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Instructor
Randolph P. (Randy) Johnston, MCS, has been a leading authentic and genuine authority in technology for over 40 years. Inducted into the
Accounting Hall of Fame in 2011, he has remained a Top 25 Thought Leader in Accounting from 2011 through 2024. His continued influence in the profession is highlighted by his recognition in the 2024 Accounting Today Top 100 Most Influential People in Accounting—his twenty-first consecutive year on that list. In addition, Randy authors a monthly column and hosts a weekly podcast for The CPA Practice Advisor, contributes to the Journal of Accountancy, writes for various accounting and technology publications, and has published numerous books.
He has founded and still owns multiple ventures, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. (NMGI) in Hutchinson, Kansas. For four decades, NMGI has provided services to CPA firms and has been the largest managed service provider for the CPA profession in North America. Randy’s wife, four children, and seven grandchildren share his passions for theatre, music, travel, golf, skiing, snorkeling, and model trains. His background as a college instructor, management and technology consultant, and advisor to the accounting community informs today’s presentation.
Instructor
Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.
Instructor
Instructor
Explore the technologies, tools, and risks reshaping today’s nonprofit and finance functions. This conference brings together practical sessions on building a cost-effective nonprofit technology stack, using AI and automation to improve efficiency and internal control, strengthening defenses against fraud and cyber threats, and unlocking Excel’s latest capabilities for smarter analysis and reporting. Attendees will gain real-world strategies, actionable insights, and practical frameworks to make better technology decisions, enhance productivity, protect their organizations, and turn data into more informed results.
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Any finance professionals in the Not-for-profit realm!
Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.
Artificial intelligence and automation are two of the most transformative technologies available to nonprofits today—yet many managers still struggle to understand how and why to use them effectively. This practical session cuts through the confusion with real-world examples of how nonprofits can leverage AI and automation to increase efficiency, improve accuracy, and strengthen internal controls. Participants will explore leading tools including ChatGPT and Copilot, learn best practices for safe and secure implementation, and discover how to use tools they already have to automate everyday processes. Key takeaways include distinguishing between AI and automation, applying generative AI tools to streamline routine tasks, identifying risks specific to nonprofit environments, establishing governance policies to reduce AI-related risk, and determining which automation strategies best fit your organization.
True stories of financial fraud, cybercrime, and ethics violations make for some of the most powerful lessons in the accounting profession—and this engaging session puts those stories to work. Participants will analyze real-world cases that captivated the business and accounting world, examining how these crimes unfolded, the warning signs that were missed, and the internal control and technology failures that made them possible. Modern threats including AI-enabled deception are also addressed, with practical steps for strengthening fraud prevention, data protection, and governance. Key takeaways include analyzing financial crime cases to identify root causes and control failures, evaluating fraud and data breach prevention methods, assessing emerging risks posed by AI-enabled fraud and automation misuse, and determining practical steps to enhance internal controls and ethical culture within organizations.
Mastering Excel is no longer just a nice-to-have—it is essential for professionals who want to work smarter, faster, and with greater accuracy. This dynamic session covers both proven legacy features and powerful new tools, including Dynamic Arrays, PIVOTBY and GROUPBY functions, advanced data cleaning techniques, and seamless Copilot integration that transforms how teams analyze data and automate reporting. Participants will explore practical techniques to immediately reduce time spent on routine tasks and deliver more actionable insights from Excel. Key takeaways include creating more effective PivotTables, differentiating between data cleaning options, comparing formatting approaches, integrating AI and Copilot into Excel workflows, and applying new and underutilized Excel features to improve accuracy and productivity.
Nonprofits are under constant pressure to do more with less—especially when it comes to technology. This practical session provides a clear roadmap for building and optimizing a nonprofit technology stack without overspending or overengineering, offering real-world strategies for leveraging budget-friendly solutions while avoiding common pitfalls. Participants will learn to evaluate core technology needs, prioritize investments, and select cost-effective tools that align with their organization's mission and capacity. Key takeaways include developing a practical nonprofit technology roadmap, identifying cost-effective tools for core organizational needs, applying real-world strategies to avoid common technology mistakes, and building a framework for smarter, budget-conscious technology decision-making.