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Please note that this course is from a third party vendor, K2 Enterprises. We strongly recommend registering no later than one-hour before the course begins. Please contact K2 if you do not receive your invitation via email at least 24 hours before the course begins: [email protected]. Thank you.

Date(s):

05/04/2026

Registration Open:

2:30 PM - 3:00 PM

Time:

3:00 PM - 5:00 PM

Facility:

Online

Meeting Type:

Courses

CPE Credit:

2.00

Field(s) Of Study:

Information Technology (2.00)

Level of Knowledge:

Basic

Price:

Member: $130.00
Nonmember: $180.00

Individual Discounts:

Not Available

Group Discounts:

Not Available

Overview

The modern accounting firm is often held hostage by “software silos”—critical financial data trapped in disconnected applications that refuse to speak to one another. For years, the only solution was manual data entry or expensive custom development. This course introduces the “DIY Automation” movement, showing financial professionals how to use Integration Platform as a Service (iPaaS) tools like n8n, Zapier, and Power Automate to bridge these gaps. We move beyond basic triggers to explore how “localized innovation” allows practitioners to build bespoke connections between their favorite apps without writing a single line of code.

Participants will gain a strategic framework for identifying automation opportunities, from client follow-ups to complex status reporting. We will explore the mechanics of the “wide ecosystem” of integration tools and demystify the role of Agentic AI, explaining how Retrieval-Augmented Generation (RAG) and the Model Context Protocol (MCP) are changing the way data is moved and interpreted. By the end of this session, you will be able to perform a clear cost-benefit analysis of your automation options and understand how to build resilient, error-aware workflows that keep your practice moving.

 

Who Should Attend: Financial professionals and firm leaders seeking to automate manual workflows without programming.

 

Highlights

·       Compare at least four leading iPaaS platforms to determine the best fit for firm-specific needs.

·       Utilize n8n and Zapier to create automated workflows that bridge common accounting software silos.

·       Analyze the function of Agentic AI and RAG to identify their impact on automated workflows.

·       Examine common workflow error types to build resilient and reliable automated business processes.

·       Rank automation opportunities based on a cost-benefit analysis of time saved versus implementation effort.

 

Speaker(s)