Tech Tips and Excel Tips for CPA's (December 9-10)
Tech Tips and Excel Tips for CPA's (December 9-10)
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
This two-day seminar is designed to provide powerful insights into two of the most critical areas for modern accounting professionals: Day 1: K2's Excel Essentials for Staff Accountants. Learn how to summarize data effectively, create accounting-specific calculations, and generate professional, accurate reports using Excel. Features in-depth training on PivotTables, advanced formulas, tables, formatting, and more. Day 2: K2's Technology for CPAs - Don't Get Left Behind. Explore cutting-edge technologies, from the latest Excel resources to innovative tools for efficiency and security. Gain insights into trends like Windows 11, PDF workflows, and best practices for maximizing IT investments.
Event Details
- Date: Tue, 12/09/25 to Wed, 12/10/25
- Time Zone: America/Chicago
- Total CPD Credits: 16.0 hours
- Format: Seminar
Location
- Format: Virtual Event - Live Hero
Daily Schedule
Day 1 - 2025-12-09
K2's Excel Essentials for Staff Accountants
- Time: 09:00 AM - 04:30 PM
- CPD Credits: 8.0 hours
- Field of Study: Computer Software and Applications
Staff accountants have specific needs when working with Excel. Unfortunately, their existing Excel knowledge often does not meet these needs. Chief among these are summarizing data quickly and accurately, generating accurate and aesthetically pleasing reports, and creating accounting-centric calculations for elements such as depreciation, amortization, and interest. By participating in this eight-hour session, staff accountants will gain the essential skills to maximize efficiency and accuracy when working with Excel. This session begins with a quick overview of Excel best practices. It then progresses rapidly into discussions that address PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the session, you will learn from accounting-centric examples to reinforce key learning points. In this session, you will learn in a "laptop-friendly" environment, and participants will have access to all the demonstration files. In sum, this seminar is a "must" for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.
Day 2 - 2025-12-10
K2's Technology for CPAs - Don't Get Left Behind
- Time: 09:00 AM - 04:30 PM
- CPD Credits: 8.0 hours
- Field of Study: Computer Software and Applications
How good are you with the technology you use daily? Are new technology tools available to save time and make you more effective? Technology continues to accelerate rapidly, and keeping pace is essential. This course is for you if you are not an information technology (IT) expert but need a technology update to maintain and improve your skills to serve your companies or clients more efficiently and effectively! In this fast-paced, update-style course, you will survey today's IT environment, learning about computer hardware, software (including Microsoft Office), operating systems (including Windows 11), peripheral devices, and what they mean for you. You will also learn about significant trends in information technology and how to take advantage of the opportunities presented by these trends. Examples include the latest Excel features, best practices for working with PDF files, and security and privacy issues. Additionally, you will learn how to improve the overall performance of your IT investment, thereby increasing your return on investment. Throughout this program, you will learn from real-time demonstrations of practical applications of the latest tools, which can provide you with the knowledge you need to harness the power of technology, both now and in the future. So register now for this "don't miss" opportunity to get the skills required to enhance the value of your IT investment.
Instructor(s)
Lawrence A. "Mac" McClelland
- Title: Speaker & Author
- Company: K2 Enterprises
- Location: Carriere, MS
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.
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