Conferences
We've upped our game again with an impressive lineup of local and nationally known experts, leaders, and advisors to bring you the just-in-time knowledge and updates you need to succeed. View our upcoming conferences and register today:
K2's Automation & Workflow Productivity Conference (VIRTUAL)
Monday, Oct. 5 10:30am - 6:00pm
Online
8.00 Credits
Member Price: $289
In 2026, automation isn't just about working faster—it's about building a practice that can scale, adapt, and compete in an increasingly technology-driven profession. This intensive one-day conference focuses squarely on how accounting professionals can implement practical automation solutions that genuinely transform daily workflows. We'll examine integration platform as a service (iPaaS) tools, showing you how these systems actually work under the hood and how to configure them for your specific needs. You'll see how AI fits into the automation puzzle (though this isn't an AI conference per se—it's about making your entire technology ecosystem work smarter). And we'll dig into the tools you already own, like Power Query in Excel, that might be sitting underutilized while you're manually manipulating data.If you're ready to stop spending hours on repetitive tasks and start building workflows that run themselves, this conference will give you the blueprint. We're talking about real efficiency gains—connecting systems that currently don't talk to each other, transforming how data moves through your organization, and freeing up your team to focus on analysis and advisory work instead of data entry. Whether you're running a small practice or managing technology for a larger firm, you'll walk away with specific strategies for implementing automation that actually sticks. Mark your calendar and get ready to build a future-ready business.
Personal Financial Planning Conference - VIRTUAL
Tuesday, Oct. 27 8:30am - 5:00pm
Online
8.00 Credits
Member Price: $345
This conference is being hosted by the Maryland Association of CPAs and will only be offered virtually. Are you ready to gain insights that will shape the future of financial planning? Join us for a transformative day filled with cutting-edge knowledge and invaluable networking opportunities.This conference is still being planned, so please check back for the full agenda.
Construction Contractors Conference (VIRTUAL)
Tuesday, Oct. 27 8:50am - 5:00pm
Online
8.00 Credits
Member Price: $249
*IMPORTANT: This is a virtual conference and is being run in partnership with the New York State Society of CPAs. The 2026 NYSSCPA Construction Contractors Conference brings together industry leaders, advisors, and subject matter experts to examine the most significant business, financial, regulatory, and operational issues facing contractors today. Through a series of timely presentations and discussions, attendees will gain practical insights into emerging technologies, economic trends, compliance requirements, tax planning opportunities, business growth strategies, and succession planning strategies. The conference is designed to help construction professionals make informed decisions and prepare their organizations for both current challenges and future opportunities.Learning Objectives• Examine emerging trends and technologies, including artificial intelligence, that are influencing the construction industry.• Provide updates on legal, regulatory, payroll, and tax developments affecting contractors.• Equip attendees with strategies to enhance compliance, reduce risk, and improve operational efficiency.• Enhance attendees' understanding of current tax planning opportunities and financial considerations impacting construction businesses.• Explore growth, acquisition, joint venture, and succession planning strategies available to contractors.• Deliver actionable insights that help construction industry professionals make informed business decisions in a rapidly changing environment. Major Topics• From the growing influence of artificial intelligence to evolving legal and tax regulations, the construction industry continues to face rapid change on multiple fronts.• This year's conference will feature thought-provoking discussions on how contractors can adapt to new technologies, address compliance risks, capitalize on tax-saving opportunities, and respond to shifting economic conditions. • Attendees will also hear practical perspectives on workforce and payroll challenges, strategic growth initiatives, business combinations, and ownership transition planning. • Whether your focus is improving current operations or preparing for the next stage of your business's lifecycle, the program offers valuable insights from experienced professionals serving the construction industry every day. Please note that the Class Pass does not apply to this program. Full agenda coming soon!
