K2's Effective Automation And Outsourcing
Overview
While outsourcing and automation have been used in multinational corporations, the decline in accounting program enrollment at many universities has made finding qualified entry-level staff more challenging and forced a new conversation about these tools in small and mid-sized businesses. This session will discuss the business environment for outsourcing and review the ethical, regulatory, and practical considerations associated with revealing data and relying on the work of others in your organization.
Highlights
- Overview of how firms and businesses currently use automation and outsourcing
- Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations
- Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology
- Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments
Prerequisites
Fundamental understanding of business-related technology
Designed For
Accounting professionals who are considering the use of automation and outsourcing in their work
Objectives
- Identify at least three business processes that can be made significantly more cost-effective using automation and outsourcing
- Identify at least three tasks that are not appropriate for offshore outsourcing and automation
- Identify at least one service provider or technology solution discussed in the course which provides a solution to a common accounting-oriented task
- List examples of why outsourcing and automation have been used in enterprises and multinationals but have weak adoption in small and mid-sized businesses
Preparation
None
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).
Leader(s):
Leader Bios
Brian Tankersley, K2 Enterprises LLC
Brian Tankersley is a CPA and consultant based in Knoxville, Tennessee. Brian is a frequent speaker at continuing education courses on auditing and technology for the American Institute of CPAs and K2 Enterprises, and is a senior faculty member with Becker Professional Review. Brian writes and publishes a nationally recognized blog on accounting and technology (http://blog.bftcpa.com). Tankersley’s areas of practice include accounting systems, taxation, IT consulting, and general business consulting. Prior to forming his own firm Brian practiced in public accounting with both international and local firms, as well as industry. His financial experience includes accounting & auditing, accounting system implementations, tax returns, financial analysis, inventory costing, and audits of public and private companies. Brian’s non-financial experience includes retail, wholesale, and manufacturing industry experience, technology strategy, technology management, systems implementation, technical training and documentation. Brian is both a Certified Public Accountant and Certified Information Technology Professional, and has bachelors degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Mr. Tankersley has served on numerous board of directors and in leadership roles for both his church and in professional organizations. Brian is a member of the Tennessee Society of CPAs, the American Institute of CPAs, and the Information Technology Section of the American Institute of CPAs. He has also served as an officer and director for numerous area community and professional organizations. Brian, his wife Janette, and their four year old son make their home in Farragut, Tennessee. Entered 06/28/2006
Non-Member Price $59.00
Member Price $39.00