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Professional Security Strategies for Financial Pros
★★★★★
4.7 · 97 attendee ratings across these sessions
Cyber threats, data privacy demands, and rapid technology change are reshaping the responsibilities of today’s financial professionals. Professional Security Strategies for Financial Pros is a four‑day live online conference designed to help you protect sensitive data, strengthen internal...
Presented in partnership with Alabama Society of CPAs, Society of Louisiana CPAs, Oklahoma Society of CPAs, Kentucky Society of CPAs, Illinois CPA Society, Minnesota Society of CPAs, New Mexico CPA Foundation, New England Society of CPAs, Georgia Society of CPAs, Connecticut Society of CPAs, Montana Society of CPAs, Washington Society of CPAs, Nebraska Society of CPAs, Iowa Society of CPAs, Indiana CPA Society.
On the agenda
K2's Excel Tips, Tricks, and Techniques for Accountants
K2's Next Generation Excel Reporting
Cybersecurity 2026 Defense for CPAs
Demystifying Accounting for Blockchain,...
K2's Strategic Automation: Agentic AI Platform...
Fraud in Today's Workplace: What Accountants Need to Know
6 sessions across 4 days, taught by Lawrence A. "Mac" McClelland and Stephen Yoss — see the full agenda ↓
About this event
Cyber threats, data privacy demands, and rapid technology change are reshaping the responsibilities of today’s financial professionals. Professional Security Strategies for Financial Pros is a four‑day live online conference designed to help you protect sensitive data, strengthen internal controls, and modernize reporting and analytics—all while earning up to 30 CPE credits. You’ll gain practical, real‑world strategies for managing cybersecurity risk, identifying fraud, and navigating emerging technologies like AI and blockchain without compromising compliance.
Across eight focused sessions, you’ll build skills in advanced Excel reporting and visualization, data governance and privacy, cybersecurity defense, strategic automation, and fraud prevention. This program blends technical depth with immediate application, giving you tools you can bring back to your organization on day one. Led by top‑rated instructors Lawrence A. “Mac” McClelland and Stephen Yoss, the conference offers actionable guidance tailored to CPAs and finance leaders who need to stay secure, efficient, and future‑ready.
Agenda
The full lineup — click any class to see its details. Registration for this event isn't handled on this page; register through the sponsoring state society.
Day 1 Tuesday, September 8, 2026
1 session · 8 CPE Credits
7:00 AM – 3:00 PM · Lawrence A. "Mac" McClelland · 8 CPE CreditsAccounting, Computer Software and Applications
Day 2 Wednesday, September 9, 2026
1 session · 8 CPE Credits
7:00 AM – 3:00 PM · Lawrence A. "Mac" McClelland · 8 CPE CreditsAccounting
Day 3 Thursday, September 10, 2026
2 sessions · 8 CPE Credits
9:30 AM – 1:25 PM · Stephen Yoss · 4 CPE CreditsInformation Technology
12:00 – 4:00 PM · Stephen Yoss · 4 CPE CreditsTaxes, Information Technology
Day 4 Friday, September 11, 2026
2 sessions · 4 CPE Credits
7:00 – 9:58 AM · Stephen Yoss · 2 CPE CreditsInformation Technology
9:30 – 11:30 AM · K2 Enterprises · 2 CPE CreditsAccounting
Your instructors
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 →
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...
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K2 Enterprises
Various Speakers · Accounting Technology · ★ 4.2 instructor rating
K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology. We make every effort to maintain a high level of integrity,...
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
Society of Louisiana CPAs
Oklahoma Society of CPAs
Kentucky Society of CPAs
Illinois CPA Society
Minnesota Society of CPAs
New Mexico CPA Foundation
New England Society of CPAs
Georgia Society of CPAs
Connecticut Society of CPAs
Montana Society of CPAs
Washington Society of CPAs
Nebraska Society of CPAs
Iowa Society of CPAs
Indiana CPA Society
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.
★★★★★
“Just wanted to say how much I enjoyed Steve's knowledge and manner. The course was very helpful and kept me very engaged. Appreciate all the tips and recommendations. Scheduling more classes soon! Eva”
★★★★★
“Steve has a solid understanding of data security which is great!”
★★★★★
“Instructor has a great grasp of the subject matter. I learned many new tips and functions within modern day Excel. Thanks Mac for keeping it interesting with everyday phrases, real life examples, and the occasional voice inflection :). Looking forward to another...”
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