K2's Saving Time With Electronic Forms
Total Credits: 1
- Average Rating:
- 14
- Categories:
- ACPEN Industry Institute | Technology
- Faculty:
- Brian F. Tankersley, CPA.CITP, CGMA
- Course Levels:
- Intermediate
- Duration:
- 1 Hour
- License:
- Expires 30 day(s) after program date.
Description
Web portals, "low-code/no-code" data collection, and survey tools have changed how we collect data. Modern solutions like Microsoft 365 Forms, Zoho Survey, SurveyMonkey, Microsoft PowerApps, and legacy tools like Adobe Acrobat Forms allow users to create web forms and integrate the resulting data into business process workflows. This session introduces the range of available tools, demonstrates standard features, and shows how tools permit users to expose or conceal questions based on answers given earlier in the survey. Attend this session to learn how to use tools you already own to efficiently collect data from your team, customers, and vendors.
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| K2's 2024 Saving Time With Electronic Forms Handout (4.1 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
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Tue, Dec 09, 2025 - 3:00 PM to 3:56 PM CST
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Wed, Dec 10, 2025 - 12:00 PM to 12:56 PM CST
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Wed, Dec 17, 2025 - 9:00 AM to 9:56 AM CST
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Wed, Jan 14, 2026 - 12:00 PM to 12:56 PM CST
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Tue, Jan 27, 2026 - 3:00 PM to 3:56 PM CST
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Wed, Jan 28, 2026 - 9:00 AM to 9:56 AM CST
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Wed, Feb 18, 2026 - 12:00 PM to 12:56 PM CST
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Wed, Mar 11, 2026 - 9:00 AM to 9:56 AM CDT
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Tue, Mar 17, 2026 - 3:00 PM to 3:56 PM CDT
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Wed, Mar 25, 2026 - 12:00 PM to 12:56 PM CDT
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Wed, Apr 22, 2026 - 9:00 AM to 9:56 AM CDT
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Wed, Apr 29, 2026 - 12:00 PM to 12:56 PM CDT
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Tue, May 05, 2026 - 3:00 PM to 3:56 PM CDT
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