K2’s Automation – Beyond The Basics With The Microsoft Power Platform
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:
- Intermediate
- Duration:
- 2 Hours
- License:
- Expires 30 day(s) after program date.
Description
This session isfor accounting professionals aiming to enhance their automation expertise with the low-code/no-code tools in Microsoft Power Apps and Power Automate. Participants will explore techniques to create simple workflows and develop custom applications, including "describe it to design it." The session focuses on automating processes, such as approvals, workflow automation, and data manipulation, while accessing and utilizing data from Microsoft Fabric and external databases. Attendees will learn about different types of workflows and the platform's tools for Robotic Process Automation (RPA). Further, they will leave with a better understanding of the Power Platform so they can drive digital transformation in their organizations.
Basic Course Information
Learning Objectives- Design workflows in Power Automate for automating approvals and basic workflows
- Understand and describe how diverse data sources, including Microsoft Dataverse, can be incorporated into process automation solutions
- Name one of the demonstrated tools used to address specific automation requirements efficiently and accurately
Major Subjects
- Explanation and demonstration of the use of a wide range of automation tools with a focus on low-code/no-code
- Practical examples of real-world applications for Power Platform tools - such as Power Apps and Power Automate, as well as integration into Microsoft Fabric and other solutions
- Challenges and risks of automating business processes
Course Materials
IMPORTANT_CPE Credit Instructions_Read Before Webcast_2025 Update (434.2 KB) | Available after Purchase |
K2’s Automation – Beyond The Basics With The Microsoft Power Platform Handout (2.6 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
Mon, Jun 16, 2025 - 11:00 AM to 12:45 PM EDT
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Wed, Jun 25, 2025 - 1:00 PM to 2:45 PM EDT
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Mon, Jul 07, 2025 - 3:00 PM to 4:45 PM EDT
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Thu, Jul 17, 2025 - 5:00 PM to 6:45 PM EDT
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Wed, Aug 06, 2025 - 9:00 AM to 10:45 AM EDT
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Tue, Aug 26, 2025 - 7:00 PM to 8:45 PM EDT
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Tue, Sep 02, 2025 - 1:00 PM to 2:45 PM EDT
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Wed, Sep 24, 2025 - 3:00 PM to 4:45 PM EDT
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Sat, Oct 11, 2025 - 5:00 PM to 6:45 PM EDT
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Tue, Oct 21, 2025 - 9:00 AM to 10:45 AM EDT
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Thu, Nov 06, 2025 - 11:00 AM to 12:45 PM EST
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Tue, Nov 25, 2025 - 7:00 PM to 8:45 PM EST
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Tue, Dec 02, 2025 - 3:00 PM to 4:45 PM EST
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Wed, Dec 10, 2025 - 5:00 PM to 6:45 PM EST
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Sat, Dec 20, 2025 - 9:00 AM to 10:45 AM EST
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Mon, Jan 05, 2026 - 11:00 AM to 12:45 PM EST
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Tue, Jan 20, 2026 - 1:00 PM to 2:45 PM EST
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Sat, Feb 07, 2026 - 3:00 PM to 4:45 PM EST
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Mon, Feb 23, 2026 - 5:00 PM to 6:45 PM EST
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Thu, Mar 12, 2026 - 9:00 AM to 10:45 AM EDT
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Mon, Mar 23, 2026 - 11:00 AM to 12:45 PM EDT
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Thu, Apr 09, 2026 - 7:00 PM to 8:45 PM EDT
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Tue, Apr 21, 2026 - 3:00 PM to 4:45 PM EDT
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Wed, May 06, 2026 - 5:00 PM to 6:45 PM EDT
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Tue, May 26, 2026 - 9:00 AM to 10:45 AM EDT
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Additional Info
Basic Course Information
Prerequisites Basic understanding of fundamental information technology conceptsAdvanced Preparation None
Designed For Business professionals responsible for creating, maintaining, or auditing automated workflows
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.