K2 Excel Conference Agenda

K2 Excel Conference

Presented by K2 Enterprises

Date:
May 21, 2025

Time:
9:30 a.m.–5 p.m. ET

Location:
Virtual LIVE

CPE:
8 hours

Mastering Excel for Maximum Efficiency

This conference is designed to help accounting and financial professionals enhance their Excel skills for greater efficiency and effectiveness. Participants will explore advanced functions like LAMBDA, PIVOTBY, and XLOOKUP, along with best practices for PivotTables, productivity, and security. Don’t miss this opportunity to master Excel’s powerful features!

9:30–11:10 a.m. General Session

Excel Blocking and Tackling: Often Overlooked Tools

Brian Tankersley, CPA, CITP, CGMA, K2 Enterprises

Session description coming soon.

11:10–11:20 a.m. Break

It's time to stretch.

11:20 a.m.–1 p.m. General Session

Advanced Excel Functions and Features

Mac McClelland, JD,MBA, K2 Enterprises

Session description coming soon.

1–1:30 p.m. Lunch

It's time for a lunch break.

1:30–3:10 p.m. General Session

Power Query and Other Data Manipulation Tools

Steve Yoss, CPA, MS, K2 Enterprises

Session description coming soon.

3:10–3:20 p.m. Break

It's time to stretch.

3:20–5 p.m. General Session

PivotTables: Excel's Best Feature Is Now Better

Tommy Stephens, CPA, CGMA, CITP, K2 Enterprises

Session description coming soon.