October 5, 2026


Livestream


8 CPE Credits

Livestream Only: Automation & Workflow Productivity Conference

October 5, 2026
Livestream
8 CPE Credits

Livestream Only: Automation & Workflow Productivity Conference

Learning Objectives

  • Understand how integration platform tools connect disparate systems and create automated workflows across your technology stack 
  • Configure automation solutions that eliminate repetitive manual tasks and reduce errors in data handling processes 
  • Apply AI-enhanced automation techniques to streamline decision-making and accelerate routine accounting functions 
  • Implement data transformation and loading strategies using tools like Power Query to automate reporting and analysis 
  • Design scalable workflow systems that improve organizational efficiency and create capacity for higher-value advisory services

Major Topics

  • Integration Platform as a Service (iPaaS) 
  • Deep Dive Configuring System Connections and Automated Data Flows 
  • Power Query and Excel Automation for Data Transformation 
  • AI-Powered Workflow Enhancement Strategies 
  • Building Future-Ready Business Processes Through Automation 
  • Practical Productivity Improvements: From Manual to Automated

CPE Credits Available

8 CPE Credits
8
General

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Information Technology
  • Specialized Knowledge
  • Technology

Prerequisites

None

Advanced Preparation

None

Intended Audience

Professionals who want to implement practical automation solutions that genuinely transform daily workflows.

Provider

K2 Enterprises, L.L.C.

Register For This Event

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  • MSCPA Non-Member

    $ 380 380
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