Seminar
Happening now
VA A&A ROA
Join us Sep 28–29, 2026 in Roanoke, VA for 2 days of live CPE — 4 sessions taught by Tommy Stephens, worth up to 6 CPE credits.
Presented in partnership with Virginia Society of CPAs.
On the agenda
4 sessions across 2 days, taught by Tommy Stephens — see the full agenda ↓
Agenda
Select a day, then a class, for full details.
Day 1 Monday, September 28, 2026 1 session
K2's 2026 Tech Update 2:00 – 2:50 PM · Tommy Stephens · 2 credits
Staying up to date with advances in today's technology has never been more vital, and K2's Tech Update equips you with the knowledge to stay ahead of the rapid pace of innovation. This comprehensive session is designed for accountants who want to understand the evolving technological landscape and its implications for the accounting profession. Which technology trends are worth monitoring? What are the proper hardware and software products for your strategic and tactical plans? How do Artificial Intelligence, quantum computing, Software-as-a-Service, and productivity suites like Microsoft 365 influence practice, especially since this year marks the 40th anniversary of the release of Excel? Separate vendor hype from reality and discover how to achieve a 2X or more return on investment from your technology expenditures. Attendees will leave with actionable insights, including ideas...
- Identify emerging technology trends in AI and SaaS that impact the accounting profession
- Evaluate technology solutions strategically.
- Distinguish innovation from vendor hype
- Develop a high-ROI technology roadmap.
Day 2 Tuesday, September 29, 2026 3 sessions
TBD - Course Placeholder 11:00 – 11:50 AM · Tommy Stephens
Filler Course to schedule Event Sessions
K2's CPA Firm Update
8:05 – 8:55 AM · Tommy Stephens · 2 credits
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.
- Understand supplier and market changes impacting the profession
- Compare and assess software solutions for various service lines and specialties
- Explore emerging technologies that enhance efficiency and deliver competitive advantages
- Select the most suitable technology stack for your firm's long-term success
K2's Time To Advance Automation
1:15 – 2:05 PM · Tommy Stephens · 2 credits
In today's business environment, automation is no longer just a buzzword but a critical component for enhancing efficiency and accuracy. This session provides practical insights on automating your organization using advanced tools from Zoho, Zapier, Microsoft, and others. We will focus on real-world applications, demonstrating how to automate key accounts payable, banking, and approval workflows. You will also learn to recognize and avoid common pitfalls in automation projects. This course is essential for accounting and financial professionals seeking to leverage automation to achieve greater efficiency, reduce errors, and foster a more productive work environment.
- Outline the primary benefits of advanced automation in business processes
- Select appropriate automation tools for data extraction and transformation
- Identify Microsoft 365 plans and other tools that offer powerful automation capabilities like Power Automate
- Compare and contrast the functionalities and applications of Power Automate and Zapier
- Recognize business tasks that are prime candidates for automation
Your instructor
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.
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.
“Very practical with relevant examples. Appreciate the insight to 'Best Practices'”
“Learned a lot and much appreciated the event”
“So many potentially useful automation and efficiency tools out there, for home and business!”
“Randy did a great job and gave us PLENTY to explore and utilize. Thanks”
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