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Speaker Randy Johnston
top-rated speaker in the technology industry for over 40 years.
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Speaker Tommy Stephens
CITP, has presented over 3,100 educational sessions throughout the United States and Canada.
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Speaker: Brian Tankersley
CITP, is a frequent speaker at continuing education courses for K2 Enterprises.
July 22 & 23, 2025
8:20am - 4:30pm
Virtual Conference via Zoom
Elevating Business Solutions
PD Nexus: Information Technology Insights 2025 strives to be the touchstone conference-style PD Day, designed for members and organizations dedicated to delivering the best for their customers and clients. As always, this event aims to provide practical, actionable technology strategies tailored for today’s busy accountants and business professionals.
Join us to explore how you and your organization can leverage cutting-edge tools and innovative strategies to excel in the modern business environment. This year’s event features three relevant and timely streams of breakout sessions, each packed with valuable insights, along with four great plenary sessions.
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
Day 1: July 22
| Time | Event |
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8:20am - 8:30am | Welcome and Introductory Remarks |
8:30am - 10:10am PLENARY | Tech Update Staying up to date with advances in today's technology has never been more vital, and K2's 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. Key topics
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10:10am - 10:20am | Break |
10:20am - 12pm BREAKOUT 1 | CPA Firm Update If you work in a public accounting practice, this session is a must to understand how technology developments will change how you and your team operate. Key topics
Taking a Fresh Look at Teams Just because Microsoft Teams is no longer a new tool doesn’t mean it hasn’t evolved…it certainly has! Learn about the core options available in Teams and how to leverage them. Explore new enhancements in Teams, including threaded conversations, enhanced meeting features, and integration with Microsoft’s Copilot platform. If you use Teams and want a deeper understanding of the platform, don’t miss your opportunity to participate in this session. Key topics
Top Ten Productivity Booster Apps in Microsoft 365 There is more to Microsoft 365 than Excel, Word, Outlook, and PowerPoint. Participate in this session to learn about the many productivity-enhancing apps and services included with your Microsoft 365 subscription. Key topics
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12pm - 1pm | Lunch Break |
1pm - 2:40pm BREAKOUT 2 | Expense Reporting Automation Team member expense reporting can be a tiresome and error-prone task that no one likes to perform. In this session, you will learn best practices for expense report automation to ease the pain of this process. Key topics
Collaboration Tools and Best Practices Effective collaboration tools are needed more today than ever! In this session, you will learn about the best tools, platforms, and strategies needed to collaborate effectively. Key topics
Automation - Beyond the Basics with the Microsoft Power Platform The need to automate business processes continues to expand rapidly. In this session, you will learn how to use Microsoft’s Power Platform to facilitate your automation efforts. Key topics
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2:40pm - 2:50pm | Break |
2:50pm - 4:30pm PLENARY | Excel Tips - Today’s Best Features So many new Excel features and so little time! Microsoft continues to add tremendous functionality to Excel – the business professional’s tool of choice. Keep up with the latest features, functions, and tools added to Excel by participating in this session to learn today’s best features in Excel. Key topics
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Day 2: July 23
| Time | Event |
|---|---|
8:20am - 8:30am | Welcome Back and Housekeeping |
8:30am - 10:10am PLENARY | Data Security and Privacy Issues and Solutions Data security and privacy issues continue to plague businesses of all sizes. No matter where you look, the numbers are bad. But that doesn’t mean you can’t take steps to reduce these risks. If you work in a public accounting practice, this session is a must to understand how technology developments will change how you and your team operate. Key topics
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10:10am - 10:20am | Break |
10:20am - 12pm BREAKOUT 1 | Client Accounting Services for CPA Firms: Strategies for Growth and Success Client Accounting Services (CAS) have become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams, and streamlined operations. In this session, you will learn how to succeed by growing this business sector. Key topics
CRM - The Ultimate Business Automation Tool Customer Relationship Management (CRM) systems can be an extremely valuable asset for automating customer contacts and interactions. In this session, you will learn how you can transform numerous business processes using CRM technologies. Key topics
Taking Another Look at Power BI Although Power BI has been available for ten years, most business professionals don’t fully appreciate all it can do and its easy use. If you want to improve financial and operational reporting, now is the time to take another look at Power BI! Many recent enhancements make this tool even stronger and easier to use, so now is the time to take another look at Power BI. Key topics
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12pm - 12:50pm | Lunch Break |
12:50pm - 1:40pm BREAKOUT 2 | Understanding Your Ransomware Risk Protecting yourself from ransomware requires more than just anti-virus software. Ransomware remains a persistent threat, potentially compromising corporate and personal data. For this reason, ransomware should stay a top-of-mind concern for all technology users. Learn about ransomware and how to mitigate its threat by participating in this session. Key topics
AI - Better Prompts, Better Results 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 if you understand best practices for issuing AI prompts. In this session, you will learn the best ways to ask questions of your AI platforms so that you get the information you seek quickly and easily. Key topics
Next Level Home Networking Home networks can range from very simple implementations (often with few security features) to more sophisticated deployments designed to minimize downtime and maximize security. In this session, you’ll learn which type of home network is ideal for you and how to implement it. Key topics
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1:40pm - 1:50pm | Break |
1:50pm - 2:40pm BREAKOUT 3 | The Best Kept Secrets of Microsoft 365 Many organizations have implemented Microsoft 365/Office 365 at a basic level, but few have truly explored the breadth and depth of tools included with their subscriptions. Microsoft 365 offers more than just Excel, Outlook, Word, and PowerPoint! Participate in this session to learn about the best-kept secrets in your Microsoft 365 subscription and how they can improve personal and team productivity and security. Key topics
AI - Security and Privacy Issues AI usage is spreading quickly! Is your organization doing everything necessary to address security and privacy issues? In this session, you will learn how to enhance security and privacy when working with AI. Key topics
Ten PDF Tips You Need to Know PDF documents are a staple of the business community, yet most users don’t know how to take advantage of this technology. Participate in this session to learn ten valuable tips to help you get more from your PDFs. Key topics
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2:40pm - 2:50pm | Break |
2:50pm - 4:30pm PLENARY | Ripped from the Headlines: Lessons from Interesting Crimes Generative AI and “ransomware for hire” have helped cybercriminals thrive in the post-pandemic period – but how do they do it? Technology changes facilitate new forms of cybercrimes and fraud. In this session, you will learn how the crooks used technology to reap their ill-gotten rewards. Key topics
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Randy Johnston, MCS has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2024.
His influence throughout the accounting profession was highlighted again this year by receiving the 2023 Accounting Today Top 100 Most Influential People in Accounting award for the twentieth consecutive year. In addition, Randy writes a monthly column and produces a weekly podcast for The CPA Practice Advisor, features for the Journal of Accountancy, creates articles for accounting and technology publications, and is the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 40 years and is the largest managed service provider serving the CPA profession in North America.
Tommy Stephens, CITP, maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner.
Tommy received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. During his professional career, Tommy has gained valuable experience in a variety of positions, including: working as an auditor and technology consultant for an Atlanta-based public accounting firm; leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; serving as a Chief Financial Officer for an international engineering organization; and founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses. Over the past thirty-eight years, Tommy has presented over 3,100 educational sessions to over 78,000 participants throughout the United States and Canada.
Brian Tankersley, CITP, is a Certified Public Accountant in Tennessee, and a consultant who advises US firms and companies on accounting technology issues. He is a frequent speaker at continuing education courses for K2 Enterprises and publishes a nationally recognized blog on accounting and technology.
Brian has also served as the technology editor for a major accounting industry publication. He has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005. Brian has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. He has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada.