Live Stream: Technology Conference

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Online Learning
11-09-2026 to 11-10-2026
16.00 credits
Member price: $529
Non-member price: $649
Members save $120.00.
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OVERVIEW

Presented by industry leader K2 Enterprises, the TSCPA Technology Conference delivers the latest updates on time-saving tools and advances in technology impacting the accounting profession. General sessions on topics like AI Accounting and Fraud Detection along with AI: Real Tools and Real Results are combined with a wide selection of breakout sessions from Optimizing Your CAS & Advisory Tech Stack to Building Future Ready Businesses. There is something for everyone, and this year's agenda will ensure you get the information most relevant to help you best utilize technology in your job. 

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CREDITS
Auditing
2.00 credits
Business Management & Organization
1.00 credits
Computer Software & Applications
8.00 credits
Information Technology
5.00 credits
FIELDS OF INTEREST
Technology
LEVEL
Update
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Randolph Johnston, MCS

 

Randy has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2023. His influence throughout the accounting profession is highlighted once again this year by being a recipient of the 2022 Accounting Today Top 100 Most Influential People in Accounting award for the eighteenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine.

In addition, Randy writes a monthly column and produces a weekly podcast for The CPA Practice Advisor, features for the Journal of Accountancy, creates articles for accounting and technology publications, and is the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America.
His wife and four children enjoy many experiences together, including theatre, music, travel, golf, skiing, snorkeling, and model trains. His experience as a college instructor, management and technology consultant, and advisor to the profession will be evident to you in today's presentation.

Thomas Stephens, CPA, CITP, CGMA

 

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.

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. Over the past twenty-seven years, Tommy has presented over 2,800 educational sessions to over 71,000 participants throughout the United States and Canada.

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.

Brian Tankersley, CPA.CITP, CGMA

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 25 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.

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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11-09-2026

Tech Update

Start: 8:00AM

End:  9:40AM

Staying current with today's technology is no longer optional; it is essential. Tech Update 2026 offers accounting professionals a clear, strategic view of the evolving tech landscape, enabling them to cut through the noise and make informed decisions. This forward-looking session is built for practitioners who want to leverage innovation to enhance client service, boost operational efficiency, and remain competitive. Explore the most impactful trends in artificial intelligence, quantum computing, automation, and cloud-based ecosystems. Understand how technologies like Microsoft 365 Copilot, generative AI tools, industry-specific SaaS platforms, and blockchain are reshaping the profession. Learn to identify which solutions align with your firm's goals - and which are just vendor hype.

Learning Objectives
  • 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
CREDITS
Computer Software & Applications
2.00 credits

Select one and only one

Choosing Your CPA Firm Tech Stack

Start: 9:55AM

End:  11:35AM

In today's fast-evolving landscape, CPA firms face a flood of new tools promising efficiency and innovation. This course helps practitioners assess the real return on investment (ROI) from their technology stack, comparing suite-based solutions with best-in-breed applications and examining the latest Agentic AI and Generative AI offerings. Attendees will learn how to evaluate productivity, integration, and strategic alignment to maximize firm performance. Whether upgrading your stack or validating your current tools, this session offers practical insights for tech-savvy decision-making and smarter technology investments tailored to the unique needs of accounting professionals.

Learning Objectives
  • Analyze the advantages and limitations of suite versus best-in-breed solutions for CPA firms
  • Evaluate the ROI of new technologies, including AI-enabled tools, within the firm's workflow
  • Compare integration options and determine effective strategies for connecting multiple applications
  • Assess the potential impact of Agentic and Generative AI on firm productivity and profitability
CREDITS
Computer Software & Applications
2.00 credits

Building Future-Ready Businesses

Start: 9:55AM

End:  11:35AM

This practical program provides accounting professionals with actionable strategies for evaluating and implementing technology solutions that drive firm growth and efficiency. Participants will examine case studies that showcase different organizational approaches to hardware, software, cloud, and on-premises solutions, while addressing the unique needs of remote workers and in-office teams. The program focuses on immediate implementation techniques rather than theoretical frameworks, ensuring attendees can apply concepts directly within their practice environments. Through examination of diverse organizational examples, participants will identify practical technology assessment methods and implementation approaches suited to various firm sizes and client service models. The program addresses common technology adoption challenges while providing concrete strategies for managing organizational change and measuring technology investment outcomes. Attendees will gain ready-to-use tools for building technology roadmaps that enhance both operational efficiency and client service delivery capabilities.


