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.
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
IMPORTANT_CPE Credit Instructions_Read Before Webcast_2025 Update (434.2 KB) | Available after Purchase |
Faculty

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
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Wed, Jun 25, 2025 - 01:00pm to 03:00pm EDT
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Mon, Jul 07, 2025 - 03:00pm to 05:00pm EDT
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Thu, Jul 17, 2025 - 05:00pm to 07:00pm EDT
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Wed, Aug 06, 2025 - 09:00am to 11:00am EDT
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Tue, Aug 26, 2025 - 07:00pm to 09:00pm EDT
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Tue, Sep 02, 2025 - 01:00pm to 03:00pm EDT
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Wed, Sep 24, 2025 - 03:00pm to 05:00pm EDT
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Sat, Oct 11, 2025 - 05:00pm to 07:00pm EDT
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Tue, Oct 21, 2025 - 09:00am to 11:00am EDT
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Thu, Nov 06, 2025 - 11:00am to 01:00pm EST
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Tue, Nov 25, 2025 - 07:00pm to 09:00pm EST
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Tue, Dec 02, 2025 - 03:00pm to 05:00pm EST
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Wed, Dec 10, 2025 - 05:00pm to 07:00pm EST
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Sat, Dec 20, 2025 - 09:00am to 11:00am EST
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Mon, Jan 05, 2026 - 11:00am to 01:00pm EST
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Tue, Jan 20, 2026 - 01:00pm to 03:00pm EST
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Sat, Feb 07, 2026 - 03:00pm to 05:00pm EST
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Mon, Feb 23, 2026 - 05:00pm to 07:00pm EST
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Thu, Mar 12, 2026 - 09:00am to 11:00am EDT
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Mon, Mar 23, 2026 - 11:00am to 01:00pm EDT
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Thu, Apr 09, 2026 - 07:00pm to 09:00pm EDT
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Tue, Apr 21, 2026 - 03:00pm to 05:00pm EDT
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Wed, May 06, 2026 - 05:00pm to 07:00pm EDT
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Tue, May 26, 2026 - 09:00am to 11:00am EDT
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Additional Info
Basic Course Information
Prerequisites Basic understanding of fundamental information technology conceptsAdvanced 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 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.