Event Overview:

This intensive, hands-on course is designed to transform accounting and finance professionals into proactive drivers of efficiency through Robotic Process Automation (RPA). Moving beyond theory, the event provides a practical roadmap for identifying, building, and deploying automation solutions using the accessible Microsoft Power Automate Desktop platform. Participants will engage in immersive, step-by-step exercises, constructing real-world robots that tackle core financial tasks like data entry, reconciliation, and document processing, thereby gaining immediate, applicable skills to reduce manual effort and error in their own roles.

The program culminates by bridging technical skills with strategic execution. After mastering the mechanics of RPA development, attendees will learn how to strategically select high-impact processes, plan a phased automation pipeline, and navigate the critical change management required for successful adoption. This holistic approach ensures participants leave not only with the ability to create automations but also with a clear blueprint for fostering a culture of digital transformation within their finance teams and broader organization.

Event Modules:

1. Foundations of RPA in Finance:

Introduction to RPA’s transformative potential, key use cases in accounting, and navigating the Power Automate Desktop interface.

2. Core Automation Skills:

Hands-on building of a first robot; understanding UI actions, variables, and flow design for stable automations.

3. Building Accounting-Specific Robots:

Practical, guided development of four key robots: automated data entry, data extraction from multiple sources, automated email workflows, and PDF data extraction.

4. From Development to Deployment:

Strategically identifying automation opportunities, creating a prioritization roadmap, and planning for implementation and change management.

Key Takeaways

· Acquire hands-on proficiency with Microsoft Power Automate Desktop to build functional RPA robots.

· Develop four ready-to-apply automations for common accounting tasks: data entry, extraction, email workflows, and PDF processing.

· Learn a framework to identify, prioritize, and pipeline high-impact processes suitable for RPA within finance.

· Understand the critical change management and implementation steps required to ensure successful RPA adoption and scaling.

· Shift from a manual processor to a strategic architect of efficient, error-resistant financial operations.

Who Should Attend

· Accounting & Finance Professionals (Accountants, Financial Analysts, AP/AR Specialists, Controllers) seeking to eliminate repetitive tasks from their daily work.

· Finance Managers & Leaders who need to understand RPA’s potential to drive team efficiency and formulate a practical adoption strategy.

· Internal Audit & Compliance Staff interested in automating controls testing and data validation processes.

· Business Process Owners within finance functions responsible for improving process accuracy, speed, and scalability.

· Accounting & Finance Students and Graduates aiming to build a cutting-edge, technology-augmented skill set for the modern profession.

Technical requirements for the RPA software
Operating System of Windows 7 or later version (MAC IS NOT SUPPORTED
CPU of Dual cores at 1.4 GHz or above
15GB disk space available
64 bit Processor
8GB RAM
Connection to Internet and have wifi access
Installed Microsoft Excel 
Installed Edge

This workshop qualifies for 7.0 CPE hours in Information Technology (Category 5).