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Robotic Process Automation Fundamentals for Accounting and Finance Professionals Certificate Program
Management Accounting

Robotic Process Automation Fundamentals for Accounting and Finance Professionals Certificate Program

Automation can ensure a competitive advantage. This three-part certificate program focuses on robotic process automation (RPA) benefits and how the use of software robots can help your business or clients become more competitive and agile.

Do you have an AICPA membership? Log in to apply your member discount.



NASBA Field of Study

Information Technology



CPE Credits



Rob Drover, Brian O'Sullivan


3 months

Product Number


 Business & partner 
MyCPE Manager compatible
Product Details

Transform with automation

Learn how the use of software robots can enable your business or clients become more competitive and agile. Increase your competitive edge and move toward an intelligent enterprise by harnessing automation within your accounting and finance tasks to increase operational efficiency and enhance customer experience. You will see the benefits RPA can have on finance processes and how that translates to higher productivity and cost savings. You will have the tools to prepare your employees to add greater value to your organization by eliminating time-consuming, repetitive procedures.

Practical knowledge

The detailed case studies and a simulated learning lab which utilize Automation Anywhere provide step-by-step guidance, designed to give accounting and finance professionals real-world knowledge on how creating simple bots can have an immediate impact on daily tasks. Earn a digital badge

Digital Badge

Upon completion of the learning program, you will be awarded a certificate in the form of a digital badge you can proudly display on the internet — a personal blog, a social network like LinkedIn, Facebook, Twitter, Mozilla Open Badges, a biographical page on a company website, or an online resume.

Key Topics

  • RPA technology
  • Business processes for automation
  • Decision criteria for a business case
  • RPA implementation
  • Proof-of-concept criteria
  • Center of Excellence model
  • Human and digital workforce roles
  • RPA implications on accounting, finance and operational processes
  • Difference between RPA and traditional automation

Learning Outcomes

  • Identify RPA in the global landscape to include the business value, specific to the accounting and finance function
  • Recognize the opportunities and use cases for automation
  • Identify the decision criteria needed to build a business case
  • Recognize the capabilities of RPA to enhance governance and compliance
  • Recognize key risks and challenges that need to be addressed before, during, and after implementing RPA
  • Identify key considerations for implementing RPA
  • Recognize future trends in automation technology and the impact on the short-term planning horizon

Who Will Benefit

  • Global accounting and financial process owners
  • Management accounting professionals
  • Finance professionals
  • CPA’s in public practice
  • Enterprise resource planning (ERP) implementation professionals and consultants
  • Accounting and finance professionals with no IT expertise
Upcoming Webcast Dates
More Details
NASBA Field of Study
Information Technology
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Digital Badge
After completing the course, you will receive a digital badge that can be easily shared with your professional network
8.5 hrs
Do you have an AICPA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at

Contact us
Rob Drover
Brian O'Sullivan
Brian O'Sullivan works as an Automation & Controls Engineer at Solara Automation and runs a nationally competitive high school robotics team, TerrorBytes Robotics. Brian received his BS in Computer Engineering from Clemson University and has worked in a variety of manufacturing, software development, and automation companies. In Brian's current role as a Controls Engineer with Solara Automation, he designs and deploys control systems for customers seeking robotics automation. He has also developed control and computer vision software for fully-automated and semi-automated production lines to meet high customer demand. Brian also coaches and runs the 2017 North Carolina state champion robotics team, TerrorBytes Robotics, out of Research Triangle Park, NC. Each year he leads the team of around 60 highschoolers and mentors in designing and building a 150lb robot to compete against teams across the world.

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