Complimentary for Members

May 29, 2025


Webcast


1 CPE

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Technology Users Group Presents: Beyond Spreadsheets: Automating Data Flow for More Efficient Accounting Operations (FREE)

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    Instructor

    Ali
    Vance

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Learning Objectives

Types of integration tools and data sources Planning for tech changes and data projects Consideration of benefits and risks to data movement approaches

Major Topics

Integration methodologies: The pros/cons of common data movement approaches 

Integration project planning: Don't be part of the 70% failure rate 

Use case example: Accounting/CRM. Why connect accounting/CRM systems? Desired outcomes. Xero-SF demo.

CPE Credits Available

1 CPE
1
Information Technology

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Technology

Prerequisites

None

Advanced Preparation

None

Provider

Colorado

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