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Live Webcast Replay

K2's 2024 Advanced Collaboration Solutions


Total Credits: 2 including 2 Computer Software & Applications - Non-technical

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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

Collaboration is more important now than ever. In this session, you will learn how to take advantage of today’s collaboration tools to improve accuracy, customer/client service, and organizational efficiency.

Basic Course Information

Learning Objectives
  • Evaluate and select portal products that include PBC and 1040 workpaper functionalities
  • Compare different vendor options for integrating payment processes
  • Assess eSignature needs and the features that best address them
  • Develop a comprehensive understanding of the features necessary for effective collaboration

Major Subjects
  • Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration
  • Modern Payment Solutions: Understanding and integrating various payment options into your portal
  • Effective Use of eSignatures: Streamlining processes and ensuring compliance
  • Feature Checklist for Collaboration Tools: What to look for in the latest technology

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

Tue, Jun 04, 2024 - 09:00am to 10:40am PDT
Wed, Jun 12, 2024 - 11:00am to 12:40pm PDT
Thu, Jun 20, 2024 - 04:00pm to 05:40pm PDT
Tue, Jul 02, 2024 - 07:00am to 08:40am PDT
Sat, Jul 27, 2024 - 09:00am to 10:40am PDT
Fri, Aug 02, 2024 - 11:00am to 12:40pm PDT
Thu, Aug 22, 2024 - 01:00pm to 02:40pm PDT
Fri, Sep 06, 2024 - 07:00am to 08:40am PDT
Thu, Sep 19, 2024 - 04:00pm to 05:40pm PDT
Thu, Oct 03, 2024 - 11:00am to 12:40pm PDT
Fri, Oct 18, 2024 - 01:00pm to 02:40pm PDT
Thu, Nov 07, 2024 - 07:00am to 08:40am PST
Sat, Nov 23, 2024 - 09:00am to 10:40am PST
Fri, Dec 06, 2024 - 11:00am to 12:40pm PST
Mon, Dec 16, 2024 - 01:00pm to 02:40pm PST
Tue, Dec 24, 2024 - 04:00pm to 05:40pm PST
Thu, Jan 02, 2025 - 09:00am to 10:40am PST
Sat, Jan 25, 2025 - 11:00am to 12:40pm PST
Thu, Feb 06, 2025 - 04:00pm to 05:40pm PST
Wed, Feb 19, 2025 - 07:00am to 08:40am PST
Tue, Mar 04, 2025 - 09:00am to 10:40am PST
Mon, Mar 17, 2025 - 11:00am to 12:40pm PDT
Thu, Apr 03, 2025 - 01:00pm to 02:40pm PDT
Sat, Apr 19, 2025 - 07:00am to 08:40am PDT
Mon, May 05, 2025 - 09:00am to 10:40am PDT
Wed, May 21, 2025 - 11:00am to 12:40pm PDT

Additional Info

Basic Course Information

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

Accounting and financial professionals who want to leverage the latest collaboration technologies, including advanced portals, payments, eSignatures, and more, to enhance their practice's efficiency and client satisfaction

 


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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