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Virtual Technology Conference

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16.00 Credits

Member Price $435.00

Price will increase by $100 after 10/31

Non-Member Price $585.00

Price will increase by $100 after 10/31

Overview

Enhance your technology skills and boost your productivity at the Virtual Technology Conference, presented by K2 Enterprises. This live-streamed event offers up to 16 CPE credits, featuring dynamic, fast-paced sessions that provide practical solutions tailored for CPAs and financial professionals.

Gain valuable insights from nationally recognized experts delivering actionable tips, advanced techniques and the essential tools you need to stay ahead in today's rapidly evolving digital landscape. Whether you're looking to streamline processes, improve efficiency or leverage the latest innovations, this conference equips you with the knowledge to excel.


Delivery Method: Group Internet-based
Program Level: Update

Prerequisites

None

Designed For

Busy accounting and financial professionals who want to improve their personal and organizational productivity.

Objectives

To equip CPAs and financial professionals with practical technology solutions, advanced techniques and essential tools to enhance productivity, efficiency and adaptability in an evolving digital landscape.

Preparation

None

November 18, 2025

General Session

- 1. Tech Update

Randolph Johnston, Executive Vice President & Shareholder, K2 Enterprises

Randolph Johnston

Randolph (Randy) Johnston, MCS, has over 40 years of management and technology consulting experience and continues to be a top-rated speaker in the technology industry. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011–2021. His influence throughout the accounting profession is highlighted by being a recipient of the Accounting Today Top 100 Most Influential People in Accounting award from 2004–2021. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine.

Randy has started and owns multiple businesses, including K2 Enterprises in Hammond, La., and Network Management Group, Inc. (NMGI) in Hutchinson, Kan. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America.

He has taught technology courses at Hutchingson Community College, James Madison University, Western Washington University and the University of Central Oklahoma.

Staying up to date with advances in today's technology has never been more vital, this 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.

Major topics:

  • Trends in AI and machine learning.
  • Applications of quantum computing in accounting and finance.
  • The growing role of blockchain and digital currencies in accounting.
  • Innovations in software and hardware

Credit: Information Technology — 2

Credits: 2 - Information Technology

This session is available to registrants and their guests

Breakout Session

- 2A. CPA Firm Update

Randolph Johnston, Executive Vice President & Shareholder, K2 Enterprises

Randolph Johnston

Randolph (Randy) Johnston, MCS, has over 40 years of management and technology consulting experience and continues to be a top-rated speaker in the technology industry. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011–2021. His influence throughout the accounting profession is highlighted by being a recipient of the Accounting Today Top 100 Most Influential People in Accounting award from 2004–2021. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine.

Randy has started and owns multiple businesses, including K2 Enterprises in Hammond, La., and Network Management Group, Inc. (NMGI) in Hutchinson, Kan. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America.

He has taught technology courses at Hutchingson Community College, James Madison University, Western Washington University and the University of Central Oklahoma.

If you work in a public accounting practice, this session is a must to understand how technology developments will change how you and your team operate.  

Major topics:

  • Emerging trends like changes in client expectations, supplier strategies, and competitive dynamics.
  • AI and advanced software innovations with tailored solutions for service lines like tax, audit, advisory and niche industries.
  • Next-gen automation tools, including the role of machine learning, RPA, and advanced analytics in streamlining operations.
  • Optimal technology stacks to enhance firm productivity, efficiency and profitability.
  • Cybersecurity advancements. Proactive approaches to safeguarding client and firm data.

