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Performance Enhancement: Tools for the New Year
★★★★★
4.6 · 90 attendee ratings across these sessions
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 Alabama Society of CPAs, Connecticut Society of CPAs, Illinois CPA Society, Indiana CPA Society, Kentucky Society of CPAs, Society of Louisiana CPAs, New England 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, Michigan Association of CPAs, Alaska Society of CPAs.
On the agenda
Harnessing ChatGPT – Unlocking Professional Efficiency
K2's Taking Another Look At Power BI
K2's CRM - The Ultimate Business Automation Tool
K2's Microsoft Teams
4 sessions across 2 days, taught by Stephen Yoss and Brian Tankersley — see the full agenda ↓
About this event
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 that boost productivity, streamline collaboration, and improve client service.
Across four expert‑led sessions, you’ll learn how to harness ChatGPT for professional efficiency, use Power BI for better reporting and insight, implement CRM systems for business automation, and make the most of Microsoft Teams for collaboration. Taught by Brian Tankersley and Stephen Yoss, this conference delivers actionable training and up to 12 CPE credits in Computer Software & Applications and Information Technology.
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 Wednesday, December 2, 2026
1 session · 4 CPE Credits
$200.00
12:00 – 4:00 PM · Stephen Yoss · 4 CPE CreditsInformation Technology
Day 2 Thursday, December 3, 2026
3 sessions · 8 CPE Credits
$400.00
7:00 – 9:00 AM · Brian Tankersley · 2 CPE CreditsComputer Software and Applications
$100.00
9:30 – 11:30 AM · Brian Tankersley · 2 CPE CreditsInformation Technology
$100.00
12:00 – 4:00 PM · Brian Tankersley · 4 CPE CreditsComputer Software and Applications
$200.00
Member of a state CPA society or professional organization? Many offer K2 programs to their members, so it's worth checking with yours. Member pricing may be available.
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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, 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 →
Brian Tankersley
Speaker & Author · K2 Enterprises · ★ 4.2 instructor rating
Brian Tankersley, CPA, CITP, CGMA (@bftcpa) is a renowned technology consultant, speaker, and author in the accounting industry. With over 34 years of experience, he has dedicated his career to helping accounting professionals navigate the ever-evolving world of technology. As the Director of Strategic Relationships at K2 Enterprises, Brian delivers high-quality seminars and courses on topics such as accounting...
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
Nebraska Society of CPAs
Alaska Society of CPAs
Oregon Society of CPAs
Minnesota Society of CPAs
Connecticut Society of CPAs
Washington Society of CPAs
New Mexico CPA Foundation
Society of Louisiana CPAs
Kentucky Society of CPAs
New England Society of CPAs
Montana Society of CPAs
Indiana CPA Society
Virginia Society of CPAs
Illinois CPA Society
Oklahoma Society of CPAs
Michigan Association of CPAs
Georgia Society of CPAs
Ohio 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.
★★★★☆
“Maybe a part two of this course would be needed as we didn't get through all of the slides”
★★★★☆
“I would love a long instructional course on power BI, power automate, power query”
★★★★★
“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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