SeminarOnline

Excel Power Skills for Smarter Reporting

★★★★★ 4.6 · 96 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...

DatesAug 10–13, 2026 (Pacific Time)
CPE CreditsUp to 24
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Presented in partnership with Oklahoma Society of CPAs, New Mexico CPA Foundation, Montana Society of CPAs, Georgia Society of CPAs, Iowa Society of CPAs, Washington Society of CPAs, Kentucky Society of CPAs, Mississippi Society of CPAs, Alabama Society of CPAs, Alaska Society of CPAs, Connecticut Society of CPAs, Illinois CPA Society, Indiana CPA Society, Massachusetts Society of CPAs, Nebraska Society of CPAs, Oregon Society of CPAs, Society of Louisiana CPAs, K2 Enterprises.

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

Select a day, then a class, for full details.

Day 1 Monday, August 10, 2026 3 sessions
Developing and Deploying Effective Cloud Cyber Security Best Practices For Your Organization Developing and Deploying Effective Cloud Cyber Security Best Practices For Your Organization 7:00 – 9:00 AM · Brian Tankersley · 2 credits

Protecting your organization from cyber threats is paramount in today's business environment. There are countless ways that your data can be compromised and the industry's best practices are ever-changing to adapt to the latest threats. Increasingly more professionals are working remotely and Cloud technology is what is connecting us all. It is business-critical that our organizations have correct and relevant security settings and procedures. Permissive security and privacy controls for Microsoft 365, Microsoft Azure, Amazon Web Services, or Google could pose a major security risk to the organization. This course looks at practical approaches to managing the security and privacy settings of today's major Cloud tools. It will give specific and direct advice on best practices for configuration and settings for today's major Cloud platforms to promote better security. Specific...

You'll learn to:
  • Identify the location of the security and privacy settings for the major cloud providers such as Microsoft, Amazon, Google, and Zoho. Determine which security and privacy features are relevant to your organization and their optimum settings.
  • Develop a training plan to increase the knowledge and awareness of the importance of security and privacy to an organization’s staff and stakeholders.
  • List, determine, and implement major security technologies such as multifactor authentication, data loss prevention, access control lists, and more to improve the protection of an organization’s cloud data.
  • Implement better internal controls using tools such as Microsoft’s Security and Compliance center or Amazon’s Identity and Access Management to reduce the risk of a data breach.
  • Recognize the importance and impact of privacy frameworks such as GDPR or CCPA on business today. Implement better security inside your Cloud tools to promote better compliance with these and other major privacy frameworks.
Brian Tankersley Taught by Brian Tankersley · ★ 4.5
Information Technology2 CPE creditsLiveHero
K2's Top PDF Features You Should Know K2's Top PDF Features You Should Know 9:30 – 11:30 AM · Brian Tankersley · 2 credits

Are you tired of struggling with PDFs? Unlock the full potential of Adobe Acrobat and other PDF tools to make working with PDF files a breeze. Join our course and discover how to use powerful features such as PDF forms, redaction, converting PDFs to Word and Excel files, and electronic signatures. You'll also learn how to create and apply tick marks, build indices, catalogs, and portfolios, and secure your PDF documents to the fullest. As the popularity and usefulness of PDFs continue to grow, many users still haven't learned how to manipulate these documents effectively. Don't let this be you! Join us for this timely session and learn the top features necessary to optimize your work with PDF documents. Say goodbye to frustration and hello to efficiency!

You'll learn to:
  • Identify procedures to reorganize and manipulate PDF documents – including applying bookmarks – to meet specific needs
  • Compare examples of how to create and distribute PDF forms and automate the process of collecting and summarizing form response data
  • Identify ways to markup and edit PDF documents, including applying tick marks
  • Distinguish between options for securing PDF documents and facilitating electronic approvals and signatures
  • Compare options for converting PDF documents to Word and Excel files
Brian Tankersley Taught by Brian Tankersley · ★ 4.5
Computer Software and Applications2 CPE creditsLiveHero
K2's Small Business Accounting Solutions K2's Small Business Accounting Solutions 12:00 – 2:00 PM · Brian Tankersley · 2 credits

The landscape of small business accounting constantly changes, and K2's Small Business Accounting is your essential guide to navigating these changes. This course focuses on the most effective accounting solutions and supplementary tools for today's small businesses. We explore robust, user-friendly software options, from industry staples like QuickBooks Online and Xero to emerging Cloud-based platforms and add-ons. The course helps you understand how these tools can streamline financial management for businesses with annual revenues up to $15 million. You will gain insights into the latest advancements, integration capabilities, and how to maximize efficiency and accuracy in small businesses.

You'll learn to:
  • Catalog the leading accounting solutions tailored for small businesses
  • Critically evaluate the strengths and limitations of various accounting tools in the small business context
  • Understand the role of add-ons in enhancing accounting software functionalities
  • Develop strategies for selecting and implementing the most appropriate accounting solutions for small business clients
Brian Tankersley Taught by Brian Tankersley · ★ 4.5
Computer Software and Applications2 CPE creditsLiveHero
Day 2 Tuesday, August 11, 2026 1 session
Database Basics for Financial Professionals Database Basics for Financial Professionals 11:30 AM – 3:30 PM · Stephen Yoss · 4 credits

In today's digital age, databases have become the backbone of every business technology, application, platform, and service. Every system relies on databases to store and organize information, from financial records in Quickbooks and Xero to sales efforts in Salesforce and Hubspot. Popular reporting tools like Power BI and Excel utilize databases to create beautiful, insightful dashboards. Despite the widespread use and importance of databases, many financial professionals lack a basic understanding of how they operate. Traditionally, working with databases has been delegated to an organization's IT department, leaving the accounting team out of scope. However, in today's technology-driven environment, accountants need to have a basic understanding of how databases work and the ability to query data independently. Our database basics course focuses on the knowledge most helpful...

