Live Replay WebinarUpdate level

K2's Top Tech Productivity Tips And Tricks

The world of work changed radically and became much more virtual after the pandemic's onset in 2020. Over two years into the “new normal,” our team has compiled a list of the top technology productivity tips, tricks, and traps. In this session, you will learn about shortcuts and hacks to help you accomplish more in Excel, Teams, Outlook, virtual meetings, and many other applications you use every day. Attend this session and learn the best tips to help you and your team accomplish more in less time.

CPE Credits2
Length1h 40m

Learning objectives

Upon completing this course, you should be able to:

  • Identify steps necessary to construct a Microsoft Teams site
  • List examples of essential productivity tips for typical Microsoft 365 applications
  • Identify examples of when you can use templates and forms to automate data collection

Major topics

Microsoft 365 Optimization: Proven shortcuts and high-efficiency hacks for core applications including Excel, Outlook, and Teams. Virtual Collaboration and Meeting Excellence: Strategies for navigating the "new normal" of remote work, including constructing Teams sites and mastering virtual meeting tools. Automated Data Collection and Workflows: Utilizing templates and forms to streamline routine tasks and eliminate manual data entry. Technology Trap Mitigation and Efficiency: Strategies for identifying and avoiding common digital bottlenecks while implementing time-saving hacks to maximize output across various business applications.

Who this is for

This course is designed for business professionals and team leaders who want to increase their daily output and master the latest productivity features within the technology applications they use every day.

Prerequisites: Fundamental understanding of technology in business settings

What's included

Every registration comes with the course materials — yours to keep.

  • Course handout PDF
  • Course presentation PDF

Course details

Recommended CPE credit
2 — Computer Software and Applications
Field of study
Computer Software and Applications
Program level
Update
Delivery method
Group Internet Based
Prerequisites
Fundamental understanding of technology in business settings
Advance preparation
None
Length
1h 40m
Last revised
Wednesday,
Course number
22c-ttt
Provider
K2 Enterprises

CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].

Every way to take this course

On its own

Live Replay Webinar Attend the next scheduled rebroadcast — full live CPE credit · 2 credits · 1h 40m
$50 Add to Cart

As part of a multi-day event

These seminars include this course on their agenda. One registration covers the event — you attend this course on its scheduled day, plus everything else that day offers.

Sep 30
Automation, Insight & High-Performance Analytics Week Seminar · Sep 28 – Oct 1, 2026 · Online · this course runs Sep 30, 2026 · event offers up to 26 credits
$175/day View event
Nov 19
Technology Improvement Week: Better Systems, Better Results Seminar · Nov 16–19, 2026 · Online · this course runs Nov 19, 2026 · event offers up to 27 credits
$175/day View event

Your instructors

Brian Tankersley

Brian Tankersley

Speaker & Author · K2 Enterprises · ★ 4.5 instructor rating

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, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 25 years of...

Full profile →
Stephen Yoss

Stephen Yoss

Speaker & Author · CPE Today · ★ 4.7 instructor rating

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a 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. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping...

Full profile →

You might also like

Upcoming dates

Loading…