Webinar

K2's Automation for Increasing Personal Efficiency And Effectiveness

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Automation is a great way to save time and improve accuracy and effectiveness. It also allows you to get more value from your workday. This session will teach you how to automate the tasks that are mundane or take up too much energy so you complete them automatically instead. One of the best things a person can do is invest time into automating their workday to help them achieve more work, reduce daily stress, and provide better mental clarity. This session focuses on various tools and services you can use to help promote personal automation. In it, you will learn about technologies such as integration platform tools, Amazon Alexa and Google Home, and the Elgato Stream Deck.

Major subjects

• Automation opportunities
• Understanding integration platforms
• Productivity tips, tricks, and applications
• Tips and tricks for saving valuable time

Learning objectives

• Define automation and demonstrate different use cases
• Identify processes in your personal and professional life where you can use automation to save time
• Distinguish between various automation platforms
• Identify the steps necessary to establish an account with an integration-as-a-platform-service (iPaaS) provider and create automation workflows for daily tasks such as email, calendaring, and document management
• Leverage the power of the Elgato Stream Deck for the simple use of application hotkeys and launching automation process with the touch of a button

Who should take this program?

• CPAs and other financial professionals seeking tools for increased efficiency with their workloads

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $127.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

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