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Excel Power Skills for Smarter Reporting
★★★★★
4.6 · 115 attendee ratings across these sessions
Sharpen the Excel techniques that drive faster, clearer, and more reliable reporting. This upcoming online conference focuses on practical, power‑user skills to help you build smarter reports, streamline workflows, and communicate insights with confidence—all from the convenience of a live...
Presented in partnership with K2 Users, Alabama Society of CPAs, Connecticut Society of CPAs, Iowa Society of CPAs, Illinois CPA Society, Indiana CPA Society, Kentucky Society of CPAs, Society of Louisiana CPAs, Massachusetts Society of CPAs, Mississippi Society of CPAs, Montana Society of CPAs, Nebraska Society of CPAs, New Mexico CPA Foundation, Oklahoma Society of CPAs, Oregon Society of CPAs, Washington Society of CPAs, Georgia Society of CPAs, Alaska Society of CPAs.
On the agenda
Cybersecurity 2026 Defense for CPAs
K2's Top PDF Features You Should Know
K2's Small Business Accounting Solutions
Database Basics for Financial Professionals
K2's Excel Best Practices
K2's Data Analytics For Accountants And Auditors
K2’s Excel’s Best New Features
7 sessions across 4 days, taught by Stephen Yoss and Brian Tankersley — see the full agenda ↓
About this event
Sharpen the Excel techniques that drive faster, clearer, and more reliable reporting. This upcoming online conference focuses on practical, power‑user skills to help you build smarter reports, streamline workflows, and communicate insights with confidence—all from the convenience of a live virtual format.
Whether you’re responsible for recurring financial reports or ad‑hoc analysis, you’ll come away with actionable Excel strategies you can use immediately.
Agenda
The full lineup — click any class to see its details. Registration for this event isn't handled on this page; register through the sponsoring state society.
Day 1 Monday, August 10, 2026
3 sessions · 8 CPE Credits
7:00 – 10:55 AM · Stephen Yoss · 4 CPE CreditsInformation Technology
9:30 – 11:32 AM · Stephen Yoss · 2 CPE CreditsComputer Software and Applications
12:00 – 2:00 PM · Brian Tankersley · 2 CPE CreditsComputer Software and Applications
Day 2 Tuesday, August 11, 2026
1 session · 4 CPE Credits
Database Basics for Financial Professionals
11:30 AM – 3:30 PM · Stephen Yoss · 4 CPE CreditsInformation Technology
Day 3 Wednesday, August 12, 2026
1 session · 8 CPE Credits
9:30 AM – 5:04 PM · Lawrence A. "Mac" McClelland · 8 CPE CreditsComputer Software and Applications
Day 4 Thursday, August 13, 2026
2 sessions · 6 CPE Credits
7:00 – 10:44 AM · Lawrence A. "Mac" McClelland · 4 CPE CreditsInformation Technology
K2’s Excel’s Best New Features
11:30 AM – 1:17 PM · Tommy Stephens · 2 CPE CreditsComputer Software and Applications
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...
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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
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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Tommy Stephens
Partner · K2 Enterprises · ★ 4.6 instructor rating
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. In 1995, Tommy began...
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.
K2 Users
Alabama Society of CPAs
Massachusetts Society of CPAs
Montana Society of CPAs
Indiana CPA Society
Alaska Society of CPAs
Georgia Society of CPAs
Nebraska Society of CPAs
Oregon Society of CPAs
Kentucky Society of CPAs
Oklahoma Society of CPAs
New Mexico CPA Foundation
Society of Louisiana CPAs
Mississippi Society of CPAs
Illinois CPA Society
Connecticut Society of CPAs
Washington Society of CPAs
Iowa Society of 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.
★★★★★
“Just wanted to say how much I enjoyed Steve's knowledge and manner. The course was very helpful and kept me very engaged. Appreciate all the tips and recommendations. Scheduling more classes soon! Eva”
★★★★★
“Steve has a solid understanding of data security which is great!”
★★★★★
“I always enjoy Excel courses presented by Tommy. Thank you very much!”
★★★★★
“Learned some useful features of Excel. Thanks!”
★★★★★
“Randy was very knowledgeable about the different accounting software. Really learned a lot.”
★★★★★
“I appreciate the thoroughness of this instructor in instruction and support materials. It was a great session. Thank you.”
★★★★★
“Randy did a great job on this one. He had information on each software and took just the extra minute to dive in a little deeper and present the pros and cons in a very useful way. Loved it!”
★★★★☆
“Great presentation showing you how to use the tools that were discussed.”
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