K2's Advanced Collaboration Solutions
Total Credits: 2 including 2 Computer Software & Applications - Non-technical
- Average Rating:
- 1
- Categories:
- ACPEN Industry Institute | Technology
- Faculty:
- Randolph (Randy) P. Johnston
- Course Levels:
- Intermediate
- Duration:
- 2 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
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
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| K2's 2024 Advanced Collaboration Solutions Handout (5.4 MB) | Available after Purchase | ||
Faculty
Randolph (Randy) P. Johnston Related Seminars and Products
Exec VP – Co-Founder
K2 Enterprises, LLC
Randolph P. (Randy) Johnston, MCS, has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2021, and was a recipient of the 2021 Accounting Today Top 100 Most Influential People in Accounting award for the eighteenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. In addition, Randy writes a monthly column and produces a weekly podcast for The CPA Practice Advisor, features for the Journal of Accountancy, creates articles for accounting and technology publications, and is the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His wife and four children enjoy many experiences together, including theatre, music, travel, golf, skiing, snorkeling, and model trains. His experience as a college instructor, management and technology consultant, and advisor to the profession will be evident to you in Randy's presentations.
Dates
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Thu, Apr 03, 2025 - 03:00pm to 04:46pm CDT
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Sat, Apr 19, 2025 - 09:00am to 10:46am CDT
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Mon, May 05, 2025 - 11:00am to 12:46pm CDT
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Wed, May 21, 2025 - 01:00pm to 02:46pm CDT
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Mon, Jun 02, 2025 - 09:00am to 10:46am CDT
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Thu, Jun 19, 2025 - 01:00pm to 02:46pm CDT
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Tue, Jul 08, 2025 - 11:00am to 12:46pm CDT
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Mon, Jul 14, 2025 - 09:00am to 10:46am CDT
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Thu, Jul 24, 2025 - 01:00pm to 02:46pm CDT
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Mon, Aug 25, 2025 - 09:00am to 10:46am CDT
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Tue, Aug 26, 2025 - 11:00am to 12:46pm CDT
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Thu, Aug 28, 2025 - 01:00pm to 02:46pm CDT
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Thu, Oct 02, 2025 - 01:00pm to 02:46pm CDT
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Mon, Oct 06, 2025 - 09:00am to 10:46am CDT
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Tue, Oct 14, 2025 - 11:00am to 12:46pm CDT
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Thu, Nov 06, 2025 - 01:00pm to 02:46pm CST
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Mon, Nov 17, 2025 - 09:00am to 10:46am CST
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Tue, Dec 02, 2025 - 11:00am to 12:46pm CST
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Thu, Dec 11, 2025 - 01:00pm to 02:46pm CST
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Mon, Dec 29, 2025 - 09:00am to 10:46am CST
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Thu, Jan 15, 2026 - 01:00pm to 02:46pm CST
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Tue, Jan 20, 2026 - 11:00am to 12:46pm CST
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Mon, Feb 09, 2026 - 09:00am to 10:46am CST
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Thu, Feb 19, 2026 - 01:00pm to 02:46pm CST
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Tue, Mar 10, 2026 - 11:00am to 12:46pm CDT
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Mon, Mar 23, 2026 - 09:00am to 10:46am CDT
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Thu, Mar 26, 2026 - 01:00pm to 02:46pm CDT
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Tue, Apr 28, 2026 - 11:00am to 12:46pm CDT
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Thu, Apr 30, 2026 - 01:00pm to 02:46pm CDT
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Mon, May 04, 2026 - 09:00am to 10:46am CDT
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Additional Info
Basic Course Information
Prerequisites Fundamental understanding of basic business technologiesAdvanced 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 PolicyPlease 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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