Information Technology Insights

July 21 & 22, 2026
8:20am – 4:30pm
Virtual Conference via Zoom

Smarter technology for smarter decisions.

Discover the tools, strategies, and innovations shaping the future of accounting and financial work. Our annual Information Technology Conference offers two days of practical, forward‑thinking sessions designed to help professionals boost productivity, strengthen their tech stack, and confidently navigate rapid technological change.

Each session delivers actionable insights you can apply immediately - whether you're focused on efficiency, advisory services, governance, or strategic modernization. Connect with industry experts, sharpen your competitive edge, and learn how to build a truly future‑ready practice.

Register today and take the next step toward smarter, more innovative work.

Special feature: Choose to attend the full event or only single days

Full Event Registration Day 1 Registration Day 2 Registration

Full Event:
Eligible CPD Hours: 14
Course Fee: $850
PD Passport: 24 credits

Single day:
Eligible CPD Hours: 7
Course Fee: $475
PD Passport: 12 credits

Tech Update

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.

Read more on Tech Update...

Key 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

Productivity Life Hacks

Reclaim hours each week by applying practical, easy-to-adopt technology tools. This session highlights ten proven apps and services that streamline scheduling, automate routine tasks, improve email and calendar control, enhance security, and simplify data sharing. Leave with actionable tips, workflows, and time-saving techniques that immediately improve productivity at work and in daily life.

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Key topics

Using a Streamdeck for push-button integration and automation
Using tools such as Clockify or Rescue Time to gain insight
Easily install applications using Ninite on your Windows 10/11 device
Improve data sharing between applications with Zapier, Power Automate, and others
Connecting to multiple communication applications (e.g., Teams, Slack, etc.) at once with Rambox
Using Inbox rules and filters to categorize and prioritize email automatically
Write more effectively with predictive text in Word and use Grammarly for spelling/grammar checking
Easily improve the security of your Windows device using services such as Controlled Folder Access, BitLocker, and others
Make backup a snap with services such as Google Drive, Microsoft OneDrive, and Dropbox
Best tips and tricks to make better use of your smartphone

Building Future-Ready Businesses

Gain practical, immediately applicable strategies for evaluating and implementing technology that drives efficiency and growth. Through real-world case studies, explore effective approaches to hardware, software, cloud, and on-premises solutions while addressing the needs of both remote and in-office teams. Attendees leave with actionable tools for managing change, measuring results, and building technology roadmaps that strengthen operations and client service.

Read more on Building Future-Ready Businesses...

Key topics

Technology Infrastructure Assessment Through Organizational Case Studies
Practical Implementation Strategies for Hardware and Software Solutions
Change Management Techniques for Remote and In-Office Teams

Choosing Your CPA Firm Tech

Today’s CPA firms face an overwhelming number of technology options promising higher efficiency and profitability. Cut through the noise by comparing suite vs. best-in-breed solutions, exploring the latest Agentic and Generative AI tools, and learning how to measure real ROI on firm technology investments. Discover practical strategies to build a connected, high-performing, and future-ready firm tech stack.

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Key topics

Evaluating suite vs. best-in-breed software ecosystems
Understanding and applying AI-driven tools for firm efficiency
Measuring ROI and integration effectiveness across the tech stack

Microsoft Power Tools

Power BI, Power Query, Power Pivot, and Power Automate offer significant opportunities for you to become more efficient and effective. Learn how to elevate your productivity with these tools.

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Key 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 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. Explore cutting-edge concepts that enable accountants to design automated processes with minimal effort. Perfect for professionals seeking to future-proof their accounting systems and harness the power of AI innovation.

Read more on AI Accounting and Fraud Detection...

Key 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

NextGen Document Management, Workflows, and Portals

Explore how firms are evolving beyond traditional paperless systems into integrated, AI‑enhanced document ecosystems. The session highlights modern tools for automated workflows, secure client portals, and cross‑platform integration across tax, accounting, and client service functions. Emphasis is placed on security, compliance, and governance to help firms streamline collaboration while safeguarding sensitive data.

