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Live Webcast Replay

K2's 2024 Effective Automation And Outsourcing


Total Credits: 1 including 1 Information Technology - Technical

Average Rating:
Not yet rated
Categories:
ACPEN Industry Institute |  Technology
Faculty:
Brian F. Tankersley, CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
1 Hour
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

Automation and outsourcing offer viable options for addressing today’s labor issues. In this session, you will learn about the potential benefits and risks associated with automation and outsourcing.

Basic Course Information

Learning Objectives
  • Identify at least three business processes that can be made significantly more cost-effective using automation and outsourcing
  • Identify at least three tasks that are not appropriate for offshore outsourcing and automation
  • Identify at least one service provider or technology solution discussed in the course which provides a solution to a common accounting-oriented task
  • List examples of why outsourcing and automation have been used in enterprises and multinationals but have weak adoption in small and mid-sized businesses

Major Subjects
  • Overview of how firms and businesses currently use automation and outsourcing
  • Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations
  • Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology
  • Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments

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

Mon, Jun 03, 2024 - 01:00pm to 01:50pm CDT
Sat, Jun 08, 2024 - 02:00pm to 02:50pm CDT
Wed, Jun 19, 2024 - 09:00am to 09:50am CDT
Wed, Jul 03, 2024 - 10:00am to 10:50am CDT
Fri, Jul 19, 2024 - 11:00am to 11:50am CDT
Wed, Aug 07, 2024 - 01:00pm to 01:50pm CDT
Sat, Aug 24, 2024 - 02:00pm to 02:50pm CDT
Thu, Sep 05, 2024 - 09:00am to 09:50am CDT
Tue, Sep 17, 2024 - 10:00am to 10:50am CDT
Tue, Oct 01, 2024 - 06:00pm to 06:50pm CDT
Wed, Oct 16, 2024 - 01:00pm to 01:50pm CDT
Fri, Nov 15, 2024 - 02:00pm to 02:50pm CST
Wed, Nov 27, 2024 - 09:00am to 09:50am CST
Wed, Dec 04, 2024 - 10:00am to 10:50am CST
Fri, Dec 13, 2024 - 11:00am to 11:50am CST
Mon, Dec 23, 2024 - 01:00pm to 01:50pm CST
Sat, Dec 28, 2024 - 02:00pm to 02:50pm CST
Wed, Jan 08, 2025 - 09:00am to 09:50am CST
Tue, Jan 21, 2025 - 10:00am to 10:50am CST
Tue, Feb 04, 2025 - 06:00pm to 06:50pm CST
Sat, Feb 22, 2025 - 01:00pm to 01:50pm CST
Thu, Mar 06, 2025 - 06:00pm to 06:50pm CST
Fri, Mar 21, 2025 - 09:00am to 09:50am CDT
Sat, Apr 12, 2025 - 10:00am to 10:50am CDT
Tue, Apr 29, 2025 - 11:00am to 11:50am CDT
Fri, May 02, 2025 - 01:00pm to 01:50pm CDT
Mon, May 19, 2025 - 02:00pm to 02:50pm CDT

Additional Info

Basic Course Information

Prerequisites Fundamental understanding of business-related technology
Advanced Preparation  None
Designed For

Accounting professionals who are considering the use of automation and outsourcing in their work

 


Original Recording Date

05/01/2024

 


Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 02/01/2024

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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