Credit: Accounting — 2

Credits: 2 - Accounting

This session is available to registrants and their guests

- 2B. Taking a Fresh Look at Teams

Stephen Yoss, Senior Technology Strategist & Principal, K2 Enterprises

Stephen Yoss

Stephen Yoss Jr., CPA, is a senior technology strategist and principal of MantisPRO, a company that focuses on helping organizations develop a technology strategy to streamline their business operations. Stephen has consulted with several companies on how to lower overhead, personnel and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity. MantisPRO’s specialty is designing and building cloud based workspaces for companies to conduct all their operations virtually. Prior to starting MantisPRO, Stephen worked as an accountant in his family’s accounting practice, Yoss & Allen. While working there he became a CPA and completely redesigned the firm’s technology practices. Many of the technologies he consults on today were first designed, perfected and implemented in his family’s practice and with their clients. Stephen has also spent time working abroad as a management accountant in New Zealand. Stephen began working with technology at age 10, and started his first IT company at age 13, designing web applications for local businesses. He started writing original computer code at age 15 and has been working with technology ever since. Stephen is a graduate of Loyola Marymount University and holds degrees in accountancy and international business. He is currently pursuing a graduate degree in Information Systems and Technology at Claremont Graduate University. His research is focused in the areas of corporate technology and education technology strategy. He has been teaching professional continuing professional education since 2009 in self-study, webcast, in-house and live formats. He has presented to thousands of practitioners nationwide on topics such as cloud computing, mobile technology, spreadsheet design and best practices, information security, identity theft prevention and many more. Aside from working in technology and accounting he is a professional licensed pyrotechnician and works on major firework displays around the country. He lives in Claremont, California.

If you want to improve financial and operational reporting, now is the time to take a fresh look at Teams! Many recent enhancements make this tool even stronger and easier to use.

Major topics:

  • How Teams got to where it is today.
  • Major components in Teams.
  • Collaboration options.
  • Extending Teams functionality 

Credit: Computer Software & Applications — 2

Credits: 2 - Computer Software & Applications

This session is available to registrants and their guests

- 2C. Top 10 Priority Booster Apps in Microsoft 365

Brian Tankersley, K2 Enterprises

Brian Tankersley

Brian Tankersley, CPA.CITP, is a consultant who advises U.S. firms and companies on accounting technology issues. He 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. Brian has over 25 years of professional experience, including accounting, auditing, technology and education, and has been with K2 Enterprises since 2005.

There is more to Microsoft 365 than Excel, Word, Outlook and PowerPoint. Participate in this session to learn about the many productivity-enhancing apps and services included with your Microsoft 365 subscription.

Major topics:

  • Enhancing communication and collaboration: Shared Mailboxes, Groups and Places.
  • Optimizing task and project management: Planner, Lists and To Do.
  • Streamlining training and workflow automation: Stream, Viva Learning, Forms, Bookings and Approvals.

Credit: Computer Software & Applications — 2

Credits: 2 - Computer Software & Applications

This session is available to registrants and their guests

Breakout Session

- 3A. Expense Reporting Automation

Randolph Johnston, Executive Vice President & Shareholder, K2 Enterprises

Randolph Johnston

Randolph (Randy) Johnston, MCS, has over 40 years of management and technology consulting experience and continues to be a top-rated speaker in the technology industry. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011–2021. His influence throughout the accounting profession is highlighted by being a recipient of the Accounting Today Top 100 Most Influential People in Accounting award from 2004–2021. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine.

Randy has started and owns multiple businesses, including K2 Enterprises in Hammond, La., and Network Management Group, Inc. (NMGI) in Hutchinson, Kan. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America.

He has taught technology courses at Hutchingson Community College, James Madison University, Western Washington University and the University of Central Oklahoma.

Team member expense reporting can be a tiresome and error-prone task that no one likes to perform. In this session, you will learn best practices for expense report automation to ease the pain of this process.

Major topics:

  • An overview of selected expense and corporate credit card reporting and management platforms.
  • Major fraud schemes associated with expense reporting.
  • Extracting and importing transaction data from bank feeds and matching to receipts

