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Year-End Technology Optimization & Cleanup Week
★★★★★
4.7 · 246 attendee ratings across these sessions
Year‑End Technology Optimization & Cleanup Week is a four‑day live online CPE conference designed to help accounting and finance professionals tighten security, clean up workflows, and enter the new year with stronger systems. Held Dec 7–10, 2026 (Pacific Time), this event focuses on practical...
Presented in partnership with K2 Users, Alabama Society of CPAs, Connecticut 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, New Mexico CPA Foundation, Ohio Society of CPAs, Oklahoma Society of CPAs, Oregon Society of CPAs, Virginia Society of CPAs, Washington Society of CPAs, Minnesota Society of CPAs, Georgia Society of CPAs, Alaska Society of CPAs.
On the agenda
Are You Really Ready? Effective Disaster...
Tech Tips and Tricks for Excellent Video Conferences
Building Bulletproof Spreadsheets: When Accuracy...
Free and Open Source Technology For Your Organization
2026's Biggest Security and Privacy Concerns
K2's Data Security And Privacy Issues And Solutions
Privacy Issues And Solutions – What You Need to Know!
Supercharging Your Spreadsheet Collaboration
10 sessions across 4 days, taught by Stephen Yoss and Lawrence A. "Mac" McClelland — see the full agenda ↓
About this event
Year‑End Technology Optimization & Cleanup Week is a four‑day live online CPE conference designed to help accounting and finance professionals tighten security, clean up workflows, and enter the new year with stronger systems. Held Dec 7–10, 2026 (Pacific Time), this event focuses on practical technology improvements—data security, privacy compliance, spreadsheet accuracy, disaster readiness, and collaboration tools—so your firm can reduce risk and improve efficiency before year‑end.
Across 10 expert‑led sessions, you’ll explore topics like 2026’s biggest security and privacy concerns, disaster recovery planning, bulletproof spreadsheet design, spreadsheet collaboration, video conferencing best practices, and free/open‑source tools that can reduce costs. Led by Atiba Lewis, Lawrence A. “Mac” McClelland, and Stephen Yoss, this program delivers actionable strategies and up to 28 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 Monday, December 7, 2026
3 sessions · 6 CPE Credits
$300.00
7:00 – 9:00 AM · Stephen Yoss · 2 CPE CreditsInformation Technology
$100.00
Tech Tips and Tricks for Excellent Video Conferences
9:30 – 11:30 AM · Stephen Yoss · 2 CPE CreditsSpecialized Knowledge
$100.00
12:00 – 2:00 PM · Stephen Yoss · 2 CPE CreditsSpecialized Knowledge
$100.00
Day 2 Tuesday, December 8, 2026
2 sessions · 6 CPE Credits
$300.00
7:00 – 9:00 AM · Stephen Yoss · 2 CPE CreditsInformation Technology
$100.00
2026's Biggest Security and Privacy Concerns
9:30 AM – 1:30 PM · Stephen Yoss · 4 CPE CreditsInformation Technology
$200.00
Day 3 Wednesday, December 9, 2026
3 sessions · 6 CPE Credits
$300.00
7:00 – 9:00 AM · Lawrence A. "Mac" McClelland · 2 CPE CreditsInformation Technology
$100.00
Privacy Issues And Solutions – What You Need to Know!
9:30 – 11:30 AM · Lawrence A. "Mac" McClelland · 2 CPE CreditsInformation Technology
$100.00
12:00 – 2:00 PM · Lawrence A. "Mac" McClelland · 2 CPE CreditsComputer Software and Applications
$100.00
Day 4 Thursday, December 10, 2026
2 sessions · 10 CPE Credits
$500.00
7:00 – 9:00 AM · Lawrence A. "Mac" McClelland · 2 CPE CreditsInformation Technology
$100.00
9:30 AM – 5:30 PM · Atiba Lewis · 8 CPE CreditsAccounting, Computer Software and Applications
$400.00
Your instructors
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 →
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.
K2 Users
Connecticut Society of CPAs
Society of Louisiana CPAs
Illinois CPA Society
New Mexico CPA Foundation
Ohio Society of CPAs
Minnesota Society of CPAs
Montana Society of CPAs
Oklahoma Society of CPAs
Washington Society of CPAs
Alabama Society of CPAs
Massachusetts Society of CPAs
Indiana CPA Society
Kentucky Society of CPAs
Nebraska Society of CPAs
Alaska Society of CPAs
Oregon Society of CPAs
Georgia Society of CPAs
Virginia Society of CPAs
Not sure whether your society participates? Ask us — we'll point you to the right registration path.
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.
★★★★★
“Having a strong defense is important. The changes are fast and furious. Clear communicator, focused and precise.”
★★★★★
“An important look at some bad stuff. It's information we all need, so we can do our work with more care and caution and realism.”
★★★★★
“Great session to end the Tech conference. Lots of interesting real life cases.”
★★★★★
“Always important to review this subject matter every year, good update.”
★★★★☆
“gave me lots to think about in my work setting”
Common questions
How many CPE credits is Year-End Technology Optimization & Cleanup Week worth?
Year-End Technology Optimization & Cleanup Week is worth 28 CPE credits in Accounting, Computer Software and Applications, Information Technology, Specialized Knowledge. CPE Today is a NASBA National Registry sponsor (ID 167619), so the credit is accepted by state boards of accountancy nationwide.
What is the format, and how long does it run?
It is delivered as a conference. Live sessions include the real-time attendance checks NASBA requires; your certificate is issued automatically on completion.
What if it doesn't meet my expectations?
Every purchase carries a 100% satisfaction guarantee — a full refund within 30 days, no questions asked.
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