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K2’s Now Is The Time To Automate!

Course - K2's Now Is The Time To 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

Learning Objectives

  1. Identify at least three benefits of successful automation efforts
  2. List two automation tools you can use to extract and transform data
  3. Specify examples of Microsoft 365 plans that include access to Power Automate
  4. Differentiate between Power Automate and Zapier
  5. Identify at least three tasks that most businesses should automate

Course 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.

Compliance Information

Intended Audience

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

Advanced Preparation

None

Field of Study

Information Technology

Credits

2 Credits

Published Date

May 24, 2023

Course Authors

Tommy Stephens

Woodstock, GA
Partner, K2 Enterprises

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 authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.

About Instructor Read Less

Overview

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.

Course Details

  • 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

  1. Identify at least three benefits of successful automation efforts
  2. List two automation tools you can use to extract and transform data
  3. Specify examples of Microsoft 365 plans that include access to Power Automate
  4. Differentiate between Power Automate and Zapier
  5. Identify at least three tasks that most businesses should automate

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

Advanced Preparation — None

Field of Study — Information Technology

Credits — 2 Credits

IRS Program Number

Published Date – May 24, 2023

Revision Date

Course Authors

Tommy Stephens

Woodstock, GA
Partner, K2 Enterprises

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 authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.

About Instructor Read Less

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

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