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Live Webcast Replay

K2's 2023 Technology For CPAs - Don’t Get Left Behind

Total Credits: 8 including 8 Computer Software & Applications - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry |  Technology
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
8 hours

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


How good are you with the technology you use daily?  What new technology tools are available that could save you time and make you more effective?  Technology continues to accelerate rapidly, and the need to keep pace is essential. If you are not an information technology (IT) expert but need a technology update to maintain and improve your skills to serve your companies or clients more efficiently and effectively, this course is for you!

In this fast-paced, update-style course, you will survey today’s IT environment, learning about computer hardware, software (including Microsoft Office), operating systems (including Windows 10), and what they mean for you, and peripheral devices. You will also learn about significant trends in information technology and how to take advantage of the opportunities presented by these trends.  Examples include the latest Excel features, working with PDF files, and security and privacy issues. Additionally, you will learn how to improve the overall performance of your IT investment, thereby increasing your return on investment.

Throughout this program, you will learn from real-time demonstrations of practical applications of the latest tools, which can provide you with the knowledge you need to harness the power of technology, both now and in the future. Register now for this “don’t miss” opportunity to get the skills required to enhance the value of your IT investment.


Basic Course Information

Learning Objectives
  • Identify essential hardware and software enhancements and updates that are relevant to accountants, including operating systems, desktop productivity suites, accounting software, and document management systems
  • Implement critical features in Microsoft Office applications, including accountant-centric features in Excel, Word, and Outlook
  • List and apply features found in Adobe Acrobat for working with PDFs, including commenting, reorganizing PDFs, securing PDFs, and creating and working with PDF forms
  • Identify security and privacy issues facing accountants, including practical tools and techniques for mitigating risks, such as data encryption, password management, biometrics, and portals

Major Subjects
  • Emerging technologies all business professionals should know
  • Considerations associated with upgrading to Windows 11
  • Practical options for protecting your data
  • New features in commonly-used applications such as Excel and Adobe Acrobat DC

Course Materials


Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related Seminars and Products


K2 Enterprises

Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.

During his professional career, Tommy has gained valuable experience in a variety of positions, including:

  • Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
  • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
  • Serving as a Chief Financial Officer for an international engineering organization; and
  • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.

In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.

Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.


Mon, Jun 24, 2024 - 08:00am to 03:28pm CDT
Tue, Jul 09, 2024 - 06:00pm to Wed, Jul 10, 2024 - 01:28am CDT
Wed, Jul 31, 2024 - 03:00pm to 10:28pm CDT
Fri, Aug 16, 2024 - 09:00am to 04:28pm CDT
Fri, Aug 30, 2024 - 11:00am to 06:28pm CDT
Tue, Sep 03, 2024 - 01:00pm to 08:28pm CDT
Sat, Sep 21, 2024 - 03:00pm to 10:28pm CDT
Fri, Oct 04, 2024 - 09:00am to 04:28pm CDT
Tue, Oct 15, 2024 - 11:00am to 06:28pm CDT
Mon, Nov 11, 2024 - 01:00pm to 08:28pm CST
Tue, Nov 26, 2024 - 06:00pm to Wed, Nov 27, 2024 - 01:28am CST
Tue, Dec 03, 2024 - 09:00am to 04:28pm CST
Thu, Dec 12, 2024 - 11:00am to 06:28pm CST
Sat, Dec 21, 2024 - 01:00pm to 08:28pm CST
Tue, Jan 07, 2025 - 03:00pm to 10:28pm CST
Thu, Jan 16, 2025 - 05:00pm to Fri, Jan 17, 2025 - 12:28am CST
Sat, Feb 15, 2025 - 11:00am to 06:28pm CST
Fri, Feb 28, 2025 - 01:00pm to 08:28pm CST
Fri, Mar 07, 2025 - 03:00pm to 10:28pm CST
Tue, Mar 25, 2025 - 09:00am to 04:28pm CDT
Fri, Apr 04, 2025 - 11:00am to 06:28pm CDT
Sat, Apr 26, 2025 - 01:00pm to 08:28pm CDT
Thu, May 01, 2025 - 03:00pm to 10:28pm CDT
Tue, May 13, 2025 - 09:00am to 04:28pm CDT

Additional Info

Basic Course Information

Original Recording Date 2023
Date Added to Catalog 8/22/2024
Prerequisites None
Advanced Preparation None
Designed For

Accounting and financial professionals seeking to improve their knowledge of technology and the return on their investment in technology

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:      4.8

Total Reviews: 21