Webcast: Now Is the Time To Automate
358 | Webcast | Intermediate | Scheduled
Description
"Automate" has been an industry buzzword for at least a decade. Yet, few organizations have embarked on successful automation journeys, leading to greater efficiencies, reduced errors and happier team members. In this session, you will learn how to crank up your automation projects and see firsthand how easy and effective automation can be. More specifically, this session shows you exactly how you can work with tools from Zoho, Zapier and Microsoft to enable powerful routines that will allow you and your team to get more done in less time.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 2.00 | Information Technology |
Designed For
Accounting and financial professionals desiring to improve efficiency, accuracy and internal control
Prerequisites
Fundamental understanding of computer operations
Highlights
- Where to begin your automation journey
- Which automation tools you should initially focus on
- How to automate everyday tasks in accounts payable, banking and approval workflows
- Common automation pitfalls
Objectives
Upon completing this course, you should be able to:
- Identify at least three benefits of successful automation efforts
- List two automation tools you can use to extract and transform data
- Specify examples of Microsoft 365 plans that include access to Power Automate
- Differentiate between Power Automate and Zapier
- Identify at least three tasks that most businesses should automate
Prices
- Member (Early Bird)
- $79.00
- Non-Member (Early Bird)
- $109.00
- Member
- $79.00
- Non-Member
- $109.00
Instructors
Thomas G. Stephens, CPA, CITP, CGMA
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. Over the past twenty-seven years, Tommy has presented over 2,800 educational sessions to over 71,000 participants throughout the United States and Canada.
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.
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