Workflow Thinking: Automating Accounting Work Without Losing Control Webinar starts in 83 days
Group Internet-Based
Information Technology

Workflow Thinking: Automating Accounting Work Without Losing Control

By Uttam Pai, CPA

2 Credits

Learn to map, redesign, and automate accounting workflows while maintaining controls, accountability, and professional judgment

25 Jan '27 · 5:00 PM CUT

Secure Your Seat

Sign up below and we'll save your spot for "Workflow Thinking: Automating Accounting Work Without Losing Control".

Once you're registered, the Zoom link and calendar invite are on their way to your inbox.

Uttam Pai, CPA

VP - Founder’s Office, Miles Education

Course Description

A quick snapshot of what this Masterclass covers!

AI-driven automation can improve efficiency in accounting firms, but automating poorly designed processes can also amplify errors and weaken existing controls. In Workflow Thinking: Automating Accounting Work Without Losing Control, Uttam Pai explores why effective automation begins with understanding how accounting work is performed rather than selecting the latest technology. The session introduces a workflow-first approach to identifying repetitive activities, recognizing potential errors, and distinguishing between tasks suitable for automation and those requiring professional judgment. Through a practical demonstration, participants will learn how to map an accounting workflow from start to finish, identify critical review points, and evaluate opportunities for process improvement. A live build demonstrates how a recurring accounting workflow can be redesigned and automated while retaining appropriate human oversight. The session emphasizes the importance of establishing clear responsibilities, integrating controls into automated processes, and ensuring that efficiency improvements do not compromise accuracy or accountability. The session also provides a practical framework for evaluating automation opportunities across accounting functions. Participants will gain insights into assessing workflows based on their suitability for automation, potential efficiency gains, and control requirements. For partners and practice leaders, the session offers a structured approach to prioritizing AI investments, evaluating automation proposals, and building reliable, scalable processes that continue to support professional judgment.

Learning Objectives

Discover the key takeaways and skills you'll build throughout this Masterclass!

  • Identify the key steps, decision points, and existing controls within a recurring accounting workflow.
  • Differentiate between rule-based accounting activities suitable for automation and tasks requiring professional judgment.
  • Recognize potential error points and control weaknesses that may affect the reliability of automated accounting workflows.
  • Determine appropriate review checkpoints, human oversight requirements, and accountability measures when redesigning an accounting workflow for automation.
  • Evaluate accounting workflow automation opportunities based on process reliability, control effectiveness, and potential efficiency improvements.

Certifying Organizations

National Association of State Boards of Accountancy (NASBA)

NASBA Logo
  • Continuing Professional Education Credit (CPE): 2
  • Fields of Study:
    Information Technology2 CPE
  • Sponsor Identification number: 149174
  • Instructional Delivery Method: Group Internet based
  • Program Level: Basic
  • Prerequisite Education: There are no prerequisites for this course
  • Advanced Preparation: There is no advance preparation required for this course
  • Created on: 25 Jan 2027
  • Reviewed on: 25 Jan 2027
  • Updated on: 25 Jan 2027
  • Webinar Duration: 2 hr

To earn CPE credits, the learner is expected to:

  • Answer 6 poll questions during the webinar
  • Attend at least 83.33% (100 min) of the 2 hr webinar

If you undertake this course for CPE credits, you can leave final comments in the Feedback.

Miles Masterclass Inc. 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 web site: www.nasbaregistry.org

For course refund policy, issue resolution, and additional info please refer to the FAQs on the Overview tab. For more information regarding administrative policies such as complaint and refund, please contact our offices at support@milesmasterclass.com

Miles Masterclass Inc.

To earn the Miles Learning Certificate, the learner is expected to complete all videos and chapter quizzes