K2's Winter Excel Conference - VIRTUAL

4 selected sessions
Online- K2 Enterprises
12-14-2026 9:30am - 5:00pm
8.00 credits
Member price: $424
Non-member price: $524
(discounts available)
Members save $100.00.
You aren't a member... yet.
OVERVIEW

Excel remains the most critical tool in any accounting professional's arsenal—but the platform keeps evolving, and most practitioners aren't tapping into even half of what's now possible. This specialized conference cuts through the noise to focus exclusively on Microsoft Excel's latest capabilities that matter most to your daily workflow. From dynamic arrays and LAMBDA functions to Power Query automation and modern data manipulation tools, you'll discover features that can genuinely transform how you work. These aren't theoretical exercises—they're real-world techniques you can implement immediately to handle larger datasets, reduce errors, and reclaim hours every week.

Whether you're still relying on methods from five years ago or you're already pushing Excel's boundaries, these sessions will equip you with practical skills that make an immediate difference. With two opportunities to attend in 2026, you can choose the timing that works best or revisit the material as Excel continues its rapid evolution. Don't let your Excel knowledge stagnate while the platform races ahead.


DESIGNED FOR

  • Practitioners and business owners seeking to maximize productivity through integrated software workflows.
  • Business professionals seeking to take full advantage of dynamic arrays.
  • CPAs and financial professionals seeking to modernize their data analysis and forecasting capabilities.
  • Business professionals seeking to improve their efficiency and effectiveness when using Excel by taking advantage of Microsoft Copilot’s capabilities.


OBJECTIVES
  • Apply advanced Excel functions and features released in recent updates to streamline common accounting tasks and improve accuracy in financial analysis
  • Implement Power Query and modern data manipulation techniques to automate repetitive processes and handle increasingly complex datasets
  • Utilize PivotTables and dynamic array functions to create more flexible, maintainable reports that adapt to changing business requirements
  • Recognize overlooked built-in tools and shortcuts that can significantly reduce time spent on routine Excel operations
  • Build more efficient workflows using contemporary Excel capabilities designed specifically for data-intensive professional environments

HIGHLIGHTS
  • Excel Blocking and Tackling – Often Overlooked Tools
  • Advanced Excel Functions and Latest Features
  • Power Query and Other Data Manipulation Tools
  • PivotTables – Excel's Best Feature Is Now Even Better
  • Modern Dynamic Arrays and Formula Techniques
  • Workflow Optimization Strategies for Financial Professionals

ADVANCED PREP

None


DISCOUNTS
Early Registration Discount:
$50
(expires: Nov 30, 2026)
CREDITS
Computer Software & Applications
4.00 credits
Information technology
2.00 credits
Specialized Knowledge and Applications
2.00 credits
FIELDS OF STUDY
Computer Software & Applications
Information Technology
Specialized Knowledge
LEVEL
Intermediate
SESSIONS
Members save $100.00.
You aren't a member... yet.

12-14-2026

001-Microsoft 365 Mastery: When Everything Works Together

Start: 9:30AM

End:  11:10AM

Most accounting professionals utilize only a fraction of the power available within their Microsoft 365 subscription, often treating Word, Excel, and Outlook as isolated islands. This session moves beyond basic app usage to focus on the “unified ecosystem” advantage—the seamless integration of data, security, and user provisioning that allows a firm to operate as a single, cohesive unit. We will address the common frustration of “app overload” by demonstrating how Microsoft 365 serves as a turnkey solution that replaces disconnected tools with integrated workflows that simply work together.

Participants will explore the strategic shift from traditional file servers to a cloud-centric environment where data is accessible anywhere, at any time, on any device. We will dive into high-impact collaboration techniques, including real-time co-authoring across Excel, Word, and PowerPoint, and the automation of data sharing between Outlook, Teams, and SharePoint. You will walk away with key insights and practical ideas that can be immediately translated into actionable plans to reduce friction and improve efficiency within your practice.
CREDITS
Specialized Knowledge and Applications
2.00 credits

002-K2’s Dynamic Arrays In Excel

Start: 11:20AM

End:  1:00PM

Dynamic arrays can be a tremendous time-saver in Excel, but most business professionals remain unaware of what should be a commonly used tool. With dynamic arrays you can reduce the time you spend creating and updating formulas and improve your accuracy at the same time. You can also take advantage of some innovative features associated with dynamic arrays to automate many calculations and data entry tasks. If you’ve yet to discover dynamic arrays, make plans to participate in this session to learn how you can take advantage of this terrific feature.
SPEAKERS:
Yoss, Steve
CREDITS
Specialized Knowledge and Applications
2.00 credits

