Robotic Process Automation Fundamentals for Accounting & Finance Professionals Certificate Program

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Course

Robotic Process Automation Fundamentals for Accounting & Finance Professionals Certificate Program

Instructors: Chanyuan (Abigail) Zhang; Steve Palomino, CPA, CITP, CGMA; Edward Brooks

  • Format

    Course - Online

  • Level

    Basic

  • Duration

    16h

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.

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 audit implications associated with RPA.
  • Recognize future trends of automation.

£439.00 (CIMA members only)

£549.00

VAT calculated on checkout

Product information

Overview

Ensure a competitive advantage

By 2020, 40% of manual accounting tasks are predicted to be automated, which can ensure a competitive advantage. With advanced preparation and strategy, rollout can be timely and result in significant hours saved.

Developed by Edward Brooks, founder of the RPA Academy, 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.

Topics in this program include:

  • Understanding Robotic Process Automation (RPA)
  • Building a Robotics Process Automation (RPA) Business Case
  • Implementing Robotics Process Automation (RPA) Applications
  • Governance, Risks and Controls for Robotics Process Automation (RPA)
  • Organizational Process Implications of Robotic Process Automation
  • How RPA can be Used in an Audit
  • Automation beyond RPA

Upon completing the seven modules in this program, you will earn a digital badge to proudly display anywhere on the internet - a personal blog; a social network like LinkedIn, Facebook, or Twitter; Mozilla Open Badges; a biographical page on a company website, or an online resume. Set yourself apart as a future-ready financial professional.

Who should take this course?

  • Non-IT Finance Professionals
  • CFOs
  • Controllers
  • Management Accountants
  • Public Accountants
  • Partners
  • Staff
  • Managers
  • Internal Auditors
  • Business Process Owners

Professional development

This Course - Online offers 16 hours of CPE credit.
Note on CPE Requirements and Credits
All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Prerequisites:None
Programme level:Basic
Duration:16h
Format:Course - Online
Access:This is a digital product. You will have access to the content for a year after purchase date.

Return and refund policy

£439.00 (CIMA members only)

£549.00

VAT calculated on checkout

Instructors

  • 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.

  • 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.

  • 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.