K2's 2023 Now Is The Time to Automate
Total Credits: 2 including 2 Information Technology - Technical
- Average Rating:
- 32
- 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.
Description
The term “automate” has been an industry buzzword for at least a decade. Yet, few organizations have embarked on successful automation journeys, leading to greater efficiencies, reduced errors, and happier team members. In this session, you will learn how to crank up your automation projects and see first-hand how easy and effective automation can be. More specifically, this session shows you exactly how you can work with tools from Zoho, Zapier, and Microsoft to enable powerful routines that will allow you and your team to get more done in less time.
Basic Course Information
Learning Objectives- Identify at least three benefits of successful automation efforts
- List two automation tools you can use to extract and transform data
- Specify examples of Microsoft 365 plans that include access to Power Automate
- Differentiate between Power Automate and Zapier
- Identify at least three tasks that most businesses should automate
Major Subjects
- Which automation tools should you initially focus on
- How to automate everyday tasks in accounts payable, banking, and approval workflows
- Common automation pitfalls
Course Materials
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase |
K2's Now Is The Time to Automate Handout (2 MB) | Available after Purchase |
Faculty

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
Sat, Apr 12, 2025 - 10:00am to 11:49am CDT
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Tue, Apr 29, 2025 - 06:00pm to 07:49pm CDT
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Fri, May 02, 2025 - 02:00pm to 03:49pm CDT
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Mon, May 19, 2025 - 04:00pm to 05:49pm CDT
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Additional Info
Basic Course Information
Prerequisites Fundamental understanding of basic computer operationsAdvanced Preparation None
Designed For
Accounting and financial professionals desiring to improve efficiency, accuracy, and internal control
Original Recording Date 2023
Course Developer K2 Enterprises
Date Added to Catalog
05/15/2023
Yellow Book No
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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