K2's 2023 Now Is The Time to Automate

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  • Location
    • Your Computer
      Your Space
      ISCPA / ACPEN Webinar, ID 00000
  • Credits
    • 1.20
  • Credit Type(s)
    • Personnel / HR (1.20)
  • Prerequisites
    • Fundamental understanding of basic computer operations

  • Vendor
    • ACPEN
  • Level
    • Intermediate
  • Fields of Study
    • Personnel/Human Resources
  • Message
    • Virtual Experience

Description

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.



  • Presented by Steve Cadigan

    • Delivery Format: Live Webcast Replay

    Designed For

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

    Objectives

    • 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

    Highlights

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

    Advanced Prep

    None

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    Leaders

    ACPEN Panel

    No Biography Available

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