In the ever-evolving landscape of accounting and finance, staying current with technological advancements is no longer optional—it’s imperative. Automation Alphabet Soup: Decoding the ABCs of Accounting Tech is your gateway to understanding the core technologies that are reshaping your industry.

Join us for an educational webinar where we demystify the buzzwords and bring clarity to complex concepts. We’ll break down key terminologies like Macros, APIs, RPA, Machine Learning, Natural Language Processing, and Document Understanding, and illustrate how these technologies can revolutionize your workflow, improve accuracy, and open doors to new possibilities in financial analysis and reporting.

Key Takeaways

  • Macros Mastery: How to automate routine Excel tasks and save hours in your week.
  • Application Programming Interface (API) Awareness: The power of connecting software for seamless financial operations.
  • Robotic Process Automation (RPA) Realities: Implementing software ‘bots’ to take over manual, repetitive tasks.
  • Machine Learning Mechanics: Leveraging predictive models for insightful data analysis.
  • Natural Language Processing (NLP) Nuances: Streamlining processes by teaching computers to understand human language.
  • Document Understanding Dynamics: Extracting critical data from unstructured formats to make informed decisions faster.
  • Generative AI Genius: Explore how the latest advancements in generative AI can create content, forecast trends, and provide insights, transforming the way finance professionals approach problem-solving and innovation.

Josh Widener – Manager, Intelligent Automation – Marcum Technology

This webinar is eligible for 1 CPE credit.

Unable to attend the webinar? Please feel free to register to receive a recording of the session and the presentation slides.

Program Description Automation Alphabet Soup: Decoding the ABCs of Accounting Tech
Important Notice Regarding CPE:
Learning Objectives At the end of this course, the attendee will be able to outline the differentiate factors between key automation technologies, such as Artificial Intelligence (AI), Machine Learning (ML), Robotic Process Automation (RPA), and others.
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Credit
To receive CPE credit, attendees must respond to three out of the four polling questions asked during the program and be active in the webinar platform for a minimum of 50 minutes.
Recommended Field of Study Computer Software & Applications
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].


Marcum LLP 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: www.NASBARegistry.org.