Read more on NextGen Document Management, Workflows, and Portals...

Key topics

Modern document management and workflow automation
Secure client portals and digital collaboration tools
Implementation and ROI evaluation strategies for paperless systems

Stop Wasting Time in Excel

This Excel-focused session shows participants how to unlock greater speed, accuracy, and efficiency using both classic and next‑generation features. Attendees will learn to work smarter with tools and how these features can transform data analysis, automate reporting, and improve the quality of insights delivered from Excel.

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Key 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

AI: Real Tools, Real Results

Artificial intelligence is changing the way accountants work today, not tomorrow. Explore hands-on examples of how AI can automate reporting, improve analysis, and enhance client and management communications. This session demystifies AI, showing practical ways to implement it responsibly while achieving measurable results.

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Key topics

Practical AI tools and applications in accounting and finance
Implementation strategies and ethical considerations
Measuring results and ROI from AI adoption

Tech Tuneup Tips

This session delivers practical strategies for boosting everyday technology performance without replacing major systems. Learn how overlooked settings, productivity shortcuts, workflow tweaks, and security tune‑ups can be implemented immediately to reduce friction, enhance reliability, strengthen security, and extend the value of existing hardware and software investments.

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Key topics

Technology Tuneup Mindset. Identifying small technology changes that deliver outsized productivity and reliability gains.
Workstation and Device Optimization. Improving performance, stability, and usability of desktops, laptops, and mobile devices.
Software and Application Efficiency. Leveraging built-in features, reducing tool overlap, and improving day-to-day application usage.
Workflow and Collaboration Improvements. Streamlining email, file management, task visibility, and team collaboration.
Security and Risk Reduction Tuneups. Strengthening protection through practical, low-friction security enhancements.
Ongoing Tech Tuneup Planning. Creating a repeatable process for continuous technology improvement.

Microsoft Copilot, Including Agentic AI

This session shows how AI tools in Microsoft 365 - especially Copilot - can streamline workflows, enhance data analysis, and improve client service across Excel, Outlook, and Teams. Learn practical ways to automate tasks, generate insights, and collaborate efficiently while maintaining compliance and data integrity. Ideal for professionals preparing for the future of intelligent accounting.

Read more on Microsoft Copilot, Including Agentic AI...

Key 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

Optimizing Your CAS & Advisory Tech Stack

This session offers concise, practical guidance for building and optimizing a scalable Client Accounting Services (CAS) practice. Learn core service components, pricing approaches, communication strategies, and the key technologies that support CAS delivery. Explore best practices, emerging trends, and security and compliance considerations to help firms deliver consistent, high‑value services and strengthen client relationships.

Read more on Optimizing Your CAS & Advisory Tech Stack...

Key topics

CAS overview to understand the service offerings, client needs, and market opportunities
Selecting technology tools in CAS for accounting, workflow, and client collaboration
Designing Service Delivery Models that are scalable and efficient processes for CAS
Managing client relationships and setting expectations to deliver consistent value
Evaluating pricing strategies, including fixed fee, subscription, and other pricing models
Ensuring governance and meeting regulatory standards for data security and compliance
Adapting to emerging technologies and evolving client demands to future-proof the practice

Ten Questions to Ask Your IT Team

This session equips executives and financial professionals with a practical framework for engaging confidently in critical technology discussions. It presents ten targeted questions that drive meaningful dialogue a round cybersecurity, infrastructure, cloud governance, and remote work. Gain actionable insight to evaluate technology risks, improve oversight, and align IT decisions with organizational strategy and business objectives.

Read more on Ten Questions to Ask Your IT Team...

Key topics

Ten strategic question frameworks for technology assessment
Cybersecurity and infrastructure oversight through targeted dialogue
Cloud governance and remote work technology evaluation

Innovative Strategy and IT Governance

This session provides a practical framework for selecting the right technology and driving successful adoption. Learn how to evaluate software options, align decisions with firm goals, and apply effective governance and change‑management practices. Gain strategies for assessing readiness, managing vendors, reducing implementation risk, and ensuring technology investments deliver measurable results.

