K2’s Top Ten Productivity Booster Apps In Microsoft 365
Total Credits: 2 including 2 Computer Software & Applications - Non-technical
- Average Rating:
- Not yet rated
- 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.
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
IMPORTANT_CPE Credit Instructions_Read Before Webcast_2025 Update (434.2 KB) | Available after Purchase |
K2’s Top Ten Productivity Booster Apps In Microsoft 365 Handout (3.9 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
Fri, Jun 20, 2025 - 11:00 AM to 12:46 PM EDT
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Mon, Jun 30, 2025 - 1:00 PM to 2:46 PM EDT
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Fri, Jul 11, 2025 - 3:00 PM to 4:46 PM EDT
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Thu, Jul 24, 2025 - 7:00 PM to 8:46 PM EDT
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Fri, Aug 08, 2025 - 9:00 AM to 10:46 AM EDT
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Thu, Aug 28, 2025 - 11:00 AM to 12:46 PM EDT
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Sat, Sep 06, 2025 - 1:00 PM to 2:46 PM EDT
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Thu, Sep 25, 2025 - 3:00 PM to 4:46 PM EDT
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Wed, Oct 08, 2025 - 5:00 PM to 6:46 PM EDT
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Wed, Oct 29, 2025 - 9:00 AM to 10:46 AM EDT
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Tue, Nov 04, 2025 - 11:00 AM to 12:46 PM EST
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Mon, Nov 24, 2025 - 1:00 PM to 2:46 PM EST
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Sat, Dec 06, 2025 - 3:00 PM to 4:46 PM EST
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Mon, Dec 15, 2025 - 5:00 PM to 6:46 PM EST
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Mon, Dec 22, 2025 - 9:00 AM to 10:46 AM EST
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Fri, Jan 09, 2026 - 11:00 AM to 12:46 PM EST
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Tue, Jan 27, 2026 - 7:00 PM to 8:46 PM EST
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Fri, Feb 06, 2026 - 3:00 PM to 4:46 PM EST
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Wed, Feb 25, 2026 - 5:00 PM to 6:46 PM EST
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Sat, Mar 14, 2026 - 9:00 AM to 10:46 AM EDT
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Wed, Mar 25, 2026 - 11:00 AM to 12:46 PM EDT
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Tue, Apr 07, 2026 - 1:00 PM to 2:46 PM EDT
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Thu, Apr 23, 2026 - 3:00 PM to 4:46 PM EDT
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Thu, May 07, 2026 - 5:00 PM to 6:46 PM EDT
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Fri, May 29, 2026 - 1:00 AM to 2:46 AM EDT
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Additional Info
Basic Course Information
Prerequisites Basic understanding of Microsoft 365 applications and their use in professional settingsAdvanced 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 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.