Transforming Workflows Through Smart AI Tools

This practical program provides accounting professionals with actionable strategies for evaluating and implementing technology solutions that drive firm growth and efficiency. Participants will examine case studies showcasing different organizational approaches to hardware, software, cloud, and on-premise solutions while addressing the unique needs of remote workers and in-office teams. The program focuses on immediate implementation techniques rather than theoretical frameworks, ensuring attendees can apply concepts directly within their practice environments. Through examination of diverse organizational examples, participants will identify practical technology assessment methods and implementation approaches suited to various firm sizes and client service models. The program addresses common technology adoption challenges while providing concrete strategies for managing...

Taught by Stephen Yoss · ★ 4.7

Excel is the default program for many financial professionals–and highly effective–if used correctly. It can be used for everything from simple tabular analysis to creating in-depth aggregate pivot tables. This course will give participants the necessary tools to turn data into meaningful information and will examine cutting edge ways to store, retrieve, report, and analyze data using Excel and plugins. It will provide recommendations on how to more efficiently use Excel and potential traps to avoid.Participants are encouraged to bring their technology devices to follow along with the interactive discussions, technology demonstrations, sample spreadsheets, and demo tools. Financial professionals will walk away from this course with valuable tools and insights into understanding, managing, and utilizing data in an organized and meaningful manner inside their organizations.

Taught by Stephen Yoss · ★ 4.7

The technology landscape of 2026 is defined by a practical convergence of intelligence and automation. This session begins with a strategic look at the major trends set to reshape the next decade, from the long-term potential of quantum computing to the continued evolution of autonomous systems. We will move past the immediate hype to understand how these looming shifts will eventually bridge the gap between today’s workflows and the firm of the future. The core of the discussion focuses on how generative tools have evolved to manage complex tasks and integrate directly with firm information. We will analyze the trio of AI, data intelligence, and digital crypto assets while exploring how these tools help practitioners stay relevant and effective. This course provides the roadmap for maintaining efficiency in an era where the pace of change is only accelerating, ensuring you can...

Taught by Stephen Yoss · ★ 4.7

Portable Document Format (PDF) documents are everywhere! Yet few know how to work effectively with these documents. If you are interested in working more effectively and efficiently with PDFs, this session is for you. In this session, you will learn valuable tips you can use to assist you with creating, editing, and securing PDFs. You will also learn how to convert PDFs to fillable forms and secure PDFs, among other features. Don’t miss this chance to learn ten PDF tips you need to know to increase your ROI on PDFs.

Taught by Brian Tankersley · ★ 4.5

With recent Excel updates provided through Microsoft 365/Office 365 subscriptions, Office 2021, and Office 2024 Microsoft continues to pack new features into the popular spreadsheet tool. More recent Excel versions offer enhanced data analysis tools, new functions, and improved collaboration opportunities. For those who know about these new features and apply them, exciting opportunities for improved productivity await. So, take advantage of this opportunity to learn how to use Excel’s best new features! Summary Description Microsoft continues to add new features to Excel at a breakneck pace. Dynamic Arrays, XLOOKUP, Power Query, and collaboration and commenting tools can improve productivity and efficiency. Learn about these features – and others – in this session.

Taught by Brian Tankersley · ★ 4.5

Wow! So many new Excel features and so little time! Microsoft continues to add tremendous functionality to Excel – the business professional’s tool of choice. Yet most Excel users have not discovered these new tools and remain mired in yesterday’s practices for working in Excel. In this session, you will learn how to use many of Excel’s latest features to work more efficiently and effectively with your spreadsheets. Participate in this session to learn about recently released features such as PIVOTBY, GROUPBY, Office Scripts, integration with Copilot, new ways to share and collaborate in Excel, and data entry and formula improvements. If you work with Excel – and who doesn’t – this session is necessary to help you improve your efficiency and effectiveness when using Excel.

Taught by Stephen Yoss · ★ 4.7

In this course, accounting professionals and technology enthusiasts will explore advanced home networking concepts to support remote work and modern digital needs. Learn to select prosumer-grade hardware, configure multi-SSID networks, and integrate functionalities like VPNs, media servers, and remote file access to boost productivity and security. Discover cutting-edge technologies, including SPF+ (10G networking), to future-proof your setup for data-intensive workflows. With practical demonstrations and relevant use cases, this session equips you with the tools to optimize your home network for efficiency, security, and scalability.

Taught by Stephen Yoss · ★ 4.7

In a rapidly evolving public practice accounting landscape, K2's CPA Firm Update continues to be your essential guide to staying ahead. This session provides actionable insights into transformative technologies and management strategies reshaping the profession. With a focus on data analytics, cybersecurity, practice management, and client service excellence, this year's update delves into how firms can thrive amidst change. Key technologies covered include AI-powered auditing, blockchain applications for financial processes, advancements in cloud computing, robotic process automation (RPA), and workflow optimization tools. Gain clarity on significant trends and how they affect your firm's strategy, enabling you to make well-informed decisions for sustainable growth.

Taught by Stephen Yoss · ★ 4.7