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

  • Identify types of integration tools and data sources
  • Distinguish between various data movement approaches
  • Recognize the benefits and risks involved when planning for technology changes and data projects

Major Topics

  • Identifying common data integration approaches and their pros and cons
  • Planning tech projects to avoid the pitfalls that cause 70% of them to fail
  • Recognizing the strategic benefits of linking financial and client data to unlock better insights and outcomes

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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