Stephen Yoss Taught by Stephen Yoss · ★ 4.7
Information Technology4 CPE creditsLiveHero
Day 3 Wednesday, August 12, 2026 1 session
K2's Excel Best Practices K2's Excel Best Practices 9:30 AM – 5:30 PM · Lawrence A. "Mac" McClelland · 8 credits

In the ever-evolving world of spreadsheets, staying ahead means mastering the latest and best techniques. Join our comprehensive program and dive deep into the best practices for creating, editing, and auditing Excel workbooks. You'll learn how to secure your workbooks, collaborate seamlessly with others, and effectively report data. Today's Excel best practices are a far cry from those of the past. This "must-see" CPE program will equip you with the knowledge to work smarter, not harder. Our course materials are packed with relevant examples to enhance your learning experience. Don't miss out on this opportunity to fully utilize Excel and elevate your skills to new heights.

You'll learn to:
  • Distinguish critical spreadsheet design fundamentals
  • Use Excel’s Table feature as a foundational component of spreadsheets
  • Differentiate between the three different methods for consolidating data
  • Apply four techniques for sharing an Excel workbook and collaborating with others
  • Identify different practices for auditing and error-checking Excel workbooks, including Trace Precedents, Trace Dependents, and Formula Auditing
Lawrence A. "Mac" McClelland Taught by Lawrence A. "Mac" McClelland · ★ 4.5
Computer Software and Applications8 CPE creditsLiveHero
Day 4 Thursday, August 13, 2026 2 sessions
K2's Data Analytics For Accountants And Auditors K2's Data Analytics For Accountants And Auditors 7:00 – 11:00 AM · Lawrence A. "Mac" McClelland · 4 credits

In today's world of "Big Data," every business professional is a data analyst to some extent. This is especially true for auditors, who increasingly rely on data analytics to identify situations that require follow-up and investigation. Those who master the tools and techniques for thorough data analysis can achieve superior results in less time. Join our dynamic session to unlock the full potential of data analytics! You'll explore various tools and techniques, including Excel, multiple Excel add-ins, and Microsoft's Power BI application. Whether you're looking to enhance your skills or dive deeper into the world of data analytics, this course is designed for you. Our expert instructors will guide you through practical, real-world examples, ensuring you grasp the key concepts and apply them effectively. Don't miss this opportunity to elevate your data analysis skills and stay...

You'll learn to:
  • Compare the four types of data analytics and identify situations in which each can be useful in auditing environments
  • Identify opportunities to use features in Excel to analyze data in the context of auditing
  • Distinguish between Business Intelligence and Data Analytics
  • Differentiate between correlation and causation
  • Compare examples of how Power Query, Power BI, and other tools can streamline and enhance Data Analytics
Lawrence A. "Mac" McClelland Taught by Lawrence A. "Mac" McClelland · ★ 4.5
Information Technology4 CPE creditsLiveHero
K2’s Excel’s Best New Features K2’s Excel’s Best New Features 11:30 AM – 1:30 PM · Lawrence A. "Mac" McClelland · 2 credits

With recent Excel updates provided through Microsoft 365/Office 365 subscriptions, Office 2021, and Office 2024 Microsoft continues to pack new features into the popular spreadsheet tool. More recent Excel versions offer enhanced data analysis tools, new functions, and improved collaboration opportunities. For those who know about these new features and apply them, exciting opportunities for improved productivity await. So, take advantage of this opportunity to learn how to use Excel’s best new features! Summary Description Microsoft continues to add new features to Excel at a breakneck pace. Dynamic Arrays, XLOOKUP, Power Query, and collaboration and commenting tools can improve productivity and efficiency. Learn about these features – and others – in this session.

Lawrence A. "Mac" McClelland Taught by Lawrence A. "Mac" McClelland · ★ 4.5
Computer Software and Applications2 CPE creditsLiveHero

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...

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Lawrence A. "Mac" McClelland

Lawrence A. "Mac" McClelland

Speaker & Author · K2 Enterprises · ★ 4.5 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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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...

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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 always enjoy Excel courses presented by Tommy. Thank you very much!”

Verified attendee K2's Excel Best Practices · Sep 17, 2024
★★★★★

“Learned some useful features of Excel. Thanks!”

Verified attendee K2's Excel Best Practices · Jun 21, 2024
★★★★★

“Randy was very knowledgeable about the different accounting software. Really learned a lot.”

Verified attendee K2's Small Business Accounting Solutions · Jun 14, 2024
★★★★★

“I appreciate the thoroughness of this instructor in instruction and support materials. It was a great session. Thank you.”

Verified attendee K2's Small Business Accounting Solutions · Jun 14, 2024
★★★★★

“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!”

Verified attendee K2's Small Business Accounting Solutions · Jun 14, 2024
★★★★☆

“Great presentation showing you how to use the tools that were discussed.”

Verified attendee K2's Data Analytics For Accountants And Auditors · Jun 27, 2025

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