Join Heather Satterley, CPA, to learn about process optimization and how to improve your clients’ processes for greater efficiency, cost reduction, and workflow awareness. You’ll discover ways to capture, map, and streamline your clients’ processes while paving the way toward automated workflows.

Learning Objectives: 

• Identify your clients’ motives and what their ideal processes will accomplish 


• Recognize opportunities for process optimization 


• Design processes using tools and technology at your fingertips 


• Evaluate processes that are best equipped for automation