Tech Mastery for Accountants (December 16-18)
Tech Mastery for Accountants (December 16-18)
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
09:00 AM - 4:30 PM CST / 10:00 AM - 5:30 PM EST
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Event Description
Join us for a three-day, live virtual seminar designed to elevate your expertise in leveraging technology for better efficiency, reporting, and client management. Earn up to 24 CPD credits as you attend focused, hands-on sessions led by Stephen Yoss, a top-rated CPA and technology strategist. Each day will uncover essential tools and techniques to sharpen your tech skills and enhance your practices. Discover the hidden capabilities of your Microsoft 365 subscription and how tools like Teams, Planner, and SharePoint can boost collaboration and efficiency. Master advanced Excel features such as Power Query, Data Models, and Key Performance Indicators to create polished and effective financial reports. Gain actionable insights into QuickBooks Online's advanced functionalities, helping you implement internal controls, process transactions efficiently, and deliver better results for your clients.
Event Details
- Date: Tue, 12/16/25 to Thu, 12/18/25
- Time Zone: America/Chicago
- Total CPD Credits: 24.0 hours
- Format: Seminar
Location
- Format: Virtual Event - Live Hero
Daily Schedule
Day 1 - 2025-12-16
K2's Microsoft Office 365/Office 365 - All the Things You Need to Know
- Time: 09:00 AM - 04:30 PM
- CPD Credits: 8.0 hours
- Field of Study: Computer Software and Applications
Microsoft 365/Office 365 continues to grow and evolve, yet most utilize only a fraction of the tools available in their subscription. For example, powerful resources such as SharePoint Online and audio and video conferencing can change how your organization communicates and collaborates. In contrast, more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 mean that your organization can take advantage of all these features in a highly secure environment. Isn't it time you learned how to move beyond the traditional Microsoft 365/Office 365 applications such as Excel, Word, and Outlook and unleash all your subscription offers? Join us in this fast-paced and highly interactive seminar where you will learn what you need to know to succeed with Microsoft 365/Office 365.
Day 2 - 2025-12-17
K2's Next Generation Excel Reporting
- Time: 09:00 AM - 04:30 PM
- CPD Credits: 8.0 hours
- Field of Study: Accounting
New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel's "legacy" features, and you have significant new opportunities to improve your Excel-based reporting environments. In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to format your spreadsheets quickly and efficiently to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.
Day 3 - 2025-12-18
K2's Accountant's Guide To QuickBooks Online
- Time: 09:00 AM - 04:30 PM
- CPD Credits: 8.0 hours
- Field of Study: Accounting, Computer Software and Applications
QuickBooks Online's (QBO) market share continues to expand, and the Cloud-based accounting platform now dominates the small business market. Yet, most accounting and financial professionals have not participated in any formal training on the Cloud-based accounting service. Thus, they are unaware of many of the tool's available features and do not work with QuickBooks Online as efficiently and effectively as they should. This course teaches you how to set up QBO and convert QuickBooks Desktop files into a QBO instance. You will learn how to process all types of transactions, including accounts payable, accounts receivable, bank feeds, inventory, and payroll. Further, you will learn how to implement appropriate internal controls and how to capitalize on advanced features such as workflow management and management reports. Join us in this session to learn how to set up QBO properly and take full advantage of all it offers while avoiding common errors and mistakes.
Instructor(s)
Stephen Yoss
- Title: Speaker & Author
- Company: CPD Today
- Location: Big Bear Lake, CA
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 organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.
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