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New

K2's Now Is the Time to Automate!

If you have questions about this event, please call us at 952-831-2707.

Wednesday, May 6, 2026
4-6 p.m. Central
2 CPE (2 technical)

Course code: 26SR-P002
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Automation has been a buzzword for years, yet many organizations still struggle to generate real results. Explore practical ways to launch and expand automation efforts that increase efficiency, reduce errors and improve team satisfaction. Learn how tools from Microsoft, Zapier and Zoho can be used to automate routine workflows without complex development. Examine real-world examples that show how simple automations can deliver immediate value. Leave with a clear roadmap for identifying automation opportunities and implementing solutions that help your organization get more done in less time.

Major subjects

  • Where to begin an automation journey.
  • Selecting automation tools that deliver the most value.
  • Automating everyday tasks in accounts payable, banking and approvals.
  • Common automation pitfalls and how to avoid them.

Learning objectives

  • Identify key benefits of successful automation initiatives.
  • List automation tools used to extract, transform and move data.
  • Specify Microsoft 365 plans that include access to Power Automate.
  • Differentiate between Power Automate and Zapier.
  • Identify common business tasks that are strong candidates for automation.

Who should take this program?

  • Accounting and financial professionals desiring to improve efficiency, accuracy and internal control.

Pricing

Standard Member Fee $375.00
checkmark Standard Nonmember Fee $475.00

MNCPA members save $100.00. Become a member.

Our records indicate you are a nonmember. If you register, you will be charged $475.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

More program information

Instructor Tommy Stephens, CPA, CITP, CGMA
Location Online
Area
of study
Information technology
Field(s)
of study
Information Technology - Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor Minnesota Society of CPAs
NASBA ID#: 139884
Prerequisites Prereq. Understanding of basic computer operations
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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If you have questions about this event, please call us at 952-831-2707.