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Live Webcast Replay

K2's 2023 Now Is The Time to Automate

Total Credits: 2 including 2 Information Technology - Technical

Average Rating:
ACPEN Industry Institute |  Technology
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
2 Hours
Product Setting: Expires 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


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


Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related Seminars and Products


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.


Wed, Aug 07, 2024 - 03:00pm to 04:49pm EDT
Sat, Aug 24, 2024 - 05:00pm to 06:49pm EDT
Thu, Sep 05, 2024 - 06:00pm to 07:49pm EDT
Tue, Sep 17, 2024 - 11:00am to 12:49pm EDT
Tue, Oct 01, 2024 - 01:00pm to 02:49pm EDT
Wed, Oct 16, 2024 - 03:00pm to 04:49pm EDT
Fri, Nov 15, 2024 - 05:00pm to 06:49pm EST
Wed, Nov 27, 2024 - 09:00am to 10:49am EST
Wed, Dec 04, 2024 - 11:00am to 12:49pm EST
Fri, Dec 13, 2024 - 01:00pm to 02:49pm EST
Mon, Dec 23, 2024 - 03:00pm to 04:49pm EST
Sat, Dec 28, 2024 - 05:00pm to 06:49pm EST
Wed, Jan 08, 2025 - 09:00am to 10:49am EST
Tue, Jan 21, 2025 - 06:00pm to 07:49pm EST
Tue, Feb 04, 2025 - 01:00pm to 02:49pm EST
Sat, Feb 22, 2025 - 03:00pm to 04:49pm EST
Thu, Mar 06, 2025 - 05:00pm to 06:49pm EST
Fri, Mar 21, 2025 - 09:00am to 10:49am EDT
Sat, Apr 12, 2025 - 11:00am to 12:49pm EDT
Tue, Apr 29, 2025 - 07:00pm to 08:49pm EDT
Fri, May 02, 2025 - 03:00pm to 04:49pm EDT
Mon, May 19, 2025 - 05:00pm to 06:49pm EDT

Additional Info

Basic Course Information

Prerequisites Fundamental understanding of basic computer operations
Advanced 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


Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints., (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:

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 if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 



Overall:      4.6

Total Reviews: 24