiana CPAs
Illinois CPA Society
Ohio Society of CPAs
Alaska Society of CPAs
Oklahoma Society of CPAs
Nebraska 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.”
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