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Holiday Season Tech Tune-Up for CPAs
★★★★★
4.6 · 193 attendee ratings across these sessions
Holiday Season Tech Tune‑Up for CPAs is a two‑day live online CPE conference designed to help accounting professionals sharpen their technology skills before year‑end. Held Dec 21–24, 2026 (Pacific Time), this virtual event focuses on practical tools that improve collaboration, reporting, and...
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, Minnesota 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, Ohio Society of CPAs, Society of Louisiana CPAs, K2 Enterprises.
On the agenda
K2’s Improving Productivity With Microsoft...
Advanced Topics in Power BI
K2's Collaboration Tools And Best Practices
K2's Small Business Accounting Solutions
K2's Understanding Your Ransomware Risk
5 sessions across 2 days, taught by Lawrence A. "Mac" McClelland and Tommy Stephens — see the full agenda ↓
About this event
Holiday Season Tech Tune‑Up for CPAs is a two‑day live online CPE conference designed to help accounting professionals sharpen their technology skills before year‑end. Held Dec 21–24, 2026 (Pacific Time), this virtual event focuses on practical tools that improve collaboration, reporting, and security—so you can enter the new year more efficient and better protected.
Across five expert‑led sessions, you’ll explore Microsoft productivity enhancements, advanced Power BI topics, collaboration best practices, small business accounting solutions, and strategies to understand and reduce ransomware risk. Taught by Lawrence A. “Mac” McClelland and Tommy Stephens, the program delivers actionable insights and up to 12 CPE credits in Computer Software & Applications and Information Technology. Perfect for CPAs and finance teams looking to refresh their tech toolkit and end the year strong.
Agenda
Select a day, then a class, for full details.
Day 1 Monday, December 21, 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.
You'll learn to:
- 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
Taught by Lawrence A. "Mac" McClelland · ★ 4.5
Computer Software and Applications4 CPE creditsLiveHero
Advanced Topics in Power BI
11:30 AM – 1:30 PM · Lawrence A. "Mac" McClelland · 2 credits
Advanced topics in Power BI
Taught by Lawrence A. "Mac" McClelland · ★ 4.5
Information Technology2 CPE creditsLiveHero
Day 2 Tuesday, December 22, 2026 3 sessions
K2's Collaboration Tools And Best Practices
7:00 – 9:00 AM · Tommy Stephens · 2 credits
Collaboration remains one of today’s hottest topics. Technology has fueled today’s collaboration options, and work-from-anywhere environments virtually demand collaboration platforms. In this session, you will learn today’s best tools and practices to facilitate more effective collaboration in your organization. In this session, you will learn about today’s mainstream collaboration platforms – Microsoft 365, Google Workspace, and Zoho – and how these options are similar and differ. You will also learn about other collaboration options, including Slack, Zoom, and Webex, and you can incorporate these tools into your collaboration environments. Further, you will learn about some of the best practices and procedures that must be in place to optimize your collaborative environments and experiences.
You'll learn to:
- List at least three drivers for today’s collaboration needs
- Differentiate between key technology providers in the field of collaboration
- Specify examples of policies and procedures that can enhance collaborative efforts
- Name key benefits and risks associated with collaboration
Taught by Tommy Stephens · ★ 4.6
Information Technology2 CPE creditsLiveHero
K2's Small Business Accounting Solutions
9:30 – 11:30 AM · Tommy Stephens · 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
Taught by Tommy Stephens · ★ 4.6
Computer Software and Applications2 CPE creditsLiveHero
K2's Understanding Your Ransomware Risk
12:00 – 2:00 PM · Tommy Stephens · 2 credits
Protecting yourself from ransomware requires more than just anti-virus software. Additional technology protections are necessary. Further, business continuity, legal and regulatory, and cybersecurity insurance considerations should all be a part of your risk abatement strategy. Attend this session to determine if your current level of ransomware protection reduces your risk to an acceptable and identify ways to ensure that you are protected.
You'll learn to:
- Distinguish between various options to mitigate risk
- Identify practical actions for reducing ransomware risk
- List examples of high-profile ransomware attacks and how they occurred
Taught by Tommy Stephens · ★ 4.6
Information Technology2 CPE creditsLiveHero
Your instructors
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 →
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 Enterprises
Minnesota Society of CPAs
Indiana CPA Society
New Mexico CPA Foundation
Georgia Society of CPAs
Society of Louisiana CPAs
Massachusetts Society of CPAs
Illinois CPA Society
Alaska Society of CPAs
Montana Society of CPAs
Ohio Society of CPAs
Washington Society of CPAs
Kentucky Society of CPAs
Nebraska Society of CPAs
Alabama Society of CPAs
Oklahoma Society of CPAs
Connecticut Society of CPAs
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.
★★★★★
“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.”
★★★★★
“Very solid and thorough. I liked that he peeled back the onion, instead of just plunging in to the complexity. Step by step was a good approach in my view.”
★★★★★
“Very excited about using the Loop tool!!! Great session”
★★★★★
“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!”
★★★★☆
“I learned a few tricks that should be able to save time.”
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