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Winter Multi-State Technology Conference
★★★★★
4.7 · 479 attendee ratings across these sessions
Winter Excel Conference (Online) Excel is the backbone of modern accounting and finance—but most professionals still underuse its most powerful features. The Winter Excel Conference is a focused, one‑day virtual event designed to help CPAs, analysts, and finance teams unlock advanced Excel...
Presented in partnership with Alabama Society of CPAs, Arkansas Society of CPAs, Connecticut Society of CPAs, Kansas Society of CPAs, Kentucky Society of CPAs, Massachusetts Society of CPAs, Montana Society of CPAs, Nebraska Society of CPAs, Ohio Society of CPAs, Oklahoma Society of CPAs, Virginia Society of CPAs, Colorado Society of CPAs.
On the agenda
K2’s Tech Update
K2’s Choosing Your CPA Firm Tech Stack
K2’s Productivity Life Hacks
K2’s Building Future-Ready Businesses
K2’s Microsoft Power Tools
K2’s Stop Wasting Time In Excel
K2’s AI Accounting And Fraud Detection
K2’s NextGen Document Management, Workflows, And Portals
20 sessions across 2 days, taught by Randy Johnston and Stephen Yoss — see the full agenda ↓
About this event
Winter Excel Conference (Online)
Excel is the backbone of modern accounting and finance—but most professionals still underuse its most powerful features. The Winter Excel Conference is a focused, one‑day virtual event designed to help CPAs, analysts, and finance teams unlock advanced Excel capabilities and dramatically improve reporting efficiency. If you want faster workflows, cleaner spreadsheets, and smarter data analysis, this conference delivers practical training you can apply immediately.
Across four high‑impact sessions, you’ll explore Dynamic Arrays, data and statistical analytics in Excel, Microsoft Copilot for Excel productivity, and Microsoft 365 integration that makes everything work together. Led by Brian Tankersley, Lawrence A. “Mac” McClelland, and Tommy Stephens, this event provides up to 8 CPE credits in Computer Software & Applications and IT. Perfect for accounting professionals who want to end the year with stronger Excel skills and start the next one more efficient and confident.
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 Monday, November 30, 2026
9 sessions · 16 CPE Credits
$800.00
8:00 – 9:40 AM · Randy Johnston · 2 CPE CreditsComputer Software and Applications
$100.00
9:55 – 11:35 AM · Randy Johnston · 2 CPE CreditsComputer Software and Applications
$100.00
9:55 – 11:35 AM · Stephen Yoss · 2 CPE CreditsComputer Software and Applications
$100.00
9:55 – 11:35 AM · Tommy Stephens · 2 CPE CreditsInformation Technology
$100.00
12:30 – 2:10 PM · Tommy Stephens · 2 CPE CreditsComputer Software and Applications
$100.00
2:25 – 4:05 PM · Tommy Stephens · 2 CPE CreditsComputer Software and Applications
$100.00
12:30 – 2:10 PM · Stephen Yoss · 2 CPE CreditsInformation Technology
$100.00
12:30 – 2:10 PM · Randy Johnston · 2 CPE CreditsComputer Software and Applications
$100.00
2026 Combined Conference Materials
7:30 – 8:00 AM · K2 Enterprises
Included
Day 2 Tuesday, December 1, 2026
11 sessions · 16 CPE Credits
$800.00
8:00 – 9:40 AM · Tommy Stephens · 2 CPE CreditsInformation Technology
$100.00
9:55 – 11:35 AM · Randy Johnston · 2 CPE CreditsInformation Technology
$100.00
9:55 – 11:35 AM · Tommy Stephens · 2 CPE CreditsComputer Software and Applications
$100.00
12:30 – 1:20 PM · Randy Johnston · 1 CPE CreditsComputer Software and Applications
$50.00
12:30 – 1:20 PM · Stephen Yoss · 1 CPE CreditsBusiness Management & Organization
$50.00
1:30 – 2:20 PM · Stephen Yoss · 1 CPE CreditsInformation Technology
$50.00
1:30 – 2:20 PM · Tommy Stephens · 1 CPE CreditsComputer Software and Applications
$50.00
2:35 – 4:15 PM · Stephen Yoss · 2 CPE CreditsAuditing
$100.00
9:55 – 11:35 AM · Stephen Yoss · 2 CPE CreditsComputer Software and Applications
$100.00
12:30 – 1:20 PM · Tommy Stephens · 1 CPE CreditsComputer Software and Applications
$50.00
1:30 – 2:20 PM · Randy Johnston · 1 CPE CreditsComputer Software and Applications
$50.00
Your instructors
Randy Johnston
Partner · K2 Enterprises · ★ 4.5 instructor rating
Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services. K2 Enterprises (K2E.com) – Executive Vice President,...
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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, a 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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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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K2 Enterprises
Various Speakers · Accounting Technology · ★ 4.3 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
Massachusetts Society of CPAs
Connecticut Society of CPAs
Montana Society of CPAs
Nebraska Society of CPAs
Arkansas Society of CPAs
Colorado Society of CPAs
Virginia Society of CPAs
Oklahoma Society of CPAs
Ohio Society of CPAs
Kansas Society of CPAs
Kentucky Society of CPAs
Not sure whether your society participates? Ask us — we'll point you to the right registration path.
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