Credit: Computer Software & Applications — 2

Credits: 2 - Economics

This session is available to registrants and their guests

- 3B. Collaboration Tools & Best Practices

Stephen Yoss, Senior Technology Strategist & Principal, K2 Enterprises

Stephen Yoss

Stephen Yoss Jr., CPA, is a senior technology strategist and principal of MantisPRO, a company that focuses on helping organizations develop a technology strategy to streamline their business operations. Stephen has consulted with several companies on how to lower overhead, personnel and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity. MantisPRO’s specialty is designing and building cloud based workspaces for companies to conduct all their operations virtually. Prior to starting MantisPRO, Stephen worked as an accountant in his family’s accounting practice, Yoss & Allen. While working there he became a CPA and completely redesigned the firm’s technology practices. Many of the technologies he consults on today were first designed, perfected and implemented in his family’s practice and with their clients. Stephen has also spent time working abroad as a management accountant in New Zealand. Stephen began working with technology at age 10, and started his first IT company at age 13, designing web applications for local businesses. He started writing original computer code at age 15 and has been working with technology ever since. Stephen is a graduate of Loyola Marymount University and holds degrees in accountancy and international business. He is currently pursuing a graduate degree in Information Systems and Technology at Claremont Graduate University. His research is focused in the areas of corporate technology and education technology strategy. He has been teaching professional continuing professional education since 2009 in self-study, webcast, in-house and live formats. He has presented to thousands of practitioners nationwide on topics such as cloud computing, mobile technology, spreadsheet design and best practices, information security, identity theft prevention and many more. Aside from working in technology and accounting he is a professional licensed pyrotechnician and works on major firework displays around the country. He lives in Claremont, California.

Effective collaboration tools are needed more today than ever! In this session, you will learn about the best tools, platforms and strategies needed to collaborate effectively. 

Major topics:

  • The primary drivers of collaboration.
  • The leading collaboration technology providers.
  • Why collaboration sometimes fails.
  • Best practices to facilitate collaboration.
  • Today’s leading collaboration providers and tools.

Credit: Information Technology — 2

Credits: 2 - Information Technology

This session is available to registrants and their guests

- 3C. Automation: Beyond the Basics With the Microsoft Power Platform

Brian Tankersley, K2 Enterprises

Brian Tankersley

Brian Tankersley, CPA.CITP, is a consultant who advises U.S. firms and companies on accounting technology issues. He 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. Brian has over 25 years of professional experience, including accounting, auditing, technology and education, and has been with K2 Enterprises since 2005.

The need to automate business processes continues to expand rapidly. In this session, you will learn how to use Microsoft’s Power Platform to facilitate your automation efforts.

Major topics:

  • Explanation and demonstration of the use of a wide range of automation tools with a focus on “low-code/no-code."
  • Practical examples of real-world applications for Power Platform tools, such as Power Apps and Power Automate, as well as integration into Microsoft Fabric and other solutions.
  • Challenges and risks of automating business processes.

Credit: Computer Software & Applications — 2

Credits: 2 - Computer Software & Applications

This session is available to registrants and their guests

General Session

- 4. Excel Tips: Today's Best Features

Stephen Yoss, Senior Technology Strategist & Principal, K2 Enterprises

Stephen Yoss

Stephen Yoss Jr., CPA, is a senior technology strategist and principal of MantisPRO, a company that focuses on helping organizations develop a technology strategy to streamline their business operations. Stephen has consulted with several companies on how to lower overhead, personnel and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity. MantisPRO’s specialty is designing and building cloud based workspaces for companies to conduct all their operations virtually. Prior to starting MantisPRO, Stephen worked as an accountant in his family’s accounting practice, Yoss & Allen. While working there he became a CPA and completely redesigned the firm’s technology practices. Many of the technologies he consults on today were first designed, perfected and implemented in his family’s practice and with their clients. Stephen has also spent time working abroad as a management accountant in New Zealand. Stephen began working with technology at age 10, and started his first IT company at age 13, designing web applications for local businesses. He started writing original computer code at age 15 and has been working with technology ever since. Stephen is a graduate of Loyola Marymount University and holds degrees in accountancy and international business. He is currently pursuing a graduate degree in Information Systems and Technology at Claremont Graduate University. His research is focused in the areas of corporate technology and education technology strategy. He has been teaching professional continuing professional education since 2009 in self-study, webcast, in-house and live formats. He has presented to thousands of practitioners nationwide on topics such as cloud computing, mobile technology, spreadsheet design and best practices, information security, identity theft prevention and many more. Aside from working in technology and accounting he is a professional licensed pyrotechnician and works on major firework displays around the country. He lives in Claremont, California.

