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K2'S The K2 Team’s Top Tech Productivity Tips And Tricks

Total Credits: 2 including 2 Information Technology - Technical

Average Rating:
ACPEN Industry Institute |  Industry |  Technology
Brian F. Tankersley, CPA.CITP, CGMA
Course Levels:
2 Hours
Access for 30 day(s) after program date.

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


The world of work changed radically and became much more virtual after the pandemic’s onset in 2020.  Over two years into the “new normal,” our team has compiled a list of the top technology productivity tips, tricks, and traps.  In this session, you will learn about shortcuts and hacks to help you accomplish more in Excel, Teams, Outlook, virtual meetings, and many other applications you use every day. Attend this session and learn the best tips to help you and your team accomplish more in less time.


Basic Course Information

Learning Objectives
  • Identify steps necessary to construct a Microsoft Teams site
  • List examples of essential productivity tips for typical Microsoft 365 applications
  • Identify examples of when you can use templates and forms to automate data collection

Major Subjects
  • Microsoft 365 tricks and tips
  • Best practices for virtual meetings
  • Productivity-enhancing apps and tools that you should consider using

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.


Wed, Feb 01, 2023 - 10:00am to 11:49am MST
Tue, Feb 07, 2023 - 05:00pm to 06:49pm MST
Wed, Feb 15, 2023 - 02:00pm to 03:49pm MST
Thu, Feb 23, 2023 - 08:00am to 09:49am MST
Wed, Mar 08, 2023 - 10:00am to 11:49am MST
Thu, Mar 16, 2023 - 05:00pm to 06:49pm MDT
Wed, Mar 22, 2023 - 02:00pm to 03:49pm MDT
Thu, Mar 30, 2023 - 08:00am to 09:49am MDT
Wed, Apr 05, 2023 - 10:00am to 11:49am MDT
Sat, Apr 15, 2023 - 12:00pm to 01:49pm MDT
Wed, Apr 19, 2023 - 02:00pm to 03:49pm MDT
Wed, Apr 26, 2023 - 08:00am to 09:49am MDT
Wed, May 03, 2023 - 10:00am to 11:49am MDT
Tue, May 09, 2023 - 05:00pm to 06:49pm MDT
Thu, May 18, 2023 - 02:00pm to 03:49pm MDT
Fri, May 26, 2023 - 08:00am to 09:49am MDT
Wed, Jun 07, 2023 - 10:00am to 11:49am MDT
Thu, Jun 15, 2023 - 12:00pm to 01:49pm MDT
Fri, Jun 23, 2023 - 02:00pm to 03:49pm MDT
Mon, Jun 26, 2023 - 08:00am to 09:49am MDT

Additional Info

Basic Course Information

Prerequisites Fundamental understanding of technology in business settings
Advanced Preparation None
Designed For Business professionals who are seeking to stay abreast of major technology developments
Original Recording Date 2022
Course Developer K2 Enterprises 
Date Added to Catalog 03/15/2022

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:      4.7

Total Reviews: 10

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