Workflow Process and Automation: Issues and Opportunities


Rob Clary, Moderator, PTS Services LLC


  • 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.

Location: Date: March 23, 2021 Time: 6:30 pm - 7:30 pm