SeminarOnline

Efficiency, Ethics & Technology-Driven Best Practices

★★★★★ 4.6 · 37 attendee ratings across these sessions

Efficiency, Ethics & Technology‑Driven Best Practices is a four‑day live online conference designed for accounting and finance professionals who want to work faster, protect data, and strengthen controls—without sacrificing ethical standards. This program brings together practical automation...

DatesNov 2–5, 2026 (Pacific Time)
CPE CreditsUp to 28
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Presented in partnership with Alabama Society of CPAs, Connecticut Society of CPAs, Illinois CPA Society, Indiana CPA Society, Kentucky Society of 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, Alaska Society of CPAs.

About this event

Efficiency, Ethics & Technology‑Driven Best Practices is a four‑day live online conference designed for accounting and finance professionals who want to work faster, protect data, and strengthen controls—without sacrificing ethical standards. This program brings together practical automation tactics, modern collaboration tools, and real‑world risk lessons so you can improve productivity while safeguarding your organization. Across eight expert‑led sessions, you’ll explore topics such as personal efficiency automation, QuickBooks workflow improvements, essential PDF tools, Teams collaboration features, data backup planning, blockchain accounting fundamentals, and internal controls implementation. You’ll also learn from fraud and technology case studies that highlight what can go wrong—and how to prevent it. Led by Brian Tankersley, Lawrence A. “Mac” McClelland, and Stephen Yoss, this conference delivers actionable guidance you can apply immediately—while earning up to 28 CPE credits.

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Day 1 Monday, November 2, 2026
3 sessions · 8 CPE Credits
$400.00
7:00 – 9:00 AM · Stephen Yoss · 2 CPE CreditsComputer Software and Applications
$100.00
9:30 – 11:30 AM · Stephen Yoss · 2 CPE CreditsInformation Technology
$100.00
12:00 – 4:00 PM · Stephen Yoss · 4 CPE CreditsTaxes, Information Technology
$200.00
Day 2 Tuesday, November 3, 2026
2 sessions · 6 CPE Credits
$300.00
7:00 – 10:00 AM · Stephen Yoss · 3 CPE CreditsSpecialized Knowledge
$150.00
10:30 AM – 1:30 PM · Stephen Yoss · 3 CPE CreditsSpecialized Knowledge
$150.00
Day 3 Wednesday, November 4, 2026
1 session · 8 CPE Credits
$400.00
9:30 AM – 5:30 PM · Brian Tankersley · 8 CPE CreditsAuditing
Day 4 Thursday, November 5, 2026
2 sessions · 6 CPE Credits
$300.00
7:00 – 9:00 AM · Lawrence A. "Mac" McClelland · 2 CPE CreditsComputer Software and Applications
$100.00
9:30 AM – 1:30 PM · Lawrence A. "Mac" McClelland · 4 CPE CreditsAuditing
$200.00

Member of a state CPA society or professional organization? Many offer K2 programs to their members, so it's worth checking with yours. Member pricing may be available.

Your instructors

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, 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...

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Brian Tankersley

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...

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Lawrence A. "Mac" McClelland

Lawrence A. "Mac" McClelland

Speaker & Author · K2 Enterprises · ★ 4.3 instructor rating

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...

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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.

★★★★★

“The session was very well paced and informative. In particular, I found the discussion on AI to be insightful and gave me a better appreciation for the changes that are coming.”

Verified attendee K2's Case Studies In Fraud And Technology Controls · Sep 21, 2025
★★★★★

“Material was relevant and well presented by Mr. Voss”

Verified attendee Efficient Automation Solutions Using QuickBooks... · Sep 17, 2025

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