Date: Nov. 16, 2026
Time: 1 – 2 p.m. PT
As organizations grow, manual workarounds can create unnecessary risk, friction, and operational complexity. This webinar explores a practical framework for standardizing financial processes, identifying appropriate automation opportunities, managing exceptions, and measuring process improvements over time. Attendees will also consider the organizational and change-management factors that influence successful adoption of more scalable workflows.
1000005462-146524
CPAs and other licensed professionals.
Business Management & Organization
Overview
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CalCPA would like to thank our sponsors for their generous support in helping make this event a success. Learn more about them by clicking on their logo below.

This complimentary webinar is prerecorded and sponsored by Bill.com. The Instructor will be available via the chat feature.