EPICenter Webcast Series: Smart Systems, Less Stress - Automating Your Daily Workflow

Overview

In today’s profession, emerging and early-career professionals are juggling heavier workloads, tighter deadlines, and rapidly evolving expectations.

The Smart Systems, Less Stress webcast teaches you how to identify automation opportunities and implement them effectively to boost productivity and reduce risk, without any technical expertise or specialized software.

Through real-world examples, our panel of automation-savvy practitioners will break down how everyday professionals can integrate automation into their routines to reduce burnout, sharpen focus, and free up bandwidth for meaningful, strategic work.

Whether you’re new to automation or already experimenting with AI tools, you’ll walk away with usable strategies to streamline your workload, build confidence with emerging technology, and design a more manageable workday, especially during peak seasons.

This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.

Highlights

Workflow foundations

Stress reduction

Automation habits

Productivity

Well-being

This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.

Prerequisites

None

This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.

Designed For

Public accounting firms; business and industry members; small firms; CAS and consulting firms; non-members. Emerging professionals with under 15 years of experience.

This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.

Objectives

Identify common workflow challenges that contribute to stress and inefficiency in daily professional routines.
Recognize opportunities for automation to support clearer prioritization and reduce cognitive load.
Identify personal work habits to determine which tasks are best suited for automation.
Recognize foundational automation concepts to build more consistent and manageable daily workflows.
Recall how integrating automation into routine practices can enhance long-term productivity, resilience, and well-being.

This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.