K2's Excel Conference (VIRTUAL)
Online
8.00 Credits
Member Price $289.00
Price will increase by $35 after 12/7
Non-Member Price $414.00
Price will increase by $35 after 12/7
Overview
Excel remains the most critical tool in any accounting professional’s arsenal—but the platform keeps evolving, and most practitioners aren’t tapping into even half of what’s now possible. This specialized conference cuts through the noise to focus exclusively on Microsoft Excel’s latest capabilities that matter most to your daily workflow. From dynamic arrays and LAMBDA functions to Power Query automation and modern data manipulation tools, you’ll discover features that can genuinely transform how you work. These aren’t theoretical exercises—they’re real-world techniques you can implement immediately to handle larger datasets, reduce errors, and reclaim hours every week.
Whether you’re still relying on methods from five years ago or you’re already pushing Excel’s boundaries, these sessions will equip you with practical skills that make an immediate difference. With two opportunities to attend in 2026, you can choose the timing that works best or revisit the material as Excel continues its rapid evolution. Don’t let your Excel knowledge stagnate while the platform races ahead.
Objectives
- Apply advanced Excel functions and features released in recent updates to streamline common accounting tasks and improve accuracy in financial analysis
- Implement Power Query and modern data manipulation techniques to automate repetitive processes and handle increasingly complex datasets
- Utilize PivotTables and dynamic array functions to create more flexible, maintainable reports that adapt to changing business requirements
- Recognize overlooked built-in tools and shortcuts that can significantly reduce time spent on routine Excel operations
- Build more efficient workflows using contemporary Excel capabilities designed specifically for data-intensive professional environments
Highlights
- Excel Blocking and Tackling – Often Overlooked Tools
- Advanced Excel Functions and Latest Features
- Power Query and Other Data Manipulation Tools
- PivotTables – Excel's Best Feature Is Now Even Better
- Modern Dynamic Arrays and Formula Techniques
- Workflow Optimization Strategies for Financial Professionals
Designed For
All CPAs
Preparation
None
Notice
By registering for this program and, accordingly, receiving the eMaterials, you're acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.
Monday, December 14
General Session
- Microsoft 365 Mastery: When Everything Works Together
Brian Tankersley, Director of Strategic Relationships, K2 Enterprises, LLCBrian Tankersley
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, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 30 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.
Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.
Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.
Brian and his family make their home in Farragut, Tennessee.
Analyze the Microsoft 365 ecosystem to identify integration opportunities across core business applications., Implement real-time co-authoring workflows in Excel, Word, and PowerPoint to streamline document collaboration., Utilize automated features within Outlook, Teams, and SharePoint to synchronize communications and data., Differentiate between cloud-based file sharing and traditional file servers to improve data accessibility., Examine the impact of broad-spectrum AI and automated data flows on firm-wide productivity.
Credits: 2 - Specialized Knowledge
This session is available to registrants only.
General Session
- K2’s Dynamic Arrays In Excel
Thomas Stephens Jr., Shareholder, K2 Enterprises, LLCThomas Stephens Jr.
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.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
• Working as an auditor and technology consultant for an Atlanta-based public accounting firm; • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; • Serving as a Chief Financial Officer for an international engineering organization; and • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.
In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past twenty-seven years, Tommy has presented over 2,900 educational sessions to over 73,000 participants throughout the United States and Canada.
Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
Compare dynamic arrays to traditional formulas
- Use dynamic arrays to automate traditional calculations
- Identify examples of how you can use dynamic arrays to access external data
Credits: 2 - Computer Software & Applications
This session is available to registrants only.
General Session
- Data and Statistical Analytics Using Microsoft Excel
Thomas Stephens Jr., Shareholder, K2 Enterprises, LLCThomas Stephens Jr.
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.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
• Working as an auditor and technology consultant for an Atlanta-based public accounting firm; • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; • Serving as a Chief Financial Officer for an international engineering organization; and • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.
In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past twenty-seven years, Tommy has presented over 2,900 educational sessions to over 73,000 participants throughout the United States and Canada.
Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
List the primary categories of business analytics and their practical applications in accounting., Utilize the Analysis ToolPak to generate descriptive statistics and analyze data distribution patterns., Implement regression analysis within Excel to identify and quantify key business performance drivers., Use Dynamic Array functions to create flexible and automated statistical summary reports., Analyze emerging AI and Python integrations to determine their utility for advanced modeling.
Credits: 2 - Information Technology
This session is available to registrants only.
General Session
- Elevating Excel Productivity With Microsoft Copilot
Lawrence McClelland, Associate, K2 Enterprises, LLCLawrence McClelland
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 Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.
He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.
Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.
Identify options for using Copilot to streamline Excel-based tasks
- Analyze data more efficiently using Copilot
- Apply Copilot-grounded techniques to streamline formula-building processes
- Differentiate between data analysis using Copilot compared to traditional techniques
- Use Copilot to automate reporting and analysis
Credits: 2 - Computer Software & Applications
This session is available to registrants only.
Non-Member Price $414.00
Member Price $289.00