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Live Webcast Replay

Transforming Your CPA Firm

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

Average Rating:
ACPEN Industry Institute |  Industry
Brian F. Tankersley, CPA.CITP, CGMA
Course Levels:
2 Hour
Access for 30 day(s) after program date.

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


CPA firms are going through significant regulatory and technology changes. Do you want your firm to be transformed or to lag? What is the impact of the cloud, niche verticalization, software upgrades, and client demands on your team and the partners’ profitability? Are you ready to navigate the new generation software? This session will provide separate road maps outlining small and larger firm choices in technology. Attend this session to get an independent
overview of the state of technology in the profession.

Basic Course Information

Learning Objectives Upon completing this session, you should be able to:
  • Select new technologies for your firm from a road map
  • List top niche markets
  • Differentiate between products that are ready to implement and those that need time
  • Create a transformative plan for your firm

Major Subjects
  • CPA firm centric hardware
  • Software changes
  • Technology options for your firm
  • Specific technologies to improve productivity and profitability
  • Strategic products to consider for implementation

Course Materials


Brian F. Tankersley, CPA.CITP, CGMA's Profile

Brian F. Tankersley, CPA.CITP, CGMA Related seminars and products: 9

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 (  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.


Mon, Mar 22, 2021 - 02:00pm to 03:50pm EDT
Mon, Apr 05, 2021 - 04:00pm to 05:50pm EDT
Tue, Apr 27, 2021 - 10:00am to 11:50am EDT
Wed, May 05, 2021 - 12:00pm to 01:50pm EDT
Sat, May 22, 2021 - 02:00pm to 03:50pm EDT
Tue, Jun 01, 2021 - 04:00pm to 05:50pm EDT
Mon, Jun 14, 2021 - 10:00am to 11:50am EDT
Thu, Jul 01, 2021 - 12:00pm to 01:50pm EDT
Tue, Jul 27, 2021 - 02:00pm to 03:50pm EDT
Tue, Aug 03, 2021 - 04:00pm to 05:50pm EDT
Mon, Aug 16, 2021 - 10:00am to 11:50am EDT
Fri, Sep 10, 2021 - 12:00pm to 01:50pm EDT
Tue, Sep 28, 2021 - 02:00pm to 03:50pm EDT
Thu, Oct 07, 2021 - 04:00pm to 05:50pm EDT
Wed, Oct 20, 2021 - 10:00am to 11:50am EDT
Tue, Nov 02, 2021 - 12:00pm to 01:50pm EDT
Wed, Nov 17, 2021 - 02:00pm to 03:50pm EST
Wed, Dec 15, 2021 - 04:00pm to 05:50pm EST
Mon, Dec 27, 2021 - 10:00am to 11:50am EST

Additional Info

Basic Course Information

Original Recording Date 06/01/2020
Date Added to Catalog 06/17/2020
Prerequisites None
Advanced Preparation None
Designed For All
Course Developer K2 Enterprises
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints., (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:
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration



Overall:      4

Total Reviews: 2

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