AI Unboxed Series | BUNDLE WEBINAR PACKAGE
Multiple Events Between -
Up to 6.00 Credits
Member Price $250.00
Non-Member Price $370.00
Overview
AI Unboxed is a four-part series designed to help CPAs harness the power of artificial intelligence (AI) to enhance business processes. Whether you're new to AI or looking to deepen your expertise, this series will provide practical applications and strategies for integrating AI into your workflow. Led by industry experts Tommy Stephens of K2 Enterprises and Jennifer Elder, founder of The Sustainable CFO, this series offers valuable insights to keep you ahead in the evolving accounting landscape.
After purchasing this bundle webinar package, you will automatically be registered for all four webinars included in the series (6 hours CPE credit total). See dates/topics included in the series at bottom of page.
Notice
- This series is offered in partnership with and is administered by the Minnesota Society of CPAs.
This bundle contains the following events:
AI Unboxed: Exploring the Power and Potential of AI
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Live Virtual Seminar
1.50 Credits
Member Price: $75
Introduction to AI AI tools and technologies AI applications in accounting Ethical considerations in AI Getting started with AI
AI Unboxed: Using AI and Excel
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Live Virtual Seminar
1.50 Credits
Member Price: $75
AI and Excel integration Automating tasks with AI in Excel AI-enhanced data analysis in Excel AI for predictive modeling and forecasting in Excel Data visualization with AI in Excel
AI Unboxed: Financial Statement Analysis with AI
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Live Virtual Seminar
1.50 Credits
Member Price: $75
How AI is transforming financial statement analysis Automating financial data collection and processing Detecting anomalies and trends with AI Predictive analytics and forecasting Enhancing reporting and visualization with AI
AI Unboxed: Using AI to Research and Report
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Live Virtual Seminar
1.50 Credits
Member Price: $75
AI for data collection and analysis Accelerating research tasks AI-assisted reporting techniques
Leader(s):
Leader Bios

Jennifer Elder, Founder, The Sustainable CFO, Jennifer H Elder Dba/The Sustainable CFO
Jennifer Elder, CSP, CPA, CGMA, CSCA is an executive coach who helps smart professionals transform from technically talented to strategically savvy. If you want to be more productive, have more of an impact, and maintain your organization’s ethical standards, Jennifer can deliver interactive and engaging training sessions. In 2022, Jennifer received the Women Who Count award in education by the Accounting and Financial Women’s Alliance (AFWA). In 2018, Jennifer earned the designation of Certified Speaking Professional (CSP). Making her one of only 15 people worldwide who hold both the CPA and CSP designations. CPA Practice Advisor named Jennifer one of the Top 25 Women in Accounting in 2018. She currently volunteers on the boards of several organizations including the New Hampshire Board of Accountancy, the Northeast Regional Council of the IMA, and Jennifer chairs the CSP Committee of the National Speakers Association.

Thomas Stephens, Shareholder, K2 Enterprises LLC
Tommy Stephens 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. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,900 educational sessions to over 73,000 participants throughout the United States and Canada.
Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. 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.
Non-Member Price $370.00
Member Price $250.00