K2's 2024 Time to Advance Automation - Strategies and Tools for Efficiency
Online
2.00 Credits
Member Price $79.00
Non-Member Price $109.00
Overview
Increasingly, automating business processes is a necessity. In this session, you will learn about real-world examples of automating business processes. Remember, the survival of your business might depend upon successful automation!
Objectives
- 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
Highlights
- 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
Designed For
Business professionals desiring to improve efficiency and accuracy through automation
Prerequisites
Fundamental understanding of basic business technologies
Preparation
None
Notice
Your webinar can be accessed via https://ctcpas.acpen.com/Account/loginhttps://ctcpas.acpen.com/. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.
Leader(s):
Leader Bios
Thomas Stephens Jr., Shareholder, K2 Enterprises, LLC
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.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
• Working as an auditor and technology consultant for an Atlanta-based public accounting firm; • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; • Serving as a Chief Financial Officer for an international engineering organization; and • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.
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. Over the past twenty-seven years, Tommy has presented over 2,900 educational sessions to over 73,000 participants throughout the United States and Canada.
Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
Non-Member Price $109.00
Member Price $79.00