K2’s Expense Reporting Automation
Total Credits: 2 including 2 Computer Software & Applications - Non-technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Industry Institute | Technology
- Faculty:
- Brian F. Tankersley, CPA.CITP, CGMA
- Course Levels:
- Intermediate
- Duration:
- 2 Hours
- License:
- Expires 30 day(s) after program date.
Description
Managing and auditing employee spending on personal and corporate credit cards is a challenge everywhere. Legacy manual expense reporting preparation and approval processes are tedious and repetitive and are an excellent place to start your company's use of business process automation solutions. This session will cover a variety of expense workflow tools which use technologies and features like bank feeds, mobile receipt capture, OCR data extraction/filling, automated policy enforcement, and artificial intelligence-based validation to automate and eliminate the tedium. Attend this session and learn how to use automation and cure the expense reporting blues for you and your employees.
Basic Course Information
Learning Objectives- Select at least two types of employee expenses that are identified as very risky by the course
- Identify at least two common expense reimbursement fraud schemes
- Choose responses that explain how bank feeds are different from data extraction/OCR applications
- Identify at least two comprehensive expense reporting solutions discussed in detail during the course which offer both OCR data extraction and mobile receipt capture
- Explain how artificial intelligence can be used to identify unusual items in expense reports
Major Subjects
- Overview of selected expense and corporate credit card reporting and management platforms
- Major fraud schemes associated with expense reporting
- Extracting and importing transaction data from bank feeds and matching to receipts
Course Materials
IMPORTANT_CPE Credit Instructions_Read Before Webcast_2025 Update (434.2 KB) | Available after Purchase |
K2’s Expense Reporting Automation Handout (3.2 MB) | Available after Purchase |
Faculty

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
Thu, Jun 19, 2025 - 3:00 PM to 4:46 PM EDT
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Fri, Jun 27, 2025 - 5:00 PM to 6:46 PM EDT
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Wed, Jul 09, 2025 - 9:00 AM to 10:46 AM EDT
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Tue, Jul 22, 2025 - 11:00 AM to 12:46 PM EDT
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Thu, Aug 07, 2025 - 1:00 PM to 2:46 PM EDT
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Wed, Aug 27, 2025 - 3:00 PM to 4:46 PM EDT
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Thu, Sep 04, 2025 - 7:00 PM to 8:46 PM EDT
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Sat, Sep 27, 2025 - 9:00 AM to 10:46 AM EDT
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Mon, Oct 06, 2025 - 11:00 AM to 12:46 PM EDT
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Thu, Oct 23, 2025 - 1:00 PM to 2:46 PM EDT
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Wed, Nov 05, 2025 - 3:00 PM to 4:46 PM EST
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Sat, Nov 29, 2025 - 5:00 PM to 6:46 PM EST
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Fri, Dec 05, 2025 - 9:00 AM to 10:46 AM EST
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Sat, Dec 13, 2025 - 11:00 AM to 12:46 PM EST
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Tue, Dec 23, 2025 - 1:00 PM to 2:46 PM EST
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Wed, Jan 07, 2026 - 3:00 PM to 4:46 PM EST
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Thu, Jan 22, 2026 - 5:00 PM to 6:46 PM EST
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Thu, Feb 05, 2026 - 9:00 AM to 10:46 AM EST
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Tue, Feb 24, 2026 - 7:00 PM to 8:46 PM EST
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Fri, Mar 13, 2026 - 1:00 PM to 2:46 PM EDT
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Tue, Mar 24, 2026 - 3:00 PM to 4:46 PM EDT
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Wed, Apr 08, 2026 - 5:00 PM to 6:46 PM EDT
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Sat, Apr 25, 2026 - 9:00 AM to 10:46 AM EDT
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Tue, May 05, 2026 - 11:00 AM to 12:46 PM EDT
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Thu, May 28, 2026 - 1:00 PM to 2:46 PM EDT
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Additional Info
Basic Course Information
Prerequisites Fundamental knowledge of expense reporting fundamentalsAdvanced Preparation None
Designed For Business professionals seeking to improve expense reporting process
Original Recording Date
2025
Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 04/2025
Additional Information
Complaint Resolution PolicyPlease 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.