K2s Fall Artificial Intelligence Conference Webcast [K2AITC]

Full Description

K2s Fall Artificial Intelligence Conference Webcast (K2AITC)

November 6th, 2026 / 6:30 am 2:00 pm

Live Webcast

Major Topics:
This conference includes the following sessions:

-AI: Real Tools, Real Results
This session teaches professionals how to move beyond theory and start using AI to work smarter, faster, and more accurately. This hands-on session explores how public accounting and industry finance teams can use AI tools for tasks like reporting, forecasting, audit analytics, and client service. Participants will see real-world examples of automation, gain practical implementation tips, and learn how to balance innovation with professional responsibility. Discover how to measure your AI ROI, enhance productivity, and position your firm or department for success in the AI-driven accounting era.

-Getting Started with Artificial Intelligence
Much has been written and said about Artificial Intelligence (AI). But for many professionals, AI remains an enigma because they do not know how to get started using tools such as Bard, ChatGPT, and Copilot. If that describes your situation, relax because help is here! Participate in K2's Getting Started with Artificial Intelligence to learn to use today's AI tools. This session will teach you how to access and use multiple popular AI tools to improve efficiency and productivity. If you are starting with AI, this is one session you cannot miss!

-Strategic Automation: Agentic AI Platform Applications
This course provides a comprehensive examination of Agentic AI models and their application within integration platform as a service (iPaaS) environment. Participants will explore the architectural components and operational methodologies of leading iPaaS tools, understanding their critical role in scalable workflow automation. The program delineates the strategic advantages of embedding AI-driven logic into business processes, offering a forward-looking perspective on operational efficiency and organizational agility for financial professionals. The curriculum emphasizes practical application, demonstrating how to design, develop, and deploy intelligent automation solutions. It addresses the nuanced integration of Agentic AI capabilities into existing and new workflows, focusing on enhancing decision-making and task execution. Through structured content, attendees will gain actionable insights into leveraging these advanced technologies to drive significant improvements in business performance and competitive positioning.

-AI201: Data Security, Privacy, Security on AI
This course provides an in-depth exploration of the security and privacy challenges associated with artificial intelligence (AI) technologies. Designed for professionals who seek to understand the nuances of AI security and privacy, the course covers key risks and introduces best practices for mitigating these risks. Participants will learn to differentiate between AI security and privacy risks and will be equipped with practical examples of common challenges faced in today's AI platforms. The course emphasizes the importance of robust security and privacy policies, and outlines steps necessary for effectively managing the risks associated with AI tools.
By the end of this course, participants will have a comprehensive understanding of the major provisions of security and privacy policies, the potential risks associated with the use of AI tools, and the strategies to safeguard against these risks.

Learning Objectives:
-Session 1: Apply AI tools to streamline accounting and financial workflows; Evaluate real-world use cases for AI in both public practice and industry; Assess the impact of AI adoption on efficiency, accuracy, and profitability; Determine appropriate governance and ethical practices for AI use in accounting.

-Session 2: List the steps for querying data from tools such as Bard and ChatGPT; Identify the capabilities of Microsofts Copilot; Differentiate between the capabilities of free and paid AI tools; Name examples of risks associated with AI.

-Session 3: Describe core functionalities and operational principles of integration platform as a service tool; Identify prominent iPaaS solutions, comparing their features for business automation needs; Explain the conceptual framework of Agentic AI within automated business workflows; Demonstrate integration of Agentic AI logic into various process automation systems; Evaluate practical applications where Agentic AI enhances organizational efficiency.

-Session 4: Differentiate between AI security and privacy risks; List examples of key security and privacy risks associated with many of todays AI platforms; Identify best practices for mitigating the security and privacy risks associated with AI.

Designed For: CPAs and accountants in public practice or industry roles, financial analysts, controllers, and CFOs exploring AI implementation, and accounting firm leaders and managers evaluating AI tools and ROI; Business professionals seeking to learn how to work with AI tools; Financial professionals seeking to implement AI-driven process automation solutions.

CPE Credits: 8, Information Technology

Level of Knowledge: Intermediate

Prerequisite: None

Acronym: K2AITC

Discussion Leader: Randy Johnston / Tommy Stephens / Stephen Yoss / Brian Tanker

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