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Winter Excel Conference
★★★★★
5.0 · 2 attendee ratings across these sessions
Excel is an indispensable tool for accounting and financial professionals, yet many still aren't using it to its full potential. That’s where the Winter Excel Conference comes in. Join this exclusive, one-day virtual seminar designed to elevate your Excel skills and transform how you work....
Presented in partnership with Mississippi Society of CPAs, Alabama Society of CPAs, Connecticut Society of CPAs, Georgia 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, Ohio Society of CPAs, Oklahoma Society of CPAs, Colorado Society of CPAs, Virginia Society of CPAs.
On the agenda
Microsoft 365 Mastery: When Everything Works Together
K2’s Dynamic Arrays In Excel
Data and Statistical Analytics Using Microsoft Excel
Elevating Excel Productivity With Microsoft Copilot
4 sessions across 1 day, taught by Brian Tankersley and Tommy Stephens — see the full agenda ↓
About this event
Excel is an indispensable tool for accounting and financial professionals, yet many still aren't using it to its full potential. That’s where the Winter Excel Conference comes in.
Join this exclusive, one-day virtual seminar designed to elevate your Excel skills and transform how you work. Catering specifically to accountants, CPAs, and financial professionals, this dynamic conference will teach you to leverage Excel’s powerful features and adopt best practices that maximize efficiency, improve security, and boost productivity.
Register — pick your days or sessions
Register below — click the class to see full details.
Day 1 Monday, December 14, 2026
4 sessions · 8 CPE Credits
$400.00
Microsoft 365 Mastery: When Everything Works Together
9:30 – 11:10 AM · Brian Tankersley · 2 CPE CreditsSpecialized Knowledge
$100.00
K2’s Dynamic Arrays In Excel
11:20 AM – 1:00 PM · Tommy Stephens · 2 CPE CreditsComputer Software and Applications
$100.00
Data and Statistical Analytics Using Microsoft Excel
1:30 – 3:10 PM · Tommy Stephens · 2 CPE CreditsInformation Technology
$100.00
Elevating Excel Productivity With Microsoft Copilot
3:20 – 5:00 PM · Lawrence A. "Mac" McClelland · 2 CPE CreditsComputer Software and Applications
$100.00
Your instructors
Brian Tankersley
Speaker & Author · K2 Enterprises · ★ 4.2 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...
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Tommy Stephens
Partner · K2 Enterprises · ★ 4.6 instructor rating
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began...
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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.
Mississippi Society of CPAs
Alabama Society of CPAs
Georgia Society of CPAs
Nebraska Society of CPAs
Connecticut Society of CPAs
Indiana CPA Society
Massachusetts Society of CPAs
Society of Louisiana CPAs
Kentucky Society of CPAs
Colorado Society of CPAs
Illinois CPA Society
Virginia Society of CPAs
Ohio Society of CPAs
Montana Society of CPAs
Oklahoma Society of CPAs
Not sure whether your society participates? Ask us — we'll point you to the right registration path.
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