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X-WR-CALNAME:CPE Today — NC Summer TechFest
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UID:event-910@cpetoday.com
DTSTAMP:20260723T015420Z
DTSTART:20260817T090000Z
DTEND:20260818T235900Z
SUMMARY:NC Summer TechFest
DESCRIPTION:Register: https://www.cpetoday.com/event/nc-summer-techfest-26e
 0910\nEarn up to 16 CPE credits.\n\nSESSIONS (19):\n• K2’s Tech Update\n  
   Aug 17 · 8:00–9:40 AM ET  ·  Brian Tankersley  ·  2 CPE  ·  Computer Sof
 tware and Applications\n    – Identify emerging technology trends in AI an
 d SaaS that impact the accounting profession\n\n\n    – Evaluate technol
 ogy solutions strategically\n\n    – Distinguish innovation from vendor h
 ype\n\n• K2’s Productivity Life Hacks\n    Aug 17 · 9:50–11:30 AM ET  ·  
 Tommy Stephens  ·  2 CPE  ·  Computer Software and Applications\n    – Rec
 ognize\, quantify\, and rank your time obligation categories in your work 
 and personal life\n    – Discover and list the various inefficiencies of y
 our day-to-day work and list methods for improving them  \n    – List and 
 distinguish at least five different technology tools that can be used to a
 utomate day-to-day work \n• K2’s Building Future-Ready Businesses\n    Aug
  17 · 9:50–11:30 AM ET  ·  Stephen Yoss  ·  2 CPE  ·  Information Technolo
 gy\n    – Identify appropriate technology solutions for diverse accounting
  practice configurations and workflows	 \n\n    – Apply practical assessm
 ent techniques for hardware\, software\, cloud\, and on-premise options	 
 \n\n    – Implement immediate change management approaches for technology 
 adoption initiatives	 \n\n• K2’s Choosing Your CPA Firm Tech Stack\n    A
 ug 17 · 9:50–11:30 AM ET  ·  Brian Tankersley  ·  2 CPE  ·  Computer Softw
 are and Applications\n    – Analyze the advantages and limitations of suit
 e versus best-in-breed solutions for CPA firms\n\n    – Evaluate the ROI 
 of new technologies\, including AI-enabled tools\, within the firm's workf
 low\n\n    – Compare integration options and determine effective strategi
 es for connecting multiple applications\n\n\n• K2’s Microsoft Power Tool
 s\n    Aug 17 · 12:30–2:10 PM ET  ·  Tommy Stephens  ·  2 CPE  ·  Computer
  Software and Applications\n    – Identify opportunities to improve intern
 al controls and efficiency using Power Automate\n\n\n    – Compare repor
 ting options available in Power BI\n\n    – Differentiate between convent
 ional PivotTables and those created using Power Pivot\n\n• K2’s AI Accoun
 ting And Fraud Detection\n    Aug 17 · 12:30–2:10 PM ET  ·  Brian Tankersl
 ey  ·  2 CPE  ·  Information Technology\n    – Analyze emerging AI-integra
 ted accounting platforms and their potential ROI\n\n\n    – Evaluate low
 -code and no-code tools for creating automated accounting workflows\n\n  
   – Assess performance metrics that measure the effectiveness of accountin
 g software investments\n\n• K2’s NextGen Document Management\, Workflows\
 , And Portals\n    Aug 17 · 12:30–2:10 PM ET  ·  Stephen Yoss  ·  2 CPE  ·
   Computer Software and Applications\n    – Identify features and capabili
 ties of next-generation document management and portal systems\n\n\n    
 – Analyze how integrated workflows can improve firm efficiency and client 
 satisfaction\n\n    – Evaluate technology options to modernize a firm’s p
 aperless environment securely and effectively\n• K2’s Stop Wasting Time In
  Excel\n    Aug 17 · 2:20–4:00 PM ET  ·  Tommy Stephens  ·  2 CPE  ·  Comp
 uter Software and Applications\n    – Identify options for creating more e
 ffective PivotTables\n\n\n    – Differentiate between various options fo
 r cleaning data in Excel\n\n    – Compare options for quickly formatting 
 data in Excel\n\n• K2’s AI: Real Tools\, Real Results\n    Aug 18 · 8:00–
 9:40 AM ET  ·  Tommy Stephens  ·  2 CPE  ·  Information Technology\n    – 
 Apply AI tools to streamline accounting and financial workflows\n\n\n   
  – Evaluate real-world use cases for AI in both public practice and indust
 ry\n\n    – Assess the impact of AI adoption on efficiency\, accuracy\, a
 nd profitability\n\n• K2’s Tech Tuneup Tips\n    Aug 18 · 9:50–11:30 AM E
 T  ·  Stephen Yoss  ·  2 CPE  ·  Information Technology\n    – Identify te
 chnology inefficiencies. Recognize common configuration and usage issues t
 hat reduce productivity and increase risk\n\n    – Apply workstation tune
 ups. Implement practical improvements to desktops\, laptops\, and mobile d
 evices\n\n    – Optimize software usage. Use built-in and low-cost tools 
