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CA Catalyst Presents: Demystifying Workflow Automation – Roadmap to Firm Success

To help members understand what workflow automation is, how it can benefit them, understand the risks and how to implement solutions.

The impact of automation on business is a major discussion point these days. And the accounting industry is considered ripe for transformation in the next decade.

All change comes with challenges but also with opportunity. In fact, workflow automation can transform your business for the better by reducing time spent on transactional services like tax returns and compliance, giving you more time to provide value add services to your clients through strategic advisory.

But before you jump on the workflow automation bandwagon it is important to understand what you are getting yourself into. The key is to first understand what workflow automation is, what you need to automate, what products are available and how to implement and adopt the right workflow automation technology for your business.

To help, CA Catalyst is bringing together a panel of experts to help you understand what to do to make the most of the opportunities that workflow automation presents.

The panel will discuss:

  • What workflow automation technology is and why it’s critical to the success of your firm.
  • What areas of business that accountants are automating and the benefits of it.
  • What you need to consider when looking to implement workflow automation solutions.
  • What you can do to begin implementing workflow automation technology into your practice.
  • Some helpful tools and resources to further help implement workflow automation at your firm.

  • Session Information

    4th April 20192.30pm – 3.30pm

    (You will receive a recording of the session by COB on the 4th April)


  • Understand what workflow automation technology is and what it can do for you
  • Hear about what areas of business accountants are automating
  • Learn about the barriers to implementing workflow automation and what to consider
  • Gain useful tips for implementing workflow automation technology into your practice
  • .

    Heather Smith, Chartered Accountant and Cloud Solutions Expert.

    About Heather

    Sue Pak, Head of Accounting and Xero

    About Sue

    David Weickhardt, General Manager Products at MYOB.

    About David

    Joe Pien, Principal of Joe Pien Chartered Accountants and CoFounder of Zapdat

    About Joe

    Geraldine Margarey, Leader of Research and Thought Leadership at Chartered Accountants Australia and New Zealand

    About Geraldine

    Facilitator: Mike Gee, Writer and Journalist.

    About Mike


    Topic: Future Focused

    Sub-Topic: Information & Communication Technology, Negotiation, Operational Excellence, Project Management, Solve Problems, Strategy

    Format: Recorded Webinar

    Proficiency Level: Intermediate, Advanced

    CPD: 1 hours