Technology Conference Full
2026 K2's Technology Conference 12/9/2026 - 12/10/2026 The Technology Conference delivers up to 16 hours of engaging, fast-paced sessions designed to help you work more productively and efficiently with technology. Nationally recognized speakers from K2 Enterprises share practical solutions to real-world challenges faced by accounting, finance, and other business professionals. You’ll gain actionable tips, advanced techniques, and essential tools to keep pace with rapidly evolving technology. Designed For: Busy accounting and financial professionals who want to improve their personal and organizational productivity |
Schedule of Events
Schedule of Events
Wednesday, December 9, 2026 | |||
Time | Track 1 | Track 2 | |
8:00 AM - 9:40 AM | A. K2’s Tech Update | ||
10:00 AM - 11:40 AM | B1. K2’s Productivity Life Hacks | B2. K2’s Building Future-Ready Businesses | |
12:40 PM - 2:20 PM | C1. K2’s AI Accounting and Fraud Detection | C2. K2’s NextGen Document Management, Workflows, and Portals | |
2:40 PM - 4:20 PM | D. K2’s Stop Wasting Time in Excel | ||
Thursday, December 10, 2026 | |||
Time | Track 1 | Track 2 | |
8:00 AM - 9:40 AM | E. K2’s AI: Real Tools, Real Results | ||
10:00 AM - 11:40 AM | F1. K2’s Microsoft Copilot, Including Agentic AI | F2. K2’s Optimizing Your CAS & Advisory Tech Stack | |
12:40 PM - 1:30 PM | G1. K2’s Innovative Strategy and IT Governance | G2. K2’s Technology’s Seven (Not Quite) Deadly Sins | |
1:40 PM - 2:30 PM | H1. K2’s Dynamic Arrays in Excel | H2. K2’s Getting Control of Your OneDrive Account | |
2:40 PM - 4:20 PM | J. K2’s Automation for Increasing Personal Efficiency and Effectiveness | ||
Monday Course Descriptions
Monday Course Descriptions
WHEN | SESSION | INSTRUCTOR | CPE | FIELD OF STUDY |
Wed Dec 9 8:00 AM – 9:40 AM CST | A. K2’s Tech Update: Update | Brian Tankersley | 2 | Computer Software and Applications |
Description Staying up to date with advances in today's technology has never been more vital, and 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. | ||||
Wed Dec 9 10:00 AM – 11:40 AM CST | B1. K2’s Productivity Life Hacks: Basic | Stephen Yoss | 2 | Computer Software and Applications |
Description K2’s Productivity Life Hacks helps busy professionals reclaim hours each week by applying practical, easy-to-adopt technology tools. This session highlights ten proven apps and services that streamline scheduling, automate routine tasks, improve email and calendar control, enhance security, and simplify data sharing. Attendees leave with actionable tips, workflows, and time -saving techniques that immediately improve productivity at work and in daily life. | ||||
Wed Dec 9 10:00 AM – 11:40 AM CST | B2. K2’s Building Future-Ready Businesses: Basic | Brian Tankersley | 2 | Information Technology |
Description K2’s Building Future-Ready Businesses equips accounting professionals with practical, immediately applicable strategies for evaluating and implementing technology that drives efficiency and growth. Through real-world case studies, participants explore effective approaches to hardware, software, cloud, and on-premises solutions while addressing the needs of both remote and in-office teams. Attendees leave with actionable tools for managing change, measuring results, and building technology roadmaps that strengthen operations and client service. | ||||
Wed Dec 9 12:40 PM – 2:20 PM CST | C1. K2’s AI Accounting and Fraud Detection: Intermediate | Stephen Yoss | 2 | Information Technology |
Description The next generation of accounting software is here—and AI powers it. This session dives into intelligent general ledger tools like Digits, Puzzle.io, and Docyt, revealing how automation and AI are revolutionizing accounting workflows. You’ll explore cutting-edge concepts, such as vibe coding and low-code/no-code platforms, that enable accountants to design automated processes with minimal effort. Learn how to measure ROI, streamline operations, and make informed tech investments that drive profitability. Perfect for professionals seeking to future-proof their accounting systems and harness the power of AI innovation. | ||||
Wed Dec 9 12:40 PM – 2:20 PM CST | C2. K2’s NextGen Document Management, Workflows, And Portals: Update | Brian Tankersley | 2 | Computer Software and Applications |
