This CPE course provides a concise overview of robotic process automation (RPA) — technologies that conduct high-volume, repeatable tasks that previously required humans to perform. These “bots” can automatically log into applications, enter data, do calculations, complete tasks, make decisions based on predefined parameters, and log out. While still evolving, RPA applications have the potential to automate many accounting functions, transform business processes, and accelerate financial workflows.

Learning Objectives:

Upon successful completion of this course, you will be able to:

• When considering RPA solutions, practitioners will be able to identify at least 5 ways RPA technologies differ from VBA (Visual Basic for Accountants) or Excel Macros.
• When exploring RPA options, practitioners will be able to explain at least 5 ways the technology can be applied to accounting work.
• When examining RPA recent trends, practitioners will be able to point out at least 5 economic and business forces that are driving the growth of the technology.
• When evaluating RPA service providers, practitioners will be able to use at least 6 RPA marketplaces to compare the leading technology vendors.
• When assessing the RPA landscape, practitioners will be able to list at least 20 case studies that provide guidance on how to successfully implement the technology.

Topics Covered:

• RPA overview
• Technology pros and cons
• Implications for the accounting profession
• Case studies
• Leading vendors
• Lessons learned to date
• Key resources and communities online
• Starter strategy for accountants

Who Will Benefit/Target Audience:

Practitioners who want a basic, non-technical understanding of robotic process automation and how to apply the technology in their accounting operations and workflow.

Prerequisite Knowledge

Participants should have a basic understanding of Internet technology, online navigation, and digital productivity service