Description

This session will provide an overview of Robotic Process Automation, including the journey to automation, challenges to overcome and experiences from automation projects. Attendees will gain a better understanding of Robotic Process Automation and be able to evaluate the potential applicability of that technology.

This session will focus on:
• Real life robotics trends in FP&A and more broadly across companies
• Lessons learned and things to look out for
• Change management aspect of migrating to this workforce model

Speaker(s):

• Ms. Kimberlee A. Curley, Senior Director, NTT DATA Services
• Michael E. Goodman, CPA, PFS, CFP, President, Wealthstream Advisors, Inc.