Associations/nonprofits – Planning for Accounting Department Disruptions






Webinar: group live presented online  ||  Attendance: 35 Associations  || Good seminar  || Great presentation and presenters. The dialogue in the chat showed great engagement as well. I learned a lot from this session.  || This was a very engaging presentation. Thank you  || Thank you. A lot of practical tips. || Thank you everyone, enjoyed the participation!  || Thank you so much it was very informative! || Thank you, excellent discussion  || Learned a lot of information and about systems, great info, thanks  ||

Click here for Recorded Webinar

(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online)


Working remotely has exposed critical gaps and inefficiencies in the way we work. But it has also provided a unique opportunity to innovate and transform your organization’s processes and operations – particularly to eliminate frustration or roadblocks.

We’ll move past the buzzwords and share how automated processes and workflows, digital forms, virtual agents, and chatbots can streamline operations, increase productivity, and drive efficiency across your organization.

During the webinar, we’ll cover:

  • Why automation is more important an ever in today’s remote work environment.
  • The different types of automation including robotic process automation (RPA), business process automation (BPA) with workflows, and customer service automation with virtual agents and chatbots  – and how they work.
  • How AI and machine learning fit in.
  • When to use low code technologies versus a professional developer.
  • Real-world scenarios.
  • Tips for getting started – and why planning is key to success.
  • Best practices for your automation journey including governance, security, and adoption.

Joe Brown
Chief Strategy Officer, XGILITY
Dynamic business pioneer with a history of building and growing Cloud businesses from the ground up. Cloud visionary with successful experience developing and leveraging new and emerging technologies to deliver industry leading cloud, mobility and virtual computing solutions that align with market needs. C-level executive with vast experience developing and executing strategic and business cases working with cross-functional teams to transform organization-wide strategies across sales and marketing, operations, vendor management, business intelligence, strategic partnerships, and product development. Proven leader across all areas of business, technology, people, and partnerships.

Greg Schneider
Solutions Factory Director, Xgility
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Information Technology Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Administration CPE/CAE Credits 1.5
Prerequisites and advance preparation needed 1-2 years IT and/or communications experience; no advance preparation needed Cost $0.00

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  • U.S. Transactions Corporation

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