K2's Artificial Intelligence Conference (VIRTUAL)
Friday, Nov. 6 10:30am - 6:00pm
Online
8.00 Credits
Member Price: $324
Are you prepared to differentiate yourself in the ever-changing landscape of finance and accounting? Look no further than K2’s highly anticipated Artificial Intelligence Conference, the ultimate solution for unlocking a future where efficiency and expertise merge. Picture a world where your productivity and work quality are sky-high, thanks to the cutting-edge AI tools at your disposal. With ChatGPT by K2, you’ll experience a revolutionary way of streamlining operations and making informed decisions. Say goodbye to trial and error methods and hello to insightful guidance from industry leaders. Ready to dive in? Get hands-on experience and witness firsthand the tangible benefits of integrating AI in real accounting scenarios. Be prepared to be amazed as AI takes your skills and efficiency to a whole new level.
State Tax 360° Conference (IN-PERSON)
Tuesday, Nov. 10 8:20am - 4:30pm
Rocky Hill
8.00 Credits
Member Price: $289
*IMPORTANT: This is the in-person option for the State Tax 360° Conference. State Tax 360° is the educational and networking experience for tax professionals in Connecticut! In this fresh approach, local experts in state taxation will discuss the latest topics and answer your questions. Participants will then have a series of local resources to turn to when that sticky tax issue arises. State Tax 360° is a great opportunity to learn about high-level topics, network with other professionals, and bring additional value to your clients.
State Tax 360° Conference (VIRTUAL)
Tuesday, Nov. 10 8:20am - 4:30pm
Online
8.00 Credits
Member Price: $289
*IMPORTANT: This is the virtual option for the State Tax 360° Conference. State Tax 360° is the educational and networking experience for tax professionals in Connecticut! In this fresh approach, local experts in state taxation will discuss the latest topics and answer your questions. Participants will then have a series of local resources to turn to when that sticky tax issue arises. State Tax 360° is a great opportunity to learn about high-level topics, network with other professionals, and bring additional value to your clients.
Cybersecurity Conference (VIRTUAL)
Tuesday, Nov. 17 8:20am - 12:30pm
Online
4.00 Credits
Member Price: $179
Please be aware that this is a 4-hour virtual program this year. CPA firms and accounting departments are being specifically targeted and are under attack. Find out what you can do today to keep your data safe. This CTCPA conference, sponsored by the Technology Committee, is designed for CPAs. With cyber crime on the rise, you can't afford to miss this informative program. Agenda Coming Soon
New England Practice Management Conference
Wednesday, Nov. 18 12:50pm - Friday, Nov. 20 1:30pm
Mashantucket
17.00 Credits
Member Price: $829
This conference is being hosted by the New England Society of CPA's (formerly Massachusetts Society of CPA's) and is only offered in-person. We are excited to once again partner with NECPAs to offer their Management of an Accounting Practice (MAP) Conference in-person this fall! Join us November 18th-20th at Foxwoods Resort Casino for three days of networking, reconnecting with your peers and informative sessions on the top issues facing firms. Developed by firm leaders for firm leaders and their successors, this conference will feature some of accounting's foremost thought leaders. Click the agenda tab to see the full list of sessions and speakers! Don't forget to book your hotel room! The deadline to book under our room block is Tuesday, October 27th. Visit https://book.passkey.com/go/MAPConference2026 to make your reservation.
K2's Technology Conference
Monday, Nov. 30 9:00am - Tuesday, Dec. 1 5:15pm
Online
16.00 Credits
Member Price: $534
This Conference is filled with 16 hours of fast-paced presentations designed to maximize your time and enhance your learning. Nationally recognized speakers have extensive expertise in numerous software applications. They will share their knowledge with you in order to help you do your job with efficiency and ease. Participants will receive helpful tips and advanced techniques, along with the tools and skills necessary to keep up with the ever-increasing pace of changes in computer technology. This conference is designed for CPAs in public practice or industry who want to take better advantage of technology to improve efficiency and effectiveness.
