Step into the future of accounting and finance with K2’s Fall Artificial Intelligence Conference, a one‑day program built for professionals who want real‑world AI skills—not just theory. As AI rapidly reshapes how firms work, this conference delivers practical guidance on how to evaluate, implement, and benefit from the tools that are already transforming productivity, analysis, and decision‑making.
DESIGNED FOR
Busy accounting and financial professionals who want to improve their personal and organizational productivity
BENEFITS
- 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
HIGHLIGHTS
10:30 a.m.-12:10 p.m.
K2’s AI: Real Tools, Real Results
Randy Johnston, MSC, MCP
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.
12:20-2 p.m.
K2's Getting Started With Artificial Intelligence
Tommy Stephens, CPA, CITP, CGMA
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.
2-2:30 p.m.
Lunch Break
2:30-4:10 p.m.
K2's Strategic Automation: Agentic AI Platform Applications
Steve Yoss, CPA, MS
This session 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.
4:20-6 p.m.
AI 201: Data Security, Privacy, Security on AI
Brian Tankersley, CPA, CITP, CGMA
Details coming soon.