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Live Webcast Replay

K2’s Automation – Beyond The Basics With The Microsoft Power Platform


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

Average Rating:
Not yet rated
Categories:
ACPEN Industry Institute |  Technology
Faculty:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
2 Hours
License:
Expires 30 day(s) after program date.

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


Description

This session isfor accounting professionals aiming to enhance their automation expertise with the low-code/no-code tools in Microsoft Power Apps and Power Automate. Participants will explore techniques to create simple workflows and develop custom applications, including "describe it to design it." The session focuses on automating processes, such as approvals, workflow automation, and data manipulation, while accessing and utilizing data from Microsoft Fabric and external databases. Attendees will learn about different types of workflows and the platform's tools for Robotic Process Automation (RPA). Further, they will leave with a better understanding of the Power Platform so they can drive digital transformation in their organizations.

Basic Course Information

Learning Objectives
  • Design workflows in Power Automate for automating approvals and basic workflows
  • Understand and describe how diverse data sources, including Microsoft Dataverse, can be incorporated into process automation solutions
  • Name one of the demonstrated tools used to address specific automation requirements efficiently and accurately

Major Subjects
  • Explanation and demonstration of the use of a wide range of automation tools with a focus on low-code/no-code
  • Practical examples of real-world applications for Power Platform tools - such as Power Apps and Power Automate, as well as integration into Microsoft Fabric and other solutions
  • Challenges and risks of automating business processes

Course Materials

Faculty

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

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

Shareholder

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-nine years, Tommy has presented over 3,200 educational sessions to over 82,000 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 AICPA and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.


Dates

Mon, Jun 16, 2025 - 11:00am to 01:00pm EDT
Wed, Jun 25, 2025 - 01:00pm to 03:00pm EDT
Mon, Jul 07, 2025 - 03:00pm to 05:00pm EDT
Thu, Jul 17, 2025 - 05:00pm to 07:00pm EDT
Wed, Aug 06, 2025 - 09:00am to 11:00am EDT
Tue, Aug 26, 2025 - 07:00pm to 09:00pm EDT
Tue, Sep 02, 2025 - 01:00pm to 03:00pm EDT
Wed, Sep 24, 2025 - 03:00pm to 05:00pm EDT
Sat, Oct 11, 2025 - 05:00pm to 07:00pm EDT
Tue, Oct 21, 2025 - 09:00am to 11:00am EDT
Thu, Nov 06, 2025 - 11:00am to 01:00pm EST
Tue, Nov 25, 2025 - 07:00pm to 09:00pm EST
Tue, Dec 02, 2025 - 03:00pm to 05:00pm EST
Wed, Dec 10, 2025 - 05:00pm to 07:00pm EST
Sat, Dec 20, 2025 - 09:00am to 11:00am EST
Mon, Jan 05, 2026 - 11:00am to 01:00pm EST
Tue, Jan 20, 2026 - 01:00pm to 03:00pm EST
Sat, Feb 07, 2026 - 03:00pm to 05:00pm EST
Mon, Feb 23, 2026 - 05:00pm to 07:00pm EST
Thu, Mar 12, 2026 - 09:00am to 11:00am EDT
Mon, Mar 23, 2026 - 11:00am to 01:00pm EDT
Thu, Apr 09, 2026 - 07:00pm to 09:00pm EDT
Tue, Apr 21, 2026 - 03:00pm to 05:00pm EDT
Wed, May 06, 2026 - 05:00pm to 07:00pm EDT
Tue, May 26, 2026 - 09:00am to 11:00am EDT

Additional Info

Basic Course Information

Prerequisites Basic understanding of fundamental information technology concepts
Advanced Preparation  None
Designed For Business professionals responsible for creating, maintaining, or auditing automated workflows
Original Recording Date

2025

 


Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 04/2025

Additional Information

Complaint Resolution Policy

Please 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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