Course Detail(DGT087 : Robotic Process Automation (RPA), Visual Basic for Applications (VBA) and ChatGPT Designed for Accountants by Accountants (Classroom))

UTAP Funding

DGT087 : Robotic Process Automation (RPA), Visual Basic for Applications (VBA) and ChatGPT Designed for Accountants by Accountants (Classroom)

14.00 CPE Hours (Category 5)
Classroom

As this class places strong emphasis on the hands-on experience, you will be working with data for the majority of the time in the class. To optimize the learning experience, it is mandatory for all participants to be equipped with a laptop (Microsoft OS, Windows 10, 4 gig ram, i5 core), pre-installed with either Microsoft Excel 2010, 2013, 2016 (full licence) or any latest version. If you have a Microsoft Office 365 subscription, you will need to have a locally installed Excel 365 application in your PC or laptop. Macros cannot be executed when the workbook containing them is opened in Excel online. Also, kindly note that Mac Excel version has limited Excel functionality.

In this 2-day course, participants will be immersed in the world of Robotic Process Automation (RPA) using Power Automate and Visual Basic for Applications (VBA), with a unique twist: leveraging the power of ChatGPT, a state-of-the-art conversational AI.

Through hands-on exercises and real-world scenarios, you will not only grasp the fundamentals of automating repetitive tasks and streamlining business processes but will also harness ChatGPT's capabilities to aid in the design, development, and optimization of VBA scripts. This innovative approach allows participants to tackle automation challenges in various business environments more efficiently and creatively.

By the end of the course, you will be able to deploy robots and macros effectively, leading to enhanced productivity and more robust automation solutions.

Programme Outline

1.  Introduction to RPA, VBA and ChatGPT

  • Overview of Robotic Process Automation (RPA), Visual Basic for Applications (VBA) and ChatGPT
  • Understanding the benefits and potential of RPA, VBA and ChatGPT in the accounting and finance domain


2.  Show practical use cases for RPA, VBA and ChatGPT and for these different job roles

  • Accountants
  • Auditors
  • Tax Professionals
  • Corporate Secretarial Professionals
  • Administrative Staff
  • Sustainability reporting specialists


3.  Hands-on Session: Building RPA robots

  • Learn the basics of RPA
  • Build some RPA robots for accounting processes.


4.  Hands-on Session: Building macros in excel using VBA

  • Learn the basics of VBA
  • Build some macros for accounting processes.


5.  Hands-on Session: Using ChatGPT 

  • Set up of Chat GPT account
  • Set up to keep information confidential for PDPA purposes
  • Providing pre-built prompts for different use cases to initiate conversations with ChatGPT
  • Using ChatGPT to write VBA macros


6.  Developing a Digital Transformation Plan for your company

  • Brainstorming and identification of processes suitable for RPA, VBA and ChatGPT within their organization to be automated.
  • Exploring the strategies and considerations for implementing digital solutions within an organization to ensure successful adoption of such technology


Learning Outcome
The course aims to provide practical knowledge and hands-on experience to enable accounting and finance professionals to leverage on RPA, VBA and ChatGPT effectively in their roles and contribute to digital transformation within their organizations.
 

  • Design and deploy RPA bots using Power Automate
  • Design and deploy macros using VBA
  • Use ChatGPT to write VBA macros

 

Training Methodology

Facilitated learning which includes classroom or practical sessions in a workshop

Closing Date for Registration 

1 Week before Programme or Until Full Enrolment.  

Intended For

Accountants, auditors, tax professionals, finance professionals, corporate secretarial professionals and admin staff from different staff levels, including accounts executives, accountants, managers and directors.

