Course Detail(DGT049 : Robotic Process Automation (RPA) for Accountants and Finance Professionals)

DGT049 : Robotic Process Automation (RPA) for Accountants and Finance Professionals

10.00 CPE Hours (Others)
Classroom

 

Programme Objective

The accounting sector is commonly plagued by voluminous work, manual and repetitive processes. Accounting practices are also under pressure to cut overhead costs in these trying times.  

RPA is a simple and intuitive tool which can help reduce inefficiencies and inaccuracies of repetitive mundane tasks due to human error and limitation. Anyone without prior programming knowledge can easily pick up the skill to create and deploy an RPA robot to perform tasks such as data entry of journal entries into the accounting system, preparation of reports, and automating repetitive processes done by employees on a daily basis. 
 
This course aims to equip participants with the skills to easily create simple and useful RPA scripts to identify such processes and implement automation on accounting and finance processes. Participants do not need to have prior coding or programming knowledge. At the end of the course, participants will be able to automate their own manual and repetitive processes, freeing up time for more value added tasks. 


This course includes an in-class assignment
 

Programme Outline

Course Learning Outcomes
By the end of the course, learners will be able to:

A.    Understand what RPA is and how it can automate processes 
B.    Identify types of accounting and finance processes suitable for RPA implementation 
C.    Participant will develop RPA scripts using case examples during the course under the guidance of the trainer

Course Content & Structure 

 

 Topics

 No. of Hours

A      

 

Self-Reading

 

Day 1: 9am to 5pm

Introduction to RPA

0.5 hour

B

 

Develop RPA scripts to automate selected audit processes through the following case examples using a RPA software (6.5 hours):

  • Case study 1 – Accounts receivable confirmation preparation process
  • Case study 2 – Data entry from excel working file to accounting system
  • Case study 3 – data extraction from accounting system to excel

 

6.5 hours

C

Day 2: 9am to 12pm

  • Case study 4 - Sending of emails (1 hour)
  • Case study 5 – excel automation of reports (1.5 hours)

Discussion on the potential adoption of RPA within our organization and work and it’s benefit ( 0.5 hour)

3 hours

 

 Total Hours

10hrs

Notes to Participant:

  1. Participants to bring their own laptop (see note 2 below) that is downloaded with the following software:
a.     https://www.uipath.com/ participants to download the free community version.
b.    Outlook application
c.    Microsoft excel 
  1. Specifications of the laptop: windows OS, i5, 8 gig RAM and have access to internet. 
  2. Participants are required to complete and submit an individual RPA assignment together with a recording of the running script on the 2nd day of the training. Participants who have met the requirements of the assignment will be awarded with a Certificate of Competency.



Training Methodology

1.5 days training: Facilitated learning which includes Face-to-Face classroom and practical sessions in a workshop. 

Closing Date for Registration

1 week before programme or until full enrolment 

Intended For

Accountants and finance professionals from different staff levels, including accounts executives, accountants, managers and directors.

Competency Mapping

Others = 10.00 Hours

Schedule & Fees

Date & Time

18 Nov 2021 (9:00 AM - 5:00 PM)
19 Nov 2021 (9:00 AM - 12:30 PM)

Fee (inclusive of GST)

For Members: $ 642.00
For Non-Members: $ 770.40

Programme Facilitator(s)

Team of Professionals (DGT049)

Venue

60 Cecil Street
ISCA House
Singapore 049709

Date & Time

09 Dec 2021 (9:00 AM - 5:00 PM)
10 Dec 2021 (9:00 AM - 12:00 PM)

Fee (inclusive of GST)

For Members: $ 642.00
For Non-Members: $ 770.40

Programme Facilitator(s)

Team of Professionals (DGT049)

Venue

60 Cecil Street
ISCA House
Singapore 049709

Date & Time

16 Feb 2022 (9:00 AM - 5:00 PM)
17 Feb 2022 (9:00 AM - 12:00 PM)

Fee (inclusive of GST)

For Members: $ 642.00
For Non-Members: $ 770.40

Programme Facilitator(s)

