Seminar
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Client Excellence: Communication, Tools & Tech Skills
Computer Software and Applications
★★★★★
4.6 (41)
$300
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Year-End Skill Strengthening & Productivity Strategies
★★★★★
4.7 · 291 attendee ratings across these sessions
Year‑End Skill Strengthening & Productivity Strategies is a two‑day live online conference built to help accounting and finance professionals sharpen their tech skills and close the year stronger. As tools and expectations evolve, this program delivers concise, practical training on the...
Presented in partnership with Alabama Society of CPAs, Connecticut Society of CPAs, Illinois CPA Society, Indiana CPA Society, Kentucky Society of CPAs, Society of Louisiana CPAs, New England Society of CPAs, Montana Society of CPAs, Nebraska Society of CPAs, New Mexico CPA Foundation, Ohio Society of CPAs, Oklahoma Society of CPAs, Virginia Society of CPAs, Washington Society of CPAs, Georgia Society of CPAs, Alaska Society of CPAs.
On the agenda
K2's Tech Update
K2's Taking A Fresh Look At Teams
K2's CPA Firm Update
K2's Office Scripts – The New Macros
K2's Automation - Beyond The Basics With The...
5 sessions across 2 days, taught by Brian Tankersley and Stephen Yoss — see the full agenda ↓
About this event
Year‑End Skill Strengthening & Productivity Strategies is a two‑day live online conference built to help accounting and finance professionals sharpen their tech skills and close the year stronger. As tools and expectations evolve, this program delivers concise, practical training on the technologies and automation methods that can save hours and improve firm performance heading into the new year.
Across five focused sessions, you’ll review the most important technology trends, explore updates in Microsoft Teams and Office Scripts (the new generation of Excel macros), and learn advanced automation techniques you can apply immediately. You’ll also gain insights from the annual CPA Firm Update and Tech Update to help guide your firm’s strategy. Led by Brian Tankersley and Stephen Yoss, this event provides actionable guidance and up to 10 CPE credits in Accounting, IT, and Software & Applications.
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 Wednesday, November 11, 2026
3 sessions · 6 CPE Credits
$300.00
K2's Tech Update
7:00 – 9:00 AM · Brian Tankersley · 2 CPE CreditsInformation Technology
$100.00
9:30 – 11:30 AM · Brian Tankersley · 2 CPE CreditsComputer Software and Applications
$100.00
12:00 – 2:00 PM · Brian Tankersley · 2 CPE CreditsAccounting
$100.00
Day 2 Thursday, November 12, 2026
2 sessions · 4 CPE Credits
$200.00
7:00 – 9:00 AM · Stephen Yoss · 2 CPE CreditsComputer Software and Applications
$100.00
9:30 – 11:30 AM · Stephen Yoss · 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.
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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 →
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, 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
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
Society of Louisiana CPAs
Illinois CPA Society
Washington Society of CPAs
Connecticut Society of CPAs
Alaska Society of CPAs
Virginia Society of CPAs
New England Society of CPAs
Georgia Society of CPAs
Ohio Society of CPAs
Kentucky Society of CPAs
Montana Society of CPAs
Nebraska Society of CPAs
Oklahoma Society of CPAs
New Mexico CPA Foundation
Indiana CPA Society
Not sure whether your society participates? Ask us — we'll point you to the right registration path.
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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.
★★★★★
“The instructors at K2 are always very interesting and I've learned a lot through the years from them.”
★★★★★
“Very practical with relevant examples. Appreciate the insight to 'Best Practices'”
★★★★★
“Greatly enjoy this course. Really enjoy the review of the consumer electronic show,.”
★★★★★
“I really liked the time that was spent on the new technology coming out and updates from C3 that were a little lacking this year. I know it didn't always have anything to do with business, but it was nice to see what was coming on the horizon for consumer tech.”
★★★★★
“I appreciate this class. It had me thinking about ways to implement this. I loved the examples, so thank you for sharing!”
★★★★★
“Instructor very knowledgeable and able to explain the material very well.”
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