K2's 2023 Now Is The Time to Automate

Tuesday, January 21, 2025
Webcast or Webinar, Online
6:00 PM - 7:49 PM (opens at 5:30 PM) EST
2Credits
Technical Business

Registration is Open

Members
$79.00 Regular Price
Non-Members
$109.00 Regular Price

CPE PowerPass Users

Click the "Apply PowerPass" button to use your PowerPass for the applicable course below.
$40.00 Members / $56.00 Non-Members
Course Type: Webcast
Course Code: 24/AC795009
Level: Intermediate
Vendor: ACPEN
Field of Study: Information Technology

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.

Objectives:

  • 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

Major Topics:

  • Which automation tools should you initially focus on
  • How to automate everyday tasks in accounts payable, banking, and approval workflows
  • Common automation pitfalls

Major Topics:

  • Which automation tools should you initially focus on
  • How to automate everyday tasks in accounts payable, banking, and approval workflows
  • Common automation pitfalls

Designed For:

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

Prerequisites:

Fundamental understanding of basic computer operations