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 25CF-TECH: K2's Technology Conference (Virtual)

June 18-19, 2025  -  Online

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Agenda

Wednesday, June 18, 2025

8:00 am - 9:40 am

A1. K2's Tech Update
Field of study Information Technology - Technical (2)
Description Staying up to date with advances in today's technology has never been more vital. Understand the evolving technological landscape and its implications for the accounting profession. Which technology trends are worth monitoring? What are the proper... Read more »

9:55 am - 11:35 am

B1. CPA Firm Update
Field of study Accounting - Technical (2)
Description In a rapidly evolving public practice accounting landscape, K2's CPA Firm Update continues to be your essential guide to staying ahead. Learn actionable insights for transformative technologies and management strategies reshaping the profession.... Read more »
B2. Taking a Fresh Look at Teams
Field of study Computer Software & Applications - Non-Technical (2)
Description Just because Microsoft Teams is no longer a new tool doesn't mean it hasn't evolved -- it certainly has! Since its introduction in 2016, Teams has become the de facto business productivity platform for organizations worldwide, yet many users barely... Read more »
B3. Top Ten Productivity Booster Apps in Microsoft
Field of study Computer Software & Applications - Non-Technical (2)
Description Discover productivity enhancements accounting professionals can use with Microsoft 365's versatile applications. Explore ten key apps, including Shared Mailboxes, Planner, Lists, To Do, Stream, Viva Learning, Forms, Bookings, Approvals and Places,... Read more »

12:30 pm - 2:10 pm

C1. Expense Reporting Automation
Field of study Computer Software & Applications - Non-Technical (2)
Description Managing and auditing employee spending on personal and corporate credit cards is a challenge everywhere. Legacy manual expense reporting preparation and approval processes are tedious and repetitive, making them an excellent starting point for your... Read more »
C2. Collaboration Tools and Best Practices
Field of study Information Technology - Technical (2)
Description Collaboration remains one of today’s hottest topics. Technology has fueled today's collaboration options, as work-from-anywhere environments demand collaboration platforms. Learn today’s best tools and practices to facilitate more effective... Read more »
C3. Automation Beyond the Basics With the Microsoft Power Platform
Field of study Computer Software & Applications - Non-Technical (2)
Description This session is for accounting professionals aiming to enhance their automation expertise with the low-code/no-code tools in Microsoft Power Apps and Power Automate. Explore techniques to create simple workflows and develop custom applications,... Read more »

2:25 pm - 4:05 pm

D1. Excel Tips: Today's Best Features
Description Wow! So many new Excel features and so little time! Microsoft continues to add tremendous functionality to Excel – the business professional's tool of choice. Yet most Excel users have not discovered these new tools and remain mired in yesterday’s... Read more »

Thursday, June 19, 2025

8:00 am - 9:40 am

E1. Data Security and Privacy Issues and Solutions
Field of study Information Technology - Technical (2)
Description Data security and privacy issues continue to plague businesses of all sizes. No matter where you look, the numbers are bad – really bad! But that doesn’t mean you can’t take steps to reduce these risks. Learn about the key security and privacy risks... Read more »

9:55 am - 11:35 am

F1. Client Accounting Services for CPA Firms: Strategies for Growth and Success
Field of study Accounting - Technical (2)
Description Client Accounting Services (CAS) have become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams, and streamlined operations. Learn practical guidance for accounting professionals on... Read more »
F2. CRM: The Ultimate Business Automation Tool
Field of study Information Technology - Technical (2)
Description Designed for accounting professionals, this course explores Customer Relationship Management (CRM) systems as a critical tool for business automation. Learn the CRM's role in streamlining workflows, organizing communications, enhancing client... Read more »
F3. Taking Another Look at Power BI
Field of study Computer Software & Applications - Non-Technical (2)
Description Although Power BI has been available for ten years, most business professionals don’t fully appreciate all it can do and its ease of use. Further, many are intimidated by the platform and continue to use less efficient and effective reporting... Read more »

12:30 pm - 1:20 pm

G1. What's New With QuickBooks
Field of study Computer Software & Applications - Non-Technical (1)
Description QuickBooks Desktop, Online, and Enterprise Solutions remain three of the most widely used accounting applications. However, each platform continues to experience major changes across several fronts. Feature sets, licensing requirements and price... Read more »
G2. AI: Better Prompts, Better Results
Field of study Information Technology - Technical (1)
Description Generative AI is seemingly everywhere, and business professionals are embracing the technology. And for a good reason – generative AI provides opportunities for enormous gains in efficiency and productivity. However, those gains can be even greater... Read more »
G3. Next Level Home Networking
Field of study Information Technology - Technical (1)
Description In this course, accounting professionals and technology enthusiasts will explore advanced home networking concepts to support remote work and modern digital needs. Learn to select prosumer-grade hardware, configure multi-SSID networks and integrate... Read more »

1:30 pm - 2:20 pm

H1. After QuickBooks, What's Next?
Field of study Computer Software & Applications - Non-Technical (1)
Description Accounting professionals face a critical technological shift with the discontinuation of QuickBooks Pro and Premier sales in 2024. Explore the transition to modern platforms, including QuickBooks Online, Xero, Zoho Books, FreshBooks and more. Gain... Read more »
H2. AI: Security and Privacy Issues
Description Security and privacy issues must be top-of-mind concerns for business professionals using AI. Yet, for far too many of these professionals, no concern is given for the potential security and privacy risks associated with AI, setting the stage for... Read more »
H3. Ten PDF Tips You Need to Know
Field of study Computer Software & Applications - Non-Technical (1)
Description Portable Document Format (PDF) documents are everywhere! Yet few know how to work effectively with these documents. Learn valuable tips you can use to assist you with creating, editing and securing PDFs. Also, learn how to convert PDFs to fillable... Read more »

2:35 pm - 4:15 pm

I1. Ripped From the Headlines: Lessons From Interesting Tech Crimes
Field of study Information Technology - Technical (2)
Description Generative AI and "ransomware for hire" have helped cybercriminals thrive in the post-pandemic period – but how do they do it? This all-new session is a series of case studies that examine actual criminal filings and news accounts and use them to... Read more »
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Conference management team

Lynn Kletscher
Director of Education
952-885-5513

Emily Stamp
Conference coordinator
952-885-5509 

Leslie Mueller
Exhibitors & Sponsors
952-885-5520

Conference sponsorships

Reach CPAs by becoming a sponsor
Strengthen your brand recognition with a targeted buyer group – CPAs and accounting professionals. You'll interact one-on-one with informed, affluent customers.