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Next week
Automation, Insight & High-Performance Analytics Week
Computer Software and Applications
★★★★★
4.6 (391)
$300
ConferenceOnline
Transforming Workflows Through Smart AI Tools
★★★★★
4.7 · 256 attendee ratings across these sessions
Step into the next era of productivity with Transforming Workflows Through Smart AI Tools, a four‑day live online conference designed for accounting and finance professionals who want to work smarter, faster, and more securely. This program focuses on practical, real‑world applications of...
Presented in partnership with 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, Oklahoma Society of CPAs, Oregon Society of CPAs, Washington Society of CPAs, Minnesota Society of CPAs, Georgia Society of CPAs, Michigan Association of CPAs.
On the agenda
Winning Hearts and Minds: Building Future-Ready...
Excel Functionality That Every Accountant Should Know
K2's Ten PDF Tips You Need To Know
K2’s Excel’s Best New Features
K2's Excel Tips - Today's Best Features
K2's Next Level Home Networking
K2's CPA Firm Update
7 sessions across 4 days, taught by Stephen Yoss and Brian Tankersley — see the full agenda ↓
About this event
Step into the next era of productivity with Transforming Workflows Through Smart AI Tools, a four‑day live online conference designed for accounting and finance professionals who want to work smarter, faster, and more securely. This program focuses on practical, real‑world applications of emerging technology—especially AI‑enhanced tools—that are already changing how firms operate. Whether you’re modernizing internal workflows or improving client service, you’ll gain clear strategies to help your team adapt and thrive.
Across eight expert‑led sessions, you’ll dive into essential Excel upgrades, high‑impact PDF techniques, future‑ready technology planning, and the latest CPA firm trends. You’ll also explore collaboration and networking foundations that support secure remote work. Led by Brian Tankersley and Stephen Yoss, this event delivers actionable insights you can implement immediately—while earning up to 17 CPE credits.
Register — pick your days or sessions
Add the whole event, a single day, or a single session — click any class to see its details. Your running total updates as you go.
Day 1 Monday, September 21, 2026
1 session · 2 CPE Credits
Ended
11:30 AM – 1:30 PM · Stephen Yoss · 2 CPE Credits
Day 2 Tuesday, September 22, 2026
1 session · 2 CPE Credits
$250.00
7:00 – 9:00 AM · Stephen Yoss · 2 CPE CreditsSpecialized Knowledge
Day 3 Wednesday, September 23, 2026
2 sessions · 4 CPE Credits
$200.00
7:00 – 9:00 AM · Brian Tankersley · 2 CPE CreditsComputer Software and Applications
$100.00
K2’s Excel’s Best New Features
11:30 AM – 1:30 PM · Brian Tankersley · 2 CPE CreditsComputer Software and Applications
$100.00
Day 4 Thursday, September 24, 2026
3 sessions · 6 CPE Credits
$300.00
7:00 – 9:00 AM · Stephen Yoss · 2 CPE CreditsComputer Software and Applications
$100.00
9:30 – 11:30 AM · Stephen Yoss · 2 CPE CreditsInformation Technology
$100.00
12:00 – 2:00 PM · Stephen Yoss · 2 CPE CreditsAccounting
$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 →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.
Alabama Society of CPAs
Michigan Association of CPAs
Connecticut Society of CPAs
Washington Society of CPAs
Kentucky Society of CPAs
Montana Society of CPAs
Nebraska Society of CPAs
Minnesota Society of CPAs
Georgia Society of CPAs
Oregon Society of CPAs
Massachusetts Society of CPAs
New Mexico CPA Foundation
Indiana CPA Society
Oklahoma Society of CPAs
Illinois CPA Society
Not sure whether your society participates? Ask us — we'll point you to the right registration path.
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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.
★★★★★
“I really liked the way that Brian Tankersley gave specific recommendations for a successful home office. He also emphasized good security measures.”
★★★★★
“Learned a few things. Good presentation.”
★★★★★
“Very practical with relevant examples. Appreciate the insight to 'Best Practices'”
★★★★★
“Very insightful with clear explanations. Now just need to work with it on my own.”
★★★★★
“Whenever I can learn new tips, it's a win! Great presentation”
★★★★★
“Stephen Yoss is my favorite instructor. Gained many useful tips but had a little trouble trying to follow along with the exercises. However, I feel like this was a direct result of the time constraints.”
★★★★★
“This was an awesome class. The instructor was so good at explaining these concepts that were new to me. I like that there were examples that we could work with and follow his leading with. It left me wishing the class was a little bit longer. However, I believe it gave...”
★★★★★
“Definitely learned some new things. Thanks for your time!”
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