Getting Started with DIY Automation

Course Description
Course Qualification
Presenter
FAQ

Course Description

Many firms are already turning to automation to free up time to replace the squeeze on traditional fee earning potential with value-added services. They are looking for marginal gains across the whole lifecycle of their service portfolio. One of the research has shown that firms focusing on delivering high-value advisory services to their clients, can anticipate growth in the region of 10 to 20% annually.

Want to automate, but don’t know where to begin?

In this CPE webinar, we will talk about how to create automation for your advisory practice. We will start with the basics: what is automation, why you should automate, and the steps to begin automating. This CPE course is appropriate for CPAs who want to create automation themselves without outsourcing to consulting practice. The course material will be basic.

We welcome all automation newbies!

With all growth initiatives, the path from concept to implementation is never straightforward. It requires a change in mindset where firms are no longer selling minutes in a day, but an outcome and forecasts based on decisions. It’s important to develop and refine a clear roadmap and business strategy to take to your partners, team, and clients.

Learning Objectives

To define advisory services.
To analyze what is automation.
To discuss why adding automation to your practice is imperative.
To inspect how to start automating with simple tasks that have a trigger and an action.
To list key considerations for shifting to advisory services.

Recommended For

This Online CPE webinar is recommended for CPAs, CMAs, Business Owners, Business Managers, Entrepreneurs, and Other Individuals interested in creating automation for advisory practice.

Who Should Attend?

Business Owner
Certified Public Accountant (CPA)
CPA - Mid Size Firm
CPA - Small Firm
Young CPA

Course Qualification

Webinar Qualifies For

1 CPD Credit for Chartered Professional Accountant (CPA Canada)
1 CPE Credit for Certified Management Accountants (CMA)
1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
1 CE Credit for Certified Wealth Strategist (CWS)
1 General Credit for Accountant/Bookkeeper (ACCT./BK)

Additional details

Course Level :

Basic
Credits :

1
Instructional Method :

Group Internet Based
Pre-requisites :

None
Advance Preparation :

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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: www.NASBARegistry.org.

Presenter

About Presenter

Claire Gallant

Managing Advisor, Commas

Claire is the Managing Advisor of Commas, which is a fee-only firm that provides financial planning to the everyday person. As Managing Advisor, she spends half her time guiding the strategic direction of the firm, and the other half of her time directly advising clients. She believes that all people deserve to have access to honest, fiduciary advice. She is passionate about creating and sharing processes and efficiencies that lower the cost of serving clients so more people can have access to this traditionally cost-prohibitive service.

Claire received her bachelor’s and MBA from Indiana University. She is a Certified Public Accountant, CERTIFIED FINANCIAL ADVISOR ™, and soon-to-be-mom. She lives in downtown Cincinnati, OH. In her free time she loves to run marathons and cycle long distances.

About Company

Commas

www.usecommas.com

Commas is a financial advisory that provides fee-only service to the EveryInvestor: those who might not fit the astronomical standards set by traditional high net-worth advisories but still deserve personalized financial guidance to meet their goals. We offer services with no account minimums, working with our clients at every step of the process and empowering them to create, plan, and achieve their desired money goals.

Faq

FAQs content

To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.3

43 Ratings

Excellent

Very Good

Average

Poor

Terrible

Nicole Mehr, CPA (US)

Mar 16th, 2022

Jojo Joannak1128@gmail.com, CPA (US)

Mar 16th, 2022

Thomas Sheets, CPA (US)

Mar 15th, 2022

The presenter was very enthusiastic about automating the various tasks and the time savings she had acheived. She was well prepared as well, as evidenced by her demonstration of the QR code that was linked to her calendar.

Corinne Dyck, PMI-PBA

Mar 15th, 2022

Was hoping for more tips and tricks for creating automation workflows (ie: using expressions, dynamics content, etc.) rather than an overview of the benefits of automation. Also, would have been nice to learn about Microsoft's Power Automate vs the other programs the instructor personally preferred to use.