K2's Choosing Your CPA Firm Tech Stack
Overview
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.
Highlights
- 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
Prerequisites
Fundamental knowledge of CPA Firm operations
Designed For
Partners, managers, and IT professionals responsible for and managing innovative applications and strategies
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
Preparation
None
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).
Leader(s):
Leader Bios
Randolph Johnston, Executive Vice President, K2 Enterprises LLC
Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services. Professional Service: •K2 Enterprises (K2E.com) - Executive Vice President, Shareholder – Nation’s leading technology CPE provider to CPA professionals. Consults to high profile technology vendors. Delivers national seminars to CPAs, business groups and IT leaders on technologies in accounting, healthcare and banking. Creates and presents seminars and articles on 30+ technology topics including CPA Firm Technology, Paperless, Accounting Software, Cloud, Business Continuity, and Strategies leveraging technology. (1990 - Present, Hammond, LA) •Network Management Group, Inc. (NMGI.com) – Chairman & CEO, Stockholder – Consults and specializes in Strategic Technology including planning, selection and implementation. Expertise: CPA Firm Technology and strategy; Paperless; Accounting Software, Business Intelligence and CRM; Infrastructure including: Cloud, Business Continuity, Virtualization, Backup, and remote mgmt. (1983 – Present Hutchinson, KS) •Hutchinson Community College – Department Chair, Professor, Adjunct – Mathematics & MIS Depts. Designed and taught courses in all areas of mathematics & computing. (1977 - 1997) Professional Data Services - Programmer and system designer - Developed a medical system including the first paperless claims in Kansas, appointments and collection systems. Owned ComputerLand, Entre’ and Connecting Point stores, received first IBM PC and first Compaq portable in KS. (1978 - 1981) •Farmland Industries - Programmer and system designer - Developed and maintained P&L, Credit Union and Feedlot accounting. (1977 - 1978) Awards: •Accounting Today - Listed as one of the 2004-2016 Top 100 Most Influential People •CPA Practice Advisor - Accounting Hall of Fame 2011, Top 25 Thought Leader 2011-2017 •Accounting Technology – Listed as one of the top nine technology stars in the industry •AICPA Technology Conference – Past Chair and featured Speaker for the past 31 years Who’s Who in Business & Industry – 1990-2017; in Computing 1987-2017 - Acknowledged as a leading business professional and as a leading computing professional Certifications: •Microsoft Certified Professional – MCP (Microsoft Corporation) •Certified Network Administrator – CNA (Novell Corporation) •Certified CAD specialist, Network Professional, Data Communications (AutoDesk, 3Com, Entre’)
Non-Member Price $119.00
Member Price $89.00