Competency Mapping

Category 5 = 14.00 Hours

Schedule & Fees

Date & Time

24 Jul 2024 (9:00 AM - 5:00 PM)
25 Jul 2024 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 756.46
For Non-Members: $ 898.16

Programme Facilitator(s)

Daryl Aw
Christine Seetoh

Venue

60 Cecil Street
ISCA House
Singapore 049709

Date & Time

21 Oct 2024 (9:00 AM - 5:00 PM)
22 Oct 2024 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 907.97
For Non-Members: $ 1,078.01

Programme Facilitator(s)

Daryl Aw
Christine Seetoh

Venue

60 Cecil Street
ISCA House
Singapore 049709

Testimonial


Excellent course , best so far

Past Participant


Learn to use RPA to increase the efficiency

Past Participant

Funding

1] NTUC Union Training Assistance Programme (UTAP)

NTUC members enjoy 50% *unfunded course fee support for up to $250 each year when you sign up for courses supported under UTAP. NTUC members aged 40 and above can enjoy higher funding support up to $500 per individual each year, capped at 50% of unfunded course fees, for courses attended between 1 July 2020 to 31 December 2025.

*Unfunded course fee refers to the balance course fee payable after applicable government subsidies. This excludes material fees, registration fees, misc. fees etc.

This course is approved for UTAP support for intakes conducted between 08 February 2024 – 31 March 2025.

As UTAP is given on calendar year basis, and calculated based on year of training taken, it cannot be accumulated.

  • Maintained paid-up NTUC membership before course, throughout course duration and at the point of claim and;
  • Course by training provider must be supported under UTAP and training must commence within the supported period and;
  • Unfunded course fee must not be fully sponsored by company or other types of funding
  • Unfunded course fee must be S$20.00 and above, and;
  • Member must achieve a minimum of 75% attendance for each application and sat for all prescribed examination(s), if any and;
  • UTAP application must be made within 6 months after course ends.

For more information on UTAP Funding and to submit for UTAP claims, please visit https://www.ntuc.org.sg/uportal/programmes/union-training-assistance-programme. Terms and conditions apply.

Programme Facilitator(s)


Daryl Aw
 
Daryl Aw is the founder and Managing Director of Skybots Pte Ltd in Singapore. Skybots provides automation solutions for accounting, tax, audit, corporate secretarial, finance and sustainability processes, helping companies in their digital transformation journey. These solutions involve using Robotics Procession Automation (RPA), data analytics and Artificial Intelligence tools such as ChatGPT to automate tedious and repetitive processes for companies to successfully achieve significant productivity gains. These robots can be seen here: https://www.skybotssg.com/
 
He was previously a lecturer in Singapore Polytechnic leading the accounting faculty in RPA and Sustainability projects. He was the lead in Strategic Partnerships leading collaborations with the Singapore Accountancy Commission (SAC), the Institute of Singapore Chartered Accountants
(ISCA) and the National Council of Social Services (NCSS).
 
He has overseen the implementation of more than 100 robots for more than 300 organisations. In 2021, he emerged as the champion at the ISCA RPA Hackathon. In 2022, he was nominated for The President’s Awards for Teachers.
 
Before joining Singapore Polytechnic, he was an auditor with EY Singapore providing auditing services to public listed and private companies in various industries. He is a Chartered Accountant with ISCA.

Christine Seetoh
 
Christine is a director of Skybots Pte Ltd. She designs, builds and implements various automation solutions for auditing and accounting firms.
 
She was previously an accountant at Seng Kang Hospital overseeing the budgeting team. She has also implemented RPA solutions for the hospital.
 
Before joining Seng Kang Hospital, she was an auditor with PWC Singapore providing auditing services to public listed and private companies in various industries.

As this class places strong emphasis on the hands-on experience, you will be working with data for the majority of the time in the class. To optimize the learning experience, it is mandatory for all participants to be equipped with a laptop (Microsoft OS, Windows 10, 4 gig ram, i5 core), pre-installed with either Microsoft Excel 2010, 2013, 2016 (full licence) or any latest version. If you have a Microsoft Office 365 subscription, you will need to have a locally installed Excel 365 application in your PC or laptop. Macros cannot be executed when the workbook containing them is opened in Excel online. Also, kindly note that Mac Excel version has limited Excel functionality.

In this 2-day course, participants will be immersed in the world of Robotic Process Automation (RPA) using Power Automate and Visual Basic for Applications (VBA), with a unique twist: leveraging the power of ChatGPT, a state-of-the-art conversational AI.

Through hands-on exercises and real-world scenarios, you will not only grasp the fundamentals of automating repetitive tasks and streamlining business processes but will also harness ChatGPT's capabilities to aid in the design, development, and optimization of VBA scripts. This innovative approach allows participants to tackle automation challenges in various business environments more efficiently and creatively.

