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K2’s Selecting And Vetting Technology Providers

Total Credits: 2 including 2 Information Technology - Technical

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

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


Managing Information Technology (IT) is difficult when team members, contractors, and others all sound alike. If you manage IT, wouldn’t it be nice to know the questions you should ask? Join us in this session to learn the questions to ask your technology providers and how to identify some warning flags. The session materials can serve as a starting point for your discussions with your providers.  Attend this session and learn many of the things you need to know as you navigate your journey through the world of technology.

Basic Course Information

Learning Objectives
  • Select from a list of different approaches for delivering applications to end-users
  • Identify the correct definition for each type of IT provider
  • Pick the correct meanings associated with common IT certification acronyms
  • Associate the various kinds of available software licenses with the correct descriptive fact pattern or definition
  • Identify some of the critical service provider risks

Major Subjects
  • Qualifications and skills to look for in an IT provider, and the different types of IT providers
  • The available options for delivering applications to end-users
  • Guidance on what to buy and what to avoid when selecting hardware and software

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.


Fri, Apr 07, 2023 - 08:00am to 09:50am MDT
Tue, Apr 11, 2023 - 05:00pm to 06:50pm MDT
Tue, Apr 18, 2023 - 12:00pm to 01:50pm MDT
Mon, Apr 24, 2023 - 02:00pm to 03:50pm MDT
Fri, May 05, 2023 - 08:00am to 09:50am MDT
Sat, May 13, 2023 - 10:00am to 11:50am MDT
Mon, May 22, 2023 - 12:00pm to 01:50pm MDT
Tue, May 30, 2023 - 02:00pm to 03:50pm MDT
Fri, Jun 09, 2023 - 08:00am to 09:50am MDT
Tue, Jun 13, 2023 - 05:00pm to 06:50pm MDT
Wed, Jun 21, 2023 - 12:00pm to 01:50pm MDT
Wed, Jun 28, 2023 - 02:00pm to 03:50pm MDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 07/01/2021
Prerequisites None
Advanced Preparation None
Designed For

Business professionals seeking to learn the best ways to identify and choose technology providers 


Course Developer K2 Enterprises
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
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:
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.
Course Registration Requirements Online Registration



Overall:      4.1

Total Reviews: 13

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