Learning Objectives
  • Identify appropriate technology solutions for diverse accounting practice configurations and workflows
  • Apply practical assessment techniques for hardware, software, cloud, and on-premise options
  • Implement immediate change management approaches for technology adoption initiatives
  • Analyze case studies demonstrating successful technology integration across different organizational models
  • Create actionable technology implementation plans addressing remote and in-office workforce requirements
CREDITS
Information Technology
2.00 credits

Select one and only one

NextGen Document Management, Workflows, and Portals

Start: 12:25PM

End:  2:05PM

The next generation of paperless technology has arrived. This session explores how firms are modernizing document management, client
collaboration, and internal workflows using AI-enhanced systems and integrated portals. Learn how new-generation ("NextGen or NGX") paperless ecosystems combine security, automation, and accessibility to streamline client communications and approvals. The session will review leading document management and workflow tools, portal features, and how integration across accounting, tax, and client service platforms drives productivity and compliance. Attendees will leave equipped to evaluate and implement modern document systems that enhance client experience while maintaining robust security and compliance controls.

Learning Objectives
  • Identify features and capabilities of next-generation document management and portal systems
  • Analyze how integrated workflows can improve firm efficiency and client satisfaction
  • Evaluate technology options to modernize a firm's paperless environment securely and effectively
CREDITS
Computer Software & Applications
2.00 credits

Stop Wasting Time in Excel

Start: 12:25PM

End:  2:05PM

Are you ready to unlock Excel's full potential? In today’s fast-paced world, mastering Excel isn’t just a nice-to-have - it's a must for anyone who wants to work smarter, faster, and with greater accuracy. Make plans to participate in this dynamic, Excel-centric session designed for professionals like you. Discover how you can leverage features like templates, Precision as Displayed, and PivotTables, along with new tools such as Dynamic Arrays, advanced data cleaning, PIVOTBY and GROUPBY functions, and seamless Copilot integration. These features will transform how you and your team analyze data, automate reporting, and deliver actionable insights from Excel.

Learning Objectives

  • Identify options for creating more effective PivotTables 
  • Differentiate between various options for cleaning data in Excel 
  • Compare options for quickly formatting data in Excel 
  • Determine how you can use AI in Excel to work more efficiently and effectively 
  • Identify examples of new and underutilized features in Excel

 

CREDITS
Computer Software & Applications
2.00 credits

AI Accounting and Fraud Detection

Start: 2:20PM

End:  4:00PM

As accounting software evolves, AI-native systems are transforming how firms manage data and measure results. This session explores emerging AI-integrated general ledger platforms such as Digits, Puzzle.io, and Docyt. It examines how new technologies, like vibe coding and low-code/nocode automation, are reshaping efficiency and improving fraud detection. Attendees will learn to assess ROI across accounting tools, identify key performance metrics, and develop an automation strategy that enhances accuracy, productivity, and profitability. This course equips professionals to make smarter technology investments and prepare for the next wave of AI-driven accounting transformation.

Learning Objectives
  • Analyze emerging AI-integrated accounting platforms and their potential ROI 
  • Evaluate low-code and no-code tools for creating automated accounting workflows 
  • Assess performance metrics that measure the effectiveness of accounting software investments 
  • Compare the functionality of AI-based general ledger systems with that of traditional platforms
CREDITS
Information Technology
2.00 credits

11-10-2026

AI: Real Tools, Real Results

Start: 8:00AM

End:  9:40AM

This session teaches professionals how to move beyond theory and start using AI to work smarter, faster, and more accurately. This hands-on session explores how public accounting and industry finance teams can use AI tools for tasks like reporting, forecasting, audit analytics, and client service. Participants will see real-world examples of automation, gain practical implementation tips, and learn how to balance innovation with professional responsibility. Discover how to measure your AI ROI, enhance productivity, and position your firm or department for success in the AI-driven accounting era.


