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Live Webcast Replay

K2’s Microsoft Teams

Total Credits: 4 including 4 Computer Software & Applications - Non-technical

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ACPEN Industry Institute |  Industry
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
4 Hours
Access for 30 day(s) after program date.



Microsoft Teams is one of the most exciting personal and organizationally productivity tools to ever appear on the business landscape. With Teams, you can communicate and collaborate easily and securely with others, including colleagues outside your organization. Further, you can extend the already-robust functionality in Teams by incorporating add-in solutions with just a few clicks of the mouse. Unfortunately, despite Teams’ power and relatively simple interface, many organizations struggle with deploying and using Teams. 

In this session, you will learn how you can get up and running quickly in Teams so that you can take full advantage of this powerful tool. More specifically, you will learn how you can get started in Teams and critical decisions that will affect your deployment. Also, you will learn how to work in Teams, including how to take advantage of the chat, voice, and video call services and how to share documents securely with others. Moreover, you will learn how to extend your Teams platform to external organizations for improved communication and collaboration. Additionally, you will identify how you can add other applications into Teams and optimize Team's configuration for the best overall efficiency and security. If you are working with Teams or plan to do so, this is one CPE session you can’t afford to miss!

Basic Course Information

Learning Objectives
  • Identify critical potential benefits associated with using Microsoft Teams
  • List various elements of functionality offered by Teams
  • Differentiate between “guest” and “external” users in Teams
  • Cite examples of additional applications that you can incorporate into Teams
  • Name examples of communication options available in Teams
  • Specify examples of security measures available in Teams

Major Subjects
  • Setting up Teams account
  • Using teams for all your communications
  • Using Teams to keep work on track
  • File collaboration and syncing

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.


Tue, Jul 27, 2021 - 04:00pm to 07:43pm EDT
Tue, Aug 03, 2021 - 10:00am to 01:43pm EDT
Mon, Aug 16, 2021 - 12:00pm to 03:43pm EDT
Fri, Sep 10, 2021 - 02:00pm to 05:43pm EDT
Tue, Sep 28, 2021 - 04:00pm to 07:43pm EDT
Thu, Oct 07, 2021 - 10:00am to 01:43pm EDT
Wed, Oct 20, 2021 - 12:00pm to 03:43pm EDT
Tue, Nov 02, 2021 - 02:00pm to 05:43pm EDT
Wed, Nov 17, 2021 - 04:00pm to 07:43pm EST
Wed, Dec 15, 2021 - 10:00am to 01:43pm EST
Mon, Dec 27, 2021 - 12:00pm to 03:43pm EST
Fri, Jan 07, 2022 - 10:00am to 01:43pm EST
Wed, Jan 19, 2022 - 02:00pm to 05:43pm EST
Fri, Feb 04, 2022 - 10:00am to 01:43pm EST
Wed, Feb 16, 2022 - 02:00pm to 05:43pm EST
Fri, Mar 04, 2022 - 10:00am to 01:43pm EST
Wed, Mar 16, 2022 - 02:00pm to 05:43pm EDT
Fri, Apr 01, 2022 - 10:00am to 01:43pm EDT
Wed, Apr 20, 2022 - 02:00pm to 05:43pm EDT
Fri, May 06, 2022 - 10:00am to 01:43pm EDT
Wed, May 18, 2022 - 02:00pm to 05:43pm EDT
Fri, Jun 03, 2022 - 10:00am to 01:43pm EDT
Wed, Jun 22, 2022 - 02:00pm to 05:43pm EDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 6/25/2021
Prerequisites Fundamental knowledge of computer applications and the Office 365/Microsoft 365 subscription models
Advanced Preparation None
Designed For

CPAs and other business professionals who are seeking to leverage their Office 365/Microsoft 365 subscriptions by taking advantage of Teams for improved communication and collaboration

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


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