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Live Webcast Replay

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.

Dates


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

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

Tue, Dec 09, 2025 - 3:00 PM to 3:56 PM CST
Wed, Dec 10, 2025 - 12:00 PM to 12:56 PM CST
Wed, Dec 17, 2025 - 9:00 AM to 9:56 AM CST
Wed, Jan 14, 2026 - 12:00 PM to 12:56 PM CST
Tue, Jan 27, 2026 - 3:00 PM to 3:56 PM CST
Wed, Jan 28, 2026 - 9:00 AM to 9:56 AM CST
Wed, Feb 18, 2026 - 12:00 PM to 12:56 PM CST
Wed, Mar 11, 2026 - 9:00 AM to 9:56 AM CDT
Tue, Mar 17, 2026 - 3:00 PM to 3:56 PM CDT
Wed, Mar 25, 2026 - 12:00 PM to 12:56 PM CDT
Wed, Apr 22, 2026 - 9:00 AM to 9:56 AM CDT
Wed, Apr 29, 2026 - 12:00 PM to 12:56 PM CDT
Tue, May 05, 2026 - 3:00 PM to 3:56 PM CDT

Reviews

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Overall:      4.6

Total Reviews: 14

Comments

Angela B

"Well done!"

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."