Robotic Process Automation Fundamentals for Accounting and Finance Professionals Certificate

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Event Details


Facility Pending

On-Demand Only

Field of Study

  • Information Technology

CPE Credit

16 hours CPE credit

Course Code


Level of Knowledge





By 2020, 40% of manual accounting tasks are predicted to be automated, which can ensure a competitive advantage. With advanced preparation and strategy, rollout can be timely and result in significant hours saved.

This certificate will focus on robotic process automation benefits and how the use of software robots can enable your business or clients to become more competitive and agile. You will gain an understanding of the risks, opportunities, and organizational impact of automation while learning the decision criteria and key considerations needed to build a business case and run a successful proof-of-concept. You will also understand the steps and governance needed to implement or advise clients on how to implement successfully.


What RPA is and the business value of RPA
RPA applications and use cases that make the most sense
Decision criteria and steps needed to build a business case
Considerations, risks, and challenges to implementing RPA
Governance and controls considerations for a digital workforce
Accounting, finance, and organizational impact of RPA
How RPA might affect an audit
Future of RPA and automation trends, with a focus on intelligent process automation (IPA)


Recognize what RPA is and its business value, with specific focus on accounting and finance functions.
Identify the opportunities and use cases for automation.
Recognize the decision criteria needed to build a business case.
Recognize key risks and challenges that need to be addressed before implementing RPA.
Recognize the governance and controls considerations for addressing automation risks.
Recognize the key components to implementing RPA.
Recognize the accounting, finance, and operational process implications of RPA.
Recognize audit implications associated with RPA.
Recognize future trends of automation.

Designed For

Non-IT finance professionals, CFOs, controllers, management accountants, public accountants, partners, staff, managers, internal auditors and business process owners

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