Robotic Process Automation (RPA): A Practical Guide for the Modern Finance and Accounting Professionals
    Robotic Process Automation (RPA): A Practical Guide for the Modern Finance and Accounting Professionals


For information regarding CCH Learning Events Covid-19 Health and Safety Practices, please click HERE. 

Technology continues to reshape our business environment at a rapid pace, and accounting and finance are by no means immune. The role of accountants is changing, and it is vital that you are well-equipped to support businesses.

Robotic Process Automation (RPA) eliminates the need to do menial tasks, allowing accountants to escape the ‘daily grind’ and develop higher value-add skills instead. The modern-day accountants will have to embrace automation, but that will make their work more interesting.

More and more companies are relying on RPA tools such as UiPath to streamline their manual and time-consuming processes. While RPA tools can automate processes in many different areas, Finance and/or Accounting can certainly benefit from RPA in capturing and transforming data, making rule-based decisions, and interacting between applications.

This hands-on workshop will help Finance and Accounting professionals without coding and/or programming background develop the basic skills required to start automating processes using UiPath.

With his background in Accounting and Tax, the Trainer will be using data sets and processes familiar to Finance, Accounting, and Tax professionals in the examples and hands-on exercises. This will facilitate learning and allow you to directly apply your knowledge learned in the workplace.

What you will learn

By the end of the workshop, you will :

  • Be able to automate data capture and transformation processes
  • Be able to automate rule-based decision-making processes
  • Be able to automate interactions between applications

Programme Outline

1. Introduction

  • What is Robotic Process Automation (RPA)?
  • Market leaders and comparisons
  • UiPath Studio
  • UiPath Studio User Interface
    • Ribbon
    • Activities
    • Properties
    • Workplace
    • Control bar

2. Exercise

  • Email
  • Excel
  • Browser

3. Hands-on Exercise Part 1

  • Check emails
  • Download attachments
  • Transform data
  • Look up exchange rates
  • Perform calculation
  • Consolidate
  • Send emails

4. Hands-on Exercise Part 2

  • Studio vs. Orchestrator
  • Segregation of duties

5. Brainstorming and Q&A


  • Fundamental knowledge in MS Office such as Outlook, Excel, and PowerPoint
  • Have experience in streamlining processes in the past (e.g., have developed standard templates, have developed macros, have designed a new process etc.)

Laptop Requirements

You are required to bring along an internet-enabled* laptop (PC only).

Your laptop must meet the following hardware requirements:

  1. CPU of Dual cores at 1.8 GHz or above
  2. 64 bit processor (x64)
  3. 8GB RAM

* You must be able to send and receive emails and access internet during the class.

Your laptop must be installed with the following operating system and applications:

  1. Windows 10 (Mac is not supported.)
  2. MS Office 2013 or newer version
  3. Google Chrome
  4. UiPath Studio (Installation instructions will be sent out separately.)

Target Audience

Finance, accounting, or tax professionals without coding and/or programming background who would like to develop baseline knowledge and fundamental skills in RPA using UiPath and learn about different ways to automate processes.

Expert Speaker

John Kim

John is a US Certified Public Accountant licensed in New York State. He leads the business intelligence service practice of A Tax Advisor Pte Ltd, and provides a variety of solutions (e.g., technology and data strategy, data transformation and integration, process improvement and automation, and data analytics services) and business process outsourcing services to corporate finance and tax departments.

John utilizes over fifteen years of combined experience in corporate financial reporting and analysis, corporate tax compliance and provision, executive financial dashboard management, technology and performance improvement, data modeling and warehousing, and ERP integration to assist corporate finance and tax functions with improving performance and managing business risk using business intelligence.


This is a face to face event. You may choose to register for any of the sessions on 9th September or 18th November 2021.

  • Sep 09
    Thu, 9:00 AM - Thu, 5:00 PM Hotel Venue to be Advised
    • $535.00 incl. GST (7%)
    • PD hours: 7
  • Nov 18
    Thu, 9:00 AM - Thu, 5:00 PM Hotel Venue to be Advised
    • $535.00 incl. GST (7%)
    • PD hours: 7

Coming Soon

All Coming Soon >>


Our webinars operate on a 'one-connection-one-fee' basis, so you can have your whole team participate together in a boardroom setting for one cost effective price, using one registered log-in connection. The registered attendee will receive a CPD certificate.


Like the topic but can’t make the time? Register for the Live Session and you’ll receive the Recording regardless! Recordings are provided for webinars with a duration of 3 hours and less.