K2’s Artificial Intelligence Conference - Webcast
Overview
Artificial intelligence isn’t coming to accounting—it’s already here. From generative AI tools transforming how we draft communications to machine learning algorithms quietly working in your accounting systems, AI is reshaping daily practice operations in 2026. This conference cuts through the hype to give you practical, actionable knowledge about implementing AI technologies safely and effectively in your practice. Whether you’re just getting started with AI or looking to expand beyond basic prompts, we’ll cover the full spectrum: generative AI applications, machine learning integration in accounting workflows, fraud detection through anomaly identification, and the security considerations that matter for client data protection. You’ll walk away with a clear understanding of what AI can actually do for your practice right now—not theoretical possibilities, but real implementations you can start using. We’re going beyond ChatGPT basics to explore how different AI technologies work together in modern accounting environments, how to evaluate AI tools for your specific needs, and how to build guardrails that protect your clients while capturing efficiency gains. This is your opportunity to move from AI-curious to AI-competent, with two full days spread across the year to build your knowledge progressively.
Highlights
- AI: Real Tools, Real Results
- Getting Started with Artificial Intelligence
- Strategic Automation: Agentic AI Platform Applications
- AI 201: Data Security, Privacy, Security on AI
Designed For
Accounting and financial professionals seeking to take advantage of emerging tools in AI.
Objectives
- Practical implementation strategies for integrating generative AI and other AI technologies into daily accounting workflows and client service delivery
- Understanding of how machine learning, pattern recognition, and anomaly detection capabilities enhance accounting system accuracy and fraud identification
- Evaluation criteria for selecting appropriate AI tools based on practice needs, client requirements, and data security considerations
- Security protocols and privacy frameworks necessary for responsible AI adoption in professional accounting environments
- Techniques for moving beyond basic AI prompts to develop sophisticated, repeatable AI workflows that deliver consistent value
November 6, 2026
General Session
- AI: Real Tools, Real Results
Randolph Johnston, K2 Enterprises
Randolph Johnston
Randolph P. (Randy) Johnston, MCS, 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.
(2/13/23)
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.
You’ll learn to:
- 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
This session is available to registrants only.
General Session
- Getting Started with Artificial Intelligence
Thomas Stephens, K2 EnterprisesThomas Stephens
Tommy Stephens, CPA,CITP, CGMA, 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. 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.
(6/1/22)
Much has been written and said about Artificial Intelligence (AI). But for many professionals, AI remains an enigma because they do not know how to get started using tools such as Bard, ChatGPT, and Copilot. If that describes your situation, relax because help is here!
Participate in K2’s Getting Started With Artificial Intelligence to learn to use today’s AI tools. This session will teach you how to access and use multiple popular AI tools to improve efficiency and productivity. If you are starting with AI, this is one session you cannot miss!
You’ll learn to:
- List the steps for querying data from tools such as Bard and ChatGPT
- Identify the capabilities of Microsoft’s Copilot
- Differentiate between the capabilities of free and paid AI tools
- Name examples of risks associated with AI
This session is available to registrants only.
General Session
- Strategic Automation: Agentic AI Platform Applications
Stephen Yoss, K2 Enterprises
Stephen Yoss
At the helm of Devmatics since 2017, Stephen specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family's firm, Yoss & Allen, where he revolutionized their technological infrastructure.
As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.
Stephen's expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he's contributed to some of the nation's most memorable fireworks displays, including the Macy's July 4th Spectacular and the Golden Gate Bridge's 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.
When he's not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he's at Burning Man or volunteering in his hometown of Big Bear Lake, CA.
Dive deeper into Stephen's blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.
(3/27/24)
This course provides a comprehensive examination of Agentic AI models and their application within integration platform as a service (iPaaS) environments. Participants will explore the architectural components and operational methodologies of leading iPaaS tools, understanding their critical role in scalable workflow automation. The program delineates the strategic advantages of embedding AI-driven logic into business processes, offering a forward-looking perspective on operational efficiency and organizational agility for financial professionals.
The curriculum emphasizes practical application, demonstrating how to design, develop, and deploy intelligent automation solutions. It addresses the nuanced integration of Agentic AI capabilities into existing and new workflows, focusing on enhancing decision-making and task execution. Through structured content, attendees will gain actionable insights into leveraging these advanced technologies to drive significant improvements in business performance and competitive positioning.
You’ll learn to:
- Describe core functionalities and operational principles of integration platform as a service tools.
- Identify prominent iPaaS solutions, comparing their features for business automation needs.
- Explain the conceptual framework of Agentic AI within automated business workflows.
- Demonstrate integration of Agentic AI logic into various process automation systems.
- Evaluate practical applications where Agentic AI enhances organizational efficiency.
This session is available to registrants only.
General Session
- AI 201: Data Security, Privacy, Security on AI
Brian Tankersley, K2 Enterprises
Brian Tankersley
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.
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.
(3/27/24)
This session provides an in-depth exploration of the security and privacy challenges associated with artificial intelligence (AI) technologies. Designed for professionals who seek to understand the nuances of AI security and privacy, the course covers key risks and introduces best practices for mitigating these risks.
Participants will learn to differentiate between AI security and privacy risks and will be equipped with practical examples of common challenges faced in today's AI platforms. The session emphasizes the importance of robust security and privacy policies, and outlines steps necessary for effectively managing the risks associated with AI tools.
By the end of this session, participants will have a comprehensive understanding of the major provisions of security and privacy policies, the potential risks associated with the use of AI tools, and the strategies to safeguard against these risks.
You'll learn to:
- Differentiate between AI security and privacy risks.
- List examples of key security and privacy risks associated with many of today’s AI platforms.
- Identify best practices for mitigating the security and privacy risks associated with AI.
This session is available to registrants only.
Non-Member Price $395.00
Member Price $315.00