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Live Webcast Replay

K2's 2024 Saving Time With Electronic Forms


Total Credits: 1 including 1 Computer Software & Applications - Non-technical

Average Rating:
   8
Categories:
ACPEN Industry Institute |  Technology
Faculty:
Brian F. Tankersley, CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
1 Hour
License:
Product Setting: Expires 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

Business professionals can automate data collection processes by using today’s electronic forms. Learn about these tools and how to deploy them in this session.

Basic Course Information

Learning Objectives
  • Identify the licenses or subscriptions required to use forms/data collection tools, including Microsoft Power Apps, Zoho Forms, Microsoft Forms, and Adobe PDF forms
  • Identify examples of benefits and risks of using each approach to creating forms
  • Identify which tool or approach would be the best fit for a particular data collection task

Major Subjects
  • Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool
  • The benefits and risks associated with using each approach
  • Examples of how tools can be used effectively, with examples

Course Materials

Faculty

Brian F. Tankersley, CPA.CITP, CGMA's Profile

Brian F. Tankersley, CPA.CITP, CGMA Related Seminars and Products

Director, Strategic Relationships

K2 Enterprises, LLC


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, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com).  Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.  Brian started teaching CPA review courses in 1997, and currently works with Yaeger CPA Review.

Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada.  He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA).  He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.


Dates

Fri, Nov 15, 2024 - 04:00pm to 04:56pm EST
Wed, Nov 27, 2024 - 09:00am to 09:56am EST
Wed, Dec 04, 2024 - 01:00pm to 01:56pm EST
Fri, Dec 13, 2024 - 04:00pm to 04:56pm EST
Mon, Dec 23, 2024 - 09:00am to 09:56am EST
Sat, Dec 28, 2024 - 01:00pm to 01:56pm EST
Wed, Jan 08, 2025 - 04:00pm to 04:56pm EST
Tue, Jan 21, 2025 - 09:00am to 09:56am EST
Tue, Feb 04, 2025 - 01:00pm to 01:56pm EST
Sat, Feb 22, 2025 - 04:00pm to 04:56pm EST
Thu, Mar 06, 2025 - 07:00pm to 07:56pm EST
Fri, Mar 21, 2025 - 01:00pm to 01:56pm EDT
Sat, Apr 12, 2025 - 04:00pm to 04:56pm EDT
Tue, Apr 29, 2025 - 07:00pm to 07:56pm EDT
Fri, May 02, 2025 - 01:00pm to 01:56pm EDT
Mon, May 19, 2025 - 04:00pm to 04:56pm EDT

Additional Info

Basic Course Information

Prerequisites Fundamental understanding of business-related technology
Advanced Preparation  None
Designed For

Accounting professionals who want to collect, aggregate, and report on data from employees, vendors, and customers more effectively

 


Original Recording Date

05/01/2024

 


Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 02/01/2024

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. 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: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Reviews

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1

Overall:      4.4

Total Reviews: 8

Comments

Adriana H

"Very practical webinar. Great tips."

Jennifer D - 48178, Michigan

"There was a lot of information given in a short period of time. The comparison of features on the handout will be a great reference tool for the future."