Workflow Process and Automation: Issues and Opportunities

Moderator:

Rob Clary, Moderator, PTS Services LLC

Speakers:

• David Landers, Deloitte Tax LLP
• Adam Schrom, Bloomberg Tax & Accounting

Session Description:

Technology offers tremendous opportunities to automate workflow processes. This session will identify key areas for automation, as well as issues associated with implementation.

Learning Objectives:

After the session, attendees will be able to: (1) understand opportunities for automating workflow processes, and (2) navigate challenges associated with such transformations.