Keep up with the latest features, functions and tools added to Excel by participating in this session. Learn today’s best features in Excel.

Major topics:

  • New features and functions in Excel.
  • How to improve efficiency and effectiveness when working in Excel.
  • Taking advantage of Copilot integration with Excel.
  • Better ways of creating and working with formulas.

Credit: Computer Software & Applications — 2

Credits: 2 - Computer Software & Applications

This session is available to registrants and their guests

November 19, 2025

General Session

- 5. Data Security, Privacy Issues & Solutions

Brian Tankersley, K2 Enterprises

Brian Tankersley

Brian Tankersley, CPA.CITP, is a consultant who advises U.S. firms and companies on accounting technology issues. He 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. Brian has over 25 years of professional experience, including accounting, auditing, technology and education, and has been with K2 Enterprises since 2005.

If you work in a public accounting practice, this session is a must to understand how technology developments will change how you and your team operate.

Major topics:

  • Understanding the differences between data security and data privacy.
  • The major types of security and privacy breaches.
  • Key steps you can take to mitigate your risks of becoming another victim.

Credit: Information Technology — 2

Credits: 2 - Information Technology

This session is available to registrants and their guests

Breakout Session

- 6A. Client Accounting Services for CPA Firms: Strategies for Growth & Success

Randolph Johnston, Executive Vice President & Shareholder, K2 Enterprises

Randolph Johnston

Randolph (Randy) Johnston, MCS, has over 40 years of management and technology consulting experience and continues to be a top-rated speaker in the technology industry. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011–2021. His influence throughout the accounting profession is highlighted by being a recipient of the Accounting Today Top 100 Most Influential People in Accounting award from 2004–2021. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine.

Randy has started and owns multiple businesses, including K2 Enterprises in Hammond, La., and Network Management Group, Inc. (NMGI) in Hutchinson, Kan. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America.

He has taught technology courses at Hutchingson Community College, James Madison University, Western Washington University and the University of Central Oklahoma.

Client Accounting Services (CAS) remain a strong revenue driver for many CPA firms. In this session, you will learn how to succeed by growing this business sector.

Major topics:

  • CAS overview to understand the service offerings, client needs, and market opportunities.
  • Selecting technology tools in CAS for accounting, workflow and client collaboration.
  • Designing Service Delivery Models that are scalable and efficient processes for CAS.
  • Managing client relationships and setting expectations to deliver consistent value.
  • Evaluating pricing strategies, including fixed fee, subscription, and other pricing models.
  • Ensuring governance and meeting regulatory standards for data security and compliance.
  • Adapting to emerging technologies and evolving client demands to future-proof the practice.

Credit: Accounting — 2

Credits: 2 - Accounting

This session is available to registrants and their guests

- 6B. CRM: The Ultimate Business Automation Tool

Brian Tankersley, K2 Enterprises

Brian Tankersley

Brian Tankersley, CPA.CITP, is a consultant who advises U.S. firms and companies on accounting technology issues. He 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. Brian has over 25 years of professional experience, including accounting, auditing, technology and education, and has been with K2 Enterprises since 2005.

CRM systems can be an extremely valuable asset for automating customer contacts and interactions. In this session, you will learn how you can transform numerous business processes using CRM technologies.