Read more on Innovative Strategy and IT Governance...

Key topics

Technology evaluation frameworks and selection processes
Change management strategies for technology implementation
Techniques to increase user adoption, learning, and engagement

Technology’s Seven (Not Quite) Deadly Sins

This session outlines seven critical steps to immediately improve how you use technology, boosting productivity while strengthening privacy and security. It explains the key “how” and “why” behind each recommendation, helping professionals adopt smarter, safer, and more efficient tech practices. Ideal for anyone aiming to enhance efficiency and protect sensitive data.

Read more on Technology’s Seven (Not Quite) Deadly Sins...

Key topics

Security and privacy tools you should consider enabling
Key features in Windows that you may not currently use
The importance of Zero Trust Security Models
Why applying updates is important
Collaboration tools and features
The trend to subscription-based software and why it is important
Why training team members is a must

Automation for Increasing Personal Efficiency and Effectiveness

This session shows how AI tools in Microsoft 365 - especially Copilot - can streamline workflows, enhance data analysis, and improve client service across Excel, Outlook, and Teams. Learn practical ways to automate tasks, generate insights, and collaborate efficiently while maintaining compliance and data integrity. Ideal for professionals preparing for the future of intelligent accounting.

Read more on Automation for Increasing Personal Efficiency and Effectiveness...

Key topics

What are integration and automation?
Exploring Integration Platform as a Service (iPaaS) tools and services
Intelligent Voice Assistants (IVAs) and home automation systems
Personal automation workflows and time-saving strategies
Smart home integration and optimization

Dynamic Arrays in Excel

Dynamic arrays can be a tremendous time-saver in Excel, but most business professionals remain unaware of what should be a commonly used tool. Learn the best practices for this tool by participating in this session.

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Key topics

Differentiating between dynamic arrays and traditional Excel formulas
Identifying which functions support dynamic arrays
Using dynamic arrays to link data from external data sources

Getting Control of Your OneDrive Account

This session highlights how to get more value from OneDrive - whether using a business or personal account. Learn key features that boost productivity, strengthen data security, and support efficient collaboration. Discover how to manage risks, streamline workflows, and integrate OneDrive more effectively into daily work to unlock its full potential.

Read more on Getting Control of Your OneDrive Account...

Key topics

Comparing OneDrive, OneDrive for Business, and SharePoint Online
Managing documents stored in OneDrive
Using OneDrive as a collaboration tool
Integrating OneDrive with other applications and services
Managing document versions using SharePoint

Ripped from the Headlines: Lessons Learned from the Most Interesting Tech Crimes

This session reviews real‑world financial fraud, cyberattacks, and ethical failures from national headlines, showing how schemes occurred, where controls broke down, and how accountants can prevent similar events. Featuring cases from AI‑driven deception to major embezzlements, it offers practical guidance on fraud detection, data protection, and governance - ideal for CPAs turning today’s scandals into tomorrow’s safeguards.

Read more on Ripped from the Headlines: Lessons Learned from the Most Interesting Tech Crimes...

Key topics

Financial fraud and embezzlement case studies
Cybercrime, data breaches, and AI-enabled fraud
Practical ethics, controls, and compliance lessons for prevention

Lavesh Chattlani is the founder of Scalene AI Consulting, helping professional service firms drive measurable outcomes with AI, automation, and data strategy.

Learn more about Lavesh Chattlani...

With 15+ years in Canadian fintech, including senior leadership roles at Intuit QuickBooks and Sage, he’s worked with thousands of accountants to optimize their practice. A passionate educator and problem-solver, Lavesh brings expertise in workflow optimization, cloud ecosystems, and financial literacy. He’s a frequent speaker at fintech conferences, known for his strategic insight, engaging delivery—and yes, his famously bad dad jokes.

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. He is a Certified Public Accountant in Tennessee, a Certified Information Technology Professional (CITP), and a Chartered Global Management Accountant (CGMA).

Learn more about Brian Tankersley...

Brian is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology. He has also served as the technology editor for a major accounting industry publication. Brian has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005.