CPE Course &amp; Event Catalog

Seminar

Efficiency, Ethics & Technology-Driven Best Practices

Auditing

Nov 2–5, 202628 CPE credits Stephen Yoss, Brian Tankersley

★★★★★ 4.6 (37)

$300

Seminar

Technology Improvement Week: Better Systems, Better Results

Computer Software and Applications

Nov 16–19, 202627 CPE credits Stephen Yoss

★★★★★ 4.6 (75)

$150

Seminar

2026 Federal Tax Update & Technology Conference

Information Technology

Nov 17–20, 202632 CPE credits Arthur Werner, Stephen Yoss

★★★★★ 4.6 (152)

$300

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Seminar

Year-End Technology Optimization & Cleanup Week

Accounting

Dec 7–10, 202628 CPE credits Stephen Yoss, Lawrence A. "Mac" McClelland

★★★★★ 4.7 (251)

$300

Seminar

2026 Federal Tax Update & Technology Conference: December Broadcast

Information Technology

Dec 10–15, 202632 CPE credits Arthur Werner, Stephen Yoss

★★★★★ 4.6 (152)

$300

Practical AI In Your Firm with Forwardly

Specialized Knowledge

1 CPE creditBasic level Forwardly Company

★★★★★ 5.0 (1)

Free · Live Replay

Seminar

Closing the Books with Better Tech Tools

Accounting

Dec 14–17, 202626 CPE credits Stephen Yoss, Lawrence A. "Mac" McClelland

★★★★★ 4.6 (335)

$250

Conference

Winter Excel Conference

Computer Software and Applications

Dec 14, 20268 CPE credits Brian Tankersley, Tommy Stephens

★★★★★ 5.0 (2)

$400

K2's Connect, Transform, and Analyze Data Like a Pro with Power Query

Specialized Knowledge

2 CPE creditsIntermediate level Stephen Yoss

★★★★★ 4.8 (13)

$55 · Live Replay

Seminar

2026 Federal Tax Update & Technology Conference: January Broadcast

Information Technology

Jan 20–25, 202732 CPE credits Arthur Werner, Stephen Yoss

★★★★★ 4.6 (152)

$300

Excel Functionality That Every Accountant Should Know

Specialized Knowledge

2 CPE creditsBasic level Stephen Yoss

★★★★★ 4.5 (15)

$55 · Live Replay Live dates from $200/day

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K2's Excel PivotTables for Accountants (2 hours)

Specialized Knowledge

2 CPE creditsAdvanced level K2 Enterprises

★★★★★ 4.7 (11)

$55 · Live Replay

QuickBooks Online Reporting: Beyond The Basics

Specialized Knowledge

3 CPE creditsBasic level Stephen Yoss

★★★★★ 4.6 (5)

$85 · Live Replay Live dates from $250/day

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Excel Formula's Accountants & Financial Professionals Need to Know

Specialized Knowledge

4 CPE creditsBasic level Stephen Yoss

★★★★★ 5.0 (4)

$200 · Live Replay Live dates from $300/day

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Easy Excel Automation with Tables & Power Query

Specialized Knowledge

4 CPE creditsBasic level Stephen Yoss

★★★★★ 4.8 (4)

$115 · Live Replay

Efficient Automation Solutions Using QuickBooks Online Advanced

Specialized Knowledge

3 CPE creditsBasic level Stephen Yoss

★★★★☆ 4.2 (4)

$85 · Live Replay Live dates from $300/day

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Hot Tech Tools and Services for Financial Professionals

Specialized Knowledge

2 CPE creditsBasic level Stephen Yoss

★★★★★ 4.7 (3)

$55 · Live Replay

Automation For Increasing Personal Efficiency and Effectiveness

Specialized Knowledge

3 CPE creditsBasic level Stephen Yoss

★★★★★ 5.0 (1)

$100 · Live Replay Live dates from $300/day

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Creating Powerful and Effective Presentations with PowerPoint

Specialized Knowledge

3 CPE creditsBasic level Stephen Yoss

★★★★★ 5.0 (1)

$99 · Live Replay

Excel Accounting Tools: Most Useful Formulas and Pivot Tables

Specialized Knowledge

4 CPE creditsBasic level Stephen Yoss

★★★★★ 5.0 (1)

$100 · Live Replay

Building Bulletproof Spreadsheets: When Accuracy Is Everything

Specialized Knowledge

2 CPE creditsIntermediate level

★★★★☆ 4.0 (1)

$55 · Live Replay Live dates from $300/day

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Charting, Graphing, and Mapping Data Made Easy!

Specialized Knowledge

2 CPE creditsBasic level Stephen Yoss

$150 · Live Replay Live dates from $150/day

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Connect, Transform, and Analyze Data Like a Pro with Power Query

Specialized Knowledge

4 CPE creditsBasic level Stephen Yoss

$150 · Live Replay

Hands On With QuickBooks Online Accountant (QBOA) for Public Accounting

Specialized Knowledge

3 CPE creditsBasic level Stephen Yoss

$150 · Live Replay Live dates from $250/day

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K2's Building A Cutting-Edge Virtual Office

Specialized Knowledge

2 CPE creditsBasic level K2 Enterprises

$55 · Live Replay

K2's The New World of Expense Management: Smart Cards, Real-Time Tracking

Specialized Knowledge

3 CPE creditsBasic level Stephen Yoss

$85 · Live Replay Live dates from $150/day

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Microsoft 365 Mastery: When Everything Works Together

Specialized Knowledge

2 CPE creditsBasic level Stephen Yoss

$55 · Live Replay Live dates from $400/day

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