Robotic Process Automation Fundamentals for Accounting and Finance Professionals Certificate Program

Speakers: Dr. Sean Stein Smith; Edward Brooks; Steve Palomino, CPA, CITP, CGMA; Chanyuan (Abigail) Zhang

Format

Webcast

Level

Basic

Duration

13h30m

This certificate program will focus on robotic process automation benefits and how the use of software robots can enable your business or clients to become more competitive and agile.

This three-part webcast series airs over three days, starting with the date you select. Each webcast starts at the same time each day and the duration and dates will be presented after purchase.

Learning outcomes

Recognize what RPA is and its business value, with specific focus on accounting and finance functions
Identify the opportunities and use cases for automation
Recognize the decision criteria needed to build a business case
Recognize key risks and challenges that need to be addressed before implementing RPA
Recognize the governance and controls considerations for addressing automation risks
Recognize the key components to implementing RPA
Recognize the accounting, finance and operational process implications of RPA
Recognize future trends of automation

There are no upcoming dates for this Webcast

Product information

Overview

This certificate program will focus on robotic process automation benefits and how the use of software robots can enable your business or clients to become more competitive and agile. You will gain an understanding of the risks, opportunities and organizational impact of automation while learning the decision criteria and key considerations needed to build a business case and run a successful proof-of-concept. You will also understand the steps and governance needed to implement or advise clients on how to implement successfully.

This is a 3-part series certificate program. Upon completing this three-part series, you will be awarded with a certificate in the form of a digital badge to be proudly displayed anywhere on the internet—a personal blog, a social network like LinkedIn, Facebook, Twitter, Mozilla Open Badges, a biographical page on a company website or an online resume.

Topics covered:

What RPA is and the business value of RPA
RPA applications & use cases that make the most sense
Decision criteria and steps needed to build a business case
Considerations, risks and challenges to implementing RPA
Governance and controls considerations for a digital workforce
Accounting, finance and organizational impact of RPA
How RPA might affect an audit
Future of RPA and automation trends, with a focus on intelligent process automation (IPA)

Who Will Benefit?

Non-IT finance professionals, CFOs, controllers, management accountants, public accountants, partners, staff, managers, internal auditors and business process owners who want to do any of the following:

Get a foundational understanding of RPA.
Implement RPA within their organization.
Become a responsible business partner by recognizing RPA implications and how its application and uses can benefit the client’s business.
Determine if there's interest in exploring RPA as a specialization, individually or as a firm.
Standout with a digital badge as someone who is committed to your clients new emerging technology needs.
Add value to your organization, create opportunities for career growth and earn CPE credit.

Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Field of study:	Information Technology
Prerequisites:	None
Programme level:	Basic
Duration:	13h30m
Format:	Webcast
Access:	This is a live event. You will have access to webcast on the date/time of broadcast and the archive for 3 months after the broadcast date.

Return and refund policy

Speakers

Dr. Sean Stein Smith
Edward Brooks
Edward Brooks- Edward Brooks, trained as a Chartered Accountant in London with Ernst & Young, and went on to work as a consultant with Accenture and ISG before launching The RPA Academy in 2017. During his consulting years, Ed specialized in outsourcing and business transformation, and advised and supported technology start-ups. The RPA Academy was founded to address the growing skills shortages in the automation space and has since expanded its training offerings to include courses on Machine Learning, AI, and Blockchain.on to work as a consultant with Accenture and ISG before launching The RPA Academy in
1. During his consulting years, Ed specialized in outsourcing and business transformation, and advised and supported technology start-ups. The RPA Academy was founded to address the growing skills shortages in the automation space, and has since expanded its training offerings to include courses on Machine Learning, AI, and Blockchain.
Steve Palomino, CPA, CITP, CGMA
Steve Palomino, CPA.CITP, CGMA, CIA, is the technical lead of the Consulting Services practice at IntrapriseTechKnowlogies LLC. Steve also leads the Dallas, TX office for the firm. Prior to working with IntrapriseTechKnowlogies, Steve was an Advisory Services Manager for Ernest & Young as well as PwC.

Steven’s primary focus is on project scoping, system assessments, data system integration into ERPs, reporting and automation, and business development. Steve has spent the last two years working with a software robotics (AI) company where he led discussions with clients around how to best leverage AI, where to start and how to address reporting and control risks. Steve conducted numerous interviews and observations around processes and controls, built business cases and worked as a robotics advisor to the C-suite.
Chanyuan (Abigail) Zhang
Abigail is a PhD candidate in the Accounting Information System department at Rutgers Business School. Her research addresses the impacts of emerging technologies, especially Robotic Process Automation (RPA), Artificial Intelligence (AI), and Intelligent Process Automation (IPA), on auditing. She has been working with several medium sized public accounting firms to build prototypes of implementing RPA in some of their audit procedures. In her working paper “Intelligent Process Automation in Audit”, which has been presented in the Strategic and Emerging Technologies (SET) workshop in the 2018 American Accounting Association (AAA) annual meeting, three frameworks are constructed to guide the implementation of IPA in the future of audit. Currently she is also a part time lecturer at Rutgers Business School.