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Live Webcast Replay

K2's 2024 Advanced Collaboration Solutions


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

Average Rating:
Not yet rated
Categories:
ACPEN Industry Institute |  Technology
Faculty:
Randolph (Randy) P. Johnston
Course Levels:
Intermediate
Duration:
2 Hours
License:
Product Setting: Expires 30 day(s) after program date.

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


Description

Collaboration is more important now than ever. In this session, you will learn how to take advantage of today’s collaboration tools to improve accuracy, customer/client service, and organizational efficiency.

Basic Course Information

Learning Objectives
  • Evaluate and select portal products that include PBC and 1040 workpaper functionalities
  • Compare different vendor options for integrating payment processes
  • Assess eSignature needs and the features that best address them
  • Develop a comprehensive understanding of the features necessary for effective collaboration

Major Subjects
  • Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration
  • Modern Payment Solutions: Understanding and integrating various payment options into your portal
  • Effective Use of eSignatures: Streamlining processes and ensuring compliance
  • Feature Checklist for Collaboration Tools: What to look for in the latest technology

Course Materials

Faculty

Randolph (Randy) P. Johnston's Profile

Randolph (Randy) P. Johnston Related Seminars and Products

Exec VP – Co-Founder

K2 Enterprises, LLC


Randolph P. (Randy) Johnston, MCS, has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2021, and was a recipient of the 2021 Accounting Today Top 100 Most Influential People in Accounting award for the eighteenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. In addition, Randy writes a monthly column and produces a weekly podcast for The CPA Practice Advisor, features for the Journal of Accountancy, creates articles for accounting and technology publications, and is the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His wife and four children enjoy many experiences together, including theatre, music, travel, golf, skiing, snorkeling, and model trains. His experience as a college instructor, management and technology consultant, and advisor to the profession will be evident to you in Randy's presentations.


Dates

Tue, Jun 04, 2024 - 09:00am to 10:46am PDT
Wed, Jun 12, 2024 - 11:00am to 12:46pm PDT
Thu, Jun 20, 2024 - 04:00pm to 05:46pm PDT
Tue, Jul 02, 2024 - 07:00am to 08:46am PDT
Sat, Jul 27, 2024 - 09:00am to 10:46am PDT
Fri, Aug 02, 2024 - 11:00am to 12:46pm PDT
Thu, Aug 22, 2024 - 01:00pm to 02:46pm PDT
Fri, Sep 06, 2024 - 07:00am to 08:46am PDT
Thu, Sep 19, 2024 - 04:00pm to 05:46pm PDT
Thu, Oct 03, 2024 - 11:00am to 12:46pm PDT
Fri, Oct 18, 2024 - 01:00pm to 02:46pm PDT
Thu, Nov 07, 2024 - 07:00am to 08:46am PST
Sat, Nov 23, 2024 - 09:00am to 10:46am PST
Fri, Dec 06, 2024 - 11:00am to 12:46pm PST
Mon, Dec 16, 2024 - 01:00pm to 02:46pm PST
Tue, Dec 24, 2024 - 04:00pm to 05:46pm PST
Thu, Jan 02, 2025 - 09:00am to 10:46am PST
Sat, Jan 25, 2025 - 11:00am to 12:46pm PST
Thu, Feb 06, 2025 - 04:00pm to 05:46pm PST
Wed, Feb 19, 2025 - 07:00am to 08:46am PST
Tue, Mar 04, 2025 - 09:00am to 10:46am PST
Mon, Mar 17, 2025 - 11:00am to 12:46pm PDT
Thu, Apr 03, 2025 - 01:00pm to 02:46pm PDT
Sat, Apr 19, 2025 - 07:00am to 08:46am PDT
Mon, May 05, 2025 - 09:00am to 10:46am PDT
Wed, May 21, 2025 - 11:00am to 12:46pm PDT

Additional Info

Basic Course Information

Prerequisites Fundamental understanding of basic business technologies
Advanced Preparation  None
Designed For

Accounting and financial professionals who want to leverage the latest collaboration technologies, including advanced portals, payments, eSignatures, and more, to enhance their practice's efficiency and client satisfaction

 


Original Recording Date

05/01/2024

 


Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 02/02/2024

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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