K2's Time To Advance Automation
2.00 Credits
Member Price $105
Non-Member Price $135
Overview
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.
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
Prerequisites
Fundamental understanding of basic business technologies
Designed For
Business professionals desiring to improve efficiency and accuracy through 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
Preparation
None
Leader(s):
Leader Bios
Mac McClelland, Mac McClelland, an attorney and accou, K2 Enterprises
Mac McClelland, MBA, JD, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, La., and Network Management Group of Hutchinson, Kan. Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting. He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence. MCClelland has been published in leading business and practitioner journals, including Computers in Accounting, Journal of Accounting Education, and the top rated Journal of Accounting Research.
Non-Member Price $135
Member Price $105