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Free cpe webinars
The Simple Complexity of Automation and RPA (Robotic Process Automation)


Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 24, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This session is for accountants to understand the basic foundations of automation and RPA (Robotic Process Automation) and the immense value that this technology brings not only within innovation but for business continuity purposes in times of an economic downturn.

Learning Objectives:

  • Understanding automation and Robotic Process Automation (RBA)

  • Learn best practices for implementation

  • Establish an innovation mindset using the “clean your room” concept

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Rafael Casas

Senior Manager
(760) 402-6191

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Rafael Casas is Senior Manager of the Sage Accountant Solutions team at Sage. He has 15+ years of finance and accounting consulting and advisory experience, building products, designing and implementing complex, business-critical applications for small, medium, and enterprise companies in North America, South America, Europe, and Africa.

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The Entrepreneurial CPA, Garrett Wagner CPA/CITP is an industry thought leader on a mission to fuel the entrepreneurial spirit and passion within the industry. With his ability to break free from the traditional CPA box, Garrett has embraced the entrepreneurial mindset and is on a mission to help others embrace the skills and knowledge needed to succeed.

Garrett focuses on monitoring the evolving technologies and best practices in the industry to achieve the highest degree of success without being afraid to break free from traditional methods. Garrett’s background includes working inside successful CPA firms, speaking at conferences and events, and consulting for CPA firms across the country helping them to ignite lasting change by understanding the unique needs of each firm organization.

Garrett believes that the public accounting landscape is undergoing a tremendous change and that by focusing on developing the next generation of leaders through education and leveraging technology any sized firm can be successful.

About Our Presenter

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Our software manages accounting, ERP, HR, payroll, payments, assets, construction, and real estate. Our solutions travel with you or stay where you want us—in the cloud, on-premises, or both—giving you the freedom to work where you want. Our customers cover a wide range of small and medium-sized businesses. We support companies out of the home, small businesses with just a few employees, and larger enterprises that distribute across North America. All of our leaders have owned or been part of a small to medium-sized business and have deep roots in technology.