K2's Envisioning Your Midmarket Accounting Solution Webcast | 4204358A

Date :
May 26, 2020 8:00 AM - 9:40 AM
Location :
Webcast
Facility :
Webcast Rebroadcast
Level of Difficulty :
Update
Member Price :
75.00
Nonmember Price :
101.00
CPE Credits :
CPE 2.00, AA 2.00
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Businesses are being transformed by upgrading their accounting solutions. In this new world of Software as a Service, workflow-enabled, data-centric, and connected solutions, business problems can be solved in new ways. Explore integrated and ERP solutions for businesses in the $10 Million to $1 Billion range. Systems in place for seven or more years are ready for upgrade or replacement. Leverage our instructor’s knowledge of the market to minimize your risk.

 

Objectives:

 

• List the top five products in the mid-market
• Identify common third-party solutions needed
• Differentiate between a nice-to-have upgrade and a true business need
• Create an implementation plan for your business

 

Major Subjects:

 

• Overview of mid-market solutions
• Probable third-party solutions required
• Accounting solutions for specific industries
• Specific strategies to use on selecting a system
• Guidance on preparatory steps and conversions

 

Advanced Prep:

 

None

 

Misc. Information:

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Level of Difficulty:
Update
Field of Interest:
Computer Software and Applications
Prerequisites:
 

Fundamental knowledge of hardware, software, and technology trends

 
Designed For:
 

Busy accounting and financial professionals who want to improve their personal and organizational productivity

 

Instructors

Thomas G. Stephens, Jr, CGMA, CITP, CPA

Thomas G. Stephens, Jr. received a bachelor of business administration (accounting) from Auburn University in 1985. Upon graduation, Stephens began working for an Atlanta-based public accounting firm. After earning his designation as a CPA, Stephens worked for BellSouth Corporation in Atlanta as an internal auditor. After two years as an auditor, he was promoted to staff manager and then operations manager of the internal audit group. In 1991, he transferred to the comptrollers’ department of BellSouth and served as manager of the cost accounting organization. While working full-time at BellSouth Corporation, Stephens also attended graduate school, earning a master’s degree in finance from Georgia State University in 1992.

Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. As part of his practice, he developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he began authoring and presenting continuing professional education (CPE) courses to accounting and finance professionals. In 2003, Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally 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 19 years, Stephens has presented in excess of 1,800 educational sessions to over 55,000 participants nationwide.

Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, he enjoys an active personal life as well. His hobbies include snow skiing, fishing, and running. Additionally, he maintains professional memberships with the AICPA and the Georgia Society of Certified Public Accountants, and is a past member of the Institute of Internal Auditors.

Materials:

  • Materials - ebook