003-Data and Statistical Analytics Using Microsoft Excel

Start: 1:30PM

End:  3:10PM

The role of the financial professional has shifted from reporting on the past to predicting the future, yet many practitioners still rely on manual, static workflows that fail to capture the full story within their data. This course bridges the gap between traditional accounting and modern data science by utilizing Excel’s most powerful analytical engines to turn raw numbers into defensible business intelligence. We will move beyond simple averages, exploring how to use the Analysis ToolPak for deep statistical dives and leveraging Dynamic Arrays to build fluid, auto-updating models that respond to changing business conditions in real time.

Participants will explore a modern analytics workflow that balances classic statistical rigor with cutting-edge efficiency. We will examine how to implement regression analysis for more accurate budgeting, utilize advanced forecasting functions to anticipate market shifts, and even leverage AI-assisted insights to find hidden patterns in sprawling datasets. By the end of this session, you will be able to distinguish between mere “data entry” and “data discovery,” providing your firm or organization with the high-level analysis required to navigate an increasingly complex economic landscape.
CREDITS
Accounting
1.00 credits

004-Elevating Excel Productivity With Microsoft Copilot

Start: 3:20PM

End:  5:00PM

Many professionals already use Copilot to generate text and summarize meetings, among other activities. But few use Copilot to improve their productivity with Excel. In fact, Copilot can help even advanced Excel users to become more efficient, effective, and productive when working with Microsoft’s ubiquitous spreadsheet application.

In this session, you will learn how you can use Copilot to elevate your Excel game by in many areas, including data preparation and cleaning, creating formulas, analyzing data, writing scripts, and creating effective visualizations.
CREDITS
Computer Software & Applications
2.00 credits
SPEAKERS
Members save $100.00.
You aren't a member... yet.

McClelland, Mac

 
Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas. Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting. He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence. Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.

Stephens, Tommy

 
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. Over the past twenty-seven years, Tommy has presented over 2,800 educational sessions to over 71,000 participants throughout the United States and Canada. 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.

Tankersley, Brian

 
Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 30 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005. Tankersley has been recognized eight times as one of the "Top 25 Thought Leaders in Public Accounting Technology" by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group's Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference. Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor's degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs. Brian and his family make their home in Farragut, Tennessee.

Yoss, Steve

 
Stephen M. Yoss, Jr., CPA, MS is a certified public accountant, the partner, and principal of Devmatics, LLC, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. At age 10, Stephen began working with technology; he started his first IT company at just 13, which focused on designing web applications for local businesses. At 15, he began writing original computer code and has been designing and implementing technological solutions continuously since then. Stephen is a graduate of Loyola Marymount University, with degrees in Accountancy and International Business. While at Loyola, he served the campus as student body president and as the student representative to the Board of Trustees. He has a Master's of Science degree in Information Systems and Technology from Claremont Graduate University with a concentration in Geographic Information Systems. In 2017, Stephen formed Devmatics, a software development company that focuses on solving problems through the implementation of technology. Devmatics builds custom software, mobile apps, integration solutions, workflow automation, and more for all types of organizations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technical expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs to gain a competitive advantage while increasing efficiency and productivity. Before starting Devmatics, Stephen worked as an accountant in his family's practice, Yoss & Allen. At Yoss & Allen, he completely redesigned the firm's technology practices and instituted a technological infrastructure to streamline the firm's practices and allow them strategic flexibility. Many of the technologies, strategies, and concepts that Stephen uses himself (and consults companies on how to use) were designed, perfected, and implemented to help his family's business and their clients. In addition to his time with Yoss & Allen, Stephen worked in New Zealand as a management accountant. Since 2009, Stephen has also been teaching continuing professional education, providing written, webcast, in-house, and live instruction. He has presented to thousands of practitioners worldwide on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention, and more. Stephen is also a professionally licensed pyrotechnician and works on major fireworks displays throughout the nation for Pyro Spectaculars, North America's largest full-service fireworks display production company. He's proud to have helped produce incredible displays, including the Macy's July 4th Spectacular in New York City, the 75th Anniversary of the Golden Gate Bridge in San Francisco, KGB Skyshow in San Diego, and many more. Whether it's teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Stephen brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically
Members save $100.00.
You aren't a member... yet.
Scroll to Top