Description
Technology has quickly become one of the most important aspects of improving bottom lines. Participants will learn about existing and future technologies that will not only improve personal and professional productivity, but help them utilize the latest trends in hardware and software to make informed decisions that benefit clients.
Objective
Participants will be able to observe hands-on demonstrations that enhance their technology skills while discovering and discussing recent technology trends.
Advanced Preparation
None
Required Knowledge
None
Who Should Attend
CPAs and other professionals working with or wanting to gain an understanding of technology systems and trends.
Credit Types
- CPE
Event Speaker(s)
GS1: K2’s Tech Update
Staying current with today’s technology is no longer optional; it is essential. Tech Update 2026 offers accounting profession als a clear, strategic view of the evolving tech landscape, enabling them to cut through the noise and make informed decisions. Thi s forward-looking session is built for practitioners who want to leverage innovation to enhance client service, boost operational effic iency, 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.
Summary Description
Staying up to date with advances in today’s technology has never been more vital, and Tech Update equips you with the knowled ge 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
• AI’s practical maturity has come of age with generative AI, Copilot in Microsoft 365, and AI-powered audit or CAS tools—
now standard in mid-sized firms
• While still in the initial stages, quantum computing developments in quantum cryptography and long-range R&D investments demonstrate potential
• Interoperability is improving with MPC, Open API ecosystems, integrated platforms, and data portability as core decision-making factors
• Cybersecurity and AI governance underscore the importance of zero-trust architectures, AI usage policies, and compliance with FTC/IRS data security requirements
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
- CPE – Computer Software & Applications: 2
1A: K2’s Productivity Life Hacks
Today’s busy professional has an ever-expanding workload, but delivery timelines are decreasing. We have more meetings, more emails, and more work projects. Outside of work, we have increased family and social obligations. Simply, there aren’t enough hours in the day to get everything done. We all could benefit from an extra hour of productivity throughout the day.
Effectively using technology in your personal and business life is a great way to get more mileage out of your day. This cour se will look at 10 different tools or services that can make your life easier or take the headache out of mundane tasks. We will lo ok at tools that simplify scheduling appointments, take the hassle out of tracking time, improve data sharing between applications, and more. Participants will leave this class with tips and tricks on shaving hours of time per week.
Effectively using technology in your personal and business life is a great way to get more mileage out of your day. This cour se will look at 10 different tools or services that can make your life easier or take the headache out of mundane tasks. We will lo ok at tools that simplify scheduling appointments, take the hassle out of tracking time, improve data sharing between applications, and more. Participants will leave this class with tips and tricks on shaving hours of time per week.
Summary 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.
Major Topics
• Using a Streamdeck for push-button integration and automation
• Using tools such as Clockify or Rescue Time to gain insight
• Easily install applications using Ninite on your Windows 10/11 device
• Improve data sharing between applications with Zapier, Power Automate, and others
• Connecting to multiple communication applications (e.g., Teams, Slack, etc.) at once with Rambox
• Using Inbox rules and filters to categorize and prioritize email automatically
• Write more effectively with predictive text in Word and use Grammarly for spelling/grammar checking
• Easily improve the security of your Windows device using services such as Controlled Folder Access, BitLocker, and others
• Make backup a snap with services such as Google Drive, Microsoft OneDrive, and Dropbox
• Best tips and tricks to make better use of your smartphone
Learning Objectives
• Define, quantify, and rank your time obligation categories in your work and personal life
• Discover and list the various inefficiencies of your day-to-day work and list methods for improving them
• List and discuss at least five different technology tools that can be used to automate day-to-day work
• Discuss tools and techniques that can be used to gain better control and efficiencies over your email inbox and calendar
• List the various ways a Streamdeck can provide push-button automation on your computer
• Make scheduling appointments a breeze with services such as Calendly
Course Information
• CPE credit: Recommended for 2 hours Computer Software and Applications
• Instructional delivery methods: Group Live, Group Internet-Based, and QAS Self-Study
• Prerequisites: Fundamental knowledge of computer operations
• Program level: Basic
• Advance preparation: None
• Who should attend: Business professionals that would like to save time and increase their operational effectiveness in their day-to-day lives”
- CPE – Accounting: 2
1B: K2’s Building Future-Ready Businesses
This practical program provides accounting professionals with actionable strategies for evaluating and implementing technolog y 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 attende es can apply concepts directly within their practice environments.
Through examination of diverse organizational examples, participants will identify practical technology assessment methods an d 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.
Summary 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 effe ctive 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 stre ngthen operations and client service.