By the end of the course, you will be able to deploy robots and macros effectively, leading to enhanced productivity and more robust automation solutions.

Programme Outline

1.  Introduction to RPA, VBA and ChatGPT

  • Overview of Robotic Process Automation (RPA), Visual Basic for Applications (VBA) and ChatGPT
  • Understanding the benefits and potential of RPA, VBA and ChatGPT in the accounting and finance domain


2.  Show practical use cases for RPA, VBA and ChatGPT and for these different job roles

  • Accountants
  • Auditors
  • Tax Professionals
  • Corporate Secretarial Professionals
  • Administrative Staff
  • Sustainability reporting specialists


3.  Hands-on Session: Building RPA robots

  • Learn the basics of RPA
  • Build some RPA robots for accounting processes.


4.  Hands-on Session: Building macros in excel using VBA

  • Learn the basics of VBA
  • Build some macros for accounting processes.


5.  Hands-on Session: Using ChatGPT 

  • Set up of Chat GPT account
  • Set up to keep information confidential for PDPA purposes
  • Providing pre-built prompts for different use cases to initiate conversations with ChatGPT
  • Using ChatGPT to write VBA macros


6.  Developing a Digital Transformation Plan for your company

  • Brainstorming and identification of processes suitable for RPA, VBA and ChatGPT within their organization to be automated.
  • Exploring the strategies and considerations for implementing digital solutions within an organization to ensure successful adoption of such technology


Learning Outcome
The course aims to provide practical knowledge and hands-on experience to enable accounting and finance professionals to leverage on RPA, VBA and ChatGPT effectively in their roles and contribute to digital transformation within their organizations.
 

  • Design and deploy RPA bots using Power Automate
  • Design and deploy macros using VBA
  • Use ChatGPT to write VBA macros

 

Training Methodology

Facilitated learning which includes classroom or practical sessions in a workshop

Closing Date for Registration 

1 Week before Programme or Until Full Enrolment.  

Intended For

Accountants, auditors, tax professionals, finance professionals, corporate secretarial professionals and admin staff from different staff levels, including accounts executives, accountants, managers and directors.

Competency Mapping

Category 5 = 14.00 Hours

Programme Facilitator(s)

Daryl Aw
 
Daryl Aw is the founder and Managing Director of Skybots Pte Ltd in Singapore. Skybots provides automation solutions for accounting, tax, audit, corporate secretarial, finance and sustainability processes, helping companies in their digital transformation journey. These solutions involve using Robotics Procession Automation (RPA), data analytics and Artificial Intelligence tools such as ChatGPT to automate tedious and repetitive processes for companies to successfully achieve significant productivity gains. These robots can be seen here: https://www.skybotssg.com/
 
He was previously a lecturer in Singapore Polytechnic leading the accounting faculty in RPA and Sustainability projects. He was the lead in Strategic Partnerships leading collaborations with the Singapore Accountancy Commission (SAC), the Institute of Singapore Chartered Accountants
(ISCA) and the National Council of Social Services (NCSS).
 
He has overseen the implementation of more than 100 robots for more than 300 organisations. In 2021, he emerged as the champion at the ISCA RPA Hackathon. In 2022, he was nominated for The President’s Awards for Teachers.
 
Before joining Singapore Polytechnic, he was an auditor with EY Singapore providing auditing services to public listed and private companies in various industries. He is a Chartered Accountant with ISCA.
Christine Seetoh
 
Christine is a director of Skybots Pte Ltd. She designs, builds and implements various automation solutions for auditing and accounting firms.
 
She was previously an accountant at Seng Kang Hospital overseeing the budgeting team. She has also implemented RPA solutions for the hospital.
 
Before joining Seng Kang Hospital, she was an auditor with PWC Singapore providing auditing services to public listed and private companies in various industries.

Upcoming Schedule

Date & Time

24 Jul 2024 (9:00 AM - 5:00 PM)
25 Jul 2024 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 756.46
For Non-Members: $ 898.16

Programme Facilitator(s)

Daryl Aw
Christine Seetoh

Venue

60 Cecil Street
ISCA House
Singapore 049709