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Firm Optimization: Tools for Smarter Operations
★★★★★
4.7 · 10 attendee ratings across these sessions
Firm Optimization: Tools for Smarter Operations is a four‑day live online conference designed to help accounting and finance teams work more efficiently, manage data more intelligently, and reduce operational risk. This program focuses on the tools and strategies that drive modern firm...
Presented in partnership with 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, Montana Society of CPAs, Nebraska Society of CPAs, New Mexico CPA Foundation, Oklahoma Society of CPAs, Virginia Society of CPAs, Washington Society of CPAs, Minnesota Society of CPAs, Georgia Society of CPAs, Mississippi Society of CPAs.
On the agenda
Data Government and Privacy For Organizations -...
Connect, Transform, and Analyze Data Like a Pro...
An Accountant's Detailed Guide to Databases,...
Practical Advice for Preventing Organizational...
K2's Excel Essentials for Staff Accountants
K2's The Best Kept Secrets Of Microsoft 365
Advanced Topics in Power BI
7 sessions across 4 days, taught by Stephen Yoss and Lawrence A. "Mac" McClelland — see the full agenda ↓
About this event
Firm Optimization: Tools for Smarter Operations is a four‑day live online conference designed to help accounting and finance teams work more efficiently, manage data more intelligently, and reduce operational risk. This program focuses on the tools and strategies that drive modern firm performance—data governance, secure information management, advanced analytics, and the Microsoft 365 ecosystem. If your goal is to streamline workflows and make better decisions, this conference delivers practical guidance you can apply immediately.
Across seven expert‑led sessions, you’ll build skills in data transformation, database fundamentals, Power BI reporting, privacy and risk controls, and Excel proficiency for staff‑level effectiveness. You’ll also uncover hidden productivity features in Microsoft 365 that can save hours each week. Taught by Lawrence A. “Mac” McClelland, Stephen Yoss, and Tommy Stephens, the event offers actionable insights for firms aiming to modernize operations—while earning up to 22 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 12, 2026
2 sessions · 6 CPE Credits
$300.00
7:00 – 9:00 AM · Stephen Yoss · 2 CPE CreditsInformation Technology
$100.00
9:30 AM – 1:30 PM · Stephen Yoss · 4 CPE CreditsSpecialized Knowledge
$200.00
Day 2 Tuesday, October 13, 2026
2 sessions · 4 CPE Credits
$200.00
7:00 – 9:00 AM · Stephen Yoss · 2 CPE CreditsInformation Technology
$100.00
9:30 – 11:30 AM · Stephen Yoss · 2 CPE CreditsInformation Technology
$100.00
Day 3 Wednesday, October 14, 2026
1 session · 8 CPE Credits
$400.00
9:30 AM – 5:30 PM · Lawrence A. "Mac" McClelland · 8 CPE CreditsComputer Software and Applications
Day 4 Thursday, October 15, 2026
2 sessions · 4 CPE Credits
$200.00
7:00 – 9:00 AM · Tommy Stephens · 2 CPE CreditsComputer Software and Applications
$100.00
11:30 AM – 1:30 PM · Tommy Stephens · 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 →
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...
Full profile →
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.
Alabama Society of CPAs
New Mexico CPA Foundation
Iowa Society of CPAs
Georgia Society of CPAs
Connecticut Society of CPAs
Oklahoma Society of CPAs
Illinois CPA Society
Montana Society of CPAs
Nebraska Society of CPAs
Kentucky Society of CPAs
Minnesota Society of CPAs
Virginia Society of CPAs
Mississippi Society of CPAs
Washington Society of CPAs
Indiana CPA Society
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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★★★★★
“Very good information, went through all very fast. I'm glad I downloaded the handouts for reference.”
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