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24WA-7965: K2's 2023 Now Is The Time to Automate (Webinar)

Friday, November 15, 2024
4:00pm - 5:50pm Central Time
2 CPE (2 technical)

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Alternate dates & more options

  • Wednesday, November 27, 2024 - Webinar
  • Wednesday, December 4, 2024 - Webinar
  • Friday, December 13, 2024 - Webinar
  • Monday, December 23, 2024 - Webinar
  • Saturday, December 28, 2024 - Webinar
  • Wednesday, January 8, 2025 - Webinar
  • Tuesday, January 21, 2025 - Webinar
  • Tuesday, February 4, 2025 - Webinar
  • Saturday, February 22, 2025 - Webinar

The term "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 first-hand 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.

Major subjects

  • Which automation tools should you initially focus on
  • How to automate everyday tasks in accounts payable, banking, and approval workflows
  • Common automation pitfalls

Learning objective(s)

  • 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

Who should take this program?

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

Fees

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.
Standard Member Fee $79.00
checkmark Standard Nonmember Fee $79.00

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 computer operations
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more
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