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K2’s CRM – The Ultimate Business Automation Tool


Total Credits: 2 including 2 Information Technology - Technical

Average Rating:
Not yet rated
Categories:
ACPEN Industry Institute |  Technology
Faculty:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Basic
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 course provides an in-depth exploration of Customer Relationship Management (CRM) systems as a critical tool for business automation. Designed for accounting professionals, it emphasizes CRM's role in streamlining workflows, organizing communications, enhancing client relationships, and improving efficiency. Participants will learn about key CRM features, integration with accounting software, and best practices for successful implementation. We will highlight practical applications with actionable insights to help attendees optimize their processes. This two-hour session ensures you walk away with a basic understanding of CRM's transformative potential for business and financial management.

Basic Course Information

Learning Objectives
  • Define Customer Relationship Management (CRM) and explain its significance in business automation
  • Identify key CRM features that optimize accounting and financial workflows
  • Name at least two best practices for implementing and customizing CRM systems for use in common accounting workflows

Major Subjects
  • Overview of CRM functionalities tailored to accounting, including customizations and integrations
  • Integrated tools that leverage CRM data for automating tasks and improving efficiency
  • Strategies for successfully adopting a CRM platform and solutions to overcome common challenges

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

Thu, Jun 19, 2025 - 07:00pm to 09:00pm EDT
Fri, Jun 27, 2025 - 11:00am to 01:00pm EDT
Wed, Jul 09, 2025 - 01:00pm to 03:00pm EDT
Tue, Jul 22, 2025 - 03:00pm to 05:00pm EDT
Thu, Aug 07, 2025 - 05:00pm to 07:00pm EDT
Wed, Aug 27, 2025 - 09:00am to 11:00am EDT
Thu, Sep 04, 2025 - 11:00am to 01:00pm EDT
Sat, Sep 27, 2025 - 01:00pm to 03:00pm EDT
Mon, Oct 06, 2025 - 03:00pm to 05:00pm EDT
Thu, Oct 23, 2025 - 05:00pm to 07:00pm EDT
Wed, Nov 05, 2025 - 09:00am to 11:00am EST
Sat, Nov 29, 2025 - 11:00am to 01:00pm EST
Fri, Dec 05, 2025 - 01:00pm to 03:00pm EST
Sat, Dec 13, 2025 - 03:00pm to 05:00pm EST
Tue, Dec 23, 2025 - 07:00pm to 09:00pm EST
Wed, Jan 07, 2026 - 09:00am to 11:00am EST
Thu, Jan 22, 2026 - 11:00am to 01:00pm EST
Thu, Feb 05, 2026 - 01:00pm to 03:00pm EST
Tue, Feb 24, 2026 - 03:00pm to 05:00pm EST
Fri, Mar 13, 2026 - 05:00pm to 07:00pm EDT
Tue, Mar 24, 2026 - 09:00am to 11:00am EDT
Wed, Apr 08, 2026 - 11:00am to 01:00pm EDT
Sat, Apr 25, 2026 - 01:00pm to 03:00pm EDT
Tue, May 05, 2026 - 07:00pm to 09:00pm EDT
Thu, May 28, 2026 - 05:00pm to 07:00pm EDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation  None
Designed For Accounting and other business professionals seeking to leverage CRM technologies for more profitable client/customer interactions
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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