Major Topics
• Technology Infrastructure Assessment Through Organizational Case Studies
• Practical Implementation Strategies for Hardware and Software Solutions
• Change Management Techniques for Remote and In-Office Teams
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
- CPE – Information Technology: 2
1C: K2’s Choosing Your CPA Firm Tech Stack
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 prod uctivity, integration, and strategic alignment to maximize firm performance. Whether upgrading your stack or validating your curr ent tools, this session offers practical insights for tech-savvy decision-making and smarter technology investments tailored to the unique needs of accounting professionals.
Summary Description
Today’s CPA firms face an overwhelming number of technology options promising higher efficiency and profitability. K2’s Choos ing Your CPA Firm Tech Stack helps you cut through the noise by comparing suite vs. best-in-breed solutions, exploring the latest Agentic and Generative AI tools, and learning how to measure real ROI on firm technology investments. Discover practical strategies to build a connected, high-performing, and future-ready firm tech stack.
Major Topics
• Evaluating suite vs. best-in-breed software ecosystems
• Understanding and applying AI-driven tools for firm efficiency
• Measuring ROI and integration effectiveness across the tech stack
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
- CPE – Computer Software & Applications: 2
2A: K2’s Microsoft Power Tools
Unlock the full potential of your Microsoft 365 subscription with our exclusive session on Microsoft’s Power Tools! Discover the incredible capabilities of Power BI, Power Query, Power Pivot, and Power Automate, and learn how these tools can revolutioniz e your productivity and efficiency.
Many professionals are unaware that they already have access to these powerful tools, leading to missed opportunities and sub optimal performance. Don’t let this be you! Participate in this session to explore the practical applications of these tools and elevate your productivity and internal control structure to new heights
.
Summary Description
Power BI, Power Query, Power Pivot, and Power Automate offer significant opportunities for you to become more efficient and effective. Learn how to elevate your productivity with these tools.
Major Topics
• Creating effective dashboard-style reports using Power BI
• Using Power Query to access and manipulate data, specifically for reporting purposes
• Taking advantage of Power Pivot to build reports from large quantities of data
• Automating routine tasks for improved efficiency and accuracy
Learning Objectives
• Identify opportunities to improve internal controls and efficiency using Power Automate
• Compare reporting options available in Power BI
• Differentiate between conventional PivotTables and those created using Power Pivot
• Identify examples of data manipulation techniques using Power Query
- CPE – Computer Software & Applications: 2
2B: K2’s AI Accounting And Fraud Detection
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/no-code 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, p roductivity, and profitability. This course equips professionals to make smarter technology investments and prepare for the next wave of A I-driven accounting transformation.
Summary 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 cuttin g-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. Pe rfect for professionals seeking to future-proof their accounting systems and harness the power of AI innovation.
Major Topics
• AI-based accounting software and general ledger innovations
• ROI measurement and tech investment strategy
• Low-code/no-code and vibe coding for process automation
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
- CPE – Information Technology: 2
2C: K2’s NextGen Document Management, Workflows, And Portals
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 accountin g, 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.
Summary 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.
Major Topics
• Modern document management and workflow automation
• Secure client portals and digital collaboration tools
• Implementation and ROI evaluation strategies for paperless systems
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
- CPE – Computer Software & Applications: 2
GS2: K2’s Stop Wasting Time In Excel
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.
Summary Description
Learn best practices for working in Excel to help save time and improve productivity.
Major Topics
• New Excel features that can enhance your efficiency, accuracy, and productivity
• Legacy Excel features that can save you time
• Options for integrating AI into Excel
• Data manipulation features in 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
- CPE – Computer Software & Applications: 2
GS3: K2’s AI: Real Tools, Real Results
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, forecas ting, 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 produ ctivity, and position your firm or department for success in the AI-driven accounting era.
Summary Description
Artificial intelligence is changing the way accountants work—today, not tomorrow. K2’s AI: Real Tools, Real Results delivers clear, hands-on examples of how AI can automate reporting, improve analysis, and enhance client and management communications. Learn to use tools like ChatGPT, Microsoft Copilot, and industry-specific AI platforms to increase productivity and accuracy. This session demystifies AI, showing practical ways to implement it responsibly while achieving measurable results. Ideal for accountants, auditors, and finance leaders ready to put AI to work in their daily operations.
Major Topics
• Practical AI tools and applications in accounting and finance
• Implementation strategies and ethical considerations
• Measuring results and ROI from AI adoption
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
- CPE – Information Technology: 2
3A: K2’s Tech Tuneup Tips
Technology issues rarely come from major failures—they come from small inefficiencies that compound over time. This practical session focuses on high-impact, low-effort technology tuneups that accounting professionals can apply immediately. Participants will learn proven tips for improving workstation performance, tightening security, streamlining workflows, reducing digital friction, and extending the life and value of existing technology investments. The emphasis is on practical configuration changes, overlooked features, and operational habits that deliver measurable productivity gains without requiring major system replacements.
