K2's 2024 Advanced Collaboration Solutions
Overview
Collaboration is more important now than ever. In this session, you will learn how to take advantage of today’s collaboration tools to improve accuracy, customer/client service, and organizational efficiency.
Highlights
- Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration
- Modern Payment Solutions: Understanding and integrating various payment options into your portal
- Effective Use of eSignatures: Streamlining processes and ensuring compliance
- Feature Checklist for Collaboration Tools: What to look for in the latest technology
Prerequisites
Fundamental understanding of basic business technologies
Designed For
Accounting and financial professionals who want to leverage the latest collaboration technologies, including advanced portals, payments, eSignatures, and more, to enhance their practice’s efficiency and client satisfaction
Objectives
- Evaluate and select portal products that include PBC and 1040 workpaper functionalities
- Compare different vendor options for integrating payment processes
- Assess eSignature needs and the features that best address them
- Develop a comprehensive understanding of the features necessary for effective collaboration
Preparation
None
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).
Leader(s):
Leader Bios
Thomas Stephens Jr, K2 Enterprises LLC
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 2,900 educational sessions to over 73,000 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.
Non-Member Price $109.00
Member Price $79.00