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Unlock the Power of Excel & Microsoft 365 Multi-State Conference

This conference is your gateway to mastering Excel and the entire suite of Microsoft 365 tools that have become indispensable in accounting. Imagin...

Event Overview

This conference is your gateway to mastering Excel and the entire suite of Microsoft 365 tools that have become indispensable in accounting. Imagine tuning into sessions that transform how you approach data, gearing you with the finesse needed to craft breakout spreadsheets, reports, and analyses that can fundamentally enhance your financial decision-making.

Event Sessions

Monday, December 16, 2024
Day #1
K2’s Excel Charting and Visualizations
Computer Software and Applications | 4 Credits
Lawrence A. “Mac” McClelland
09:00 AM to 12:30 PM America/Chicago

Charts and graphs are nothing new. However, many professionals struggle with building compelling visualizations. If that statement describes you, participate in this session to improve your skills in creating Excel charts and other visualizations. As a result, you will create visualizations to enhance your communication skills.

This session is much more than just a seminar on fundamental charts. Instead, in this session, you will learn how to create advanced charts that are interactive, dynamic, and aesthetically pleasing – three qualities that will help to ensure that your readers and audience will understand the data you are presenting. This seminar is a must if you want to improve your communication skills.

Session Description Read Less
K2’s Mastering Advanced Excel Functions
Computer Software and Applications | 4 Credits
Lawrence A. “Mac” McClelland
01:00 PM to 04:30 PM America/Chicago

With approximately 500 functions now available in Excel, some newer and more powerful tools are easy to overlook. But, if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel’s more advanced features – some new and some legacy – to elevate your productivity to higher levels.

In this session, you will learn about many of Excel’s newer tools, including XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT and PPMT, and how to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE. Additionally, you will learn how to make sophisticated calculations easier with Dynamic Array formulas, harness the AGGREGATE function’s power, and create more accurate forecasts with Excel’s FORECAST.ETS function. No matter your experience working with Excel, participating in this course will help you work more efficiently and effectively in Excel.

Session Description Read Less
Tuesday, December 17, 2024
Day #2
K2’s Microsoft Office 365/Office 365 – All the Things You Need to Know
Computer Software and Applications | 8 Credits
Lawrence A. “Mac” McClelland
09:00 AM to 04:30 PM America/Chicago

Microsoft 365/Office 365 continues to grow and evolve, yet most utilize only a fraction of the tools available in their subscription. For example, powerful resources such as SharePoint Online and audio and video conferencing can change how your organization communicates and collaborates. In contrast, more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 mean that your organization can take advantage of all these features in a highly secure environment.

Isn’t it time you learned how to move beyond the traditional Microsoft 365/Office 365 applications such as Excel, Word, and Outlook and unleash all your subscription offers? Join us in this fast-paced and highly interactive seminar where you will learn what you need to know to succeed with Microsoft 365/Office 365.

Session Description Read Less
Wednesday, December 18, 2024
Day #3
K2’s Next Generation Excel Reporting
Accounting | 8 Credits
Lawrence A. “Mac” McClelland
09:00 AM to 04:30 PM America/Chicago

New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel’s “legacy” features, and you have significant new opportunities to improve your Excel-based reporting environments.

In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to format your spreadsheets quickly and efficiently to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.

Session Description Read Less

Event Instructors

Lawrence A. “Mac” McClelland

Carriere, MS
Speaker & Author, K2 Enterprises

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 Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.

He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.

Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.

About Instructor Read Less

All of our seminars and conferences are NASBA approved  according to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your Registration Includes:

  • Virtual live instructor lead presentation
  • Q&A with the live instructor
  • Course materials (PDF & Sample Materials)
  • One year access to course materials
  • Completion certificate

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