Automation For Increasing Personal Efficiency and Effectiveness
Information Technology
2 CPE Credits
Upcoming Live Event Schedule
This course is part of an event and you must register for the associated event to participate.
Automation For Increasing Personal Efficiency and Effectiveness – Webinar
July 10, 2024 | Seminar
Productivity and Project Management for Financial Pros
December 10, 2024 | Seminar
Major Topics
- What are integration and automation?
- Exploring Integration Platform as a Service (iPaaS) tools and services
- Automation within tools you’re already using today
- Intelligent virtual assistants (IVAs) for automation around the house
Learning Objectives
- Define automation and demonstrate different use cases.
- Identify processes in your personal and professional life where automation can be utilized to save you time.
- Distinguish between the different automation tools. Their various strengths and weaknesses, identify which products and services that are the best for your personal workflow.
- Establish and 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 Streamdeck for simple use of application hot keys and launching automation process with the touch of a button.
Course Description
Automation can be incredibly helpful for saving time, improving accuracy, promoting effectiveness, and getting more value out of your workday. One of the best things a person can do is to invest time into automating their workday because it will help them to complete more work in the same period of time, reduce daily stress and provide better mental clarity. Automation can be permanent time savings for a person, once something is automated you always get that time back on a project.
This course will discuss the various tools, methods, apps, websites, and more that a person can use to help promote personal automation in both your personal and professional life. It will incorporate technologies such as integration platform as a service (iPaaS) tools, Amazon Alexa and Google Home, the Elgato Streamdeck, and more. Participants will learn methods that can help them save anywhere from a couple of hours to weeks of time.
Compliance Information
Intended Audience
accounting and financial professionals desiring to improve efficiency & accuracy
Advanced Preparation
None
Field of Study
Information Technology
Credits
2 Credits
Published Date
February 8, 2024
Course Authors
Stephen Yoss
All of our self-study courses are NASBA approved (through our partners at K2 Enterprises) the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).
Your Registration Includes:
- Course materials (video & PDF version)
- Unlimited attempts to complete exam
- Course materials (PDF & Sample Materials)
- Instant grading & certificate of completion
- One year access to complete your CPE
- Completion certificate