Description K2’s NextGen Document Management, Workflows, and Portals examines how accounting firms are moving beyond traditional "paperless" systems to modern, integrated document ecosystems. This session explains how AI-enhanced document management, automated workflows, and secure client portals work together to improve efficiency, accuracy, and client experience. Participants will explore leading NextGen (NGX) tools, key portal capabilities, and integration strategies across tax, accounting, and client service platforms. Emphasis is placed on security, compliance, and governance, helping firms evaluate and implement solutions that streamline collaboration while protecting sensitive data. | ||||
Wed Dec 9 2:40 PM – 4:20 PM CST | D. K2’s Stop Wasting Time in Excel: Intermediate | Stephen Yoss | 2 | Computer Software and Applications |
Description Learn best practices for working in Excel to help save time and improve productivity. | ||||
Tuesday Event Descriptions
Tuesday Event Descriptions
WHEN | SESSION | INSTRUCTOR | CPE | FIELD OF STUDY |
Thu Dec 10 10:00 AM – 11:40 AM CST | F1. K2’s Microsoft Copilot, Including Agentic AI: Intermediate | Brian Tankersley | 2 | Computer Software and Applications |
Description Copilot is more than just another AI platform. Copilot offers many business-oriented features that are not found in other AI tools. Participate in this session to learn how to work effectively with Copilot, including agentic AI. | ||||
Thu Dec 10 10:00 AM – 11:40 AM CST | F2. K2’s Optimizing Your CAS & Advisory Tech Stack: Update | Stephen Yoss | 2 | Computer Software and Applications |
Description In today’s world, your tech stack is vital to the success of your CAS and Advisory practice. Learn how to optimize your tech stack in this session so you can maximize the value of your practice. | ||||
Thu Dec 10 12:40 PM – 1:30 PM CST | G1. K2’s Innovative Strategy and IT Governance: Intermediate | Brian Tankersley | 1 | Business Management & Organization |
Description Selecting the right technology—and ensuring it is successfully adopted—remains one of the most significant challenges facing firms today. This session presents a practical framework for evaluating software, aligning technology decisions with business objectives, and implementing governance and change-management practices that drive adoption. Attendees will gain actionable strategies for assessing readiness, managing vendors, and reducing implementation risk to ensure technology investments deliver measurable results. | ||||
Thu Dec 10 12:40 PM – 1:30 PM CST | G2. K2’s Technology’s Seven (Not Quite) Deadly Sins: Intermediate | Stephen Yoss | 1 | Computer Software and Applications |
Description There are right and wrong ways to implement and use technology. Learn how to avoid some of the common mistakes many users commit. | ||||
Thu Dec 10 1:40 PM – 2:30 PM CST | H1. K2’s Dynamic Arrays in Excel: Intermediate | Stephen Yoss | 1 | Computer Software and Applications |
Description Dynamic arrays can help you to easily automate many calculations you make in Excel. Learn the best practices for this tool by participating in this session. | ||||
Thu Dec 10 1:40 PM – 2:30 PM CST | H2. K2’s Getting Control of Your OneDrive Account: Intermediate | Brian Tankersley | 1 | Computer Software and Applications |
Description Using OneDrive effectively can make a real difference in productivity and security. Learn best practices for using OneDrive in this session. | ||||
Thu Dec 10 2:40 PM – 4:20 PM CST | J. Automation For Increasing Personal Efficiency and Effectiveness: Basic | Brian Tankersley | 3 | Specialized Knowledge |
Description K2’s Automation For Increasing Personal Efficiency And Effectiveness shows how practical automation can permanently reclaim hours in your day without working longer. Participants explore real-world automation tools and workflows that reduce repetitive tasks, improve accuracy, and lower stress. This hands-on session demonstrates how small automation investments compound into long-term productivity gains across both professional and personal activities. | ||||
Meet the Speakers
Meet the Speakers
Stephen M. Yoss, Jr.MS, CPA
Associate, K2 Enterprises
Stephen M. Yoss, Jr., MS, CPA, is a certified public accountant, the senior technology strategist and partner of Devmatics, a continuing education instructor for financial professionals, 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.
Brian F. Tankersley, CPA,
CITP, CGMA
Associate, K2 Enterprises
Brian TankersleyÂÂ 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 professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005.
