A Tech-Forward Experience for Today’s Accounting Professionals

The Technology Conference is a two-day learning experience designed for accounting and finance professionals navigating rapid technology change. This conference delivers hands-on insight into artificial intelligence, automation, Excel, CAS, cybersecurity, and technology strategy, with a clear focus on real-world application and ROI.

Delivered entirely via live webcast, the conference allows professionals across Texas and beyond to stay current on emerging technology without travel.

What You’ll Learn at a Glance

This conference is built around practical outcomes you can apply immediately:

• How AI tools like Microsoft Copilot and generative AI are being used in accounting today

• Ways to automate workflows, improve efficiency, and reclaim hours each week

• How to evaluate and optimize your firm or organization’s technology stack

• Strategies for CAS growth, technology governance, and change management

• Cybersecurity, fraud detection, and AI governance best practices

• Advanced Excel and Microsoft 365 tools that improve accuracy and reporting

Key Session Themes

AI and Emerging Technology
Explore real-world applications of AI in accounting, including Copilot, Agentic AI, automation platforms, and AI-native accounting systems.

Productivity and Automation
Learn practical techniques to streamline daily work using Excel power tools, automation workflows, Streamdeck integrations, and productivity life hacks.

Firm Technology and CAS Strategy
Gain insight into choosing the right tech stack, optimizing CAS offerings, measuring ROI, and implementing scalable solutions.

Security, Governance, and Risk
Understand cybersecurity fundamentals, zero-trust models, AI governance, and fraud prevention strategies to protect data, clients, and firms.

Featured Sessions

• Tech Update 2026: AI, Automation, and the Future of Accounting

• AI: Real Tools, Real Results for Accounting and Finance Teams

• Stop Wasting Time in Excel

• Choosing the Right Tech Stack for Your CPA Firm

• Microsoft Power Tools: Unlocking the Value of Microsoft 365

• AI Accounting and Fraud Detection

• Ripped From the Headlines: Lessons from Real-World Tech Crimes

Who Should Attend

This online conference is designed for:

• CPAs in public accounting, industry, and advisory roles

• Firm leaders and managers responsible for technology decisions

• CAS professionals and accounting teams focused on efficiency and growth

• Finance and accounting professionals preparing for the future of the profession

Why This Conference Matters Now

Technology decisions are reshaping how accounting work gets done. From AI-driven workflows to automation and data security, professionals must evaluate tools strategically and apply them responsibly. This online program helps participants cut through uncertainty and move forward with confidence.