Major topics:

  • An overview of CRM functionalities tailored to accounting, including customizations and integrations.
  • Integrated tools that leverage CRM data for automating tasks and improving efficiency.
  • Strategies for successfully adopting a CRM platform and solutions to overcome common challenges

Credit: Information Technology — 2

Credits: 2 - Information Technology

This session is available to registrants and their guests

- 6C. Taking Another Look at Power BI

Stephen Yoss, Senior Technology Strategist & Principal, K2 Enterprises

Stephen Yoss

Stephen Yoss Jr., CPA, is a senior technology strategist and principal of MantisPRO, a company that focuses on helping organizations develop a technology strategy to streamline their business operations. Stephen has consulted with several companies on how to lower overhead, personnel and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity. MantisPRO’s specialty is designing and building cloud based workspaces for companies to conduct all their operations virtually. Prior to starting MantisPRO, Stephen worked as an accountant in his family’s accounting practice, Yoss & Allen. While working there he became a CPA and completely redesigned the firm’s technology practices. Many of the technologies he consults on today were first designed, perfected and implemented in his family’s practice and with their clients. Stephen has also spent time working abroad as a management accountant in New Zealand. Stephen began working with technology at age 10, and started his first IT company at age 13, designing web applications for local businesses. He started writing original computer code at age 15 and has been working with technology ever since. Stephen is a graduate of Loyola Marymount University and holds degrees in accountancy and international business. He is currently pursuing a graduate degree in Information Systems and Technology at Claremont Graduate University. His research is focused in the areas of corporate technology and education technology strategy. He has been teaching professional continuing professional education since 2009 in self-study, webcast, in-house and live formats. He has presented to thousands of practitioners nationwide on topics such as cloud computing, mobile technology, spreadsheet design and best practices, information security, identity theft prevention and many more. Aside from working in technology and accounting he is a professional licensed pyrotechnician and works on major firework displays around the country. He lives in Claremont, California.

If you want to improve financial and operational reporting, now is the time to take another look at Power BI! Many recent enhancements make this tool even stronger and easier to use.

Major topics:

  • Getting started with Power BI.
  • Creating effective visualizations in Power BI.
  • Publishing Power BI reports to dashboards.
  • Optimizing dashboards for viewing on mobile devices.

Credit: Computer Software & Applications — 2

Credits: 2 - Computer Software & Applications

This session is available to registrants and their guests

Breakout Session

- 7A. What's New With QuickBooks?

Stephen Yoss, Senior Technology Strategist & Principal, K2 Enterprises

Stephen Yoss

Stephen Yoss Jr., CPA, is a senior technology strategist and principal of MantisPRO, a company that focuses on helping organizations develop a technology strategy to streamline their business operations. Stephen has consulted with several companies on how to lower overhead, personnel and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity. MantisPRO’s specialty is designing and building cloud based workspaces for companies to conduct all their operations virtually. Prior to starting MantisPRO, Stephen worked as an accountant in his family’s accounting practice, Yoss & Allen. While working there he became a CPA and completely redesigned the firm’s technology practices. Many of the technologies he consults on today were first designed, perfected and implemented in his family’s practice and with their clients. Stephen has also spent time working abroad as a management accountant in New Zealand. Stephen began working with technology at age 10, and started his first IT company at age 13, designing web applications for local businesses. He started writing original computer code at age 15 and has been working with technology ever since. Stephen is a graduate of Loyola Marymount University and holds degrees in accountancy and international business. He is currently pursuing a graduate degree in Information Systems and Technology at Claremont Graduate University. His research is focused in the areas of corporate technology and education technology strategy. He has been teaching professional continuing professional education since 2009 in self-study, webcast, in-house and live formats. He has presented to thousands of practitioners nationwide on topics such as cloud computing, mobile technology, spreadsheet design and best practices, information security, identity theft prevention and many more. Aside from working in technology and accounting he is a professional licensed pyrotechnician and works on major firework displays around the country. He lives in Claremont, California.

The entire QuickBooks product family continues to evolve at a very rapid rate. Participate in this session will learn about the major changes affecting QuickBooks Desktop, Online and Enterprise Solutions users.

Major topics:

  • Licensing issues.
  • Pricing updates.
  • New and improved features.
  • Transitioning from QuickBooks Desktop to QuickBooks Online.

