K2's Excel Conference
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(Check-In 8:30am EST)
Virtual
8.00 Credits
Member Price $359.00
Non-Member Price $519.00
Overview
Virtually all accounting and financial professionals use Excel but, unfortunately, most don’t use it as efficiently and effectively as they could or should. If you’re ready to elevate your Excel skills, plan today to participate in this special 8-hour conference designed to help you work better with Excel.
In this event, you will go well beyond simple functions such as SUM to learn how you can take full advantage of many key features in Excel. Included in the discussion are newer functions and features such as LAMBDA, PIVOTBY, and XLOOKUP. You will also learn various tips for improving productivity and security when working with Excel. And you will learn best practices for working with PivotTables.
You don’t want to miss this special opportunity to learn better ways for working with Excel!
Highlights
• Why and how to use new functions and features in Excel
• Advanced formulas and best practices for constructing them
• Excel productivity tips and tricks
• The power of the PivotTable
Designed For
Business professionals who want to increase their proficiency when working with Excel
Objectives
• Identify the benefits associated with newer functions and features in Excel and utilize these newer tools
• Create advanced formulas using Excel functions and utilize formula “best practices”
• List various ways you can improve your efficiency and effectiveness in Excel by utilizing tips and tricks discussed in this session
• Construct PivotTables – including those with user-defined calculations – and list examples of advantages of PivotTables compared to formula-based summaries and calculations
Wednesday, May 21
General Session
- K2's Excel Blocking And Tackling - Often Overlooked Tools
Brian Tankersley, K2 EnterprisesBrian Tankersley
Brian Tankersley, CPA, CITP, CGMA, leverages over 30 years of professional experience as a consultant for K2 Enterprises, specializing in accounting technology. A prominent figure in the industry, Tankersley is a frequent speaker at continuing education courses and contributes to multiple accounting media outlets. His nationally recognized blog on accounting and technology serves as a valuable resource for professionals, and he has been honored eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. With a wide-reaching impact, he has presented in 48 states and been a guest speaker for various accounting organizations in Canada. Tankersley’s expertise extends to 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.
This session is available to registrants only.
General Session
- K2's Advanced Excel Functions And Features
Mac McClelland, K2 EnterprisesMac 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.
This session is available to registrants only.
General Session
- K2's Power Query And Other Data Manipulation Tools
Steve Yoss, K2 EnterprisesSteve Yoss
Stephen M. Yoss, Jr., CPA, MS is a certified public accountant, the partner, and principal 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.
This session is available to registrants only.
General Session
- K2's PivotTables - Excel's Best Feature Is Now Better
Thomas Stephens Jr, K2 EnterprisesThomas Stephens Jr
Tommy Stephens Jr., CPA, CGMA, CITP, is a shareholder at K2 Enterprises where he lectures internationally on subjects, such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance and financial accounting standards and applications. Stephens background also includes his work 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 and serving as CFO for an international engineering organization. In the last 25 years, he has also presented over 2,700 educational sessions to over 70,000 participants throughout the U.S. and Canada.
This session is available to registrants only.
Non-Member Price $519.00
Member Price $359.00