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Live Webcast Replay

K2's 2023 Accounting Solutions Mid-Market

Total Credits: 1 including 1 Computer Software & Applications - Non-technical

Average Rating:
ACPEN Industry Institute |  Technology
Brian F. Tankersley, CPA.CITP, CGMA
Course Levels:
1 Hour
Product Setting: Expires 30 day(s) after program date.

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


Many businesses are being held back by legacy solutions. The old way of doing things doesn't work anymore. Instead, Software as a Service (SaaS) has transformed many mid-market companies. In this new world of cloud-based, workflow-enabled, data-centric, and connected solutions, you can solve existing and future business problems in new ways without being bogged down by paper-centric environments. This session covers integrated and ERP solutions that should work for businesses in the $10 Million to $1 Billion range. If your existing system has been in place for seven or more years, it is time to consider upgrading or replacing it. Leverage your instructor's knowledge of the market to minimize your risk.

Basic Course Information

Learning Objectives
  • List the top five products in the mid-market
  • Identify standard third-party solutions needed
  • Differentiate between a nice-to-have upgrade and a genuine business need
  • Create an implementation plan for your business

Major Subjects
  • Probable third-party solutions required
  • Accounting solutions for specific industries
  • Specific strategies to use in selecting a system
  • Guidance on preparatory steps and conversions

Course Materials


Brian F. Tankersley, CPA.CITP, CGMA's Profile

Brian F. Tankersley, CPA.CITP, CGMA Related Seminars and Products

Director, Strategic Relationships

K2 Enterprises, LLC

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 (  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.


Mon, Mar 04, 2024 - 07:00am to 07:56am MST
Tue, Mar 12, 2024 - 09:00am to 09:56am MDT
Wed, Mar 20, 2024 - 11:00am to 11:56am MDT
Tue, Apr 02, 2024 - 04:00pm to 04:56pm MDT
Fri, Apr 12, 2024 - 07:00am to 07:56am MDT
Mon, Apr 29, 2024 - 09:00am to 09:56am MDT
Wed, May 01, 2024 - 11:00am to 11:56am MDT
Fri, May 10, 2024 - 01:00pm to 01:56pm MDT
Sat, May 25, 2024 - 07:00am to 07:56am MDT
Sat, Jun 01, 2024 - 09:00am to 09:56am MDT
Mon, Jun 10, 2024 - 11:00am to 11:56am MDT
Mon, Jun 17, 2024 - 01:00pm to 01:56pm MDT
Tue, Jun 25, 2024 - 07:00am to 07:56am MDT
Tue, Jul 09, 2024 - 01:00pm to 01:56pm MDT
Wed, Jul 31, 2024 - 03:00pm to 03:56pm MDT
Fri, Aug 16, 2024 - 07:00am to 07:56am MDT
Fri, Aug 30, 2024 - 09:00am to 09:56am MDT
Tue, Sep 03, 2024 - 05:00pm to 05:56pm MDT
Sat, Sep 21, 2024 - 01:00pm to 01:56pm MDT
Fri, Oct 04, 2024 - 03:00pm to 03:56pm MDT
Tue, Oct 15, 2024 - 07:00am to 07:56am MDT
Mon, Nov 11, 2024 - 09:00am to 09:56am MST
Tue, Nov 26, 2024 - 11:00am to 11:56am MST
Tue, Dec 03, 2024 - 05:00pm to 05:56pm MST
Thu, Dec 12, 2024 - 03:00pm to 03:56pm MST
Sat, Dec 21, 2024 - 07:00am to 07:56am MST
Tue, Jan 07, 2025 - 09:00am to 09:56am MST
Thu, Jan 16, 2025 - 11:00am to 11:56am MST
Sat, Feb 15, 2025 - 01:00pm to 01:56pm MST
Fri, Feb 28, 2025 - 03:00pm to 03:56pm MST
Fri, Mar 07, 2025 - 07:00am to 07:56am MST
Tue, Mar 25, 2025 - 05:00pm to 05:56pm MDT
Fri, Apr 04, 2025 - 11:00am to 11:56am MDT
Sat, Apr 26, 2025 - 01:00pm to 01:56pm MDT
Thu, May 01, 2025 - 03:00pm to 03:56pm MDT
Tue, May 13, 2025 - 07:00am to 07:56am MDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For

Accounting professionals who need to understand the changes and options in Mid-Market accounting software

Original Recording Date 2023
Course Developer K2 Enterprises
Date Added to Catalog


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:      5

Total Reviews: 3