Are efficiency and performance important to you? Do you value data security? Do you want to be more productive? The ISCPA Technology Conference can help you do all of this and more. Learn from technology expert Tommy Stephens and determine how to address your organization's most-pressing needs. Walk away with practical, technology-based tips and tools to safeguard your systems, strengthen security, deter fraud and increase productivity.

Don't get left behind! Join us for exciting presentations on how to take full advantage of today's technologies to advance your business practices, processes, and workflows so that you and your team are working at peak efficiency.

Technology...There's always something new on the horizon...

Day One:

• Tech Update 2026 
  • Staying up to date with advances in today's technology has never been more vital, and Tech Update equips you with the knowledge to stay ahead of the rapid pace of innovation. This comprehensive session is designed for accountants who want to understand the evolving technological landscape and its implications for the accounting profession.
• Microsoft Power Tools
  • Unlock the full potential of your Microsoft 365 subscription with our exclusive session on Microsoft’s Power Tools! Discover the incredible capabilities of Power BI, Power Query, Power Pivot, and Power Automate, and learn how these tools can revolutionize your productivity and efficiency. 
• AI: Real Tools, Real Results
  • Artificial intelligence is changing the way accountants work — today, not tomorrow. K2’s AI: Real Tools, Real Results delivers clear, hands-on examples of how AI can automate reporting, improve analysis, and enhance client and management communications. Learn to use tools like ChatGPT, Microsoft Copilot, and industry-specific AI platforms to increase productivity and accuracy. This session demystifies AI, showing practical ways to implement it responsibly while achieving measurable results. Ideal for accountants, auditors, and finance leaders ready to put AI to work in their daily operations.
• Stop Wasting Time In Excel
  • Are you ready to unlock Excel’s full potential? In today’s fast-paced world, mastering Excel isn’t just a nice-to-have — it’s a must for anyone who wants to work smarter, faster, and with greater accuracy.

Day Two:

• Microsoft Copilot, Including Agentic AI
  • Discover how artificial intelligence is transforming the accounting profession in this dynamic, intermediate-level CPE session. Microsoft Copilot for Accounting and Financial Professionals explores how AI-powered tools in Microsoft 365 - like Excel, Outlook, and Teams - can streamline workflows, enhance data analysis, and improve client service. Learn how to harness Copilot to automate tasks, generate financial insights, and collaborate more effectively, while maintaining compliance and data integrity. Whether you're in public accounting, corporate finance, or advisory services, this course will equip you with practical strategies to integrate Copilot into your daily work and prepare for the future of intelligent accounting.
• AI Accounting And Fraud Detection
  • The next generation of accounting software is here — and AI powers it. This session dives into intelligent general ledger tools like Digits, Puzzle.io, and Docyt, revealing how automation and AI are revolutionizing accounting workflows. You’ll explore cutting-edge concepts, such as vibe coding and low-code/no-code platforms, that enable accountants to design automated processes with minimal effort. Learn how to measure ROI, streamline operations, and make informed tech investments that drive profitability. Perfect for professionals seeking to future-proof their accounting systems and harness the power of AI innovation.

Busy accounting and financial professionals who want to improve their personal and organizational productivity while learning about today's top technology and trends