Learning Objectives
  • Apply AI tools to streamline accounting and financial workflows
  • Evaluate real-world use cases for AI in both public practice and industry
  • Assess the impact of AI adoption on efficiency, accuracy, and profitability
  • Determine appropriate governance and ethical practices for AI use in accounting
CREDITS
Information Technology
2.00 credits

Select one and only one

Microsoft Copilot, Including Agentic AI

Start: 9:55AM

End:  11:35AM

Discover how artificial intelligence is transforming the accounting profession in this dynamic, intermediate-level CPE session. K2’s Microsoft Copilot, Including Agentic AI explores how AI-powered tools in Microsoft 365—like Excel, Outlook, and Teams—can streamline workflows, enhance data analysis, and improve client service. Learn how to harness Copilot to automate tasks, generate financial insights, and collaborate more effectively, while maintaining compliance and data integrity. Whether you're in public accounting, corporate finance, or advisory services, this course will equip you with practical strategies to integrate Copilot into your daily work and prepare for the future of intelligent accounting.

Learning Objectives
  • Identify key features of Microsoft Copilot within Excel, Outlook, and Teams that enhance productivity for accounting and financial professionals 
  • Determine how to use Microsoft Copilot to automate routine accounting tasks such as data analysis, financial reporting, and reconciliation 
  • Analyze the benefits and limitations of integrating Microsoft Copilot into existing accounting workflows, including considerations for data 
  • security and compliance 
  • Apply Microsoft Copilot tools to interpret financial data and generate insights that support decision-making and strategic planning 
  • Determine the potential impact of AI-driven tools like Microsoft Copilot on the future of the accounting profession, including ethical 
  • considerations and evolving skill requirements
CREDITS
Computer Software & Applications
2.00 credits

Optimizing Your CAS & Advisory Tech Stack

Start: 9:55AM

End:  11:35AM

Client Accounting Services (CAS) has become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams, and streamlined operations. This course provides accounting professionals with practical guidance on implementing and optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including service offerings, pricing models, and client communication strategies. The course delves into the technology tools essential for CAS, including accounting software, workflow automation, and reporting platforms. It offers insights into best practices for managing client expectations and delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends affecting CAS, and identify critical steps to build a scalable CAS practice aligned with their firm's goals. The course also addresses the importance of data security, governance, and compliance in providing CAS, ensuring ethical and professional service delivery.

Learning Objectives
  • Identify essential technology tools and strategies for CAS implementation
  • Evaluate various pricing models and their application to CAS offerings
  • Outline critical considerations for maintaining data security and regulatory compliance in CAS
  • Develop a roadmap for building or enhancing a scalable CAS practice
  • Recognize the scope and benefits of Client Accounting Services for CPA firms
CREDITS
Computer Software & Applications
2.00 credits

Select one and only one

Innovative Strategy and IT Governance

Start: 12:25PM

End:  1:15PM

Selecting the right technology and ensuring it's effectively adopted are two of the most critical challenges facing firms today. This session explores practical, structured methods for evaluating software and systems to align with business needs - followed by proven change management strategies that drive adoption, learning, and long-term success. Participants will learn how to assess organizational readiness, evaluate vendors, structure pilot programs, and use modern tools to facilitate user engagement and continuous improvement. Whether your firm is implementing new accounting, workflow, or collaboration technology, this course provides the framework for successful selection and implementation.

Learning Objectives
  • Determine the most effective methods for evaluating technology solutions based on organizational goals and requirements
  • Analyze key elements of successful change management strategies for technology adoption
  • Evaluate approaches to training, communication, and engagement that enhance learning and user effectiveness
CREDITS
Business Management & Organization
1.00 credits

Ten Questions to Ask Your IT Team

Start: 12:25PM

End:  1:15PM

Business leaders often struggle to engage meaningfully with their IT teams about critical technology decisions that impact organizational success. This structured program presents ten essential questions every executive should discuss with their technology professionals to ensure proper oversight of cybersecurity, infrastructure, and strategic technology initiatives. Participants will gain confidence in addressing complex topics, including network security protocols, backup procedures, cloud governance, and remote work policies through targeted questioning frameworks that drive actionable outcomes. The course systematically addresses ten critical areas where executive oversight proves essential for business continuity and growth. Attendees will develop practical communication strategies to bridge the gap between business objectives and technology capabilities, ensuring their organizations maintain a competitive advantage while managing digital risks effectively. Each question framework provides executives with the tools needed to evaluate current echnology practices, identify vulnerabilities, and guide strategic technology investments that support organizational goals in today's rapidly evolving digital landscape.

