Process automation is a hot topic right now—but what does it actually mean for you and your firm? In this webinar, we’ll explore what’s driving the greater conversation around process automation, how your firm fits in, and how you can harness the power of process automation to increase efficiency and improve the client experience.
CPE Information
Program Learning Objectives
- Understand the reasons behind the rise of process automation
- Assess the role AI is playing in process automation (and what your firm should know about it)
- Appreciate how process automation can help you firm with hiring and retention
- Learn how to identify the processes in your firm that are ready to be automated
- Identify challenges of process automation and how to overcome them
Target Audience: CPAs, Financial Planners, Professional Staff, Partners, IT.
CPE Credits: 1.0
Field(s) of Study: Business Management & Organization
Fees: Free
Level: Basic
Delivery Method: Group Internet Based
Prerequisites: None
Advance Preparation: None
CPE Sponsor Information
The Leading Edge Alliance, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/cpas/complaints.
For information regarding refund, complaint and program cancellation policies, please contact Carla Blattenbauer at 612-249-0300 or [email protected].
The Leading Edge Alliance National Registry Sponsor Number: 10647