 more effectively across accounting workflows\n\n• K2’s Microsoft Copilot\
 , Including Agentic AI\n    Aug 18 · 9:50–11:30 AM ET  ·  Tommy Stephens  
 ·  2 CPE  ·  Computer Software and Applications\n    – Identify key featur
 es of Microsoft Copilot within Excel\, Outlook\, and Teams that enhance pr
 oductivity for accounting and financial professionals\n\n    – Determine 
 how to use Microsoft Copilot to automate routine accounting tasks such as 
 data analysis\, financial reporting\, and reconciliation\n\n    – Analyze
  the benefits and limitations of integrating Microsoft Copilot into existi
 ng accounting workflows\, including considerations for data security and c
 ompliance\n\n• K2’s Optimizing Your CAS & Advisory Tech Stack\n    Aug 18
  · 9:50–11:30 AM ET  ·  Brian Tankersley  ·  2 CPE  ·  Computer Software a
 nd Applications\n    – Identify essential technology tools and strategies 
 for CAS implementation\n\n\n    – Evaluate various pricing models and th
 eir application to CAS offerings\n\n    – Outline critical considerations
  for maintaining data security and regulatory compliance in CAS\n\n• K2’s
  Ten Questions To Ask Your IT Team\n    Aug 18 · 12:20–1:10 PM ET  ·  Step
 hen Yoss  ·  1 CPE  ·  Computer Software and Applications\n    – Apply ten
  strategic questioning frameworks to evaluate organizational technology in
 frastructure	 \n\n\n    – Assess cybersecurity measures and backup proto
 cols through structured IT team dialogues	 \n\n    – Evaluate cloud infra
 structure governance and data protection measures for compliance	 \n\n• K
 2’s Innovative Strategy And IT Governance\n    Aug 18 · 12:20–1:10 PM ET  
 ·  Brian Tankersley  ·  1 CPE  ·  Business Management and Organization\n  
   – Determine the most effective methods for evaluating technology solutio
 ns based on organizational goals and requirements\n\n\n    – Analyze key
  elements of successful change management strategies for technology adopti
 on\n\n    – Evaluate approaches to training\, communication\, and engagem
 ent that enhance learning and user effectiveness\n• K2’s Technology’s Seve
 n (Not Quite) Deadly Sins\n    Aug 18 · 12:20–1:10 PM ET  ·  Tommy Stephen
 s  ·  1 CPE  ·  Computer Software and Applications\n    – Name specific ex
 amples of security features in the Windows operating system\n\n\n    – I
 dentify the benefits associated with Zero Trust Security Models\n\n    – 
 List examples of collaboration tools you should pay attention to\n\n• K2’
 s Automation For Increasing Personal Efficiency And Effectiveness\n    Aug
  18 · 1:20–2:10 PM ET  ·  Brian Tankersley  ·  1 CPE  ·  Information Techn
 ology\n    – Identify processes in your personal and professional life whe
 re automation can be utilized to save time	 \n\n    – Distinguish between
  different automation tools\, their various strengths and weaknesses\, and
  identify which products and services best suit your personal workflow	 \
 n\n    – Leverage the power of the Elgato Streamdeck for simple use of app
 lication hot keys and launching automation processes with the touch of a b
 utton	 \n\n\n• K2’s Dynamic Arrays In Excel\n    Aug 18 · 1:20–2:10 PM E
 T  ·  Tommy Stephens  ·  1 CPE  ·  Computer Software and Applications\n   
  – Compare dynamic arrays to traditional formulas\n\n\n    – Use dynamic
  arrays to automate traditional calculations\n\n    – Identify examples o
 f how you can use dynamic arrays to access external data\n• K2’s Getting C
 ontrol Of Your OneDrive Account\n    Aug 18 · 1:20–2:10 PM ET  ·  Stephen 
 Yoss  ·  1 CPE  ·  Computer Software and Applications\n    – Differentiate
  between OneDrive\, OneDrive for Business\, and SharePoint Online\n\n\n
 \n    – Identify how SharePoint facilitates collaboration\n\n    – Distin
 guish between options for managing risk associated with OneDrive\n\n• K2’
 s Ripped From The Headlines: Lessons Learned From The Most Interesting Tec
 h Crimes\n    Aug 18 · 2:20–4:00 PM ET  ·  Stephen Yoss  ·  2 CPE  ·  Audi
 ting\n    – Analyze real-world financial crime cases to identify root caus
 es and control failures\n\n\n    – Evaluate methods for detecting and pr
 eventing fraud and data breaches in accounting environments\n\n    – Asse
 ss the emerging risks posed by AI-enabled fraud and misuse of automation\
 n\n\nFull details: https://www.cpetoday.com/event/nc-summer-techfest-26e09
 10
LOCATION:Online / Virtual
URL:https://www.cpetoday.com/event/nc-summer-techfest-26e0910
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