Seminar
Next week
ConferenceOnline
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, Kentucky Society of CPAs, Georgia Society of CPAs, Montana Society of CPAs, Colorado Society of CPAs, Oklahoma Society of CPAs, Kansas Society of CPAs, Ohio Society of CPAs, New England Society of CPAs, Alabama Society of CPAs, Society of Louisiana CPAs, Nebraska Society of CPAs, Indiana CPA Society, Virginia Society of CPAs, Illinois CPA Society, Connecticut 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 ↓
Ways to save
Save $222.24 with a credit pass
At the 40-Credit Pass rate ($22.22 a credit with the bonus), this 8-credit event comes to about $177.76: $222.24 less than buying it on its own.
Or start smaller: the 10-Credit Pass ($275.00) pays for it and leaves you 2 credits for more.
Year-end bonus: up to 5 free credits through Dec 31.
Certain conditions apply: not valid for the Federal Tax Update. Pass terms
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
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
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
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.
You're a member of . They may offer this program to members, sometimes at a better price, so it's worth a quick check with them. Visit their site
Your instructors
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 →
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...
Full profile →
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
Kentucky Society of CPAs
Georgia Society of CPAs
Montana Society of CPAs
Colorado Society of CPAs
Oklahoma Society of CPAs
Kansas Society of CPAs
Ohio Society of CPAs
New England Society of CPAs
Alabama Society of CPAs
Society of Louisiana CPAs
Nebraska Society of CPAs
Indiana CPA Society
Virginia Society of CPAs
Illinois CPA Society
Connecticut Society of CPAs
Not sure whether your society participates? Ask us — we'll point you to the right registration path.
Related reading from our instructors
Similar events — see how comparable events rate
Seminar
Next week
Seminar
Conference