Online
Practical Automation: Using AI in an Automation
Speaker - Kyle Turriff
1 CPE Credit Available
Field of Study - Business Management and Organization
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 able to identify practical automation opportunities for your firm and personal workflow
- Be able to determine whether the path of DIY or hiring out is the best fit for your firm
- Be able to build a basic automation with Zapier
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Cost: Must be Premium Content Member (Join Here)
CPE Credits - 1.0 Hour
Field of Study - Business Management and Organization
Course Level: Basic
Instructional Method - Group Internet Based
Prerequisites: None
Advanced Preparation: None
Who Should attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer
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.