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K2’s Selecting And Vetting Technology Providers

Total Credits: 2 including 2 Information Technology - Technical

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ACPEN Industry Institute |  Industry
Brian F. Tankersley, CPA.CITP, CGMA
Course Levels:
2 Hour
Access for 30 day(s) after program date.



Managing Information Technology (IT) is difficult when team members, contractors, and others all sound alike. If you manage IT, wouldn’t it be nice to know the questions you should ask? Join us in this session to learn the questions to ask your technology providers and how to identify some warning flags. The session materials can serve as a starting point for your discussions with your providers.  Attend this session and learn many of the things you need to know as you navigate your journey through the world of technology.

Basic Course Information

Learning Objectives
  • Select from a list of different approaches for delivering applications to end-users
  • Identify the correct definition for each type of IT provider
  • Pick the correct meanings associated with common IT certification acronyms
  • Associate the various kinds of available software licenses with the correct descriptive fact pattern or definition
  • Identify some of the critical service provider risks

Major Subjects
  • Qualifications and skills to look for in an IT provider, and the different types of IT providers
  • The available options for delivering applications to end-users
  • Guidance on what to buy and what to avoid when selecting hardware and software

Course Materials


Brian F. Tankersley, CPA.CITP, CGMA's Profile

Brian F. Tankersley, CPA.CITP, CGMA Related seminars and products

Director, Strategic Relationships

K2 Enterprises, LLC

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (  Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.  Brian started teaching CPA review courses in 1997, and currently works with Yaeger CPA Review.

Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada.  He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA).  He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.


Thu, Aug 12, 2021 - 10:00am to 11:50am EDT
Tue, Aug 24, 2021 - 12:00pm to 01:50pm EDT
Thu, Sep 09, 2021 - 02:00pm to 03:50pm EDT
Tue, Sep 28, 2021 - 04:00pm to 05:50pm EDT
Thu, Oct 14, 2021 - 10:00am to 11:50am EDT
Tue, Oct 26, 2021 - 12:00pm to 01:50pm EDT
Thu, Nov 11, 2021 - 02:00pm to 03:50pm EST
Tue, Nov 23, 2021 - 04:00pm to 05:50pm EST
Thu, Dec 09, 2021 - 10:00am to 11:50am EST
Tue, Dec 28, 2021 - 12:00pm to 01:50pm EST
Wed, Jan 12, 2022 - 02:00pm to 03:50pm EST
Mon, Jan 24, 2022 - 04:00pm to 05:50pm EST
Tue, Feb 08, 2022 - 10:00am to 11:50am EST
Fri, Feb 25, 2022 - 12:00pm to 01:50pm EST
Tue, Mar 08, 2022 - 02:00pm to 03:50pm EST
Fri, Mar 25, 2022 - 04:00pm to 05:50pm EDT
Tue, Apr 12, 2022 - 10:00am to 11:50am EDT
Fri, Apr 22, 2022 - 12:00pm to 01:50pm EDT
Mon, May 09, 2022 - 02:00pm to 03:50pm EDT
Fri, May 27, 2022 - 04:00pm to 05:50pm EDT
Tue, Jun 14, 2022 - 10:00am to 11:50am EDT
Fri, Jun 24, 2022 - 12:00pm to 01:50pm EDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 07/01/2021
Prerequisites None
Advanced Preparation None
Designed For

Business professionals seeking to learn the best ways to identify and choose technology providers 


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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