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K2's Technology Conference

Thursday, May 21 9:00am - Friday, May 22 5:15pm

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Member Price $524.00

Non-Member Price $649.00

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IMPORTANT: Please be aware this is a 2 day, 16 credit conference and you must register for both days.

Thursday, May 21

General Session

- K2's Tech Update

Lavesh Chattlani, Founder, Scalene AI Consulting

Lavesh Chattlani

Lavesh Chattlani has spent over a decade at the intersection of technology and accounting, helping firms modernize their practices and embrace innovation. He spent nine years at Intuit, where he built and launched the Canadian Professional Services Division, and most recently served as Senior Director at Sage, leading the Canadian Accounting Business Unit.

Trained as an Innovation Catalyst by Scott Cook, the founder of Intuit, Lavesh has applied design thinking methodologies to help accounting firms accelerate transformation and unlock new value through technology and process redesign.

Over the past decade, he has spoken with thousands of accountants across North America, sharing insights at major industry events such as QuickBooks Connect and Accountex, and delivers over 40 courses annually through provincial and territorial CPA bodies.

Since the launch of ChatGPT, Lavesh has dedicated hundreds of hours to exploring and testing emerging AI tools, with a particular focus on Google Workspace and Gemini. His work emphasizes practical, real-world experimentation, bridging the gap between technology potential and business impact for accounting and finance leaders.

Staying current with today’s technology is no longer optional; it is essential. Tech Update 2026 offers accounting professionals a clear, strategic view of the evolving tech landscape, enabling them to cut through the noise and make informed decisions. This forward-looking session is built for practitioners who want to leverage innovation to enhance client service, boost operational efficiency, 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.

Credits: 2 - Computer Software & Applications

This session is available to registrants only.

Breakout Session

- K2's Building Future-Ready Businesses

Lavesh Chattlani, Founder, Scalene AI Consulting

Lavesh Chattlani

Lavesh Chattlani has spent over a decade at the intersection of technology and accounting, helping firms modernize their practices and embrace innovation. He spent nine years at Intuit, where he built and launched the Canadian Professional Services Division, and most recently served as Senior Director at Sage, leading the Canadian Accounting Business Unit.

Trained as an Innovation Catalyst by Scott Cook, the founder of Intuit, Lavesh has applied design thinking methodologies to help accounting firms accelerate transformation and unlock new value through technology and process redesign.

Over the past decade, he has spoken with thousands of accountants across North America, sharing insights at major industry events such as QuickBooks Connect and Accountex, and delivers over 40 courses annually through provincial and territorial CPA bodies.

Since the launch of ChatGPT, Lavesh has dedicated hundreds of hours to exploring and testing emerging AI tools, with a particular focus on Google Workspace and Gemini. His work emphasizes practical, real-world experimentation, bridging the gap between technology potential and business impact for accounting and finance leaders.

This practical program provides accounting professionals with actionable strategies for evaluating and implementing technology 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 attendees can apply concepts directly within their practice environments. Through examination of diverse organizational examples, participants will identify practical technology assessment methods and 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.

Credits: 2 - Information Technology

This session is available to registrants only.

- K2's Choosing Your CPA Firm Tech Stack

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.

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.

Credits: 2 - Computer Software & Applications

This session is available to registrants and their guests

- K2's Productivity Life Hacks

Lawrence McClelland, Associate, K2 Enterprises, LLC

Lawrence McClelland

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.

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 course will look at 10 different tools or services that can make your life easier or take the headache out of mundane tasks. We will look 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.

Credits: 2 - Computer Software & Applications

This session is available to registrants only.

Breakout Session

- K2's AI Accounting and Fraud Detection

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.

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/nocode 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, productivity, and profitability. This course equips professionals to make smarter technology investments and prepare for the next wave of AI-driven accounting transformation.

Credits: 2 - Information Technology

This session is available to registrants only.

- K2's Microsoft Power Tools

Lawrence McClelland, Associate, K2 Enterprises, LLC

Lawrence McClelland

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.

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 revolutionize your productivity and efficiency. Many professionals are unaware that they already have access to these powerful tools, leading to missed opportunities and suboptimal 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.

