Automation: Understanding the Tools

Expand

Kyle Turriff - Practical Automations

Kyle Turriff kicks off his Practical Automations series as part of Insightful Accountant's Be Insightful Premium content membership program Aug 13 with "Automation: Understanding the Tools".

Kyle is going to take participants on a journey through choosing the right automation tools, sharing practical tasks to automate within a firm and for personal productivity as well as explore the decision to DIY vs Buy when building automations . During this 1 hour session and the 2, 1 hour follow-up discussions on Nov 12th and Jan 22, he will build your confidence in the realm of automation with the goal having you build your own automation in Zapier. The key focus of the webinar series will be to get you comfortable with task automation, the options available to you and how to start tackling your automation wish list. 

After attending this session, attendees will:

Understand the difference between automation tools

Be given practical automation opportunities for your firm and personal workflow

Identify weather the path of DIY or hiring out is the best fit for your firm

Learn to build a basic automation with Zapier

Cost:  Must be Premium Content Member (join here)

CPE Credits - 1.0 Hour

Subject Area - Practice Management

Course Level: Basic

Instructional Method - Group Internet Based

Prerequisites: None

Advanced Preparation: None

Who Should attend:  EA, CPA, Bookkeepers, Small Business Advisors, Attorneys

This is a premium content member's only training event.  You can learn more and join the program here.  Annual membership is $599.  Discounted "Kick Off" pricing is $399 per year through July 31, 2024.  The program includes 3 monthly CPE webinars with 1-2 hours of Q&A following each event plus access to members only content throughout the year.