Content Provider
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Free cpe webinars
The Simple Complexity of Automation and RPA (Robotic Process Automation)


Available Date(s)
Thursday, September 10, 2020: 2:00PM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Subject Area Information Technology
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This session is for accountants to understand the basic foundations of Automation and RPA (Robotic Process Automation) and the immense value that this technology brings not only within innovation but for business continuity purposes in times of an economic downturn.

Learning Objectives:

  • Understanding automation and Robotic Process Automation (RBA)

  • Learn best practices for implementation

  • Establish an innovation mindset using the “clean your room” concept

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Rafael Casas

Senior Manager
(760) 402-6191

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Rafael Casas is Senior Manager of the Sage Accountant Solutions team at Sage. He has 15+ years of finance and accounting consulting and advisory experience, building products, designing and implementing complex, business-critical applications for small, medium, and enterprise companies in North America, South America, Europe, and Africa.

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The Entrepreneurial CPA, Garrett Wagner CPA/CITP is an industry thought leader on a mission to fuel the entrepreneurial spirit and passion within the industry. With his ability to break free from the traditional CPA box, Garrett has embraced the entrepreneurial mindset and is on a mission to help others embrace the skills and knowledge needed to succeed.

Garrett focuses on monitoring the evolving technologies and best practices in the industry to achieve the highest degree of success without being afraid to break free from traditional methods. Garrett’s background includes working inside successful CPA firms, speaking at conferences and events, and consulting for CPA firms across the country helping them to ignite lasting change by understanding the unique needs of each firm organization.

Garrett believes that the public accounting landscape is undergoing a tremendous change and that by focusing on developing the next generation of leaders through education and leveraging technology any sized firm can be successful.

Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides

NASBA Approved (Sponsor Id#: 111889) 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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Our software manages accounting, ERP, HR, payroll, payments, assets, construction, and real estate. Our solutions travel with you or stay where you want us—in the cloud, on-premises, or both—giving you the freedom to work where you want. Our customers cover a wide range of small and medium-sized businesses. We support companies out of the home, small businesses with just a few employees, and larger enterprises that distribute across North America. All of our leaders have owned or been part of a small to medium-sized business and have deep roots in technology.