Now Is The Time To Automate! - Virtual (C74795)

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Cancellation Policy

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 have questions at least 24 hours before the course begins: [email protected]. Thank you.

Date(s):

05/06/2026

Registration Open:

3:45 PM - 4:00 PM

Time:

4:00 PM - 6:00 PM

Facility:

 Online

Meeting Type:

Courses

CPE Credit:

2.00

Field(s) Of Study:

Information Technology (2.00)

Level of Knowledge:

Intermediate

Price:

Member: $130.00
Nonmember: $180.00

Individual Discounts:

Not Available

Group Discounts:

Not Available

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.

·         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

 

Who Should Attend: Accounting and financial professionals desiring to improve efficiency, accuracy, and internal control

 

Highlights

·         Which automation tools should you initially focus on

·         How to automate everyday tasks in accounts payable, banking, and approval workflows

·         Common automation pitfalls

·         Where to begin your automation journey

 

Speaker(s)

Prerequisites

Fundamental understanding of basic computer operations