Credit: Computer Software & Applications — 1

Credits: 1 - Computer Software & Applications

This session is available to registrants and their guests

- 7B. AI: Better Prompts, Better Results

Randolph Johnston, Executive Vice President & Shareholder, K2 Enterprises

Randolph Johnston

Randolph (Randy) Johnston, MCS, has over 40 years of management and technology consulting experience and continues to be a top-rated speaker in the technology industry. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011–2021. His influence throughout the accounting profession is highlighted by being a recipient of the Accounting Today Top 100 Most Influential People in Accounting award from 2004–2021. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine.

Randy has started and owns multiple businesses, including K2 Enterprises in Hammond, La., and Network Management Group, Inc. (NMGI) in Hutchinson, Kan. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America.

He has taught technology courses at Hutchingson Community College, James Madison University, Western Washington University and the University of Central Oklahoma.

In this session, you will learn how to enhance security and privacy when working with AI.

Major topics:

  • Components of effective AI prompts.
  • The pros and cons of a single large prompt versus multiple small prompts.
  • Using prompts to format AI-generated output.

Credit: Information Technology — 1

Credits: 1 - Information Technology

This session is available to registrants and their guests

- 7C. Next-Level Home Networking

Brian Tankersley, K2 Enterprises

Brian Tankersley

Brian Tankersley, CPA.CITP, is a consultant who advises U.S. firms and companies on accounting technology issues. He 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. Brian has over 25 years of professional experience, including accounting, auditing, technology and education, and has been with K2 Enterprises since 2005.

Home networks can range from very simple implementations (often with few security features) to more sophisticated deployments designed to minimize downtime and maximize security. In this session, you’ll learn which type of home network is ideal for you and how to implement it.

Major topics:

  • An explanation of common network services such as file sharing, VPNs, media servers and network isolation using multiple SSIDs.
  • Hardware options and examples of solutions for every budget.
  • Tips and tricks for rebuilding your home network to meet your needs today and into the future.

Credit: Information Technology — 1

Credits: 1 - Information Technology

This session is available to registrants and their guests

Breakout Session

- 8A. After QuickBooks, What's Next?

Brian Tankersley, K2 Enterprises

Brian Tankersley

Brian Tankersley, CPA.CITP, is a consultant who advises U.S. firms and companies on accounting technology issues. He 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. Brian has over 25 years of professional experience, including accounting, auditing, technology and education, and has been with K2 Enterprises since 2005.

The QuickBooks ecosystem is changing. Learn about important shifts in small business accounting software and alternatives to QuickBooks.

Major topics:

  • Transitioning from QuickBooks Pro and Premier — challenges and opportunities.
  • An overview and comparison of leading accounting software solutions.
  • Implementation strategies and best practices for modern accounting platforms.

Credit: Computer Software & Applications — 1

Credits: 1 - Computer Software & Applications

This session is available to registrants and their guests

- 8B. AI: Security & Privacy Issues

Randolph Johnston, Executive Vice President & Shareholder, K2 Enterprises

Randolph Johnston

Randolph (Randy) Johnston, MCS, has over 40 years of management and technology consulting experience and continues to be a top-rated speaker in the technology industry. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011–2021. His influence throughout the accounting profession is highlighted by being a recipient of the Accounting Today Top 100 Most Influential People in Accounting award from 2004–2021. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine.

Randy has started and owns multiple businesses, including K2 Enterprises in Hammond, La., and Network Management Group, Inc. (NMGI) in Hutchinson, Kan. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America.

He has taught technology courses at Hutchingson Community College, James Madison University, Western Washington University and the University of Central Oklahoma.

AI usage is spreading quickly! Is your organization doing everything necessary to address security and privacy issues? In this session, you will learn how to enhance security and privacy when working with AI.

Major topics:

  • Major provisions of security and privacy policies.
  • Key risks associated with using commercial AI tools.
  • Steps to take to mitigate AI security and privacy risks. 

