K2's Advanced Collaboration Solutions
Overview
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.
Highlights
- 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
Prerequisites
Fundamental understanding of basic business technologies
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
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
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
Randolph Johnston, Executive Vice President, K2 Enterprises LLC
Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services. Professional Service: •K2 Enterprises (K2E.com) - Executive Vice President, Shareholder – Nation’s leading technology CPE provider to CPA professionals. Consults to high profile technology vendors. Delivers national seminars to CPAs, business groups and IT leaders on technologies in accounting, healthcare and banking. Creates and presents seminars and articles on 30+ technology topics including CPA Firm Technology, Paperless, Accounting Software, Cloud, Business Continuity, and Strategies leveraging technology. (1990 - Present, Hammond, LA) •Network Management Group, Inc. (NMGI.com) – Chairman & CEO, Stockholder – Consults and specializes in Strategic Technology including planning, selection and implementation. Expertise: CPA Firm Technology and strategy; Paperless; Accounting Software, Business Intelligence and CRM; Infrastructure including: Cloud, Business Continuity, Virtualization, Backup, and remote mgmt. (1983 – Present Hutchinson, KS) •Hutchinson Community College – Department Chair, Professor, Adjunct – Mathematics & MIS Depts. Designed and taught courses in all areas of mathematics & computing. (1977 - 1997) Professional Data Services - Programmer and system designer - Developed a medical system including the first paperless claims in Kansas, appointments and collection systems. Owned ComputerLand, Entre’ and Connecting Point stores, received first IBM PC and first Compaq portable in KS. (1978 - 1981) •Farmland Industries - Programmer and system designer - Developed and maintained P&L, Credit Union and Feedlot accounting. (1977 - 1978) Awards: •Accounting Today - Listed as one of the 2004-2016 Top 100 Most Influential People •CPA Practice Advisor - Accounting Hall of Fame 2011, Top 25 Thought Leader 2011-2017 •Accounting Technology – Listed as one of the top nine technology stars in the industry •AICPA Technology Conference – Past Chair and featured Speaker for the past 31 years Who’s Who in Business & Industry – 1990-2017; in Computing 1987-2017 - Acknowledged as a leading business professional and as a leading computing professional Certifications: •Microsoft Certified Professional – MCP (Microsoft Corporation) •Certified Network Administrator – CNA (Novell Corporation) •Certified CAD specialist, Network Professional, Data Communications (AutoDesk, 3Com, Entre’)
Non-Member Price $109.00
Member Price $79.00