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K2's Time To Advance Automation

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Virtual

2.00 Credits

Member Price $109.00

Non-Member Price $189.00

Overview

You could pay $0 for this course!
In today's business environment, automation is no longer just a buzzword but a critical component for enhancing efficiency and accuracy. This session provides practical insights on automating your organization using advanced tools from Zoho, Zapier, Microsoft, and others. We will focus on real-world applications, demonstrating how to automate key accounts payable, banking, and approval workflows. You will also learn to recognize and avoid common pitfalls in automation projects. This course is essential for accounting and financial professionals seeking to leverage automation to achieve greater efficiency, reduce errors, and foster a more productive work environment.

Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-15305. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.


 

Leader(s):

Leader Bios

Brian Tankersley, K2 Enterprises

Brian Tankersley, CPA, CITP, CGMA, leverages over 30 years of professional experience as a consultant for K2 Enterprises, specializing in accounting technology. A prominent figure in the industry, Tankersley is a frequent speaker at continuing education courses and contributes to multiple accounting media outlets. His nationally recognized blog on accounting and technology serves as a valuable resource for professionals, and he has been honored eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. With a wide-reaching impact, he has presented in 48 states and been a guest speaker for various accounting organizations in Canada. Tankersley’s expertise extends to 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.

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Non-Member Price $189.00

Member Price $109.00