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Free cpe webinars
Process Optimization: Needs Assessment and Process Design

PROCESS OPTIMIZATION: NEEDS ASSESSMENT AND PROCESS DESIGN

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 9, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

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

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Heather D. Satterley, CPA, EA

Woodard
Director of Education and Media
[email protected]

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Heather is the Director of Education and Media at Woodard. She has over 25 years of experience as an accounting professional, educator, national trainer, and writer. She is also the co-host of The Appy Hour with Liz and Heather.

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Visory is a leading technology management, cybersecurity, and hosting solutions provider for accounting firms, wealth managers, construction companies and other businesses.