Credits: 2 - Computer Software & Applications

This session is available to registrants only.

- K2's NextGen Document Management, Workflows, and Portals

Lavesh Chattlani, Founder, Scalene AI Consulting

Lavesh Chattlani

Lavesh Chattlani has spent over a decade at the intersection of technology and accounting, helping firms modernize their practices and embrace innovation. He spent nine years at Intuit, where he built and launched the Canadian Professional Services Division, and most recently served as Senior Director at Sage, leading the Canadian Accounting Business Unit.

Trained as an Innovation Catalyst by Scott Cook, the founder of Intuit, Lavesh has applied design thinking methodologies to help accounting firms accelerate transformation and unlock new value through technology and process redesign.

Over the past decade, he has spoken with thousands of accountants across North America, sharing insights at major industry events such as QuickBooks Connect and Accountex, and delivers over 40 courses annually through provincial and territorial CPA bodies.

Since the launch of ChatGPT, Lavesh has dedicated hundreds of hours to exploring and testing emerging AI tools, with a particular focus on Google Workspace and Gemini. His work emphasizes practical, real-world experimentation, bridging the gap between technology potential and business impact for accounting and finance leaders.

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 accounting, 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.

Credits: 2 - Computer Software & Applications

This session is available to registrants only.

- K2's Getting Control of Your OneDrive Account

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.

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.

Credits: 1 - Computer Software & Applications

This session is available to registrants only.

Optional Session

- K2's Stop Wasting Time In Excel

Lawrence McClelland, Associate, K2 Enterprises, LLC

Lawrence McClelland

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.

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.

Friday, May 22

Optional Session

- K2's AI: Real Tools, Real Results

Lavesh Chattlani, Founder, Scalene AI Consulting

Lavesh Chattlani

Lavesh Chattlani has spent over a decade at the intersection of technology and accounting, helping firms modernize their practices and embrace innovation. He spent nine years at Intuit, where he built and launched the Canadian Professional Services Division, and most recently served as Senior Director at Sage, leading the Canadian Accounting Business Unit.

Trained as an Innovation Catalyst by Scott Cook, the founder of Intuit, Lavesh has applied design thinking methodologies to help accounting firms accelerate transformation and unlock new value through technology and process redesign.

Over the past decade, he has spoken with thousands of accountants across North America, sharing insights at major industry events such as QuickBooks Connect and Accountex, and delivers over 40 courses annually through provincial and territorial CPA bodies.

Since the launch of ChatGPT, Lavesh has dedicated hundreds of hours to exploring and testing emerging AI tools, with a particular focus on Google Workspace and Gemini. His work emphasizes practical, real-world experimentation, bridging the gap between technology potential and business impact for accounting and finance leaders.

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.

Credits: 2 - Information Technology

This session is available to registrants only.

Breakout Session

- K2's Microsoft Copilot, Including Agentic AI

Lavesh Chattlani, Founder, Scalene AI Consulting

Lavesh Chattlani

Lavesh Chattlani has spent over a decade at the intersection of technology and accounting, helping firms modernize their practices and embrace innovation. He spent nine years at Intuit, where he built and launched the Canadian Professional Services Division, and most recently served as Senior Director at Sage, leading the Canadian Accounting Business Unit.

Trained as an Innovation Catalyst by Scott Cook, the founder of Intuit, Lavesh has applied design thinking methodologies to help accounting firms accelerate transformation and unlock new value through technology and process redesign.

Over the past decade, he has spoken with thousands of accountants across North America, sharing insights at major industry events such as QuickBooks Connect and Accountex, and delivers over 40 courses annually through provincial and territorial CPA bodies.

Since the launch of ChatGPT, Lavesh has dedicated hundreds of hours to exploring and testing emerging AI tools, with a particular focus on Google Workspace and Gemini. His work emphasizes practical, real-world experimentation, bridging the gap between technology potential and business impact for accounting and finance leaders.

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, 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 course will equip you with practical strategies to integrate Copilot into your daily work and prepare for the future of intelligent accounting.