Learning Objectives
  • Apply ten strategic questioning frameworks to evaluate organizational technology infrastructure 
  • Assess cybersecurity measures and backup protocols through structured IT team dialogues 
  • Evaluate cloud infrastructure governance and data protection measures for compliance 
  • Analyze remote work technology policies and productivity enhancement through targeted questions 
  • Develop systematic approaches for ongoing technology oversight and strategic alignment


CREDITS
Computer Software & Applications
1.00 credits

Select one and only one

Dynamic Arrays in Excel

Start: 1:20PM

End:  2:10PM

Dynamic arrays can be a tremendous time-saver in Excel, but most business professionals remain unaware of what should be a commonly used tool. With dynamic arrays you can reduce the time you spend creating and updating formulas and improve your accuracy at the same time. You can also take advantage of some innovative features associated with dynamic arrays to automate many calculations and data entry tasks. If you’ve yet to discover dynamic arrays, make plans to participate in this session to learn how you can take advantage of this terrific feature.

Learning Objectives
  • Compare dynamic arrays to traditional formulas
  • Use dynamic arrays to automate traditional calculations
  • Identify examples of how you can use dynamic arrays to access external data
CREDITS
Computer Software & Applications
1.00 credits

Automation for Increasing Personal Efficiency and Effectiveness

Start: 1:20PM

End:  2:10PM

In today's fast-paced world, automation is like having a time machine at your fingertips. By implementing strategic automation solutions, you can transform an eight-hour workday into twelve hours of productivity without working longer hours. This course explores how automation can save time, improve accuracy, promote effectiveness, and maximize the value of your workday. When you invest time in automating routine tasks, you create permanent time savings that compound over time, reducing daily stress and providing better mental clarity for more important activities. This hands-on course will equip you with practical knowledge of various automation tools, methods, apps, and technologies that can revolutionize both your personal and professional life. From home automation systems to iPaaS (Integration Platform as a Service) tools and the Elgato Streamdeck, you'll discover how to create a seamlessly automated environment. Join us to learn how to reclaim hours or even weeks of time through smart automation strategies that will transform your daily routine.

Learning Objectives
  • Identify processes in your personal and professional life where automation can be utilized to save time 
  • Distinguish between different automation tools, their various strengths and weaknesses, and identify which products and services best suit your personal workflow 
  • Leverage the power of the Elgato Streamdeck for simple use of application hot keys and launching automation processes with the touch of a button 
  • Implement home automation solutions to enhance daily living efficiency and comfort 
  • Distinguish automation and demonstrate different use cases for both work and home environments
CREDITS
Information Technology
1.00 credits

Ripped from the Headlines: Lessons Learned from the Most Intersting Tech Crimes

Start: 2:25PM

End:  4:05PM

This session dives into real-world cases of financial fraud, cybercrime, and ethics breaches that captivated the business and accounting world. This session analyzes how these crimes unfolded, the warning signs that were missed, and the internal control and technology failures that enabled them. Participants will explore modern threats, including AI-enabled deception, and learn practical steps to strengthen fraud prevention, data protection, and governance. From shocking embezzlements to headline-making cyberattacks, this course turns true stories into powerful lessons for today's accounting and finance professionals.

Learning Objectives
  • Analyze real-world financial crime cases to identify root causes and control failures
  • Evaluate methods for detecting and preventing fraud and data breaches in accounting environments
  • Assess the emerging risks posed by AI-enabled fraud and misuse of automation
  • Determine practical steps to enhance internal controls and ethical culture within organizations
CREDITS
Auditing
2.00 credits
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