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K2 Technology Virtual Conference

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(Check-In 7:30am)

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Online/Webcast

16.00 Credits

Member Price $429.00

Non-Member Price $629.00

Overview

The Technology Conference offers up to 16 hours of fast-paced presentations to make you more productive, efficient, and effective when using technology. K2 Enterprises’ nationally recognized speakers provide you with practical solutions to the real-world issues accounting, financial, and other business professionals face. In addition, you will receive helpful tips and advanced techniques, along with the tools and skills necessary to keep up with the ever-increasing pace of changes in technology.

CONFERENCE AGENDA

DAY ONE: MONDAY, MAY 20

8:30 - 10:10 am Tech Update

10:10 - 10:20 am Break

10:20 am - 12:00 pm CONCURRENT SESSIONS

  • Office Scripts: The New Macros
  • Getting Started with AI
  • The ABCs of Automation with Microsoft's Power Platform

12:00 - 1:00 pm Lunch Break

1:00 - 2:40 pm CONCURRENT SESSIONS

  • What's Now, What's Next: Emerging Technologies
  • Accessing Your Company's Data with Power Query and Power BI
  • CPA Firm Technology and Management Update

2:40 - 2:50 pm Break

2:50 - 4:30 pm Excel Best Practices and Features

DAY TWO: TUESDAY, MAY 21

8:30 - 10:10 am Time to Advance Automation

10:10 - 10:20 am Break

10:20 am - 12:00 pm CONCURRENT SESSIONS

  • Optimizing Your Tech Stack
  • Advanced Collaboration Solutions
  • Small Business Accounting Solution

12:00 - 12:50 pm Lunch Break

12:50 - 1:40 pm CONCURRENT SESSIONS

  • Consumer Electronics Show 2024 Review
  • AI Confidential? Privacy and AI
  • Better Reporting with QuickBooks Online

1:40 - 1:50 pm Break

1:50 - 2:40 pm CONCURRENT SESSIONS

  • Harnessing ChatGPT
  • Effective Automation and Outsourcing
  • Saving Time with Electronic Forms

2:40 - 2:50 pm Break

2:50 - 4:30 pm Ripped from the Headlines: Lessons from Tech Crimes

SEE FULL SESSION DESCRIPTIONS (pdf)

Notice

CONCURRENT SESSIONS: Once you are registered, you will receive an email that will prompt you to select concurrent sessions and will include instructions for how to access those sessions.

ABOUT K2
Over three decades, K2 Enterprises has delivered over 17,000 national and international seminars and conference sessions on technology-focused topics. K2’s instructional team members have received numerous awards for their knowledge and presentation skills. Participate in a K2 Technology Conference to learn the best ways to use technology, presented by the best instructional team in the business. 

For more information, call the LCPA Member Service Team at 504.464.1040.

Leader(s):

Leader Bios

Thomas Stephens, K2 Enterprises

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.

During his professional career, Tommy has gained valuable experience in a variety of positions, including:

  • Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
  • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
  • Serving as a Chief Financial Officer for an international engineering organization; and
  • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.
In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past 25 years, Tommy has presented over 3,100 educational sessions to over 78,000 participants throughout the United States and Canada.

Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
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Brian Tankersley, K2 Enterprises

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, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com).  Mr. Tankersley has over 30 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.  Brian started teaching CPA review courses in 1997.
Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada.  He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs. 

Brian and his family make their home in Farragut, Tennessee.

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Steve Yoss, K2 Enterprises

Stephen M. (Steve) Yoss, Jr., CPA, MS is a certified public accountant, partner and principal of Devmatics, LLC, 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. In 2017, Steve formed Devmatics, a software development company that focuses on solving problems through the implementation of technology. Before starting Devmatics, Steve worked as an accountant in his family’s practice, Yoss & Allen, where he completely redesigned the firm’s technology practices and instituted a technological infrastructure to streamline the firm’s practices and allow them strategic flexibility. Since 2009, Steve has also been teaching continuing professional education on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention and more.

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Non-Member Price $629.00

Member Price $429.00