SeminarOnline

Year-End Skill Strengthening & Productivity Strategies

★★★★★ 4.7 · 164 attendee ratings across these sessions

Join us Nov 11–12, 2026 online for 2 days of live CPE — 5 sessions taught by Brian Tankersley and Stephen Yoss, worth up to 10 CPE credits.

DatesNov 11–12, 2026 (Pacific Time)
CPE CreditsUp to 10
📅 Add to calendar: Apple/Outlook · Google · Outlook Web

Presented in partnership with Oklahoma Society of CPAs, New Mexico CPA Foundation, Montana Society of CPAs, Georgia Society of CPAs, Washington Society of CPAs, Kentucky Society of CPAs, Virginia Society of CPAs, Alabama Society of CPAs, Alaska Society of CPAs, Connecticut Society of CPAs, Illinois CPA Society, Indiana CPA Society, Massachusetts Society of CPAs, Nebraska Society of CPAs, Ohio Society of CPAs, Society of Louisiana CPAs, K2 Enterprises.

Agenda

Select a day, then a class, for full details.

Day 1 Wednesday, November 11, 2026 3 sessions
K2's Tech Update K2's Tech Update 7:00 – 9:00 AM · Brian Tankersley · 2 credits

Keeping pace with technology has never been more crucial, and K2's Tech Update is your key to staying informed and ahead. This comprehensive session is tailored for accounting professionals seeking to understand the landscape of technological advancements. You will gain insights into the latest developments and how they impact the accounting sector. Our expert-led program will delve into the newest Software and Hardware innovations, the evolving role of AI and machine learning in accounting, and the burgeoning impact of technologies like quantum computing and blockchain. This course guides you through the advantages and challenges of these technologies and helps you craft a technology strategy that aligns with your business goals.

Brian Tankersley Taught by Brian Tankersley · ★ 4.5
Information Technology2 CPE creditsLiveHero
K2's Taking A Fresh Look At Teams K2's Taking A Fresh Look At Teams 9:30 – 11:30 AM · Brian Tankersley · 2 credits

Just because Microsoft Teams is no longer a new tool doesn’t mean it hasn’t evolved…it certainly has! Since its introduction in 2016, Teams has become the de facto business productivity platform for organizations worldwide. Yet, many users barely scratch the surface of all that Teams offers. Participate in this session to learn how to get more from Teams and enhance your ROI on the platform. In this session, you will learn about the core options available in Teams and how to leverage them. You will also learn about new enhancements in Teams, including threaded conversations, enhanced meeting features, and integration with Microsoft’s Copilot platform. If you use Teams and want a deeper understanding of the platform, don’t miss your opportunity to participate in this session.

You'll learn to:
  • List examples of core functionality in Teams
  • Identify new opportunities to improve Teams-based communications
  • Specify how to integrate other services into Teams
  • Name options for collaborating with internal and external Teams users
  • List some of Teams most significant competitors
Brian Tankersley Taught by Brian Tankersley · ★ 4.5
Computer Software and Applications2 CPE creditsLiveHero
K2's CPA Firm Update K2's CPA Firm Update 12:00 – 2:00 PM · Brian Tankersley · 2 credits

In a rapidly evolving public practice accounting landscape, K2's CPA Firm Update continues to be your essential guide to staying ahead. This session provides actionable insights into transformative technologies and management strategies reshaping the profession. With a focus on data analytics, cybersecurity, practice management, and client service excellence, this year's update delves into how firms can thrive amidst change. Key technologies covered include AI-powered auditing, blockchain applications for financial processes, advancements in cloud computing, robotic process automation (RPA), and workflow optimization tools. Gain clarity on significant trends and how they affect your firm's strategy, enabling you to make well-informed decisions for sustainable growth.

You'll learn to:
  • Understand supplier and market changes impacting the profession
  • Compare and assess software solutions for various service lines and specialties
  • Explore emerging technologies that enhance efficiency and deliver competitive advantages
  • Select the most suitable technology stack for your firm's long-term success
Brian Tankersley Taught by Brian Tankersley · ★ 4.5
Accounting2 CPE creditsLiveHero
Day 2 Thursday, November 12, 2026 2 sessions
K2's Office Scripts – The New Macros K2's Office Scripts – The New Macros 7:00 – 9:00 AM · Stephen Yoss · 2 credits

Office Scripts is a new feature that allows you to automate tasks in Excel and other Office applications. Unlike VBA, a legacy language that runs only on Windows, Office Scripts can run on any platform and device that supports Office on the web. Further, Office Scripts has a modern and intuitive interface that lets you easily create, edit, and share your scripts. Office Scripts are stored in the Cloud, and they work with Office Online apps and integrate with Power Automate for process automation. Save time and improve productivity using Office Scripts in Excel and other Office applications.

You'll learn to:
  • List three benefits of using Office Scripts over legacy VBA macros
  • Distinguish the storage locations for Office scripts vs. VBA macros
  • Identify four reasons why Office Scripts may not be available for use
  • List two ways of sharing an Office Script with other users
Stephen Yoss Taught by Stephen Yoss · ★ 4.7
Computer Software and Applications2 CPE creditsLiveHero
K2's Automation - Beyond The Basics With The Microsoft Power Platform K2's Automation - Beyond The Basics With The Microsoft Power Platform 9:30 – 11:30 AM · Stephen Yoss · 2 credits

This session is for accounting professionals aiming to enhance their automation expertise with the low-code/no-code tools in Microsoft Power Apps and Power Automate. Participants will explore techniques to create simple workflows and develop custom applications, including “describe it to design it.” The session focuses on automating processes, such as approvals, workflow automation, and data manipulation, while accessing and utilizing data from Microsoft Fabric and external databases. Attendees will learn about different types of workflows and the platform’s tools for Robotic Process Automation (RPA). Further, they will leave with a better understanding of the Power Platform so they can drive digital transformation in their organizations.

You'll learn to:
  • Design workflows in Power Automate for automating approvals and basic workflows.
  • Understand and describe how diverse data sources, including Microsoft Dataverse, can be incorporated into process automation solutions
  • Name one of the demonstrated tools used to address specific automation requirements efficiently and accurately
Stephen Yoss Taught by Stephen Yoss · ★ 4.7
Computer Software and Applications2 CPE creditsLiveHero

Your instructors

Brian Tankersley

Brian Tankersley

Speaker & Author · K2 Enterprises · ★ 4.5 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...

Full profile →
Stephen Yoss

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...

Full profile →

Co-sponsored with your state society

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.

★★★★★

“Very practical with relevant examples. Appreciate the insight to 'Best Practices'”

Verified attendee K2's CPA Firm Update · Jun 20, 2025
★★★★★

“I appreciate this class. It had me thinking about ways to implement this. I loved the examples, so thank you for sharing!”

Verified attendee K2's Office Scripts – The New Macros · Dec 19, 2024
★★★★★

“Instructor very knowledgeable and able to explain the material very well.”

Verified attendee K2's Office Scripts – The New Macros · Nov 13, 2024

Similar events — see how comparable events rate

$125per day
Register

Course details

Upcoming dates

Loading…