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Webinar

K2's Time To Advance Automation: Strategies and Tools for Efficiency

Saturday, March 8, 2025
1-3 p.m. Central
2 CPE (2 technical)

Course code: 24WA-134C
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Increasingly, automating business processes is a necessity. In this session, you will learn about real-world examples of automating business processes. Remember, the survival of your business might depend upon successful automation!

Major subjects

  • Advanced Automation Strategies: Best practices for starting or enhancing your automation journey
  • Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools
  • Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows
  • Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects

Learning objectives

  • Outline the primary benefits of advanced automation in business processes
  • Select appropriate automation tools for data extraction and transformation
  • Identify Microsoft 365 plans and other tools that offer powerful automation capabilities like Power Automate
  • Compare and contrast the functionalities and applications of Power Automate and Zapier
  • Recognize business tasks that are prime candidates for automation

Who should take this program?

  • Business professionals desiring to improve efficiency and accuracy through automation  

Pricing

Standard Member Fee $79.00
checkmark Standard Nonmember Fee $79.00
Our records indicate you are a nonmember. If you register, you will be charged $79.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Register Me     Register Multiple

Firm administrators: Please log in before starting the employee registration process.

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 Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. Fundamental understanding of basic business technologies
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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