Finance professionals interested in choosing and managing technology

See below

Day One - September 21

• Tech Update 2026 
  • Staying current with today’s technology is no longer optional; it is essential. Tech Update 2026 offers accounting professionals a clear, strategic view of the evolving tech landscape, enabling them to cut through the noise and make informed decisions. This forward-looking session is built for practitioners who want to leverage innovation to enhance client service, boost operational efficiency, and remain competitive. Explore the most impactful trends in artificial intelligence, quantum computing, automation, and cloud-based ecosystems. Understand how technologies like Microsoft 365 Copilot, generative AI tools, industry-specific SaaS platforms, and blockchain are reshaping the profession. Learn to identify which solutions align with your firm’s goals — and which are just vendor hype.
    • Learning Objectives
      • Identify emerging technology trends in AI and SaaS that impact the accounting profession
      • Evaluate technology solutions strategically
      • Distinguish innovation from vendor hype
      • Develop a high-ROI technology roadmap
    • Major Topics
      • AI's practical maturity has come of age with generative AI, Copilot in Microsoft 365, and AI-powered audit or CAS tools—now standard in mid-sized firms.
      • While still in the initial stages, quantum computing developments in quantum cryptography and long-range R&D investments demonstrate potential.
      • Interoperability is improving with MPC, Open API ecosystems, integrated platforms, and data portability as core decision-making factors.
      • Cybersecurity and AI governance underscore the importance of zero-trust architectures, AI usage policies, and compliance with FTC/IRS data security requirements.
• Microsoft Power Tools
  • Unlock the full potential of your Microsoft 365 subscription with our exclusive session on Microsoft’s Power Tools! Discover the incredible capabilities of Power BI, Power Query, Power Pivot, and Power Automate, and learn how these tools can revolutionize your productivity and efficiency. Many professionals are unaware that they already have access to these powerful tools, leading to missed opportunities and suboptimal performance. Don't let this be you! Participate in this session to explore the practical applications of these tools and elevate your productivity and internal control structure to new heights.
    • Learning Objectives
      • Identify opportunities to improve internal controls and efficiency using Power Automate
      • Compare reporting options available in Power BI
      • Differentiate between conventional PivotTables and those create using Power Pivot
      • Identify examples of data manipulation techniques using Power Query
    • Major Topics
      • Creating effective dashboard-style reports using Power BI
      • Using Power Query to access and manipulate data, specifically for reporting purposes
      • Taking advantage of Power Pivot to build reports from large quantities of data
      • Automating routine tasks for improved efficiency and accuracy
• AI: Real Tools, Real Results
  • This session teaches professionals how to move beyond theory and start using AI to work smarter, faster, and more accurately. This hands-on session explores how public accounting and industry finance teams can use AI tools for tasks like reporting, forecasting, audit analytics, and client service. Participants will see real-world examples of automation, gain practical implementation tips, and learn how to balance innovation with professional responsibility. Discover how to measure your AI ROI, enhance productivity, and position your firm or department for success in the AI-driven accounting era.
    • Learning Objectives
      • Apply AI tools to streamline accounting and financial workflows.
      • Evaluate real-world use cases for AI in both public practice and industry.
      • Assess the impact of AI adoption on efficiency, accuracy, and profitability.
      • Determine appropriate governance and ethical practices for AI use in accounting.
    • Major Topics
      • Practical AI tools and applications in accounting and finance
      • Implementation strategies and ethical considerations
      • Measuring results and ROI from AI adoption
• Stop Wasting Time In Excel
  • Are you ready to unlock Excel’s full potential? In today’s fast-paced world, mastering Excel isn’t just a nice-to-have — it’s a must for anyone who wants to work smarter, faster, and with greater accuracy. Make plans to participate in this dynamic, Excel-centric session designed for professionals like you. Discover how you can leverage features like templates, Precision as Displayed, and PivotTables along with new tools such as Dynamic Arrays, advanced data cleaning, PIVOTBY and GROUPBY functions, and seamless Copilot integration. These features will transform how you and your team analyze data, automate reporting, and deliver actionable insights from Excel.
    • Learning Objectives
      • Identify options for creating more effective PivotTables
      • Differentiate between various options for cleaning data in Excel
      • Compare options for quickly formatting data in Excel
      • Determine how you can use AI in Excel to work more efficiently and effectively
      • Identify examples of new and underutilized features in Excel
    • Major Topics
      • New Excel features that can enhance your efficiency, accuracy, and productivity
      • Legacy Excel features that can save you time
      • Options for integrating AI into Excel
      • Data manipulation features in Excel

Day Two - September 22

• Microsoft Copilot, Including Agentic AI
  • Discover how artificial intelligence is transforming the accounting profession in this dynamic, intermediate-level CPE session. Microsoft Copilot for Accounting and Financial Professionals explores how AI-powered tools in Microsoft 365 - like Excel, Outlook, and Teams - can streamline workflows, enhance data analysis, and improve client service. Learn how to harness Copilot to automate tasks, generate financial insights, and collaborate more effectively, while maintaining compliance and data integrity. Whether you're in public accounting, corporate finance, or advisory services, this course will equip you with practical strategies to integrate Copilot into your daily work and prepare for the future of intelligent accounting.
    • Learning Objectives
      • Identify key features of Microsoft Copilot within Excel, Outlook, and Teams that enhance productivity for accounting and financial professionals
      • Determine how to use Microsoft Copilot to automate routine accounting tasks such as data analysis, financial reporting, and reconciliation
      • Analyze the benefits and limitations of integrating Microsoft Copilot into existing accounting workflows, including considerations for data security and compliance
      • Apply Microsoft Copilot tools to interpret financial data and generate insights that support decision-making and strategic planning
      • Determine the potential impact of AI-driven tools like Microsoft Copilot on the future of the accounting profession, including ethical considerations and evolving skill requirements
    • Major Topics
      • Incorporating Copilot with Excel, Word, PowerPoint, and Outlook
      • Using Copilot to automate routine tasks and assignments
      • Integrating Copilot with agentic AI
      • Identifying key privacy and security features in Copilot
      • Understanding and deploying agentic AI
• AI Accounting And Fraud Detection
  • As accounting software evolves, AI-native systems are transforming how firms manage data and measure results. This session explores emerging AI-integrated general ledger platforms such as Digits, Puzzle.io, and Docyt. It examines how new technologies, like vibe coding and low-code/no-code automation, are reshaping efficiency and improving fraud detection. Attendees will learn to assess ROI across accounting tools, identify key performance metrics, and develop an automation strategy that enhances accuracy, productivity, and profitability. This course equips professionals to make smarter technology investments and prepare for the next wave of AI-driven accounting transformation.
    • Learning Objectives
      • Analyze emerging AI-integrated accounting platforms and their potential ROI.
      • Evaluate low-code and no-code tools for creating automated accounting workflows.
      • Assess performance metrics that measure the effectiveness of accounting software investments.
      • Compare the functionality of AI-based general ledger systems with that of traditional platforms.
    • Major Topics
      • AI-based accounting software and general ledger innovations
      • ROI measurement and tech investment strategy
      • Low-code/no-code and vibe coding for process automation

None

• Bring your laptop computer and follow along