K2's Understanding Workflow and Automation Essentials Webcast | 4204373A

Course Details


Tuesday, July 14, 2020

9:00am – 10:40am
(Registration: 8:30am)

Field of Study


Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation


Fundamental knowledge of hardware, software, and technology trends


Proper workflow optimizes a business for profitability. Once optimized, you can automate workflow with a variety of software tools. Learn to setup automated workflow processes using a variety of tools including Zoho Flow, Power Automate, XCM, Automation Anywhere, and other robotic process automation (RPA) tools. We'll provide a road map and choices you can implement now.


Process documentation
Software options
Practical tools you can use today and may even own now
Tips on optimizing workflow
Demonstration of workflow concepts


Identify leading workflow technologies
List workflow documentation tools
Differentiate products working today and workflow technology that is not practical
Create a workflow process improvement plan

Designed For

Busy accounting and financial professionals who want to improve their personal and organizational productivity

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $101.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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