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Modern AI Solutions for Busy Accounting Teams
★★★★★
4.5 · 380 attendee ratings across these sessions
Modern AI Solutions for Busy Accounting Teams is a four‑day live online conference built for professionals who need practical, time‑saving technology—not hype. Designed for CPAs and finance teams balancing heavy workloads, this program focuses on automation, better reporting, and smarter service...
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, Montana Society of CPAs, Nebraska Society of CPAs, New Mexico CPA Foundation, Ohio Society of CPAs, Oklahoma Society of CPAs, Oregon Society of CPAs, Virginia Society of CPAs, Washington Society of CPAs, Minnesota Society of CPAs, Georgia Society of CPAs, Alaska Society of CPAs.
On the agenda
K2's Small Business Accounting Solutions
Tech Tips and Tricks for Excellent Video Conferences
Efficient Automation Solutions Using QuickBooks...
K2's Excel Best Practices And Features
K2's Formatting Excel Spreadsheets The Right Way
K2's Client Accounting Services For CPA Firms:...
K2's Excel Charting and Visualizations
K2's Automation - Beyond The Basics With The...
8 sessions across 4 days, taught by Stephen Yoss and Lawrence A. "Mac" McClelland — see the full agenda ↓
About this event
Modern AI Solutions for Busy Accounting Teams is a four‑day live online conference built for professionals who need practical, time‑saving technology—not hype. Designed for CPAs and finance teams balancing heavy workloads, this program focuses on automation, better reporting, and smarter service delivery using the tools you already rely on. You’ll learn how AI and modern applications can reduce repetitive work, improve accuracy, and help your firm scale services without adding headcount.
Across eight expert‑led sessions, you’ll explore efficient automation for QuickBooks and small business accounting, Excel best practices and formatting, advanced charting and visualization, client accounting services strategy, and technology tips for professional virtual collaboration. Led by Lawrence A. “Mac” McClelland and Stephen Yoss, the event delivers immediately applicable techniques that modernize workflows and improve client results—while earning up to 19 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 5, 2026
$175.00
Day 2 Tuesday, October 6, 2026
3 sessions · 7 CPE Credits
$350.00
2:00 – 4:00 PM · Stephen Yoss · 2 CPE CreditsComputer Software and Applications
$100.00
Tech Tips and Tricks for Excellent Video Conferences
4:30 – 6:30 PM · Stephen Yoss · 2 CPE CreditsSpecialized Knowledge
$100.00
7:00 – 10:00 PM · Stephen Yoss · 3 CPE CreditsSpecialized Knowledge
$150.00
Day 3 Wednesday, October 7, 2026
3 sessions · 6 CPE Credits
$300.00
2:00 – 4:00 PM · Stephen Yoss · 2 CPE CreditsComputer Software and Applications
$100.00
4:30 – 6:30 PM · Stephen Yoss · 2 CPE CreditsComputer Software and Applications
$100.00
7:00 – 9:00 PM · Stephen Yoss · 2 CPE CreditsAccounting
$100.00
Day 4 Thursday, October 8, 2026
2 sessions · 6 CPE Credits
$300.00
2:00 – 6:00 PM · Lawrence A. "Mac" McClelland · 4 CPE CreditsComputer Software and Applications
$200.00
6:30 – 8:30 PM · Lawrence A. "Mac" McClelland · 2 CPE CreditsComputer Software and Applications
$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 →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
Society of Louisiana CPAs
Virginia Society of CPAs
Alabama Society of CPAs
Washington Society of CPAs
Illinois CPA Society
Georgia Society of CPAs
Iowa Society of CPAs
New Mexico CPA Foundation
Nebraska Society of CPAs
Alaska Society of CPAs
Connecticut Society of CPAs
Kentucky Society of CPAs
Montana Society of CPAs
Indiana CPA Society
Ohio Society of CPAs
Minnesota Society of CPAs
Oregon Society of CPAs
Oklahoma Society of CPAs
Massachusetts 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.
★★★★★
“Material was relevant and well presented by Mr. Voss”
★★★★★
“Very good presentation with useful suggestions.”
★★★★★
“Very knowledgeable but tends to yell for emphasis, can sometimes come across as condescending.”
★★★★★
“I've got more to learn. Thanks for the examples.”
★★★★★
“Best session yet. Picked out some of the most practical new formulas and features.”
★★★★★
“Thanks for taking away some of the fear of using pivot tables in a more complex manner. I've got a lot more to learn.”
★★★★★
“I work with Excel all the time and do charting often and was still able to learn many new things! Thanks Great Class.”
★★★★★
“Randy was very knowledgeable about the different accounting software. Really learned a lot.”
Common questions
How many CPE credits is Modern AI Solutions for Busy Accounting Teams worth?
Modern AI Solutions for Busy Accounting Teams is worth 19 CPE credits in Accounting, Computer Software and Applications, Specialized Knowledge. CPE Today is a NASBA National Registry sponsor (ID 167619), so the credit is accepted by state boards of accountancy nationwide.
What is the format, and how long does it run?
It is delivered as a conference. Live sessions include the real-time attendance checks NASBA requires; your certificate is issued automatically on completion.
What if it doesn't meet my expectations?
Every purchase carries a 100% satisfaction guarantee — a full refund within 30 days, no questions asked.
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