Syllabus | Empowering Finance Teams with Automation

This course will educate finance professionals on how to digitize your Finance Accounting operations through Robotic Process Automation (RPA). RPA enables you to improve productivity, drive down costs, and streamline compliance. It frees more time for you and your business to act proactively and focus on the strategic work that brings joy and adds value to your business. We’ll share automation strategies and use cases in production at top global finance companies.

Register for upcoming sessions here

Learning Objectives:

This program is designed to provide Government Finance Professionals with a deeper understanding of Robotic Process Automation and how to apply it within their own organization. After completing this program, attendees should have a proficient understanding of the following:

· Learn the history and vision of automation in the finance function

· How to plan for automation in your organization

· Deep dive into finance automation use cases

· Where to automate? Automation heat maps

See the robots in action with success stories and robot demos

Instructional Delivery Method:

"Group Internet Based" - provided in accordance with NASBA's Guidelines

Learn more about available Instructional Delivery Methods

CPE Credits:

1.5 CPE Hours in Specialized Knowledge-Technical... accordance with NASBA 50-minute hours in order to accommodate mandatory breaks during the training session. In order to receive CPE, individual attendees must meet certain attendance and participation requirements.

How do I get my CPE?

Recommended Prerequisites:

For optimum success in any of our programs, we recommend basic computer literacy as defined by the Internet and Computing Core Certification (IC3) or equivalent proficiency. Registrants will be expected to have these skills and if they do not experience success during the course delivery due to a lack in this knowledge area, the attendee risks losing refund and course completion eligibility. Additional proficiency should include:

  • Microsoft Excel (familiar with data entry, formulas, common file types, etc)

  • Microsoft Word (familiar with word processing, common file types, and style Sheets)

  • Basic Accountancy/ Bookkeeping

  • for best learning - Governmental and True Fund Accounting

  • Internet browsers such as Chrome and Internet Explorer

  • Basic Digital Document Management Principles

As this is the most basic UiPath course, No Software Proficiency is Required, but attendees are encouraged to go over UiPath's "What is RPA" and “RPA for Finance & Banking” webpages before attending. For free RPA training and licenses please visit the UiPath Academy.

Program Difficulty:


In accordance with our Content Development Policies

Registration Details:

This event is an Open Registration Program, with students from other organizations

There are other ways to engage in this particular program:

  • Custom Web-based training programs for you and your organization

  • Custom On-Site training programs for you and your organization

  • Custom "Program Pools" for you to share the cost of a custom program with another organization.

Please contact us about custom options directly!


Register for upcoming sessions here

45 views0 comments
Purple - Blue Gradient

Gray CPA Consulting is now a part of LSL.


Copyright © 2020 Lance, Soll & Lunghard, LLP. All Rights Reserved.