Automation webcast series

Session #1: Embracing automation to fuel your digital journey

Event date: Dec. 13, 2023, 1 p.m. ET 

Taking the first steps toward automation can feel the hardest: defining automation goals for your organization or department, choosing where and how to automate, selecting the right enabling technology and developing a visionary road map to continue the automation process, and your digital journey for years to come. Join us as we explore the many areas of automation, from artificial intelligence, machine learning, and robotic process automation to a world where technology and humans converge for unprecedented efficiency.  

This virtual event will explore various automation topics, providing attendees with a diverse range of knowledge and practical insights to help you unlock the future of work.

Presenters: 

• Ana Minter, Principal
• Abdul Mohamed, Director

Session #2: Automating compliance and audit processes: A hidden gem

Event date: Feb. 13, 2024, 1 p.m. ET

Compliance and audit functions are generally cost centers with many manual, repetitive activities that lend themselves to automation. The ability to give time back and drive down costs in these areas allows professionals to focus on more value-added risk management strategies—directly benefiting upstream activities that support the compliance function.  

This webcast will discuss examples of automation in the compliance and audit function and provide insights on how to start or advance your automation journey. 

Presenters: 

• Steve Biskie, Principal, RSM US 
• Jake Ryan, Manager, RSM US

Session #3: Finance and accounting: Moving beyond digital

Event date: March 13, 2024, 1 p.m. ET

Finance automation drives efficiency and allows personnel to focus on value-added work—but with such a broad area, where should you start? Join us as we demystify the finance automation journey, identifying steps in the automation maturity curve to help you understand how your organization stacks up and how to build a road map to a more efficient future.  

This virtual event will provide insight into automation opportunities across the office of the chief financial officer, diving into various finance and accounting process areas to help you find the right automation solutions to drive your organization to the next level of efficiency. 

Presenters: 

• Jonas Melton, Principal
• Ana Minter, Principal

Session #4: Setting up tax for success—ERP + tax

Event date: April 17, 2024, 1 p.m. ET

Enterprise resource planning (ERP) systems provide substantial value to organizations by furnishing a centralized platform for the management and integration of diverse business processes. Unfortunately, tax functions are frequently excluded from pivotal decisions regarding ERP setup, depriving the tax team of the advantages offered by the new system.  

This session will address strategies for tax leaders to secure a place at the decision-making table, enabling their teams to enhance visibility into organizational data, modernize processes and mitigate risks associated with tax deliverables. 

Presenters: 

• Michael Charette, Partner
• Julio Fernandez, Managing Director
• John Ihne, Senior Manager