K2's Saving Time With Electronic Forms
Total Credits: 1 including 1 Computer Software & Applications - Non-technical
- Average Rating:
- 10
- Categories:
- ACPEN Industry Institute | Technology
- Faculty:
- Brian F. Tankersley, CPA.CITP, CGMA
- Course Levels:
- Intermediate
- Duration:
- 1 Hour
- License:
- Expires 30 day(s) after program date.
Description
Web portals, "low-code/no-code" data collection, and survey tools have changed how we collect data. Modern solutions like Microsoft 365 Forms, Zoho Survey, SurveyMonkey, Microsoft PowerApps, and legacy tools like Adobe Acrobat Forms allow users to create web forms and integrate the resulting data into business process workflows. This session introduces the range of available tools, demonstrates standard features, and shows how tools permit users to expose or conceal questions based on answers given earlier in the survey. Attend this session to learn how to use tools you already own to efficiently collect data from your team, customers, and vendors.
Basic Course Information
Learning Objectives- Identify the licenses or subscriptions required to use forms/data collection tools, including Microsoft Power Apps, Zoho Forms, Microsoft Forms, and Adobe PDF forms
- Identify examples of benefits and risks of using each approach to creating forms
- Identify which tool or approach would be the best fit for a particular data collection task
Major Subjects
- Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool
- The benefits and risks associated with using each approach
- Examples of how tools can be used effectively, with examples
Course Materials
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase |
K2's 2024 Saving Time With Electronic Forms Handout (4.1 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
Tue, Apr 29, 2025 - 01:00pm to 01:56pm HAST
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Fri, May 02, 2025 - 07:00am to 07:56am HAST
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Mon, May 19, 2025 - 10:00am to 10:56am HAST
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Wed, Jun 18, 2025 - 07:00am to 07:56am HAST
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Wed, Jul 02, 2025 - 04:00am to 04:56am HAST
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Tue, Jul 15, 2025 - 10:00am to 10:56am HAST
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Wed, Jul 23, 2025 - 07:00am to 07:56am HAST
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Wed, Aug 13, 2025 - 04:00am to 04:56am HAST
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Wed, Aug 27, 2025 - 07:00am to 07:56am HAST
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Tue, Sep 02, 2025 - 10:00am to 10:56am HAST
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Wed, Sep 24, 2025 - 04:00am to 04:56am HAST
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Wed, Oct 01, 2025 - 07:00am to 07:56am HAST
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Tue, Oct 21, 2025 - 10:00am to 10:56am HAST
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Wed, Nov 05, 2025 - 05:00am to 05:56am HAST
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Wed, Nov 05, 2025 - 08:00am to 08:56am HAST
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Tue, Dec 09, 2025 - 11:00am to 11:56am HAST
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Wed, Dec 10, 2025 - 08:00am to 08:56am HAST
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Wed, Dec 17, 2025 - 05:00am to 05:56am HAST
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Wed, Jan 14, 2026 - 08:00am to 08:56am HAST
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Tue, Jan 27, 2026 - 11:00am to 11:56am HAST
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Wed, Jan 28, 2026 - 05:00am to 05:56am HAST
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Wed, Feb 18, 2026 - 08:00am to 08:56am HAST
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Wed, Mar 11, 2026 - 04:00am to 04:56am HAST
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Tue, Mar 17, 2026 - 10:00am to 10:56am HAST
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Wed, Mar 25, 2026 - 07:00am to 07:56am HAST
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Wed, Apr 22, 2026 - 04:00am to 04:56am HAST
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Wed, Apr 29, 2026 - 07:00am to 07:56am HAST
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Tue, May 05, 2026 - 10:00am to 10:56am HAST
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Additional Info
Basic Course Information
Prerequisites Fundamental understanding of business-related technologyAdvanced Preparation None
Designed For
Accounting professionals who want to collect, aggregate, and report on data from employees, vendors, and customers more effectively
Original Recording Date
05/01/2024
Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 02/01/2024
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.
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