Rocky Mountain Technology Conference
Webcast Only
16.00 Credits
Member Price $579.00
Non-Member Price $679.00
Overview
December 19, 2024 - Day One Sessions:
8:30am to 10:10am - K2's Tech Update • Brian Tankersley
10:25am to 12:05pm - Choose One Session:
K2's Office Scripts - The New Macros • Mac McClelland
K2's Getting Started with Artificial Intelligence • Steve Yoss
K2's The ABCs of Automation with Microsoft's Power Platform • Brian Tankersley
12:55pm to 2:35pm - Choose One Session
K2's What's Now, What's Next: Emerging Technologies • Steve Yoss
K2's Accessing Your Company's Data with Power Query and Power BI • Mac McClelland
K2's CPA Firm Technology and Management Update • Brian Tankersley
2:50pm to 4:00pm - K2's Excel Best Practices and Features • Mac McClelland
December 20, 2024 - Day Two Sessions:
8:30am to 10:10am - K2's Time to Advance Automation • Brian Tankersley
10:20am to 12:00pm - Choose One Session:
K2's Optimizing Your Tech Stack • Mac McClelland
K2's Advanced Collaboration Solutions • Steve Yoss
K2's Small Business Accounting Solutions • Brian Tankersley
12:50pm to 1:40pm - Choose One Session:
K2's Consumer Electronics Show 2024 Review • Brian Tankersley
K2's AI Confidential? Privacy and AI • Mac McClelland
K2's Better Reporting with Quickbooks Online • Steve Yoss
1:50pm to 2:40pm - Choose One Session:
K2's Harnessing ChatBPT • Steve Yoss
K2's Effective Automation and Outsourcing • Brian Tankersley
K2's Saving Time with Electronic Forms • Mac McClelland
2:50pm to 4:30pm - K2's Ripped from the Headlines: Lessons from Interesting Tech Crimes • Steve Yoss
Leader(s):
Leader Bios
Brian Tankersley, K2 Enterprises LLC
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, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005, and he is also one of the national instructors for Yaeger CPA Review. 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 47 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He received the Outstanding Discussion Leader Award from the Tennessee Society of CPAs in 2009 and 2013, and was recognized for writing the Article of the Year for the Tennessee CPA Journal in 2011. 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.
Stephen Yoss Jr, K2 Enterprises LLC
Stephen M. Yoss, Jr., CPA, is a certified public accountant, the senior technology strategist and principal of Yossio, a continuing education instructor for financial professionals, 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. At age 10, Stephen began working with technology; he started his first IT company at just 13, which focused on designing web applications for local businesses. At 15, he began writing original computer code and has been designing and implementing technological solutions continuously since then. Stephen is a graduate of Loyola Marymount University, with degrees in Accountancy and International Business. While at Loyola, he served the campus as student body president and as the student representative to the Board of Trustees. He has a Master’s of Science degree in Information Systems and Technology from Claremont Graduate University with a concentration in Geographic Information Systems. In 2009, Stephen formed Yossio, 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. Prior to starting Yossio, Stephen worked as an accountant in his family’s practice, Yoss & Allen. At Yoss & Allen, he completely redesigned the firm’s technology practices and instituted a technological infrastructure to streamline the firm’s practices and allow them strategic flexibility. Many of the technologies, strategies, and concepts that Stephen uses himself (and consults companies on how to use) were designed, perfected, and implemented to help his family’s business and their clients. In addition to his time with Yoss & Allen, Stephen worked in New Zealand as a management accountant. Since 2009, Stephen has also been teaching continuing professional education, providing written, webcast, in-house, and live instruction. 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. Stephen is also a professionally licensed pyrotechnician and works on major fireworks displays throughout the nation for Pyro Spectaculars, North America’s largest full-service fireworks display production company. He’s proud to have helped produce incredible displays, including the Macy’s July 4th Spectacular in New York City, the 75th Anniversary of the Golden Gate Bridge in San Francisco, KGB Skyshow in San Diego, and many more. Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Stephen brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically designed to benefit their needs and streamline their operations in order to create efficiency and maximize their financial potential. Stephen calls Claremont, CA, home; when he’s not at the desk, in a boardroom, at the podium, or producing a fireworks display, he spends as much time as he can pursuing his other passions. He is an avid music lover and attends multiple festivals each year. At the Burning Man, Stephen helps setup and produce pyrotechnic displays for the city. In Claremont, he regularly volunteers his time to perform various community services. He’s also an avid outdoorsman and regularly carves out time to scuba dive, camp, hike, and photograph both close to home with family and friends and on his many travels.
Non-Member Price $679.00
Member Price $579.00