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Live Webcast Replay

K2's 2024 Time To Advance Automation - Strategies And Tools For Efficiency


Total Credits: 2 including 2 Information Technology - Technical

Average Rating:
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Categories:
ACPEN Industry Institute |  Technology
Faculty:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
2 Hours
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

Increasingly, automating business processes is a necessity. In this session, you will learn about real-world examples of automating business processes. Remember, the survival of your business might depend upon successful automation!

Basic Course Information

Learning Objectives
  • Outline the primary benefits of advanced automation in business processes
  • Select appropriate automation tools for data extraction and transformation
  • Identify Microsoft 365 plans and other tools that offer powerful automation capabilities like Power Automate
  • Compare and contrast the functionalities and applications of Power Automate and Zapier
  • Recognize business tasks that are prime candidates for automation

Major Subjects
  • Advanced Automation Strategies: Best practices for starting or enhancing your automation journey
  • Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools
  • Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows
  • Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects

Course Materials

Faculty

Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related Seminars and Products

Shareholder

K2 Enterprises


Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.

During his professional career, Tommy has gained valuable experience in a variety of positions, including:

  • Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
  • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
  • Serving as a Chief Financial Officer for an international engineering organization; and
  • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.

In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.

Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.


Dates

Thu, Jun 06, 2024 - 01:00pm to 02:40pm CDT
Fri, Jun 14, 2024 - 03:00pm to 04:40pm CDT
Sat, Jun 22, 2024 - 09:00am to 10:40am CDT
Fri, Jul 12, 2024 - 11:00am to 12:40pm CDT
Thu, Jul 25, 2024 - 06:00pm to 07:40pm CDT
Mon, Aug 12, 2024 - 03:00pm to 04:40pm CDT
Thu, Aug 29, 2024 - 09:00am to 10:40am CDT
Tue, Sep 10, 2024 - 11:00am to 12:40pm CDT
Mon, Sep 30, 2024 - 01:00pm to 02:40pm CDT
Wed, Oct 02, 2024 - 03:00pm to 04:40pm CDT
Tue, Oct 29, 2024 - 09:00am to 10:40am CDT
Tue, Nov 05, 2024 - 06:00pm to 07:40pm CST
Wed, Nov 20, 2024 - 01:00pm to 02:40pm CST
Mon, Dec 09, 2024 - 03:00pm to 04:40pm CST
Fri, Dec 20, 2024 - 09:00am to 10:40am CST
Mon, Dec 30, 2024 - 11:00am to 12:40pm CST
Sat, Jan 04, 2025 - 01:00pm to 02:40pm CST
Thu, Jan 23, 2025 - 03:00pm to 04:40pm CST
Wed, Feb 12, 2025 - 09:00am to 10:40am CST
Fri, Feb 21, 2025 - 11:00am to 12:40pm CST
Sat, Mar 08, 2025 - 01:00pm to 02:40pm CST
Fri, Mar 28, 2025 - 03:00pm to 04:40pm CDT
Thu, Apr 10, 2025 - 09:00am to 10:40am CDT
Fri, Apr 25, 2025 - 11:00am to 12:40pm CDT
Tue, May 06, 2025 - 06:00pm to 07:40pm CDT
Sat, May 17, 2025 - 03:00pm to 04:40pm CDT

Additional Info

Basic Course Information

Prerequisites Fundamental understanding of basic business technologies
Advanced Preparation None
Designed For

Business professionals desiring to improve efficiency and accuracy through automation

 


Original Recording Date

05/01/2024

 


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

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. 


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