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
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
Automation is transforming the accounting profession—and this conference helps practitioners understand exactly what that means and how to get started. Sessions clarify the critical differences between Generative AI and Agentic AI, explaining where each technology fits in accounting workflows and what governance considerations apply, while a hands-on introduction to popular AI tools including ChatGPT, Bard, and Copilot equips attendees with the practical skills to begin immediately. Key takeaways include differentiating generative from agentic AI using functional criteria, identifying appropriate use cases for each, evaluating control and compliance implications, and confidently accessing and querying leading AI platforms.
None
None
Anyone trying to improve workflow and automations and increase productivity.
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.
Generative AI and Agentic AI are often conflated—but they are fundamentally different technologies with very different implications for the accounting profession. This introductory session explains the critical distinctions between these two classes of AI, clarifying how generative tools focus on content creation while agentic systems are designed to plan, act, monitor outcomes, and iterate toward objectives with minimal human intervention. Accounting professionals will gain clarity on where each technology is appropriate and how agentic AI will reshape workflows, controls, and advisory services. Key takeaways include differentiating generative AI from agentic AI using functional and architectural criteria, identifying use cases suited to each type, evaluating governance and control implications of agentic systems, and recognizing how Agentic AI may alter accounting roles and firm economics.
Description coming soon!
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.
For many accounting professionals, artificial intelligence remains an enigma—and this practical session is the antidote. Participants will learn how to access and use multiple popular AI tools including ChatGPT, Bard, and Copilot to improve efficiency and productivity in their daily work. The session walks through the hands-on steps for getting started, from creating accounts and querying data to customizing subscriptions and understanding the difference between free and paid tools. Key takeaways include listing the steps for querying data from leading AI tools, identifying the capabilities of Microsoft Copilot, differentiating between free and paid AI options, and recognizing examples of risks associated with AI use in professional settings.
Session description coming soon!