Winter Excel Conference

Winter Excel Conference - Virtual

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Availability

Registration Required

Online Meeting

Dec 14, 2026 9:30 AM - 5:00 PM CT

Cost

Member: $435.00

Non-Member: $535.00

Retired: $435.00

Educator & Government & Non-Profit Member: $435.00

Credit Offered

8 CPE Credits

Field of Study:

2 Information Technology
2 Specialized Knowledge
4 Computer Software & Applications

Please note that this event is hosted by a third party vendor, K2 Enterprises. We recommend registering no later than 24 hours before the event is scheduled. If you encounter issues accessing the event, please reach out to K2 at webinar@k2e.com.

Early Bird Cost: $405 Member/ $505 Non-Member
Standard Cost: $435 Member/ $535 Non-Member
Use promo code EARLYBIRD_EXCEL for the discounted rate. Offer good through Nov. 23.

Many professionals already use Copilot to generate text and summarize meetings, among other activities. But few use Copilot to improve their productivity with Excel. In fact, Copilot can help even advanced Excel users to become more efficient, effective, and productive when working with Microsoft’s ubiquitous spreadsheet application. In this session, you will learn how you can use Copilot to elevate your Excel game by in many areas, including data preparation and cleaning, creating formulas, analyzing data, writing scripts, and creating effective visualizations.

Lawrence A. "Mac" McClelland, Speaker & Author | K2 Enterprises

Brian Tankersley

Speaker & Author, K2 Enterprises

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).

Tommy Stephens

Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.

During his professional career, Tommy has gained valuable experience in a variety of positions, including:

Working 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;
Serving as a Chief Financial Officer for an international engineering organization; and
Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses

In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured 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. Over the past twenty-nine years, Tommy has presented over 3,200 educational sessions to over 82,000 participants throughout the United States and Canada.

Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the AICPA and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.

Lawrence McClelland

JD, Speaker & Author, K2 Enterprises

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