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Webcast

Effective Automation and Outsourcing

Explore outsourcing and automation, a well as ethical considerations and data security.

Individual
Teams

$49.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

1 Credits: Information Technology
Course Level
Intermediate
Format
Webcast

Course Description

While outsourcing and automation have been used in multinational corporations, the decline in accounting program enrollment at many universities has made finding qualified entry-level staff more challenging and forced a new conversation about these tools in small and mid-sized businesses. This session will discuss the business environment for outsourcing and review the ethical, regulatory, and practical considerations associated with revealing data and relying on the work of others in your organization.

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Learning Objectives

Upon completing this course, you should be able to:

  • Identify at least three business processes that can be made significantly more cost-effective using automation and outsourcing
  • Identify at least three tasks that are not appropriate for offshore outsourcing and automation
  • Identify at least one service provider or technology solution discussed in the course which provides a solution to a common accounting-oriented task
  • List examples of why outsourcing and automation have been used in enterprises and multinationals but have weak adoption in small and mid-sized businesses
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Course Specifics

Course ID
WC1224387092
Revision Date
June 11, 2024
Prerequisites

Fundamental understanding of business-related technology

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Brian F. Tankersley Headshot
K2 Enterprises (Brian F. Tankersley, CPA, CGMA, CITP)

Brian F. Tankersley, CPA, CITP, CGMA, is a consultant who advises firms and companies on accounting technology issues. Brian has made presentations in 46 of the 50 U.S. states, served as a guest speaker for many professional accounting organizations across Canada, and publishes a nationally recognized blog on accounting and technology. He has over 20 years of professional experience, including accounting, auditing, technology, and education. Cygnus Business Media recognized Brian F. Tankersley as one of the “Top 25 Thought Leaders in Public Accounting Technology” for 2011–2014. He also received the Outstanding Discussion Leader Award from the Tennessee Society of CPAs …

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