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K2's 2023 Shredding Your Servers And Going Virtual

Total Credits: 2 including 2 Information Technology

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ACPEN INDUSTRY |  Technology
Brian F. Tankersley, CPA.CITP, CGMA
Course Levels:
2 Hours
Product Setting: Expires 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Most small and mid-sized businesses are at least considering cloud-based suites for business management, performance management, and productivity. Unfortunately, many owners and accounting professionals need to learn the difference between using cloud-native tools, employing a managed service provider, and utilizing a desktop hosting provider. This session helps participants understand the differences in the levels of service provided by these offerings and will also highlight some of the regulatory barriers which could create problems for your organization. Attend this session and learn what you need to know before saying “see ya” to your servers.

Basic Course Information

Learning Objectives
  • Identify critical differences between a managed service provider, a desktop/application hosting company, and a browser-based cloud solution
  • From a list of regulations, identify a practical restriction on users imposed by the regulation
  • Identify services included in productivity suites from Microsoft, Google, and Zoho and match them to the tools which best address an identified business need

Major Subjects
  • Regulatory requirements like HIPPA, GLB, PCI, and more
  • Practical tips for dealing with service providers

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, Sep 28, 2023 - 05:00pm to 06:46pm CDT
Mon, Oct 02, 2023 - 12:00pm to 01:46pm CDT
Thu, Oct 12, 2023 - 02:00pm to 03:46pm CDT
Fri, Oct 27, 2023 - 08:00am to 09:46am CDT
Mon, Nov 06, 2023 - 10:00am to 11:46am CST
Fri, Nov 17, 2023 - 12:00pm to 01:46pm CST
Tue, Nov 28, 2023 - 06:00pm to 07:46pm CST
Fri, Dec 01, 2023 - 08:00am to 09:46am CST
Thu, Dec 07, 2023 - 10:00am to 11:46am CST
Sat, Dec 16, 2023 - 12:00pm to 01:46pm CST
Thu, Dec 21, 2023 - 02:00pm to 03:46pm CST
Tue, Jan 02, 2024 - 05:00pm to 06:46pm CST
Wed, Jan 17, 2024 - 10:00am to 11:46am CST
Fri, Jan 26, 2024 - 12:00pm to 01:46pm CST
Fri, Feb 02, 2024 - 02:00pm to 03:46pm CST
Mon, Feb 12, 2024 - 08:00am to 09:46am CST
Wed, Feb 21, 2024 - 10:00am to 11:46am CST
Fri, Mar 01, 2024 - 12:00pm to 01:46pm CST
Mon, Mar 11, 2024 - 02:00pm to 03:46pm CDT
Wed, Mar 27, 2024 - 08:00am to 09:46am CDT
Wed, Apr 10, 2024 - 10:00am to 11:46am CDT
Sat, Apr 20, 2024 - 12:00pm to 01:46pm CDT
Tue, Apr 30, 2024 - 02:00pm to 03:46pm CDT
Mon, May 06, 2024 - 08:00am to 09:46am CDT
Tue, May 14, 2024 - 05:00pm to 06:46pm CDT
Fri, May 24, 2024 - 12:00pm to 01:46pm CDT
Tue, Jun 04, 2024 - 02:00pm to 03:46pm CDT
Fri, Jun 14, 2024 - 08:00am to 09:46am CDT
Mon, Jun 24, 2024 - 10:00am to 11:46am CDT
Sat, Jun 29, 2024 - 12:00pm to 01:46pm CDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For

Accounting professionals who are responsible for selecting, implementing, or working in an environment which is reducing or eliminating on-premises servers

Original Recording Date 2023
Course Developer K2 Enterprises
Date Added to Catalog


Additional Information

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:

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 if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.