Summary Description
K2’s Tech Tuneup Tips delivers practical, high-impact strategies for improving everyday technology performance without major system replacements. This session focuses on overlooked configuration settings, productivity shortcuts, workflow improvements, and security tuneups that accounting professionals can implement immediately. Participants will learn how small, intentional technology adjustments can reduce friction, improve reliability, strengthen security, and extend the value of existing hardware and software investments.
Major Topics
• Technology Tuneup Mindset. Identifying small technology changes that deliver outsized productivity and reliability gains.
• Workstation and Device Optimization. Improving performance, stability, and usability of desktops, laptops, and mobile devices.
• Software and Application Efficiency. Leveraging built-in features, reducing tool overlap, and improving day-to-day application usage.
• Workflow and Collaboration Improvements. Streamlining email, file management, task visibility, and team collaboration.
• Security and Risk Reduction Tuneups. Strengthening protection through practical, low-friction security enhancements.
• Ongoing Tech Tuneup Planning. Creating a repeatable process for continuous technology improvement.
Learning Objectives
• Identify technology inefficiencies. Recognize common configuration and usage issues that reduce productivity and increase risk
• Apply workstation tuneups. Implement practical improvements to desktops, laptops, and mobile devices
• Optimize software usage. Use built-in and low-cost tools more effectively across accounting workflows
• Improve security posture. Apply simple but powerful security enhancements that reduce firm and client risk
• Develop a tech tuneup checklist. Create a repeatable framework for ongoing technology improvement
- CPE – Information Technology: 2
3C: K2’s Optimizing Your CAS & Advisory Tech Stack
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 prac tical guidance on implementing and optimizing CAS within their firms. Participants will explore the foundational elements of CAS, incl uding 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 manag ing 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.
Summary Description
In today’s world, your tech stack is vital to the success of your CAS and Advisory practice. L earn how to optimize your tech stack in this session so you can maximize the value of your practice.
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
Learning Objectives
• Define the scope and benefits of Client Accounting Services for CPA firms
• 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
- CPE – Computer Software & Applications: 2
3B: K2’s Microsoft Copilot, Including Agentic AI
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, gene rate 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 Copilo t into your daily work and prepare for the future of intelligent accounting.
Summary 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.
Major Topics
• Incorporating Copilot with Excel, Word, PowerPoint, and Outlook
• Using Copilot to automate routine tasks and assignments
• Integrating Copilot with Agentic AI
• Identifying key privacy and security features in Copilot
• Understanding and deploying Agentic AI
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
• Who should attend: Business professionals seeking to elevate their AI knowledge
- CPE – Computer Software & Applications: 2
4A: K2’s Ten Questions To Ask Your IT Team
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 te chnology 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 cap abilities, ensuring their organizations maintain a competitive advantage while managing digital risks effectively. Each question framework provides executives with the tools needed to evaluate current technology practices, identify vulnerabilities, and gui de strategic technology investments that support organizational goals in today’s rapidly evolving digital landscape.
Summary Description
K2’s Ten Questions To Ask Your IT Team equips executives and financial professionals with a practical framework for engaging confidently in critical technology discussions. This program presents ten targeted questions that drive meaningful dialogue a round cybersecurity, infrastructure, cloud governance, and remote work. Attendees gain actionable insight to evaluate technology risks, improve oversight, and align IT decisions with organizational strategy and business objectives.
Major Topics
• Ten strategic question frameworks for technology assessment
• Cybersecurity and infrastructure oversight through targeted dialogue
• Cloud governance and remote work technology evaluation
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
- CPE – Computer Software & Applications: 1
4B: K2’s Innovative Strategy And IT Governance
Selecting the right technology and ensuring it’s effectively adopted are two of the most critical challenges facing firms tod ay. 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.
Summary 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 objec tives, 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 measurabl e results.
Major Topics
• Technology evaluation frameworks and selection processes
• Change management strategies for technology implementation
• Techniques to increase user adoption, learning, and engagement
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
- CPE – Business Management & Organization: 1
4C: K2’s Technology’s Seven (Not Quite) Deadly Sins
Let’s face it: using technology is a necessity because technology permeates all our business activities. Yet, many continue to use technology unwisely, which results in declining productivity and data privacy and security concerns.
Participate in this session to learn about seven specific items you can – and should – act upon right away to get back on track with technology. More than just a tech update, in this course, you will learn the “hows” and “whys” associated with implementing the seven technologies discussed. This is “must-see” CPE for those interested in productivity, efficiency, and data privacy and security.
