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K2's Understanding Workflow and Automation Essentials

Total Credits: 2 including 2 Computer Software & Applications - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry
Randolph (Randy) P. Johnston
Course Levels:
2 Hours
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Proper workflow optimizes a business for profitability. Once your workflow is optimized you can automate it with a variety of software tools. In this session, you will learn how to setup workflow processes properly. You will also learn about a variety of tools that you can use to achieve automated workflow. We’ll review Zoho Flow, Power Automate, XCM, Automation Anywhere, as well as other robotic process automation (RPA) tools. This session will provide a road map on workflow technologies and choices you can implement now.

Basic Course Information

Learning Objectives


  • Identify leading workflow technologies
  • List workflow documentation tools
  • Differentiate products working today and workflow technology that is not practical
  • Create a workflow process improvement plan

Major Subjects
  • Process documentation
  • Software options
  • Practical tools you can use today and may even own now
  • Tips on optimizing workflow
  • Demonstration of workflow concepts

Course Materials


Randolph (Randy) P. Johnston's Profile

Randolph (Randy) P. Johnston Related seminars and products

Exec VP – Co-Founder

K2 Enterprises, LLC

Randolph P. (Randy) Johnston, MCS, has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2021, and was a recipient of the 2021 Accounting Today Top 100 Most Influential People in Accounting award for the eighteenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. In addition, Randy writes a monthly column and produces a weekly podcast for The CPA Practice Advisor, features for the Journal of Accountancy, creates articles for accounting and technology publications, and is the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His wife and four children enjoy many experiences together, including theatre, music, travel, golf, skiing, snorkeling, and model trains. His experience as a college instructor, management and technology consultant, and advisor to the profession will be evident to you in Randy's presentations.


Fri, Apr 07, 2023 - 02:00pm to 03:49pm MDT
Tue, Apr 11, 2023 - 08:00am to 09:49am MDT
Tue, Apr 18, 2023 - 10:00am to 11:49am MDT
Mon, Apr 24, 2023 - 12:00pm to 01:49pm MDT
Fri, May 05, 2023 - 02:00pm to 03:49pm MDT
Sat, May 13, 2023 - 08:00am to 09:49am MDT
Mon, May 22, 2023 - 10:00am to 11:49am MDT
Tue, May 30, 2023 - 12:00pm to 01:49pm MDT
Fri, Jun 09, 2023 - 02:00pm to 03:49pm MDT
Tue, Jun 13, 2023 - 05:00pm to 06:49pm MDT
Wed, Jun 21, 2023 - 10:00am to 11:49am MDT
Wed, Jun 28, 2023 - 12:00pm to 01:49pm MDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 07/01/2021
Prerequisites Fundamental knowledge of hardware, software, and technology trends
Advanced Preparation None
Designed For Busy accounting and financial professionals who want to improve their personal and organizational productivity
Course Developer K2 Enterprises
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. 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:
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration



Overall:      4.6

Total Reviews: 23

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