One of the 2004-2022 Accounting Today Top 100 Most Influential People
Top 25 Thought Leader in the Accounting Industry 2011-2023
Inducted into The CPA Practice Advisor Accounting Hall of Fame in 2011
One of nine technology stars in the U.S.
Accounting Technology Magazine
Has started and owns multiple businesses, including K2 Enterprises and Network Management Group, Inc., a leading provider for accounting professionals
Taught technology at Hutchinson Community College, James Madison University, Western Washington University, and the University of Central Oklahoma
Over 40 years of management and technology consulting experience!
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Instructor
Steve
Yoss
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Steve Yoss Jr
Bio
Stephen M. Yoss, Jr., CPA, is a senior technology strategist and principal of Yossio, a company that focuses on helping organizations develop a technology strategy to streamline their business operations.
Stephen has consulted with several companies on how to lower overhead, personnel, and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity.
Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He started writing original computer code at age 15 and has been working with technology ever since.
He has presented to thousands of practitioners worldwide on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention, and more.
Apart from working in technology and accounting he is a professional licensed pyrotechnician and works on major firework displays around the country. He lives in Claremont, California.
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Instructor
Brian
Tankersley
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Brian Tankersley
Bio
Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.
Tankersley has been recognized eight times as one of the "Top 25 Thought Leaders in Public Accounting Technology" by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group's Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.
Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor's degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.
Brian and his family make their home in Farragut, Tennessee.
CPE Credits Available
16 CPE Credits
2
Accounting and Auditing
14
Other
Things to Know About This Course
Provider
K2 Enterprises
Agenda
November 30
Tech Update
CPA Firm Update
Taking a Fresh Look at Teams
Top Ten Productivity Booster Apps in Microsoft 365
Expense Reporting Automation
Collaboration Tools & Best Practices
Automation - Beyond the Basics with the Microsoft Power Platform
Excel Tips - Today's Best Features
December 1
Data Security and Privacy Issues & Solutions
Client Accounting Services for CPA Firms: Strategies for Growth & Success
CRM - The Ultimate Business Automation Tool
Taking Another Look at Power BI
What's New with Quickbooks
AI-Better Prompts, Better Results
Next Level Home Networking
After Quickbooks, What's Next?
AI- Security & Privacy Issues
Ten PDF Tips You Need to Know
Ripped From the Headlines: Lessons From Interesting Tech Crimes