Seminar
Live WebinarIntermediate level
K2's Time To Advance Automation
★★★★★
4.5 · 187 attendee ratings
In today's business environment, automation is no longer just a buzzword but a critical component for enhancing efficiency and accuracy. This session provides practical insights on automating your organization using advanced tools from Zoho, Zapier, Microsoft, and others. We will focus on real-world applications, demonstrating how to automate key accounts payable, banking, and approval workflows. You will also learn to recognize and avoid common pitfalls in automation projects. This course is essential for accounting and financial professionals seeking to leverage automation to achieve greater efficiency, reduce errors, and foster a more productive work environment.
Learning objectives
Upon completing this course, you should be able to:
- Outline the primary benefits of advanced automation in business processes
- Select appropriate automation tools for data extraction and transformation
- Identify Microsoft 365 plans and other tools that offer powerful automation capabilities like Power Automate
- Compare and contrast the functionalities and applications of Power Automate and Zapier
- Recognize business tasks that are prime candidates for automation
Major topics
Advanced Automation Strategies: Best practices for starting or enhancing your automation journey
Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools
Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows
Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects
Who this is for
Business professionals desiring to improve efficiency and accuracy through automation
Prerequisites: Fundamental understanding of basic business technologies
What's included
Every registration comes with the course materials — yours to keep.
- Course handout PDF
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 business technologies
- Advance preparation
- None
- Length
- 1h 40m
- Course number
- 24c-advauto
- 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].
Every way to take this course
How to attend this course
This course isn’t sold on its own — it’s offered exclusively at these events. One registration covers the event: you attend this course on its scheduled day, plus everything else the event offers.
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Your instructor
Randy Johnston
Partner · K2 Enterprises · ★ 4.6 instructor rating
Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services. K2 Enterprises (K2E.com) – Executive Vice President,...
Full profile →Attendee feedback
4.5
187 attendee ratings
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