Artificial Intelligence is no longer a future concept—it’s transforming the accounting and finance profession today. In this fast-paced 90-minute session, discover how AI-driven tools and strategies are revolutionizing workflows, improving decision-making, and driving business impact.

Instructors:
Don Tomoff, David Culley, Tommy Stephens

Don Tomoff CPA, MBA
Don is the founder of Invenio Advisors LLC, a consulting firm that excels in optimizing information management, enhancing process efficiency, and elevating reporting and data analysis capabilities. Additionally, the firm specializes in comprehensive education and training services. With a background that spans “Big 4” public accounting, and significant roles in senior-level industry finance, including an eight-year tenure as VP, Finance and Treasurer at Jo-Ann Stores, equips him with deep knowledge of industry insight and practical business perspective.

Since shifting focus in 2010, Don has dedicated himself to assisting executives and organizations in navigating the complexities of digital transformation, with a particular emphasis on process improvement, data analytics, and the development of knowledge management information strategies. His approach emphasizes pinpointing critical improvement areas and employing technology to drive significant advancements, marrying hands-on experience with strategic vision.

Beyond consulting, Don is a course developer and instructor with the Business Learning Institute, and has emerged as a leading voice on Excel, digital technologies, and the exciting frontiers of Generative AI and ChatGPT. Through sharing his knowledge via talks, workshops, and advisory roles, he has gained a reputation as an influencer in the tech-business nexus.

David Culley
David has a passion for professional education and development! For over 19 years he has enjoyed supporting people with their continuing professional development by designing and delivering highly interactive courses face-to-face and online.

David’s technical expertise in financial management, business strategy and technology is founded on his fellowships of the Association of Chartered Certified Accountants and the Institute of Leadership. This expertise is enhanced by his career as a business leader and continues to be nourished by research into how these fields are evolving in the modern business environment.
In recent years, David has developed an extensive range of courses to enable finance professionals and business leaders to engage effectively with Artificial Intelligence. These courses cover the very latest developments in this rapidly evolving field, and use real life case studies to demonstrate practical ways of harnessing this technology in the workplace.

Tommy Stephens, CPA
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. Tommy is a Certified Public Accountant, Certified Information Technology Professional, and 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 various small and emerging businesses.

In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. He affiliated with K2 Enterprises in 2003 and joined the firm as a partner in 2007. Over the past thirty-nine years, Tommy has presented over 3,200 educational sessions to over 82,000 participants throughout the United States and Canada.

Tommy maintains professional memberships with the AICPA and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.