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Live Webcast Replay

K2's 2024 Effective Automation And Outsourcing


Total Credits: 1 including 1 Information Technology - Technical

Average Rating:
Not yet rated
Categories:
ACPEN Industry Institute |  Technology
Faculty:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
1 Hour
License:
Product Setting: Expires 30 day(s) after program date.

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


Description

Automation and outsourcing offer viable options for addressing today’s labor issues. In this session, you will learn about the potential benefits and risks associated with automation and outsourcing.

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

Faculty

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

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

Shareholder

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.


Dates

Mon, Jun 03, 2024 - 12:00pm to 12:50pm MDT
Sat, Jun 08, 2024 - 01:00pm to 01:50pm MDT
Wed, Jun 19, 2024 - 08:00am to 08:50am MDT
Wed, Jul 03, 2024 - 09:00am to 09:50am MDT
Fri, Jul 19, 2024 - 10:00am to 10:50am MDT
Wed, Aug 07, 2024 - 12:00pm to 12:50pm MDT
Sat, Aug 24, 2024 - 01:00pm to 01:50pm MDT
Thu, Sep 05, 2024 - 08:00am to 08:50am MDT
Tue, Sep 17, 2024 - 09:00am to 09:50am MDT
Tue, Oct 01, 2024 - 05:00pm to 05:50pm MDT
Wed, Oct 16, 2024 - 12:00pm to 12:50pm MDT
Fri, Nov 15, 2024 - 01:00pm to 01:50pm MST
Wed, Nov 27, 2024 - 08:00am to 08:50am MST
Wed, Dec 04, 2024 - 09:00am to 09:50am MST
Fri, Dec 13, 2024 - 10:00am to 10:50am MST
Mon, Dec 23, 2024 - 12:00pm to 12:50pm MST
Sat, Dec 28, 2024 - 01:00pm to 01:50pm MST
Wed, Jan 08, 2025 - 08:00am to 08:50am MST
Tue, Jan 21, 2025 - 09:00am to 09:50am MST
Tue, Feb 04, 2025 - 05:00pm to 05:50pm MST
Sat, Feb 22, 2025 - 12:00pm to 12:50pm MST
Thu, Mar 06, 2025 - 05:00pm to 05:50pm MST
Fri, Mar 21, 2025 - 08:00am to 08:50am MDT
Sat, Apr 12, 2025 - 09:00am to 09:50am MDT
Tue, Apr 29, 2025 - 10:00am to 10:50am MDT
Fri, May 02, 2025 - 12:00pm to 12:50pm MDT
Mon, May 19, 2025 - 01:00pm to 01:50pm MDT

Additional Info

Basic Course Information

Prerequisites Fundamental understanding of business-related technology
Advanced 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 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


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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