What's Coming Next: Technology Strategies for CPAs
2.00 Credits
Member Price $105
Non-Member Price $135
Overview
If you only take one technology course this year to stay current, this is it. This high-level update provides a comprehensive look at the major shifts in hardware, software, and market trends that will define the professional landscape in 2026. We move beyond the headlines to identify the “best of the best” tools and strategies that offer genuine business value, helping you separate meaningful progress from short-term hype. Whether you are working from a traditional office, a home setup, or a mobile environment, this session clarifies how to align your tech stack with the current direction of the industry.
The curriculum balances big-picture market insights with practical updates on the tools you use daily. We will examine the evolution of intelligence in the workplace-tracking the move from simple AI chat prompts toward integrated, agentic workflows that handle real business tasks. From major cloud platform overhauls to the latest hardware benchmarks, you will gain the specific insights needed to make informed investment decisions for your firm or organization. Join us to see what is around the corner and prepare your practice for the opportunistic year ahead.
Highlights
The 2026 Market Outlook: Big-Picture Trends and Technology Forecasts, The Best of 2026: Top Hardware and Software Picks for Professionals, The Intelligence Evolution: Transitioning to Real-World Agentic Workflows, Ecosystem Excellence: Maximizing Your Existing Cloud and Mobile Platforms
Prerequisites
None
Designed For
CPAs and financial leaders who need a definitive, all-in-one update on the technology trends and tools that will impact their organizations in the next year.
Objectives
Analyze major technology trends and market shifts to prepare for the 2026 professional environment., Identify the latest hardware and software innovations to maintain a high-performing “work from anywhere” infrastructure., Utilize advanced cloud platform features to improve operational efficiency and team collaboration across the organization., Discover how emerging automation and agentic workflows can be applied to create measurable business value., Evaluate recent updates in the modern technology stack to prioritize strategic investments for the coming year.
Preparation
None
Leader(s):
Leader Bios
Stephen Yoss Jr., Stephen M. Yoss, Jr., CPA, MS is a ce, K2 Enterprises
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.
Non-Member Price $135
Member Price $105