Finance and Accounting IPA and RPA - Part 2 2.5 Credits
Digital Transformation: Phases of RPA, Sample RPA Process, and Key Criteria for Your RPA Journey
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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 presented by Lynn Fountain is the third part of our comprehensive Digital Transformation series, building upon our previous discussions of digital transformation. The focus of this course is a deeper dive into the implementation of RPA in finance and accounting processes. As many finance and accounting functions are repetitive and rule-based, RPA is often an ideal solution for increasing efficiency. In this course, we will specifically examine the various phases of the RPA process and what is necessary to successfully implement RPA. Furthermore, we will evaluate specific accounting and finance functions that are particularly well-suited for RPA.
RPA is a software automation tool that can be utilized to automate a range of routine tasks, including data extraction and cleaning through existing user interfaces. These "robots" operate under a designated user ID and perform tasks based on established rules. Some examples of tasks that can be performed with RPA include accessing email and systems, performing calculations, creating documents and reports, and checking files. Throughout this course, we will explore the application of RPA to various accounting and finance functions.
Major Topics Covered:
Join us for this Information Technology course, as we continue to explore the role of RPA in accounting and finance, and identify how it can be used to drive process efficiency and effectiveness.
| License details | Credits | Status |
|---|---|---|
| Information Technology for Certified Public Accountants (CPA-US) | 2.5 CPE | Approved |
| Information Technology for CPA in Canada | 2.5 CPD | Eligible |
| Information Technology for Certified Internal Auditors (CIA) | 2.5 CPE | Eligible |
| Information systems for Certified Management Accountants (CMA) | 2.5 CPE | Eligible |
| Information Technology for Delaware Licensed Public Accountant (DE-LPA) | 2.5 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 2.5 CPE | Eligible |
| Information Technology for Certified Information Technology Professionals (CITP) | 2.5 CPD | Eligible |
| Information Technology for Certified Fraud Examiner (CFE) | 2.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 2.5 CPD | Eligible |
| Information Technology for Iowa Licensed Public Accountant (IA-LPA) | 2.5 CPE | Eligible |
| Information Technology for Maine Licensed Public Accountant (ME-LPA) | 2.5 CPE | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 2.5 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 2.5 CPD | Eligible |
| Chartered Accountants - Scotland | 2.5 CPD | Eligible |
| CPA - Ireland | 2.5 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Information Technology for Certified Public Accountants (CPA-US) | 2.5 CPE | Approved |
| Information Technology for CPA in Canada | 2.5 CPD | Eligible |
| Information Technology for Certified Internal Auditors (CIA) | 2.5 CPE | Eligible |
| Information systems for Certified Management Accountants (CMA) | 2.5 CPE | Eligible |
| Information Technology for Delaware Licensed Public Accountant (DE-LPA) | 2.5 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 2.5 CPE | Eligible |
| Information Technology for Certified Information Technology Professionals (CITP) | 2.5 CPD | Eligible |
| Information Technology for Certified Fraud Examiner (CFE) | 2.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 2.5 CPD | Eligible |
| Information Technology for Iowa Licensed Public Accountant (IA-LPA) | 2.5 CPE | Eligible |
| Information Technology for Maine Licensed Public Accountant (ME-LPA) | 2.5 CPE | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 2.5 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 2.5 CPD | Eligible |
| Chartered Accountants - Scotland | 2.5 CPD | Eligible |
| CPA - Ireland | 2.5 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Information Technology for Certified Public Accountants (CPA-US) | 2.5 CPE | Approved |
| Information Technology for CPA in Canada | 2.5 CPD | Eligible |
| Information Technology for Certified Internal Auditors (CIA) | 2.5 CPE | Eligible |
| Information systems for Certified Management Accountants (CMA) | 2.5 CPE | Eligible |
| Information Technology for Delaware Licensed Public Accountant (DE-LPA) | 2.5 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 2.5 CPE | Eligible |
| Information Technology for Certified Information Technology Professionals (CITP) | 2.5 CPD | Eligible |
| Information Technology for Certified Fraud Examiner (CFE) | 2.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 2.5 CPD | Eligible |
| Information Technology for Iowa Licensed Public Accountant (IA-LPA) | 2.5 CPE | Eligible |
| Information Technology for Maine Licensed Public Accountant (ME-LPA) | 2.5 CPE | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 2.5 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 2.5 CPD | Eligible |
| Chartered Accountants - Scotland | 2.5 CPD | Eligible |
| CPA - Ireland | 2.5 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 |
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 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.
DK
Great course in regards to using automation and or Bots,
DJ
Lots of good information presented very effectively.
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