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Live Webcast Replay

Workflow as a Best Practice


Total Credits: 4 including 4 Business Management & Organization - Non-technical

Average Rating:
   32
Categories:
ACPEN Industry Institute |  Industry |  Practice Management
Speakers:
Randolph (Randy) P. Johnston |  Brian F. Tankersley, CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
4 Hours
Product Type:
Live Webcast Replay
License:

Dates


Description

One of the greatest opportunities of this decade is improving your firm by focusing on process and procedures to allocate your resources in an optimum way. Automated workflow tools can assist with scheduling, due date monitoring as well as controlling documents, portals and electronic delivery of documents. You have heard that workflow can help your firm, but haven’t been able to find an authoritative CPE course to provide guidance. Attend this session to understand the options and approaches available.

Basic Course Information

Learning Objectives

*Identify and implement specific solutions and processes to improve workflow management

*Discuss and recommend simplified processes for managing projects and engagements, including scheduling and due date monitoring

*Understand current issues for security and delivery methods of documents to protect firms

*Implement procedures to optimize resource allocation


Major Subjects

*Business Management


Course Materials

Speaker

Randolph (Randy) P. Johnston's Profile

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.


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.


Additional Info

Basic Course Information

Original Recording Date 02/24/2016
Date Added to Catalog 02/16/2016
Prerequisites None
Advanced Preparation None
Designed For

CPAs


Course Developer K2 Enterprises
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
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


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. 


Course Registration Requirements

Online Registration


Reviews

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Overall:      4.4

Total Reviews: 32