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.
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
IMPORTANT_CPE Credit Instructions_Read Before Webcast_2025 Update (434.2 KB) | Available after Purchase |
K2’s CRM – The Ultimate Business Automation Tool Handout (3.1 MB) | Available after Purchase |
Faculty

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