Summary Description
There are right and wrong ways to implement and use technology. Learn how to avoid some of the common mistakes many users commit.
Major Topics
• Security and privacy tools you should consider enabling
• Key features in Windows that you may not currently use
• The importance of Zero Trust Security Models
• Why applying updates is important
• Collaboration tools and features
• The trend to subscription-based software and why it is important
• Why training team members is a must
Learning Objectives
• Name specific examples of security features in the Windows operating system
• Identify the benefits associated with Zero Trust Security Models
• List examples of collaboration tools you should pay attention to
• Identify key benefits associated with the never-ending march to the Cloud
- CPE – Computer Software & Applications: 1
5A: K2’s Automation For Increasing Personal Efficiency And Effectiveness
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 Serv ice) tools and the Elgato Streamdeck, you’ll discover how to create a seamlessly automated environment. Join us to learn how to re claim hours or even weeks of time through smart automation strategies that will transform your daily routine.
Summary Description
K2’s Automation For Increasing Personal Efficiency And Effectiveness shows how practical automation can permanently reclaim h ours 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.
Major Topics
• What are integration and automation?
• Exploring Integration Platform as a Service (iPaaS) tools and services
• Intelligent Voice Assistants (IVAs) and home automation systems
• Personal automation workflows and time-saving strategies
• Smart home integration and optimization
Learning Objectives
• Define automation and demonstrate different use cases for both work and home environments
• 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
• Establish an account with an integration-as-a-platform-service (iPaaS) provider and create automation workflows for daily
tasks such as email, calendaring, and document management
• 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
- CPE – Information Technology: 1
5B: K2’s Dynamic Arrays In Excel
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.
Summary 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.
Major Topics
• Differentiating between dynamic arrays and traditional Excel formulas
• Identifying which functions support dynamic arrays
• Using dynamic arrays to link data from external data sources
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
- CPE – Computer Software & Applications: 1
5C: K2’s Getting Control Of Your OneDrive Account
Many professionals use OneDrive but don’t realize – or use – its full capabilities. Whether you have a business or personal account –
or both – OneDrive offers features to enhance productivity and improve data security.
Join this exclusive session to discover the advantages of using OneDrive for data storage and collaboration. In it, you will learn how to manage relevant risks and integrate OneDrive seamlessly into your daily workflows.
Don’t miss this chance to enhance your efficiency and security. Sign up now and unlock the full potential of OneDrive for you and your team.
Summary Description
Using OneDrive effectively can make a real difference in productivity and security. Learn best practices for using OneDrive in this session.
Major Topics
• Comparing OneDrive, OneDrive for Business, and SharePoint Online
• Managing documents stored in OneDrive
• Using OneDrive as a collaboration tool
• Integrating OneDrive with other applications and services
• Managing document versions using SharePoint
Learning Objectives
• Differentiate between OneDrive, OneDrive for Business, and SharePoint Online
• Identify how SharePoint facilitates collaboration
• Distinguish between options for managing risk associated with OneDrive
• Compare OneDrive to SharePoint Online
- CPE – Computer Software & Applications: 1
GS4: Discussion Panel: K2’s Practical Security Considerations For Accounting Professionals
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 an d 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.
Summary Description
True crime meets accounting! K2’s Ripped From The Headlines: Lessons Learned From The Most Interesting Crimes explores real – world cases of financial fraud, cyberattacks, and ethical failures that made national news. Discover how these schemes happen ed, why internal controls failed, and what accountants can do to prevent similar incidents. You’ll learn from some of the most intrig uing cases—ranging from AI-powered deception to massive embezzlements—and gain practical insights into data protection, fraud detection, and governance. Perfect for CPAs and financial professionals who want to turn today’s scandals into tomorrow’s lessons .
Major Topics
• Financial fraud and embezzlement case studies
• Cybercrime, data breaches, and AI-enabled fraud
• Practical ethics, controls, and compliance lessons for prevention
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
- CPE – Auditing: 2
Event Level:Update
Event Code:WCNTFW26
External ID:WCNTFW26
Event Vendor:NCACPA
Fields of Study:CPE, CPE - Accounting, CPE - Auditing, CPE - Business Management & Organization, CPE - Computer Software & Applications, CPE - Information Technology
Other fields:
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WCNTFS26: Wednesday Only-Member | Mem-W | $355 |
| WCNTFW26: 2-Days-Member | Mem | $635 |
| WCNTFW26: 2-Days-Non-member | NM | $835 |
| WCNTFW26: Tuesday Only-Member | Mem-T | $355 |
| WCNTFW26: Tuesday Only-Non-member | NM-T | $555 |
| WCNTFW26: Wednesday Only-Non-member | NM-W | $555 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.