K2's Understanding Workflow and Automation Essentials
Total Credits: 2 including 2 Computer Software & Applications - Non-technical
- Average Rating:
- 26
- Categories:
- ACPEN Industry Institute | Industry
- Speaker:
- Randolph (Randy) P. Johnston
- Course Levels:
- Intermediate
- Duration:
- 2 Hours
Description
Proper workflow optimizes a business for profitability. Once your workflow is optimized you can automate it with a variety of software tools. In this session, you will learn how to setup workflow processes properly. You will also learn about a variety of tools that you can use to achieve automated workflow. We’ll review Zoho Flow, Power Automate, XCM, Automation Anywhere, as well as other robotic process automation (RPA) tools. This session will provide a road map on workflow technologies and choices you can implement now.
Basic Course Information
Learning Objectives
- Identify leading workflow technologies
- List workflow documentation tools
- Differentiate products working today and workflow technology that is not practical
- Create a workflow process improvement plan
Major Subjects
- Process documentation
- Software options
- Practical tools you can use today and may even own now
- Tips on optimizing workflow
- Demonstration of workflow concepts
Course Materials
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase |
Handout (2.3 MB) | Available after Purchase |
Speaker

Randolph (Randy) P. Johnston Related Seminars and Products
Exec VP – Co-Founder
K2 Enterprises, LLC
Randolph P. (Randy) Johnston, MCS, has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2021, and was a recipient of the 2021 Accounting Today Top 100 Most Influential People in Accounting award for the eighteenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. In addition, Randy writes a monthly column and produces a weekly podcast for The CPA Practice Advisor, features for the Journal of Accountancy, creates articles for accounting and technology publications, and is the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His wife and four children enjoy many experiences together, including theatre, music, travel, golf, skiing, snorkeling, and model trains. His experience as a college instructor, management and technology consultant, and advisor to the profession will be evident to you in Randy's presentations.
Additional Info
Basic Course Information
Original Recording Date 2021Date Added to Catalog 07/01/2021
Prerequisites Fundamental knowledge of hardware, software, and technology trends
Advanced Preparation None
Designed For Busy accounting and financial professionals who want to improve their personal and organizational productivity
Course Developer K2 Enterprises
Yellow Book No
Additional Information
Instructional Delivery Method Group Internet BasedComplaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration
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