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Performance Enhancement: Tools for the New Year
Performance Enhancement: Tools for the New Year is a two‑day live online CPE conference designed to help accounting and finance professionals start the year with smarter tools and stronger workflows. Held Dec 2–3, 2026 (Pacific Time), this virtual event focuses on practical technology skills...
Presented in partnership with Michigan Association of CPAs, 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, 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, Oregon Society of CPAs, Society of Louisiana CPAs, K2 Enterprises.
On the agenda
4 sessions across 2 days, taught by Brian Tankersley and Stephen Yoss — see the full agenda ↓
About this event
Agenda
Select a day, then a class, for full details.
Day 1 Wednesday, December 2, 2026 1 session
Harnessing ChatGPT – Unlocking Professional Efficiency
12:00 – 4:00 PM · Stephen Yoss · 4 credits
Enhance your productivity and streamline your accounting practices with ideas learned in this course. This dynamic program, designed specifically for accountants seeking a competitive edge, delves into the practical applications of ChatGPT in your daily workflow. From conducting comprehensive research and crafting compelling correspondence to swiftly addressing technical inquiries and optimizing Excel formulas, you'll gain invaluable skills to expedite your tasks and improve overall efficiency. Furthermore, we'll delve into the power of ChatGPT plugins, equipping you with the knowledge to seamlessly process PDF documents and efficiently navigate the vast expanse of the web. Join us on this transformative journey and unlock your full potential as a proficient and empowered accountant. Throughout the course, our experienced instructors will guide you through engaging discussions,...
Day 2 Thursday, December 3, 2026 3 sessions
K2's Taking Another Look At Power BI
7:00 – 9:00 AM · Brian Tankersley · 2 credits
Although Power BI has been available for ten years, most business professionals don’t fully appreciate all it can do and its easy use. Further, many are intimidated by the platform and continue to use less efficient and effective reporting practices. If this describes you, invest some time in this session to learn how to work with Power BI almost immediately. In this session, you will learn how to use Power BI to create compelling dashboard reports. You will also learn how to optimize these reports to enhance their effectiveness. If you want to improve financial and operational reporting processes, this session is for you!
- List the basic steps necessary to generate a Power BI report
- Distinguish between Power BI reports and dashboards
- Identify the necessary steps to link data into Power BI
- List the steps necessary to create a Power BI report
- Specify the steps necessary to convert a Power BI report to a dashboard
K2's CRM - The Ultimate Business Automation Tool
9:30 – 11:30 AM · Brian Tankersley · 2 credits
This course provides an in-depth exploration of Customer Relationship Management (CRM) systems as a critical tool for business automation. Designed for accounting professionals, it emphasizes CRM’s role in streamlining workflows, organizing communications, enhancing client relationships, and improving efficiency. Participants will learn about key CRM features, integration with accounting software, and best practices for successful implementation. We will highlight practical applications with actionable insights to help attendees optimize their processes. This two-hour session ensures you walk away with a basic understanding of CRM’s transformative potential for business and financial management.
- Define Customer Relationship Management (CRM) and explain its significance in business automation
- Identify key CRM features that optimize accounting and financial workflows
- Name at least two best practices for implementing and customizing CRM systems for use in common accounting workflows
K2's Microsoft Teams
12:00 – 4:00 PM · Brian Tankersley · 4 credits
Discover the ultimate tool for personal and organizational productivity with Microsoft Teams. Seamlessly communicate and collaborate with colleagues, both within and outside your organization, securely and efficiently. Teams offers a robust platform that can be easily enhanced with add-in solutions, making it an indispensable asset for any business. Join our session to discover how to unlock the full potential of Microsoft Teams. We'll guide you through the essentials of getting started, making critical deployment decisions, and mastering the platform's core features. From chat, voice, and video calls to secure document sharing, you'll gain the skills needed to optimize your workflow. But that's not all! We'll also show you how to extend Teams' capabilities to external organizations, ensuring improved communication and collaboration. Additionally, you'll learn how to integrate...
- Identify critical potential benefits associated with using Microsoft Teams
- Select various elements of functionality offered by Teams
- Differentiate between “guest” and “external” users in Teams
- Compare examples of communication options available in Teams
- Identify examples of additional applications that you can incorporate into Teams
Your instructors
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...
Full profile →
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 →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.
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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'm glad that i decided on this breakout session. I thought I would not be interested in Power BI but I saw how useful it could be.”
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