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K2's Nonprofit Technology Conference (VIRTUAL)

Monday, Jun. 15
 10:30am - 6:00pm

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Online

8.00 Credits

Member Price $289.00

Price will increase by $35 after 6/8

Non-Member Price $414.00

Price will increase by $35 after 6/8

Overview

Nonprofit organizations face a unique challenge: doing more with less while maintaining transparency, accountability, and mission focus. Whether you’re working with a charitable foundation, religious organization, NGO, or other mission-driven entity, the right technology can transform how you operate. This specialized conference brings together practical AI applications, automation strategies, donor engagement systems, and nonprofit-specific software solutions designed to help your organization run more efficiently without losing sight of what matters most—your mission.

You’ll walk away with actionable strategies you can implement immediately. From Excel techniques that simplify fund accounting to AI tools that reduce administrative burden, from document management systems that ensure compliance to data analytics that demonstrate impact to stakeholders—this day is built specifically for financial professionals navigating the nonprofit landscape in 2026. Mark your calendar for a full day of technology training that understands your world.

Objectives

  • Evaluate and implement AI and automation tools that reduce administrative workload while maintaining the transparency and accountability required in nonprofit operations
  • Apply modern data analysis techniques specific to fund accounting, grant tracking, and donor management to demonstrate organizational impact and stewardship
  • Navigate technology decisions around nonprofit-specific software platforms, document management, and workflow automation with confidence
  • Develop strategies for optimizing your organization's technology stack within budget constraints while addressing security, privacy, and governance requirements
  • Utilize productivity tools and techniques tailored to the unique operational challenges of mission-driven organizations

Highlights

  • AI and Automation Strategies for Nonprofit Operations
  • Technology Tools and Platforms Built for Mission-Driven Organizations
  • Excel Power Tools: Fund Accounting, Grant Tracking, and Donor Analytics
  • Document Management and Workflow Automation for Compliance and Efficiency
  • Building Your Nonprofit Tech Stack on a Budget
  • Data Privacy, Security, and IT Governance in the Nonprofit Space

Designed For

Nonprofit CPAs

Preparation

None

Notice

By registering for this program and, accordingly, receiving the eMaterials, you're acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.

Monday, June 15

General Session

- K2’s Building Your Nonprofit Tech Stack On A Budget

Randolph Johnston, Executive Vice President, Shareholder, K2 Enterprises, LLC

Randolph Johnston

Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years of 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.

Nonprofits are under constant pressure to do more with less—especially when it comes to technology. Participate in this session to learn how to develop a practical, roadmap for building and optimizing a nonprofit technology stack, without overspending or overengineering. In this session, you will learn how to evaluate core technology needs, prioritize investments, and select cost effective tools to support your organization’s needs. You will also learn real world strategies for leveraging budget-friendly solutions while avoiding common mistakes and pitfalls. Upon completing this session, you will have a clear framework for making smarter, budget conscious technology decisions.

Credits: 2 - Information Technology

This session is available to registrants only.

General Session

- K2’s AI & Automation Strategies For Nonprofit Organizations

Steve Yoss Jr., Associate, K2 Enterprises, LLC

Steve Yoss Jr.

Stephen M. Yoss, Jr., MS, CPA, is a visionary CPA and the entrepreneurial mind behind Devmatics, LLC. Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by an Masters of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.

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.

Two of the most critical technologies facing businesses today – including nonprofits – are Artificial Intelligence (AI) and automation. However, despite the significance of these tools, many managers struggle to understand the “how’s and why’s” of these tools.

Participants in this session will learn from practical, real-world examples how to leverage AI and automation for increased efficiency, accuracy, and internal control. Participants will also learn about some of the leading tools in these fields and best practices for putting the tools to work safely and securely. If you are looking for practical guidance on using AI and automation tools in your nonprofit organization, this is a “must-see” session.

Credits: 2 - Information Technology

This session is available to registrants only.

General Session

- K2’s Ripped From The Headlines: Lessons Learned From The Most Interesting Tech Crimes

Brian Tankersley, Director of Strategic Relationships, K2 Enterprises, LLC

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.

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 and 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.

Credits: 2 - Auditing

This session is available to registrants only.

General Session

- K2’s Stop Wasting Time In Excel

Thomas Stephens Jr., Shareholder, K2 Enterprises, LLC

Thomas Stephens Jr.

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. Over the past twenty-seven years, Tommy has presented over 2,900 educational sessions to over 73,000 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.

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.

Credits: 2 - Computer Software & Applications

This session is available to registrants only.

Non-Member Price $414.00

Member Price $289.00