Total Credits: 1 including 1 Computer Software & Applications - Non-technical
Web portals, "low-code/no-code" data collection, and survey tools have changed how we collect data. Modern solutions like Microsoft 365 Forms, Zoho Survey, SurveyMonkey, Microsoft PowerApps, and legacy tools like Adobe Acrobat Forms allow users to create web forms and integrate the resulting data into business process workflows. This session introduces the range of available tools, demonstrates standard features, and shows how tools permit users to expose or conceal questions based on answers given earlier in the survey. Attend this session to learn how to use tools you already own to efficiently collect data from your team, customers, and vendors.
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase |
K2's 2024 Saving Time With Electronic Forms Handout (4.1 MB) | Available after Purchase |
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.
Sat, Feb 22, 2025 - 04:00pm to 04:56pm EST
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Fri, Mar 21, 2025 - 01:00pm to 01:56pm EDT
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Tue, Apr 29, 2025 - 07:00pm to 07:56pm EDT
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Fri, May 02, 2025 - 01:00pm to 01:56pm EDT
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Mon, May 19, 2025 - 04:00pm to 04:56pm EDT
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Wed, Jun 18, 2025 - 01:00pm to 01:56pm EDT
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Wed, Jul 02, 2025 - 10:00am to 10:56am EDT
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Tue, Jul 15, 2025 - 04:00pm to 04:56pm EDT
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Wed, Jul 23, 2025 - 01:00pm to 01:56pm EDT
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Wed, Aug 13, 2025 - 10:00am to 10:56am EDT
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Wed, Aug 27, 2025 - 01:00pm to 01:56pm EDT
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Tue, Sep 02, 2025 - 04:00pm to 04:56pm EDT
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Wed, Sep 24, 2025 - 10:00am to 10:56am EDT
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Wed, Oct 01, 2025 - 01:00pm to 01:56pm EDT
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Tue, Oct 21, 2025 - 04:00pm to 04:56pm EDT
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Wed, Nov 05, 2025 - 10:00am to 10:56am EST
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Wed, Nov 05, 2025 - 01:00pm to 01:56pm EST
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Tue, Dec 09, 2025 - 04:00pm to 04:56pm EST
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Wed, Dec 10, 2025 - 01:00pm to 01:56pm EST
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Wed, Dec 17, 2025 - 10:00am to 10:56am EST
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Wed, Jan 14, 2026 - 01:00pm to 01:56pm EST
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Tue, Jan 27, 2026 - 04:00pm to 04:56pm EST
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Wed, Jan 28, 2026 - 10:00am to 10:56am EST
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Wed, Mar 11, 2026 - 10:00am to 10:56am EDT
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Tue, Mar 17, 2026 - 04:00pm to 04:56pm EDT
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Wed, Mar 25, 2026 - 01:00pm to 01:56pm EDT
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Wed, Apr 22, 2026 - 10:00am to 10:56am EDT
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Wed, Apr 29, 2026 - 01:00pm to 01:56pm EDT
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Tue, May 05, 2026 - 04:00pm to 04:56pm EDT
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Accounting professionals who want to collect, aggregate, and report on data from employees, vendors, and customers more effectively
05/01/2024
Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
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
Group Internet Based
Online Registration
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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