K2's Nonprofit Technology Conference - VIRTUAL

Overview

This conference is offered in collaboration with the K2 Enterprises.

This conference will cover relevant topics to nonprofit organizations and provide tools to effectively use technology to meet their mission based tasks.

Highlights

Prerequisites

None

Designed For

Any business professional working in a nonprofit organization

Objectives

Preparation

Fundamental understanding of computer operations

Notice

Credits

Level

Code

Vendor

Fields of Study

Monday, June 15

General Session

9:30am - 11:10am K2’s Building Your Nonprofit Tech Stack On A Budget

Randy Johnston, K2 Enterprises

Randy Johnston

Randy Johnston, is a nationally recognized educator, consultant, and writer with over 40 years of experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering, and outsourced managed services.

Nonprofits are under constant pressure to do more with less - especially when it comes to technology. Participate in this session to learn how to develop a practical, roadmap for building and optimizing a nonprofit technology stack, without overspending or overengineering. In this session, you will learn how to evaluate core technology needs, prioritize investments, and select cost effective tools to support your organization’s needs. You will also learn real world strategies for leveraging budget-friendly solutions while avoiding common mistakes and pitfalls. Upon completing this session, you will have a clear framework for making smarter, budget conscious technology decisions.

Credits: 2 - Information Technology

This session is available to registrants only.

General Session

11:20am - 1:00pm K2’s AI & Automation Strategies For Nonprofit Organizations

Stephen Yoss Jr., Stephen M. Yoss, Jr., CPA, MS is a ce, K2 Enterprises

Stephen Yoss Jr.

Stephen M. Yoss, Jr., CPA, is the partner, and principal of Devmatics, LLC, a software development company that focuses on solving problems through the implementation of technology. Stephen has consulted with several companies on how to lower overhead, personnel and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity.
Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He has presented to thousands of practitioners nationwide on topics such as cloud computing, mobile technology, spreadsheet design and best practices, information security, identity theft prevention and many more.

Two of the most critical technologies facing businesses today - including nonprofits - are Artificial Intelligence (AI) and automation. However, despite the significance of these tools, many managers struggle to understand the “how’s and why’s” of these tools.

Participants in this session will learn from practical, real-world examples how to leverage AI and automation for increased efficiency, accuracy, and internal control. Participants will also learn about some of the leading tools in these fields and best practices for putting the tools to work safely and securely. If you are looking for practical guidance on using AI and automation tools in your nonprofit organization, this is a “must-see” session.

Credits: 2 - Information Technology

This session is available to registrants only.

General Session

1:30pm - 3:10pm K2’s Ripped From The Headlines: Lessons Learned From The Most Interesting Tech Crimes

Brian Tankersley, Brian Tankersley is a consultant who, K2 Enterprises

Brian Tankersley

Brian F. Tankersley, CPA, CITP, CGMA, is the Technology Editor for The CPA Practice Advisor magazine. He has over 30 years of professional experience, including accounting, auditing, technology, and education, including 20 years as a CPE discussion leader. He teaches courses nationally through K2 Enterprises since 2005 and currently works with Yaeger CPA Review. Tankersley is a Certified Information Technology Professional, a Chartered Global Management Accountant and makes his home in Farragut, Tenn.

This session dives into real-world cases of financial fraud, cybercrime, and ethics breaches that captivated the business and accounting world. This session analyzes how these crimes unfolded, the warning signs that were missed, and the internal control and technology failures that enabled them. Participants will explore modern threats, including AI-enabled deception, and learn practical steps to strengthen fraud prevention, data protection, and governance. From shocking embezzlements to headline-making cyberattacks, this course turns true stories into powerful lessons for today’s accounting and finance professionals.

Credits: 2 - Auditing

This session is available to registrants only.

General Session

3:20pm - 5:00pm K2’s Stop Wasting Time In Excel

Thomas Stephens, K2 Enterprises

Thomas Stephens

Thomas G. (Tommy) Stephens Jr., CPA, CITP, CGMA, 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. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. 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. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past twenty-seven years, Tommy has presented over 2,800 educational sessions to over 71,000 participants throughout the United States and Canada.Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.

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.

Credits: 2 - Computer Software & Applications

This session is available to registrants only.