Technology Conference
Live Virtual Conference
16.00 Credits
Member Price $505.00
Price will increase by $50 on 5/26
Non-Member Price $565.00
Price will increase by $50 on 5/26
Overview
Get ready for a tech-fueled adventure at the 2026 Technology Conference! The nationally recognized speakers from K2 Enterprises will equip you with practical solutions to real-world technology issues faced by accounting, financial and other business professionals. Dive into a wealth of actionable insights with cutting-edge strategies ensuring you're not just keeping up but surging ahead in today's dynamic tech realm.
Highlights
See the agenda tab above for the full conference schedule.
Prerequisites
Beginning computer skills.
Designed For
CPAs and other business professionals.
Objectives
To provide the tools and skills needed to keep up with changes in technology.
Notice
- Login information and eMaterials will be distributed to attendees via email 3-5 days prior to the conference and posted in the My Upcoming CPE section of the ISCPA website.
Monday, June 8
General Session
- Tech Update
Staying up to date with advances in today's technology has never been more vital, and this session equips you with the knowledge to stay ahead of the rapid pace of innovation. 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.
Speaker: Tommy Stephens
This session is available to registrants only.
Breakout Session
- Building Future-Ready Businesses
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, explore effective approaches to hardware, software, cloud, and on-premises solutions while addressing the needs of both remote and in-office teams. Leave with actionable tools for managing change, measuring results, and building technology road maps that strengthen operations and client service.
Speaker: Tommy Stephens
This session is available to registrants only.
- Choosing Your CPA Firm Tech Stack
Today’s CPA firms face an overwhelming number of technology options promising higher efficiency and profitability. This session 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.
Speaker: Steve Yoss
This session is available to registrants only.
- Productivity Life Hacks
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. Leave with actionable tips, workflows, and time-saving techniques that immediately improve productivity at work and in daily life.
Speaker: Mac McClelland
This session is available to registrants only.
Breakout Session
- AI Accounting And Fraud Detection
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. Explore cutting-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. Perfect for professionals seeking to future-proof their accounting systems and harness the power of AI innovation.
Speaker: Mac McClelland
This session is available to registrants only.
- Microsoft Power Tools
Power BI, Power Query, Power Pivot, and Power Automate offer significant opportunities for you to become more efficient and effective. 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! Explore the practical applications of these tools and elevate your productivity and internal control structure to new heights.
Speaker: Tommy Stephens
This session is available to registrants only.
- NextGen Document Management, Workflows, and Portals
This session examines how accounting firms are moving beyond traditional “paperless” systems to modern, integrated document ecosystems. Explore how AI-enhanced document management, automated workflows, and secure client portals work together to improve efficiency, accuracy, and client experience. Uncover 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.
Speaker: Steve Yoss
This session is available to registrants only.
General Session
- Stop Wasting Time In Excel
In this dynamic, Excel-centric session, discover how to 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.
Speaker: Mac McClelland
This session is available to registrants only.
Tuesday, June 9
General Session
- AI: Real Tools, Real Results
Artificial intelligence is changing the way accountants work - today, not tomorrow. This session 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. Learn how to 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.
Speaker: Tommy Stephens
This session is available to registrants only.
Breakout Session
- Microsoft Copilot, Including Agentic AI
Copilot is more than just another AI platform, it offers many business-oriented features that are not found in other AI tools. Learn how to work effectively with Copilot, including agentic AI. 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 session will equip you with practical strategies to integrate Copilot into your daily work and prepare for the future of intelligent accounting.
Speaker: Tommy Stephens
This session is available to registrants only.
- Optimizing Your CAS and Advisory Tech Stack
In today’s world, your tech stack is vital to the success of your Client Accounting Services (CAS) and Advisory practice. This session explore practical guidance on implementing and optimizing CAS within their firms. Learn the foundational elements of CAS, including service offerings, pricing models, and client communication strategies. Dive into the technology tools essential for CAS, including accounting software, workflow automation, and reporting platforms. Discover insights into best practices for managing client expectations and delivering consistent, high-value services. In addition, examine case studies of successful CAS implementations, review current trends affecting CAS, and identify critical steps to build a scalable CAS practice aligned wi th their firm's goals. The session also addresses the importance of data security, governance, and compliance in providing CAS, ensuring ethical and professional service delivery.
Speaker: Steve Yoss
This session is available to registrants only.
- Tech Tuneup Tips
This session delivers practical, high-impact strategies for improving everyday technology performance without major system replacements. Explore overlooked configuration settings, productivity shortcuts, workflow improvements, and security tuneups that accounting professionals can implement immediately. Learn how small, intentional technology adjustments can reduce friction, improve reliability, strengthen security, and extend the value of existing hardware and software investments. The emphasis is on practical configuration changes, overlooked features, and operational habits that deliver measurable productivity gains without requiring major system replacements.
Speaker: Mac McClelland
This session is available to registrants only.
Breakout Session
- Innovative Strategy and IT Governance
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 objectives, and implementing governance and change-management practices that drive adoption. Gain actionable strategies for assessing readiness, managing vendors, and reducing implementation risk to ensure technology investments deliver measurable results. Whether your firm is implementing new accounting, workflow, or collaboration technology, this session provides the framework for successful selection and implementation.
Speaker: Steve Yoss
This session is available to registrants only.
- Technology’s Seven (Not Quite) Deadly Sins
There are right and wrong ways to implement and use technology. Learn how to avoid some of the common mistakes many users commit. Explore the 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 session, 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.
Speaker: Tommy Stephens
This session is available to registrants only.
- Ten Questions To Ask Your IT Team
This session equips executives and financial professionals with a practical framework for engaging confidently in critical technology discussions. Learn ten targeted questions that drive meaningful dialogue around cybersecurity, infrastructure, cloud governance, and remote work. Gain actionable insight to evaluate technology risks, improve oversight, and align IT decisions with organizational strategy and business objectives.
Speaker: Mac McClelland
This session is available to registrants only.
Breakout Session
- Automation for Increasing Personal Efficiency and Effectiveness
This session explores how practical automation can permanently reclaim hours in your day without working longer. Uncover 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 longterm productivity gains across both professional and personal activities. From home automation systems to iPaaS (Integration Platform as a Service) tools and the Elgato Streamdeck, discover how to create a seamlessly automated environment. Learn how to reclaim hours or even weeks of time through smart automation strategies that will transform your daily routine.
Speaker: Steve Yoss
This session is available to registrants only.
- Dynamic Arrays In Excel
Dynamic arrays can help to easily automate many calculations made in Excel. With dynamic arrays reduce the time spent creating and updating formulas and improve accuracy at the same time. If you’ve yet to discover dynamic arrays, attend this session to learn how to take advantage of this terrific feature.
Speaker: Mac McClelland
This session is available to registrants only.
- Getting Control of Your OneDrive Account
Using OneDrive effectively can make a real difference in productivity and security. Discover the advantages of using OneDrive for data storage and collaboration and 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 and unlock the full potential of OneDrive for you and your team.
Speaker: Tommy Stephens
This session is available to registrants only.
Optional Session
- Ripped From the Headlines: Lessons Learned From the Most Interesting Tech Crimes
True crime meets accounting! This explores real-world cases of financial fraud, cyberattacks, and ethical failures that made national news. Discover how these schemes happened, why internal controls failed, and what accountants can do to prevent similar incidents. Learn from some of the most intriguing 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.
Speaker: Steve Yoss
This session is available to registrants only.
Leader(s):
Leader Bios
Lawrence McClelland, K2 Enterprises LLC
Lawrence (Mac) McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas.
Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.
He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.
Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.
Steve Yoss, K2 Enterprises LLC
At age 10, Stephen began working with technology; he started his first IT company at just 13, which focused on designing web applications for local businesses. At 15, he began writing original computer code and has been designing and implementing technological solutions continuously since then. Stephen is a graduate of Loyola Marymount University, with degrees in Accountancy and International Business. While at Loyola, he served the campus as student body president and as the student representative to the Board of Trustees. He has a Master’s of Science degree in Information Systems and Technology from Claremont Graduate University with a concentration in Geographic Information Systems. In 2017, Stephen formed Devmatics, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity. Prior to starting Devmatics, Stephen worked as an accountant in his family’s practice, Yoss & Allen. At Yoss & Allen, he completely redesigned the firm’s technology practices and instituted a technological infrastructure to streamline the firm’s practices and allow them strategic flexibility. Many of the technologies, strategies, and concepts that Stephen uses himself (and consults companies on how to use) were designed, perfected, and implemented to help his family’s business and their clients. In addition to his time with Yoss & Allen, Stephen worked in New Zealand as a management accountant. Since 2009, Stephen has also been teaching continuing professional education, providing written, webcast, in-house, and live instruction. He has presented to thousands of practitioners worldwide on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention, and more. Stephen is also a professionally licensed pyrotechnician and works on major fireworks displays throughout the nation for Pyro Spectaculars, North America’s largest full-service fireworks display production company. He’s proud to have helped produce incredible displays, including the Macy’s July 4th Spectacular in New York City, the 75th Anniversary of the Golden Gate Bridge in San Francisco, KGB Skyshow in San Diego, and many more. Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Stephen brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically designed to benefit their needs and streamline their operations in order to create efficiency and maximize their financial potential. Stephen calls Big Bear Lake, CA, home; when he’s not at the desk, in a boardroom, at the podium, or producing a fireworks display, he spends as much time as he can pursue his other passions. He is an avid music lover and attends multiple festivals each year. At the Burning Man, Stephen helps setup and produce pyrotechnic displays for the city. In Big Bear Lake, he regularly volunteers his time to perform various community services. He’s also an avid outdoorsman and regularly carves out time to scuba dive, camp, hike, and photograph both close to home with family and friends and on his many travels.
Thomas Stephens, Shareholder, K2 Enterprises LLC
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
• Working as an auditor and technology consultant for an Atlanta-based public accounting firm; • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; • Serving as a Chief Financial Officer for an international engineering organization; and • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,900 educational sessions to over 73,000 participants throughout the United States and Canada.
Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
Non-Member Price $565.00
Member Price $505.00