Credits: 2 - Computer Software & Applications

This session is available to registrants only.

- K2's Optimizing Your CAS and Advisory Tech Stack

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.

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 practical guidance on implementing and optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including 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 managing 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.

Credits: 2 - Computer Software & Applications

This session is available to registrants only.

- K2's Tech Tuneup Tips

Lawrence McClelland, Associate, K2 Enterprises, LLC

Lawrence McClelland

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.

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.

Credits: 2 - Information Technology

This session is available to registrants only.

Breakout Session

- K2's Innovative Strategy and IT Governance

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.

Selecting the right technology and ensuring it’s effectively adopted are two of the most critical challenges facing firms today. 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.

Credits: 1 - Business Management and Organization

This session is available to registrants only.

- K2's Technology's Seven (Not Quite) Deadly Sins

Lawrence McClelland, Associate, K2 Enterprises, LLC

Lawrence McClelland

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.

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.

Credits: 1 - Computer Software & Applications

This session is available to registrants only.

- K2's Ten Questions to Ask Your IT Team

Lavesh Chattlani, Founder, Scalene AI Consulting

Lavesh Chattlani

Lavesh Chattlani has spent over a decade at the intersection of technology and accounting, helping firms modernize their practices and embrace innovation. He spent nine years at Intuit, where he built and launched the Canadian Professional Services Division, and most recently served as Senior Director at Sage, leading the Canadian Accounting Business Unit.

Trained as an Innovation Catalyst by Scott Cook, the founder of Intuit, Lavesh has applied design thinking methodologies to help accounting firms accelerate transformation and unlock new value through technology and process redesign.

Over the past decade, he has spoken with thousands of accountants across North America, sharing insights at major industry events such as QuickBooks Connect and Accountex, and delivers over 40 courses annually through provincial and territorial CPA bodies.

Since the launch of ChatGPT, Lavesh has dedicated hundreds of hours to exploring and testing emerging AI tools, with a particular focus on Google Workspace and Gemini. His work emphasizes practical, real-world experimentation, bridging the gap between technology potential and business impact for accounting and finance leaders.

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 technology 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 capabilities, 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 guide strategic technology investments that support organizational goals in today’s rapidly evolving digital landscape.

Credits: 1 - Computer Software & Applications

This session is available to registrants only.

Breakout Session

- K2's Automation for Increasing Personal Efficiency and Effectiveness

Lavesh Chattlani, Founder, Scalene AI Consulting

Lavesh Chattlani

Lavesh Chattlani has spent over a decade at the intersection of technology and accounting, helping firms modernize their practices and embrace innovation. He spent nine years at Intuit, where he built and launched the Canadian Professional Services Division, and most recently served as Senior Director at Sage, leading the Canadian Accounting Business Unit.

Trained as an Innovation Catalyst by Scott Cook, the founder of Intuit, Lavesh has applied design thinking methodologies to help accounting firms accelerate transformation and unlock new value through technology and process redesign.

Over the past decade, he has spoken with thousands of accountants across North America, sharing insights at major industry events such as QuickBooks Connect and Accountex, and delivers over 40 courses annually through provincial and territorial CPA bodies.

Since the launch of ChatGPT, Lavesh has dedicated hundreds of hours to exploring and testing emerging AI tools, with a particular focus on Google Workspace and Gemini. His work emphasizes practical, real-world experimentation, bridging the gap between technology potential and business impact for accounting and finance leaders.

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 Service) tools and the Elgato Streamdeck, you’ll discover how to create a seamlessly automated environment. Join us to learn how to reclaim hours or even weeks of time through smart automation strategies that will transform your daily routine.

Credits: 1 - Information Technology

This session is available to registrants only.

- K2's Dynamic Arrays in Excel

Lawrence McClelland, Associate, K2 Enterprises, LLC

Lawrence McClelland

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.

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.

Credits: 1 - Computer Software & Applications

This session is available to registrants only.

General Session

- K2's Ripped from the Headlines: Lessons Learned from the Most Interesting Tech Crimes

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.

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.

Non-Member Price $649.00

Member Price $524.00