Seminar
Live Replay WebinarIntermediate level
K2's Now Is The Time To Automate!
★★★★☆
4.0 · 1 attendee ratings
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.
Learning objectives
Upon completing this course, you should be able to:
- 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
Major topics
Where to begin your automation journey
Which automation tools should you initially focus on
How to automate everyday tasks in accounts payable, banking, and approval workflows
Common automation pitfalls
Who this is for
Accounting and financial professionals desiring to improve efficiency, accuracy, and internal control
Prerequisites: Fundamental understanding of basic computer operations
Course details
- Recommended CPE credit
- 2 — Information Technology
- Field of study
- Information Technology
- Program level
- Intermediate
- Delivery method
- Group Internet Based
- Prerequisites
- Fundamental understanding of basic computer operations
- Advance preparation
- None
- Length
- 1h 40m
- Last revised
- Wednesday,
- Course number
- 23c-auto
- Provider
- K2 Enterprises
CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
Your instructor
Tommy Stephens
Partner · K2 Enterprises · ★ 4.6 instructor rating
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began...
Full profile →Attendee feedback
4.0
1 attendee ratings
Related reading from our instructors
You might also like
Seminar
Seminar
Conference
Seminar