This course will demonstrate the latest technology to record and automate a finance department’s processes.
- Determine what steps in a process qualify for automation
- Establish best practices for your team to get the most out of your technology solutions
- Uncover available resources, including apps, which are free or already available through your current software packages
- Utilize technology to organize documents & prepare financials to get ready for your audit and present accurate reports (like financial period-close) to the board of directors efficiently & effectively
Course Level |
All Levels |
Length |
1 Hour (1 CPE) |
Field of Study |
Auditing |
Delivery Method |
Group Internet Based |
Prerequisites |
Working knowledge of Microsoft Windows® desktop environment and Microsoft Office® applications. No advanced preparation required. |
Gail Gray, CPA, Technology Partner
Lance, Soll & Lunghard, CPAs
Gail is LSL’s leading Technology Partner, where she is our Governmental Sector Subject Matter Expert for the CaseWare GASB Template. She is the private sector subject matter expert for CaseWare solutions for our Accounting and Corporate clients as well. She is the lead consultant and trainer for our CaseWare Partnership Projects. Her industry experience and implementation methods are unmatched as she and her team provides efficient solutions to problems finance departments and business owners face.
Learning Objectives:
- Determine what steps in a process qualify for automation
- Establish best practices for your team to get the most out of your technology solutions
- Uncover available resources, including apps, which are free or already available through your current software packages
- Utilize technology to organize documents & prepare financials to get ready for your audit and present accurate reports (like financial period-close) to the board of directors efficiently & effectively
Audimation Services, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of the 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:
nasbaregistry.org.
For concerns regarding course offerings, certifications or complaints, please contact:
Jennifer Ellison, Training Services Manager
[email protected]
832-327-2067