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Live Webcast Replay

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.

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


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

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

Mon, Jun 16, 2025 - 11:00 AM to 12:45 PM EDT
Wed, Jun 25, 2025 - 1:00 PM to 2:45 PM EDT
Mon, Jul 07, 2025 - 3:00 PM to 4:45 PM EDT
Thu, Jul 17, 2025 - 5:00 PM to 6:45 PM EDT
Wed, Aug 06, 2025 - 9:00 AM to 10:45 AM EDT
Tue, Aug 26, 2025 - 7:00 PM to 8:45 PM EDT
Tue, Sep 02, 2025 - 1:00 PM to 2:45 PM EDT
Wed, Sep 24, 2025 - 3:00 PM to 4:45 PM EDT
Sat, Oct 11, 2025 - 5:00 PM to 6:45 PM EDT
Tue, Oct 21, 2025 - 9:00 AM to 10:45 AM EDT
Thu, Nov 06, 2025 - 11:00 AM to 12:45 PM EST
Tue, Nov 25, 2025 - 7:00 PM to 8:45 PM EST
Tue, Dec 02, 2025 - 3:00 PM to 4:45 PM EST
Wed, Dec 10, 2025 - 5:00 PM to 6:45 PM EST
Sat, Dec 20, 2025 - 9:00 AM to 10:45 AM EST
Mon, Jan 05, 2026 - 11:00 AM to 12:45 PM EST
Tue, Jan 20, 2026 - 1:00 PM to 2:45 PM EST
Sat, Feb 07, 2026 - 3:00 PM to 4:45 PM EST
Mon, Feb 23, 2026 - 5:00 PM to 6:45 PM EST
Thu, Mar 12, 2026 - 9:00 AM to 10:45 AM EDT
Mon, Mar 23, 2026 - 11:00 AM to 12:45 PM EDT
Thu, Apr 09, 2026 - 7:00 PM to 8:45 PM EDT
Tue, Apr 21, 2026 - 3:00 PM to 4:45 PM EDT
Wed, May 06, 2026 - 5:00 PM to 6:45 PM EDT
Tue, May 26, 2026 - 9:00 AM to 10:45 AM EDT

Additional Info

Basic Course Information

Prerequisites Basic understanding of fundamental information technology concepts
Advanced 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 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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