Excel, AI and Ethics for Accountants (December 29-30)
Excel, AI and Ethics for Accountants (December 29-30)
09:00 AM - 4:30 PM CST / 10:00 AM - 5:30 PM EST
09:00 AM - 4:30 PM CST / 10:00 AM - 5:30 PM EST
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Event Description
Master essential skills, stay ahead of industry trends, and explore the intersection of technology and ethics in accounting. Join us for a two-day, in-depth virtual conference tailored for accountants, CPAs, and finance professionals who want to elevate their expertise and discover the practical applications of cutting-edge technology. Led by renowned accounting technology consultant and speaker Brian Tankersley, this event offers valuable insights, hands-on learning, and actionable strategies to excel in your profession.
Event Details
- Date: Mon, 12/29/25 to Tue, 12/30/25
- Time Zone: America/Chicago
- Total CPD Credits: 16.0 hours
- Format: Seminar
Location
- Format: Virtual Event - Live Hero
Daily Schedule
Day 1 - 2025-12-29
K2's Excel PivotTables for Accountants
- Time: 09:00 AM - 04:30 PM
- CPD Credits: 8.0 hours
- Field of Study: Accounting, Computer Software and Applications
Many business professionals consider PivotTables the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or extend your existing knowledge of PivotTables, then plan to participate in this course. You will learn how to build PivotTables, group data inside PivotTables - including grouping options for fiscal periods - and create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques, including building PivotTables that consolidate data from multiple data ranges and PivotTables that connect dynamically to external databases and financial accounting systems. Additionally, you will learn to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot. You will be a master of Excel PivotTables at the end of the day! This course is for you if you have been leery of working with PivotTables or have struggled to realize their many benefits. With some information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you spend completing such tasks.
Day 2 - 2025-12-30
K2's Artificial Intelligence For Accounting And Financial Professionals
- Time: 09:00 AM - 12:30 PM
- CPD Credits: 4.0 hours
- Field of Study: Computer Software and Applications
Discover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team. Explore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.
K2's Ethics and Technology
- Time: 01:00 PM - 04:30 PM
- CPD Credits: 4.0 hours
- Field of Study: Behavioral Ethics
With the explosion of technology over the past thirty years, one fair question is, "what are the ethical considerations and impacts related to this technology?" Of course, practical technology issues such as data privacy and security undoubtedly carry ethical considerations. However, technology also affects the ethics associated with work-life balance, the digital divide, training needs, copyrights, and fraud, to name a few. This course will teach you about "technoethics" and its implications for individuals and organizations. To that end, you will explore many current and emerging issues associated with ethics and technology, such as copyrights, cybercrimes, privacy versus security, and geo-tracking technologies. Given the profound implications of ethics and technology, this could be the most impactful session you will ever attend.
Instructor(s)
Brian Tankersley
- Title: Speaker & Author
- Company: K2 Enterprises
- Location: Knoxville, TN
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 professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005, and he is also one of the national instructors for Yaeger CPA Review.
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