Finance and Accounting IPA and RPA - Part 1 2 Credits
Digital Transformation: IPA and RPA, RPA Automation Process, and Actions for Successful RPA
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Are you curious about the buzz surrounding digital transformation and how it can benefit your organization? Look no further than our Digital Transformation series, a four-course series designed to guide you through the process of adopting digital information technology to drive value and growth. Digital transformation is more than just the digitization of existing processes; it's about fundamentally changing how you operate and deliver value to customers.
This CPE webinar by Lynn Fountain marks the second installment of our comprehensive Digital Transformation series. Building upon the foundations laid in the previous course, we delve into the topic of Robotic Process Automation (RPA) as it relates to finance and accounting. Due to the repetitive and rule-based nature of many financial processes, the finance and accounting department is a natural starting point for RPA implementations.
RPA is a software automation tool that enables the automation of routine tasks, such as data extraction and cleaning, through existing user interfaces. These tasks can range from accessing email and systems to performing calculations, creating reports, and checking files. However, before embarking on an RPA initiative, it is crucial to understand the impact of automation, the challenges associated with RPA, and key concepts such as bots, bot managers, and workflow design.
Key Topics discussed in this webinar:
This Information Technology course provides a comprehensive understanding of RPA in the context of finance and accounting, equipping you with the knowledge needed to effectively implement RPA initiatives in your organization.
| License details | Credits | Status |
|---|---|---|
| Information Technology for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Information Technology for CPA in Canada | 2 CPD | Eligible |
| Information Technology for Certified Internal Auditors (CIA) | 2 CPE | Eligible |
| Information systems for Certified Management Accountants (CMA) | 2 CPE | Eligible |
| Information Technology for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 2 CPE | Eligible |
| Information Technology for Certified Information Technology Professionals (CITP) | 2 CPD | Eligible |
| Information Technology for Certified Fraud Examiner (CFE) | 2 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2 CPD | Eligible |
| Chartered Accountant - ICAEW | 2 CPD | Eligible |
| Information Technology for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Information Technology for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 2 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 2 CPD | Eligible |
| Chartered Accountants - Scotland | 2 CPD | Eligible |
| CPA - Ireland | 2 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Information Technology for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Information Technology for CPA in Canada | 2 CPD | Eligible |
| Information Technology for Certified Internal Auditors (CIA) | 2 CPE | Eligible |
| Information systems for Certified Management Accountants (CMA) | 2 CPE | Eligible |
| Information Technology for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 2 CPE | Eligible |
| Information Technology for Certified Information Technology Professionals (CITP) | 2 CPD | Eligible |
| Information Technology for Certified Fraud Examiner (CFE) | 2 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2 CPD | Eligible |
| Chartered Accountant - ICAEW | 2 CPD | Eligible |
| Information Technology for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Information Technology for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 2 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 2 CPD | Eligible |
| Chartered Accountants - Scotland | 2 CPD | Eligible |
| CPA - Ireland | 2 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Information Technology for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Information Technology for CPA in Canada | 2 CPD | Eligible |
| Information Technology for Certified Internal Auditors (CIA) | 2 CPE | Eligible |
| Information systems for Certified Management Accountants (CMA) | 2 CPE | Eligible |
| Information Technology for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 2 CPE | Eligible |
| Information Technology for Certified Information Technology Professionals (CITP) | 2 CPD | Eligible |
| Information Technology for Certified Fraud Examiner (CFE) | 2 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2 CPD | Eligible |
| Chartered Accountant - ICAEW | 2 CPD | Eligible |
| Information Technology for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Information Technology for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 2 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 2 CPD | Eligible |
| Chartered Accountants - Scotland | 2 CPD | Eligible |
| CPA - Ireland | 2 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Information Technology for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Information Technology for CPA in Canada | 1.5 CPD | Eligible |
| Information Technology for Certified Internal Auditors (CIA) | 1.5 CPE | Eligible |
| Information systems for Certified Management Accountants (CMA) | 1.5 CPE | Eligible |
| Information Technology for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 1.5 CPE | Eligible |
| Information Technology for Certified Information Technology Professionals (CITP) | 1.5 CPD | Eligible |
| Information Technology for Certified Fraud Examiner (CFE) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Information Technology for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Information Technology for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 1.5 CE | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Lynn Fountain has over 39 years of experience spanning public accounting, corporate accounting and consulting. 20 years of her experience has been working in the areas of internal and external auditing and risk management. She is a subject matter expert in multiple fields including internal audit, ethics, fraud evaluations, Sarbanes-Oxley, enterprise risk management, governance, financial management and compliance. Lynn has held two Chief Audit Executive (CAE) positions for international companies. In one of her roles as CAE, she assisted in the investigation of a multi-million-dollar fraud scheme perpetrated by a vendor that spanned 7 years and implicated 20 employees. The fraud was formally investigation by the FBI and resulted in 5 indictments estimating a $13M fraud loss.
Ms. Fountain is currently engaged in her own consulting and training practice. She has successfully executed on several consulting assignments spanning areas of accounting, risk, ERM and internal audit. She is a highly sought-after trainer and international speaker and has produced hundreds of courses delivered through seminars, conferences and on-demand training. She is the author of three separate technical books.
Ms.
Fountain obtained her BSBA from Pittsburg State University and her MBA from
Washburn University in Kansas. She has her CPA, CGMA, CRMA credentials.
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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
Lynn is a very articulate presenter and gave wonderful differentiations between AI, Machine Language, Machine Learning, Robots, Bots, and all forms of Process Automation. Her presentation was within the announced time, but was within 3 minutes of a conclusion of the time, well beyond the minimum time for earning credit. I found her information so interesting that I did not notice the time until it concluded. Well done.
RH
Very good info about Finance and Accounting IPA and RPA
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