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Live Webcast Replay

K2’s Top Ten Productivity Booster Apps In Microsoft 365


Total Credits: 2 including 2 Computer Software & Applications - Non-technical

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Categories:
ACPEN Industry Institute |  Technology
Faculty:
Brian F. Tankersley, CPA.CITP, CGMA
Course Levels:
Overview
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 two-hour CPE course is designed for accounting professionals and technology enthusiasts seeking to enhance productivity through Microsoft 365's versatile applications. Participants will explore ten key apps - including Shared Mailboxes, Planner, Lists, To Do, Stream, Viva Learning, Forms, Bookings, Approvals, and Places - and learn to integrate them effectively into their workflows. The course emphasizes practical applications within accounting contexts, aiming to streamline operations and foster collaboration.

Basic Course Information

Learning Objectives
  • Identify and describe the basic functionalities of at least three of the ten productivity apps discussed in this session
  • Explain how Shared Mailboxes and Groups enhance team communication and help manage departmental emails more effectively
  • Identify at least two of the three applications that can be used to manage tasks and/or projects available in business and enterprise versions of Microsoft 365

Major Subjects
  • Enhancing communication and collaboration: Shared Mailboxes, Groups, and Places
  • Optimizing task and project management: Planner, Lists, and To Do
  • Streamlining training and workflow automation: Stream, Viva Learning, Forms, Bookings, and Approvals

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

Fri, Jun 20, 2025 - 11:00 AM to 12:46 PM EDT
Mon, Jun 30, 2025 - 1:00 PM to 2:46 PM EDT
Fri, Jul 11, 2025 - 3:00 PM to 4:46 PM EDT
Thu, Jul 24, 2025 - 7:00 PM to 8:46 PM EDT
Fri, Aug 08, 2025 - 9:00 AM to 10:46 AM EDT
Thu, Aug 28, 2025 - 11:00 AM to 12:46 PM EDT
Sat, Sep 06, 2025 - 1:00 PM to 2:46 PM EDT
Thu, Sep 25, 2025 - 3:00 PM to 4:46 PM EDT
Wed, Oct 08, 2025 - 5:00 PM to 6:46 PM EDT
Wed, Oct 29, 2025 - 9:00 AM to 10:46 AM EDT
Tue, Nov 04, 2025 - 11:00 AM to 12:46 PM EST
Mon, Nov 24, 2025 - 1:00 PM to 2:46 PM EST
Sat, Dec 06, 2025 - 3:00 PM to 4:46 PM EST
Mon, Dec 15, 2025 - 5:00 PM to 6:46 PM EST
Mon, Dec 22, 2025 - 9:00 AM to 10:46 AM EST
Fri, Jan 09, 2026 - 11:00 AM to 12:46 PM EST
Tue, Jan 27, 2026 - 7:00 PM to 8:46 PM EST
Fri, Feb 06, 2026 - 3:00 PM to 4:46 PM EST
Wed, Feb 25, 2026 - 5:00 PM to 6:46 PM EST
Sat, Mar 14, 2026 - 9:00 AM to 10:46 AM EDT
Wed, Mar 25, 2026 - 11:00 AM to 12:46 PM EDT
Tue, Apr 07, 2026 - 1:00 PM to 2:46 PM EDT
Thu, Apr 23, 2026 - 3:00 PM to 4:46 PM EDT
Thu, May 07, 2026 - 5:00 PM to 6:46 PM EDT
Fri, May 29, 2026 - 1:00 AM to 2:46 AM EDT

Additional Info

Basic Course Information

Prerequisites Basic understanding of Microsoft 365 applications and their use in professional settings
Advanced Preparation  None
Designed For Business professionals seeking enhance their ROI on Microsoft 365
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. 


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