October 5, 2026


Webinar


8 CPE Credits

K2 Automation & Workflow Productivity Conference

October 5, 2026
Webinar
8 CPE Credits

K2 Automation & Workflow Productivity Conference

  • View Bio

    Instructor

    Steve
    Yoss

    View Bio
  • Instructor

    Brian
    Tankersley

  • View Bio

    Instructor

    Randy
    Johnston

    View Bio
  • Instructor

    Tommy
    Stephens, Jr

CPE Credits Available

8 CPE Credits
2
Accounting
2
Computer Software & Applications
4
Information Technology

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Information Technology
  • Technology
  • Artificial Intelligence (AI)

Prerequisites

None

Advanced Preparation

None

Intended Audience

Anyone trying to improve workflow and automations and increase productivity.

Provider

K2 Enterprises, LLC

Agenda

October 5

K2's Agentic AI vs. Generative AI: What Accountants Need to Know Now
Speaker:

Steve Yoss

View Bio

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.


K2's Integration and Data Sharing for Accountants
Speaker:

Brian Tankersley

Description coming soon! 


K2's Getting Started With Artificial Intelligence
Speaker:

Randy Johnston

View Bio

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.


K2's Taking the Load Off You - Automation in Office 365
Speaker:

Tommy Stephens, Jr

Session description coming soon!


Register For This Event

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    Price includes $50.00 early registration discount(s) - expires 9/28

    Price includes $50.00 early registration discount(s) - expires 9/28

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    Price includes $50.00 early registration discount(s) - expires 9/28

    Price includes $50.00 early registration discount(s) - expires 9/28

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