Credit: Information Technology — 1

Credits: 1 - Information Technology

This session is available to registrants and their guests

- 8C. 10 PDF Tips You Need to Know

Stephen Yoss, Senior Technology Strategist & Principal, K2 Enterprises

Stephen Yoss

Stephen Yoss Jr., CPA, is a senior technology strategist and principal of MantisPRO, a company that focuses on helping organizations develop a technology strategy to streamline their business operations. Stephen has consulted with several companies on how to lower overhead, personnel and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity. MantisPRO’s specialty is designing and building cloud based workspaces for companies to conduct all their operations virtually. Prior to starting MantisPRO, Stephen worked as an accountant in his family’s accounting practice, Yoss & Allen. While working there he became a CPA and completely redesigned the firm’s technology practices. Many of the technologies he consults on today were first designed, perfected and implemented in his family’s practice and with their clients. Stephen has also spent time working abroad as a management accountant in New Zealand. Stephen began working with technology at age 10, and started his first IT company at age 13, designing web applications for local businesses. He started writing original computer code at age 15 and has been working with technology ever since. Stephen is a graduate of Loyola Marymount University and holds degrees in accountancy and international business. He is currently pursuing a graduate degree in Information Systems and Technology at Claremont Graduate University. His research is focused in the areas of corporate technology and education technology strategy. He has been teaching professional continuing professional education since 2009 in self-study, webcast, in-house and live formats. He has presented to thousands of practitioners nationwide on topics such as cloud computing, mobile technology, spreadsheet design and best practices, information security, identity theft prevention and many more. Aside from working in technology and accounting he is a professional licensed pyrotechnician and works on major firework displays around the country. He lives in Claremont, California.

PDF documents are a staple of the business community, yet most users don’t know how to take advantage of this technology. Participate in this session to learn 10 valuable tips to help you get more from your PDFs.

Major topics:

  • Converting documents to the PDF format.
  • Editing PDF documents.
  • Securing PDF documents.
  • Extracting data from PDFs.

Credit: Computer Software & Applications — 1

Credits: 1 - Computer Software & Applications

This session is available to registrants and their guests

General Session

- 9. Ripped From the Headlines: Lessons From Interesting Tech Crimes

Stephen Yoss, Senior Technology Strategist & Principal, K2 Enterprises

Stephen Yoss

Stephen Yoss Jr., CPA, is a senior technology strategist and principal of MantisPRO, a company that focuses on helping organizations develop a technology strategy to streamline their business operations. Stephen has consulted with several companies on how to lower overhead, personnel and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity. MantisPRO’s specialty is designing and building cloud based workspaces for companies to conduct all their operations virtually. Prior to starting MantisPRO, Stephen worked as an accountant in his family’s accounting practice, Yoss & Allen. While working there he became a CPA and completely redesigned the firm’s technology practices. Many of the technologies he consults on today were first designed, perfected and implemented in his family’s practice and with their clients. Stephen has also spent time working abroad as a management accountant in New Zealand. Stephen began working with technology at age 10, and started his first IT company at age 13, designing web applications for local businesses. He started writing original computer code at age 15 and has been working with technology ever since. Stephen is a graduate of Loyola Marymount University and holds degrees in accountancy and international business. He is currently pursuing a graduate degree in Information Systems and Technology at Claremont Graduate University. His research is focused in the areas of corporate technology and education technology strategy. He has been teaching professional continuing professional education since 2009 in self-study, webcast, in-house and live formats. He has presented to thousands of practitioners nationwide on topics such as cloud computing, mobile technology, spreadsheet design and best practices, information security, identity theft prevention and many more. Aside from working in technology and accounting he is a professional licensed pyrotechnician and works on major firework displays around the country. He lives in Claremont, California.

Technology changes facilitate new forms of cybercrimes and fraud. In this session, you will learn how the crooks used technology to reap their ill-gotten rewards.

Major topics:

  • Common security weaknesses that occur with hardware and software at home and in the office.
  • Malware, ransomware, data breach and incident response tips.
  • Internal control failures which result in the theft of assets or unauthorized manipulation of data.

Credit: Information Technology — 2

Credits: 2 - Information Technology

This session is available to registrants and their guests

Non-Member Price $585.00

Member Price $435.00