Skip to main content
Live Webcast Replay

K2’s CRM – The Ultimate Business Automation Tool


Total Credits: 2 including 2 Information Technology - Technical

Average Rating:
Not yet rated
Categories:
ACPEN Industry Institute |  Technology
Faculty:
Brian F. Tankersley, CPA.CITP, CGMA
Course Levels:
Basic
Duration:
2 Hours
License:
Expires 30 day(s) after program date.

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


Description

This course provides an in-depth exploration of Customer Relationship Management (CRM) systems as a critical tool for business automation. Designed for accounting professionals, it emphasizes CRM's role in streamlining workflows, organizing communications, enhancing client relationships, and improving efficiency. Participants will learn about key CRM features, integration with accounting software, and best practices for successful implementation. We will highlight practical applications with actionable insights to help attendees optimize their processes. This two-hour session ensures you walk away with a basic understanding of CRM's transformative potential for business and financial management.

Basic Course Information

Learning Objectives
  • Define Customer Relationship Management (CRM) and explain its significance in business automation
  • Identify key CRM features that optimize accounting and financial workflows
  • Name at least two best practices for implementing and customizing CRM systems for use in common accounting workflows

Major Subjects
  • Overview of CRM functionalities tailored to accounting, including customizations and integrations
  • Integrated tools that leverage CRM data for automating tasks and improving efficiency
  • Strategies for successfully adopting a CRM platform and solutions to overcome common challenges

Course Materials

Faculty

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 (www.cpatechblog.com).  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.


Dates

Thu, Jun 19, 2025 - 7:00 PM to 8:46 PM EDT
Fri, Jun 27, 2025 - 11:00 AM to 12:46 PM EDT
Wed, Jul 09, 2025 - 1:00 PM to 2:46 PM EDT
Tue, Jul 22, 2025 - 3:00 PM to 4:46 PM EDT
Thu, Aug 07, 2025 - 5:00 PM to 6:46 PM EDT
Wed, Aug 27, 2025 - 9:00 AM to 10:46 AM EDT
Thu, Sep 04, 2025 - 11:00 AM to 12:46 PM EDT
Sat, Sep 27, 2025 - 1:00 PM to 2:46 PM EDT
Mon, Oct 06, 2025 - 3:00 PM to 4:46 PM EDT
Thu, Oct 23, 2025 - 5:00 PM to 6:46 PM EDT
Wed, Nov 05, 2025 - 9:00 AM to 10:46 AM EST
Sat, Nov 29, 2025 - 11:00 AM to 12:46 PM EST
Fri, Dec 05, 2025 - 1:00 PM to 2:46 PM EST
Sat, Dec 13, 2025 - 3:00 PM to 4:46 PM EST
Tue, Dec 23, 2025 - 7:00 PM to 8:46 PM EST
Wed, Jan 07, 2026 - 9:00 AM to 10:46 AM EST
Thu, Jan 22, 2026 - 11:00 AM to 12:46 PM EST
Thu, Feb 05, 2026 - 1:00 PM to 2:46 PM EST
Tue, Feb 24, 2026 - 3:00 PM to 4:46 PM EST
Fri, Mar 13, 2026 - 5:00 PM to 6:46 PM EDT
Tue, Mar 24, 2026 - 9:00 AM to 10:46 AM EDT
Wed, Apr 08, 2026 - 11:00 AM to 12:46 PM EDT
Sat, Apr 25, 2026 - 1:00 PM to 2:46 PM EDT
Tue, May 05, 2026 - 7:00 PM to 8:46 PM EDT
Thu, May 28, 2026 - 5:00 PM to 6:46 PM EDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation  None
Designed For Accounting and other business professionals seeking to leverage CRM technologies for more profitable client/customer interactions
Original Recording Date

2025

 


Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 04/2025

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. 


Reviews