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Workflow is more than an industry buzzword word or business jargon, but what does “workflow” actually mean? Put simply: a workflow is something you already use every day—whether you call it a workflow, guideline, or process.
In this webinar, Dawn Brolin, the Designated Motivator for Accounting Professionals, and Kat Sloan, Sales Manager at Corpay, will discuss how implementing a comprehensive spend management platform helps to optimize workflow processes so that one can focus on higher-level advisory services and provide clients with an intuitive and secure solution for all aspects of their payment needs.
Ready to spend time on what matters most? Let’s get to the heart and productivity of powering your business with automation. This webinar is for practitioners offering bookkeeping, accounting, and advisory services as well as firms looking to increase and expand their revenue streams by utilizing payables as part of their service offerings.
Learning Objectives:
- Define workflows
- Recognize the importance of workflows and how to utilize them in your business
- Outline how to build a workflow
- Identify how workflows protect your clients from fraud, help reduce risks, and avoid data theft or loss
Dawn Brolin, CPA, CFE
The Designated Motivator
CEO
[email protected]
(860) 234-2059
Dawn is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.
For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her Team Brolin Starting Lineup.
Dawn is a member of the Intuit Tax Council, the ADP Advisory Board, and the Avalara QuickBooks Advisory Board. She has also received many designations and recognitions throughout her career including the most recent “The 2022 Top Presenters Awards“ by CPAacademy.org as well as Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics” and one of Accounting Today’s “2018, 2019, 2020, and 2021 Top 100 Most Influential People in Accounting.”
As an in-demand thought leader, speaker, and the author of The Designated Motivator and The Designated Motivator for Accounting Professionals, Dawn believes that motivation and strategic planning is not a one-time event, it is a critical part of being able to achieve the success you want for yourself and your team.
Dawn has appeared on many top-rated news programs and is consistently recognized with awards of distinction in the accounting profession. She has delivered hundreds of webinars and keynote speeches and works with many technology solution providers to help them better understand how to create and market their solutions. She is also a Designated Motivator to her peers and the collegiate softball team she is the assistant coach of at Eastern Connecticut State University.
Dawn's podcast, The DM Disruption podcast can be listened to on Apple, Spotify and Google as well as on her website, DawnBrolin.com.
Kat Sloan
Corpay One
Sales Manager, Accountant Channel
[email protected]
Kat Sloan is the Sales Manager for Corpay One's Accountant Channel, with over three years of experience in FinTech. Although she grew up with a family of accountants, she preferred to go a different route and build partnerships and long-standing relationships with accounting firms instead! She loves all things automation, streamlining processes and truly believes that if you're not continuously learning, you're not taking advantage of all that this life has to offer!
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