Course Description

In this episode of the Encoursa CPE Podcast, Derek Henry will discuss how accounting and finance professionals can modernize financial operations by embracing automation, stronger technology skills, and continuous process improvement. The discussion will highlight practical ways to identify inefficient manual processes, demonstrate the value of small technology wins, and use tools such as ERP systems, AI, and workflow automation more effectively. 

Participants will also learn how accountants can shift from transaction processing to strategic business partnership by freeing up time for analysis, insight generation, and cross-functional collaboration. The session emphasizes the importance of lifelong learning, thoughtful adoption of emerging technology, and building finance teams that are empowered to work efficiently and provide greater value to the business.

Learning Objectives

• Identify common opportunities to improve accounting and finance processes through automation, better use of existing tools, and workflow redesign.
• Recognize how ERP systems, AI, and integrated finance technologies can support more efficient, accurate, and strategic financial operations.
• Discover how accounting professionals can use continuous learning, documentation habits, and process improvement techniques to become stronger business partners.

Prerequisites

• None