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The 2020 Expert Webinar Series

One of the hottest topics in accounting today is the use of robotic process automation (RPA) and artificial intelligence (AI) to automate business processes. While these technologies are new to many small and mid-sized businesses, they have both been deployed by some Fortune 500 companies for many years. This session covers basic terms and principles, discusses some of the related tools available today, and provides a roadmap to help attendees get started with these revolutionary technologies. Attend this session to learn how you can revolutionize your business with intelligent automation.

Major Topics Covered:

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Presented September 16, 2020

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By Brian Tankersley, CPA.CITP, CGMA
Director, K2 Enterprises  

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Robotic Process Automation and Artificial Intelligence Concepts for Accounting Professionals

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Brian Tankersley, CPA.CITP, CGMA  
Director, K2 Enterprises    

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. He is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 20 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005. 

Tankersley has been recognized seven times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Tankersley is also one of the authors of the Accounting Firm Operations and Technology Survey, which has been published annually for the last three years.  Brian has presented sessions at many national conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Insights, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA).  He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.  

Brian and his family make their home in Farragut, Tennessee.


•  Emerging technology trends that affect your strategy

•  Basics of robotic process automation (RPA)

•  Fundamentals of artificial intelligence (AI)

Learning Objectives:


•  Define key associated terms, including robotic process automation, artificial intelligence, bots, scripts, and chatbots

•  Name at least two RPA platforms available today, and explain at a high level the process of creating a bot with these toolsets

•  Describe the capabilities of low-code and no-code solutions and differentiate the capabilities of these tools with traditional programming tools

•  Explain what kinds of tasks are suitable for early automation efforts, and what processes will require more sophistication