Robotic Process Automation for Accountants

Recorded On: 04/21/2022

This course provides a concise overview of robotic process automation (RPA) -- technologies that conduct high-volume, repeatable tasks that previously required humans to perform. These "bots" can automatically log into applications, enter data, do calculations, complete tasks, make decisions based on predefined parameters, and log out. While still evolving, RPA applications have the potential to automate many accounting functions, transform business processes, and accelerate financial workflows.

Learning Objectives:

Upon successful completion of this course, you will be able to:

  • Identify at least 5 ways RPA technologies differ from VBA (Visual Basic for Accountants) or Excel Macros.
  • Explain at least 5 ways the technology can be applied to accounting work.
  • Point out at least 5 economic and business forces that are driving the growth of the technology.
  • Use at least 6 RPA marketplaces to compare the leading technology vendors.
  • List at least 20 case studies that provide guidance on how to successfully implement the technology.

NASBA CPE: 2 hours Information Technology / Practice Management 
IRS CPE Credit: 0

Speaker: Garrett Wasny, CITP, FITP, CMC, MA

NSA Webinar Program Level: Beginner Prerequisites: None   Advance Preparation: None   Delivery Method: Group-Internet Based 

No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

Components visible upon registration.

NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

The National Society of Accountants 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:

NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at