In 2026, automation isn't just about working faster—it's about building a practice that can scale, adapt, and compete in an increasingly technology-driven profession. This intensive one-day conference focuses squarely on how accounting professionals can implement practical automation solutions that genuinely transform daily workflows. We'll examine integration platform as a service (iPaaS) tools, showing you how these systems actually work under the hood and how to configure them for your specific needs. You'll see how AI fits into the automation puzzle (though this isn't an AI conference per se—it's about making your entire technology ecosystem work smarter). And we'll dig into the tools you already own, like Power Query in Excel, that might be sitting underutilized while you're manually manipulating data. If you're ready to stop spending hours on repetitive tasks and start building workflows that run themselves, this conference will give you the blueprint. We're talking about real efficiency gains—connecting systems that currently don't talk to each other, transforming how data moves through your organization, and freeing up your team to focus on analysis and advisory work instead of data entry. Whether you're running a small practice or managing technology for a larger firm, you'll walk away with specific strategies for implementing automation that actually sticks. Mark your calendar and get ready to build a future-ready business.
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