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Virtual Excel Conference

 Wed, 12/03/2025 from 9:30 am to 5:00 pm
 
8.0
26 / 4-191W
Registration is Open
Member Price
$334.00 Early Registration (through 11/19/2025)
Your Price
$484.00 Early Registration (through 11/19/2025)
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Designed For:

Busy accounting and financial professionals who want to improve their personal and organizational productivity using Microsoft Excel.

Prerequisite:

None

Virtually all accounting and financial professionals use Excel but, unfortunately, most don’t use it as efficiently and effectively as they could or should. If you’re ready to elevate your Excel skills, plan today to participate in this special 8-hour conference designed to help you work better with Excel.

In this event presented by K2 Enterprises, you will go well beyond simple functions such as SUM to learn how you can take full advantage of many key features in Excel. Included in the discussion are newer functions and features such as LAMBDA, PIVOTBY and XLOOKUP. You will also learn various tips for improving productivity and security as well as best practices for working with PivotTables.

  • Delivery Method: Group internet-based
  • Program Level: Update

Objectives

To teach you to leverage Excel’s powerful features and adopt best practices that maximize efficiency, improve security and boost productivity.

Schedule

Session 1: Excel Blocking & Tackling: Often-Overlooked Tools
December 3, 2025 from 9:30 am - 11:10 am
Brian Tankersley

Excel offers so many features, functions and options that it is easy to overlook some of the most useful and fundamental features. As examples — templates, Flash Fill, Conditional Formatting, Data Consolidate, collaboration options, data protection tools, and Highlight Changes — are all great examples of Excel features that sometimes do not get the attention they deserve. In this session, you will learn about many of Excel’s overlooked tools — tools that can help you and your team to create effective Excel spreadsheets quickly and easily. If you’re looking to ensure that your spreadsheets take advantage of Excel’s best fundamental tools, make plans today to participate in this session!

Credit: Computer Software and Applications - 2

Session 2: Advanced Excel Functions & Features
December 3, 2025 from 11:20 am - 1:00 pm
Lawrence McClelland

Unlock the full potential of Excel with this deep dive into some of its most powerful and time-saving features. Explore the advantages of using modern tools like Office Scripts over legacy VBA macros, and discover how Power Pivot can supercharge your PivotTable capabilities. Learn how Dynamic Arrays can simplify complex formulas, get introduced to the Inquire add-in for workbook analysis and auditing, and walk away with five new Excel functions that will instantly boost your productivity. Whether you're a casual user or an Excel power user, this session will equip you with practical insights to work smarter and more efficiently.

Credit: Computer Software and Applications - 2

Session 3: Power Query & Other Data Manipulation Tools
December 3, 2025 from 1:30 pm - 3:10 pm
Stephen Yoss

Take your Excel skills to the next level with powerful tools that streamline reporting, automate data workflows and transform raw information into business-ready insights. This session dives deep into Excel Tables and Power Query — two essential tools for professionals managing large volumes of data. Learn how to create automated reporting systems using table features and formulas, reduce manual entry errors, and build dynamic data models for efficient analysis. You’ll also gain hands-on techniques for using Power Query to clean, reshape and integrate data from multiple sources, including workbooks, databases and APIs. Whether you’re looking to simplify daily tasks or enhance large-scale information management, this session will equip you with practical strategies to boost accuracy, consistency and productivity.

Credit: Computer Software and Applications - 2

Session 4: PivotTables: Excel's Best Feature Is Now Better
December 3, 2025 from 3:20 pm - 5:00 pm
Tommy Stephens Jr.

Take your PivotTable skills to the next level by exploring advanced tools and techniques that make data analysis more flexible and insightful. This session covers traditional PivotTable creation methods while introducing powerful enhancements like user-defined calculations, Power Query integration, and the game-changing new functions PIVOTBY and GROUPBY. You’ll learn when to use these new tools, how to overcome common PivotChart limitations, and where Power Query can streamline your workflow. Perfect for users ready to move beyond the basics, this session will help you unlock more dynamic and efficient ways to work with your data.

Credit: Computer Software and Applications - 2

Optional On-Demand Ethics Choice 1: AI Ethics 2025
Optional On-Demand Ethics Choice 2: Regulatory Ethics 2025
Optional On-Demand Ethics Choice 3: Accounting Ethics 2025
I do not need ethics at this time.

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.