Federal Tax Conference (VIRTUAL)
Tuesday, Dec. 1 8:20am - Wednesday, Dec. 2 12:30pm
Online
8.00 Credits
Member Price: $289
This virtual conference will be broken up into two 4-hour days (8:20 am - 12:30 pm on December 1 and December 2). Please note that when you register for this conference you are automatically registering for both days. CPAs and Enrolled Agents in public accounting or industry will stay ahead of the curve with critical updates impacting your business and clients. Attend this can't-miss event and leave with the practical insights and up-to-date guidance needed to navigate this evolving tax landscape with confidence.
Private Wealth Conference (IN PERSON)
Thursday, Dec. 10 8:50am - 5:00pm
New York
8.00 Credits
Member Price: $349
*IMPORTANT: This is the in-person option for this conference and is being run in partnership with the New York State Society of CPAs. Please note that the Class Pass does not apply to this program. Full agenda and details coming soon!
Private Wealth Conference (VIRTUAL)
Thursday, Dec. 10 8:50am - 5:00pm
Online
8.00 Credits
Member Price: $349
*IMPORTANT: This is the VIRTUAL option for this conference and is being run in partnership with the New York State Society of CPAs. This event is also being held in person in New York, so please double check that you are registering for the correct option. Please note that the Class Pass does not apply to this program. Full agenda and details coming soon!
K2's Excel Conference (VIRTUAL)
Monday, Dec. 14 9:30am - 5:00pm
Online
8.00 Credits
Member Price: $289
Excel remains the most critical tool in any accounting professional's arsenal—but the platform keeps evolving, and most practitioners aren't tapping into even half of what's now possible. This specialized conference cuts through the noise to focus exclusively on Microsoft Excel's latest capabilities that matter most to your daily workflow. From dynamic arrays and LAMBDA functions to Power Query automation and modern data manipulation tools, you'll discover features that can genuinely transform how you work. These aren't theoretical exercises—they're real-world techniques you can implement immediately to handle larger datasets, reduce errors, and reclaim hours every week.Whether you're still relying on methods from five years ago or you're already pushing Excel's boundaries, these sessions will equip you with practical skills that make an immediate difference. With two opportunities to attend in 2026, you can choose the timing that works best or revisit the material as Excel continues its rapid evolution. Don't let your Excel knowledge stagnate while the platform races ahead.
Tax Planning for Business Entities Conference (IN PERSON)
Tuesday, Dec. 15 8:50am - 5:00pm
New York
8.00 Credits
Member Price: $349
*IMPORTANT: This is the IN-PERSON option for this conference and is being run in partnership with the New York State Society of CPAs. This event is also being held virtually, so please double check that you are registering for the correct option. Please note that the Class Pass does not apply to this program. Full agenda and details coming soon!
Tax Planning for Business Entities Conference (VIRTUAL)
Tuesday, Dec. 15 8:50am - 5:00pm
Online
8.00 Credits
Member Price: $349
*IMPORTANT: This is the VIRTUAL option for this conference and is being run in partnership with the New York State Society of CPAs. This event is also being held in person in New York, so please double check that you are registering for the correct option. Please note that the Class Pass does not apply to this program. Full agenda and details coming soon!
K2's Tax and Technology Conference (VIRTUAL)
Wednesday, Dec. 23 9:30am - 5:00pm
Online
8.00 Credits
Member Price: $289
Busy season is right around the corner, and the technology choices you make now will determine whether you spend the next few months swimming or drowning. This one-day virtual event cuts through the noise to focus on what actually works in 2026—the software, systems, and strategies that help small and medium tax practices operate more efficiently and profitably. We're talking about real solutions for real practitioners: tax preparation platforms that integrate with your existing workflows, document management that doesn't require a computer science degree, client portals that actually get used, and firm management tools built for how you work today.Whether you're looking to automate repetitive tasks, streamline client communication, or finally get your practice operating like the well-oiled machine you know it can be, this conference delivers actionable technology insights you can put to work immediately. Don't head into another busy season with outdated tools and inefficient processes—spend a day with us and discover how the right technology choices can save you time, reduce stress, and help you deliver better service to your clients.