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Computer Software and Applications
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Client Excellence: Communication, Tools & Tech Skills
★★★★★
4.6 · 41 attendee ratings across these sessions
Client Excellence: Communication, Tools & Tech Skills is a four‑day live online conference designed to help accounting and finance professionals deliver stronger client experiences through smarter technology and clearer communication. This program combines practical collaboration tools,...
Presented in partnership with Alabama Society of CPAs, Connecticut Society of CPAs, Illinois CPA Society, Indiana CPA Society, Kentucky Society of CPAs, Society of Louisiana CPAs, Massachusetts Society of CPAs, Montana Society of CPAs, Nebraska Society of CPAs, New Mexico CPA Foundation, Oklahoma Society of CPAs, Oregon Society of CPAs, Virginia Society of CPAs, Washington Society of CPAs, Minnesota Society of CPAs, Georgia Society of CPAs.
On the agenda
Your Firm's Personal AI: Custom Copilots and...
Outlook and Teams: Collaboration Champions
Data and Statistical Analytics Using Microsoft Excel
Excel Accounting Tools: Most Useful Formulas and...
K2's After QuickBooks, What's Next
K2's Best Word, Outlook, and PowerPoint Features
K2's Data Analytics For Accountants And Auditors
K2's Understanding Your Ransomware Risk
8 sessions across 4 days, taught by Stephen Yoss and Brian Tankersley — see the full agenda ↓
About this event
Client Excellence: Communication, Tools & Tech Skills is a four‑day live online conference designed to help accounting and finance professionals deliver stronger client experiences through smarter technology and clearer communication. This program combines practical collaboration tools, analytics techniques, and modern AI applications so you can respond faster, present insights more effectively, and build lasting client trust.
Across eight expert‑led sessions, you’ll sharpen your skills in Outlook and Teams collaboration, Excel analytics and formulas, data‑driven auditing, and ransomware risk awareness. You’ll also explore what comes after QuickBooks, uncover productivity features in Microsoft 365, and learn how custom AI copilots can support firm workflows. Led by Brian Tankersley and Stephen Yoss, the event provides actionable strategies that improve client service and internal efficiency—while earning up to 25 CPE credits.
Register — pick your days or sessions
Add the whole event, a single day, or a single session — click any class to see its details. Your running total updates as you go.
Day 1 Monday, October 19, 2026
2 sessions · 6 CPE Credits
$300.00
7:00 – 9:00 AM · Stephen Yoss · 2 CPE CreditsSpecialized Knowledge
$100.00
9:30 AM – 1:30 PM · Stephen Yoss · 4 CPE CreditsComputer Software and Applications
$200.00
Day 2 Tuesday, October 20, 2026
2 sessions · 7 CPE Credits
$350.00
7:00 – 10:00 AM · Stephen Yoss · 3 CPE CreditsInformation Technology
$150.00
Excel Accounting Tools: Most Useful Formulas and Pivot Tables
10:30 AM – 2:30 PM · Stephen Yoss · 4 CPE CreditsSpecialized Knowledge
$200.00
Day 3 Wednesday, October 21, 2026
2 sessions · 6 CPE Credits
$300.00
7:00 – 9:00 AM · Brian Tankersley · 2 CPE CreditsComputer Software and Applications
$100.00
9:30 AM – 1:30 PM · Brian Tankersley · 4 CPE CreditsComputer Software and Applications
$200.00
Day 4 Thursday, October 22, 2026
2 sessions · 6 CPE Credits
$300.00
7:00 – 11:00 AM · Brian Tankersley · 4 CPE CreditsInformation Technology
$200.00
11:30 AM – 1:30 PM · Brian Tankersley · 2 CPE CreditsInformation Technology
$100.00
Your instructors
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 →
Brian Tankersley
Speaker & Author · K2 Enterprises · ★ 4.2 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 →Co-sponsored with your state society
We're proud to co-sponsor this event with the societies below. Society members: register through your state society to receive special member pricing — check your society's CPE catalog or member portal for this event, or register directly with us here.
Alabama Society of CPAs
Indiana CPA Society
Oregon Society of CPAs
Minnesota Society of CPAs
Illinois CPA Society
Nebraska Society of CPAs
Massachusetts Society of CPAs
Virginia Society of CPAs
Kentucky Society of CPAs
Connecticut Society of CPAs
Washington Society of CPAs
New Mexico CPA Foundation
Oklahoma Society of CPAs
Montana Society of CPAs
Georgia Society of CPAs
Society of Louisiana CPAs
Not sure whether your society participates? Ask us — we'll point you to the right registration path.
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What attendees say about these sessions
Every event runs once, so these are verified reviews from past attendees of the individual sessions on this agenda — the same instruction, the same courses.
★★★★★
“I learned about creating a power point from a document which I didn't know before and using styles in a word document. Didn't realize how important this was.”
★★★★☆
“Great presentation showing you how to use the tools that were discussed.”
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