Seminar
Final Excellence Week: Security, Automation & Insight
Join us Nov 23–25, 2026 online for 3 days of live CPE — 6 sessions taught by Lawrence A. "Mac" McClelland, worth up to 22 CPE credits.
Presented in partnership with Oklahoma Society of CPAs, New Mexico CPA Foundation, Montana Society of CPAs, Georgia Society of CPAs, Washington Society of CPAs, Kentucky Society of CPAs, Virginia Society of CPAs, Minnesota Society of CPAs, Alabama Society of CPAs, Connecticut Society of CPAs, Illinois CPA Society, Indiana CPA Society, Nebraska Society of CPAs, Ohio Society of CPAs, Oregon Society of CPAs, Society of Louisiana CPAs, K2 Enterprises.
On the agenda
6 sessions across 3 days, taught by Lawrence A. "Mac" McClelland — see the full agenda ↓
Agenda
Select a day, then a class, for full details.
Day 1 Monday, November 23, 2026 2 sessions
K2’s Improving Productivity With Microsoft 365/Office 365 Cloud Applications
7:00 – 11:00 AM · Lawrence A. "Mac" McClelland · 4 credits
Many Microsoft 365/Office 365 subscriptions include robust Cloud services for improving productivity. Foundational services, such as SharePoint Online, OneDrive for Business, and Exchange Online, join with other powerful tools such as Teams, Planner, Power Automate, Forms, and Power Apps to provide a productivity platform second to none. Unfortunately, most users will never benefit from working with these tools simply because they remain unaware of these features. Plan to attend this session to learn about the “rest of 365” and how these Cloud-based applications can enhance personal and team productivity while simultaneously facilitating remote working arrangements. Don’t miss this opportunity to get all the knowledge and guidance necessary to leverage your investment in Microsoft 365/Office 365 fully.
- Identify relevant, Cloud-based components of the Microsoft 365/Office 365 subscription model
- Differentiate between OneDrive, OneDrive for Business, and SharePoint Online
- Cite examples of how Teams can improve productivity and enhance collaboration and communication
- List examples of other Cloud-based services available through a Microsoft 365/Office 365 subscription
- Specify situations in which tools such as Planner, Power Automate, Bookings, Stream, and Sway might enhance individual and organizational productivity, efficiency, and profitability
K2's Formatting Excel Spreadsheets The Right Way
11:30 AM – 1:30 PM · Lawrence A. "Mac" McClelland · 2 credits
Some estimates indicate that business professionals spend almost half their time in Excel applying formats. If you want better formatting results in less time, participate in this session to learn the best practices for formatting your Excel spreadsheets. In this session, you will learn best practices for applying formats in your workbooks. More specifically, you will learn about features such as Custom Format Codes, Templates, Styles, the Accounting Format, Precision as Displayed, date formats, and many others, all of which can save you substantial time when working in Excel.
- Identify the benefits of using Styles for formatting
- Specify which Custom Format codes are necessary for specific situations
- List advantages of using Excel template files
- Cite examples of when using the Accounting format is useful
Day 2 Tuesday, November 24, 2026 2 sessions
K2’s Excel’s Best New Features
7:00 – 9:00 AM · 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.
K2's Mastering Advanced Excel Functions
9:30 AM – 1:30 PM · Lawrence A. "Mac" McClelland · 4 credits
With approximately 500 functions now available in Excel, some newer and more powerful tools are easily overlooked. But, if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel's more advanced features – some new and some legacy – to elevate your productivity to higher levels. In this session, you will learn about many of Excel's newer tools, including XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT and PPMT, and how to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE. Additionally, you will learn how to make sophisticated calculations easier with Dynamic Array formulas, harness the AGGREGATE function's power, and create more accurate forecasts with Excel's FORECAST.ETS function. Regardless of your experience working...
- List examples of best practices for constructing formulas in Excel spreadsheets
- Identify situations in which each of the following functions might be useful: SUMIFS, SWITCH, and STOCKHISTORY
- Distinguish between the XLOOKUP function and legacy Excel functions such as VLOOKUP, HLOOKUP, INDEX, and MATCH
- Cite examples of when using Dynamic Arrays would be useful
- Differentiate between Excel’s AGGREGATE and SUBTOTAL functions
Day 3 Wednesday, November 25, 2026 2 sessions
K2's Ten PDF Tips You Need To Know
7:00 – 9:00 AM · Lawrence A. "Mac" McClelland · 2 credits
Portable Document Format (PDF) documents are everywhere! Yet few know how to work effectively with these documents. If you are interested in working more effectively and efficiently with PDFs, this session is for you. In this session, you will learn valuable tips you can use to assist you with creating, editing, and securing PDFs. You will also learn how to convert PDFs to fillable forms and secure PDFs, among other features. Don’t miss this chance to learn ten PDF tips you need to know to increase your ROI on PDFs.
- Identifying multiple options for generating PDFs
- Differentiating between Adobe software options
- Listing the steps necessary to convert PDF documents to fillable forms
- Specifying options for securing PDFs
- Identifying options for collaborating on PDFs
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.
- 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
Your instructor
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...
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.
Not sure whether your society participates? Ask us — we'll point you to the right registration path.
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.
“Stephen was very knowledgeable and easy to follow along with.”
“Learned a few things. Good presentation.”
“The material was very interesting and the presenter did a good job. It was a bit overwhelming, and would be nice to have more time on each item.”
“Whenever I can learn new tips, it's a win! Great presentation”
“I always enjoy Excel courses presented by Tommy. Thank you very much!”
“Learned some useful features of Excel. Thanks!”
“I learned a few tricks that should be able to save time.”
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