K2's Effective Automation And Outsourcing
Total Credits: 1 including 1 Information Technology - Technical
- Average Rating:
- 8
- Categories:
- ACPEN Industry Institute | Technology
- Faculty:
- Brian F. Tankersley, CPA.CITP, CGMA
- Course Levels:
- Intermediate
- Duration:
- 1 Hour
- License:
- Expires 30 day(s) after program date.
Description
While outsourcing and automation have been used in multinational corporations, the decline in accounting program enrollment at many universities has made finding qualified entry-level staff more challenging and forced a new conversation about these tools in small and mid-sized businesses. This session will discuss the business environment for outsourcing and review the ethical, regulatory, and practical considerations associated with revealing data and relying on the work of others in your organization.
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
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase |
K2's 2024 Effective Automation And Outsourcing Handout (6.3 MB) | Available after Purchase |
Faculty

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
Tue, Apr 29, 2025 - 12:00pm to 12:56pm EDT
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Fri, May 02, 2025 - 02:00pm to 02:56pm EDT
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Mon, May 19, 2025 - 03:00pm to 03:56pm EDT
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Mon, Jun 09, 2025 - 12:00pm to 12:56pm EDT
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Mon, Jun 30, 2025 - 12:00pm to 12:56pm EDT
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Tue, Jul 08, 2025 - 03:00pm to 03:56pm EDT
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Sat, Jul 12, 2025 - 01:00pm to 01:56pm EDT
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Mon, Jul 21, 2025 - 12:00pm to 12:56pm EDT
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Mon, Aug 11, 2025 - 12:00pm to 12:56pm EDT
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Tue, Aug 12, 2025 - 03:00pm to 03:56pm EDT
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Tue, Sep 16, 2025 - 03:00pm to 03:56pm EDT
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Mon, Sep 22, 2025 - 12:00pm to 12:56pm EDT
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Mon, Oct 13, 2025 - 12:00pm to 12:56pm EDT
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Tue, Oct 21, 2025 - 03:00pm to 03:56pm EDT
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Mon, Nov 03, 2025 - 12:00pm to 12:56pm EST
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Mon, Nov 24, 2025 - 12:00pm to 12:56pm EST
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Tue, Nov 25, 2025 - 03:00pm to 03:56pm EST
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Mon, Dec 15, 2025 - 12:00pm to 12:56pm EST
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Tue, Dec 30, 2025 - 03:00pm to 03:56pm EST
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Mon, Jan 05, 2026 - 12:00pm to 12:56pm EST
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Mon, Jan 12, 2026 - 01:00pm to 01:56pm EST
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Mon, Jan 26, 2026 - 12:00pm to 12:56pm EST
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Tue, Feb 03, 2026 - 03:00pm to 03:56pm EST
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Mon, Feb 16, 2026 - 12:00pm to 12:56pm EST
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Mon, Mar 09, 2026 - 12:00pm to 12:56pm EDT
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Tue, Mar 10, 2026 - 03:00pm to 03:56pm EDT
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Mon, Mar 30, 2026 - 12:00pm to 12:56pm EDT
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Tue, Apr 14, 2026 - 03:00pm to 03:56pm EDT
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Mon, Apr 20, 2026 - 12:00pm to 12:56pm EDT
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Mon, May 11, 2026 - 12:00pm to 12:56pm EDT
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Tue, May 19, 2026 - 03:00pm to 03:56pm EDT
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Additional Info
Basic Course Information
Prerequisites Fundamental understanding of business-related technologyAdvanced 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 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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