Team of Professionals (DGT049)

Venue

60 Cecil Street
ISCA House
Singapore 049709

Date & Time

06 Apr 2022 (9:00 AM - 5:00 PM)
07 Apr 2022 (9:00 AM - 12:00 PM)

Fee (inclusive of GST)

For Members: $ 642.00
For Non-Members: $ 770.40

Programme Facilitator(s)

Team of Professionals (DGT049)

Venue

60 Cecil Street
ISCA House
Singapore 049709

Date & Time

01 Jun 2022 (9:00 AM - 5:00 PM)
02 Jun 2022 (9:00 AM - 12:00 PM)

Fee (inclusive of GST)

For Members: $ 642.00
For Non-Members: $ 770.40

Programme Facilitator(s)

Team of Professionals (DGT049)

Venue

60 Cecil Street
ISCA House
Singapore 049709

Date & Time

25 Feb 2021 (9:00 AM - 5:00 PM)
26 Feb 2021 (9:00 AM - 12:30 PM)

Registration is closed

Programme Facilitator(s)

Team of Professionals (DGT049)

Testimonial


A great eye-opener on how UI-path can help companies automate manual processes easily.


Good course for finance personnel.


I am happy that I have signed up for this course. It is value for money.

Funding

No funding Available!

Programme Facilitator(s)


Daryl Aw
Daryl Aw is a Chartered Accountant and lecturer. He teaches various auditing and accounting modules in Singapore Polytechnic School of Business (SB). He is also part of the RPA Team at SB and has worked on various RPA, accounting technology and Design Thinking projects with industry partners. He previously worked as an auditor with EY Singapore. 

Ronnie Hoh
Ronnie is a Chartered Accountant and a lecturer with SB. He teaches accounting related modules like Business Accounting and Financial Accounting. He is also part of the RPA Team at SB and has supervised various RPA and accounting technology projects. He previously worked as an auditor with PriceWaterhouse Singapore.

Tang Kah Heong
Kah Heong is a senior lecturer with SB and has worked as an application consultant, where he implemented enterprise resource planning solution in the areas of financial, purchasing, production, inventory, sales and logistics functions for different organizations. Kah Heong is also the RPA Lead in SB and has conducted numerous RPA training and implemented RPA projects with organisation from across different function and sectors.

Germaine Lim 
Germaine Lim is a Chartered Accountant and lecturer. She teaches various auditing and accounting modules in SB.  She previously worked as an auditor with EY Singapore. She is also part of the RPA Team at SB and has supervised RPA projects.

Lim Cheng Chong 
Cheng Chong is a Chartered Accountant and Senior Lecturer with SB.  He started his career in the IT industry, and worked in external audit and in financial/management/regulatory reporting in the banking sector before joining SB. Cheng Chong teaches accounting, business analytics and programming modules, and has been involved in many successful process improvement initiatives.  

Ho Seow Hui
Seow Hui is a Chartered Accountant and lecturer with SB, teaching various accounting modules. She is a dynamic professional, having worked more than 15 years in both external audit and finance at various MNCs. Her varied experience in finance includes financial and management reporting, ERP implementation, accounting policies, training, and M&A. 

 

 

Programme Objective

The accounting sector is commonly plagued by voluminous work, manual and repetitive processes. Accounting practices are also under pressure to cut overhead costs in these trying times.  

RPA is a simple and intuitive tool which can help reduce inefficiencies and inaccuracies of repetitive mundane tasks due to human error and limitation. Anyone without prior programming knowledge can easily pick up the skill to create and deploy an RPA robot to perform tasks such as data entry of journal entries into the accounting system, preparation of reports, and automating repetitive processes done by employees on a daily basis. 
 
This course aims to equip participants with the skills to easily create simple and useful RPA scripts to identify such processes and implement automation on accounting and finance processes. Participants do not need to have prior coding or programming knowledge. At the end of the course, participants will be able to automate their own manual and repetitive processes, freeing up time for more value added tasks. 


This course includes an in-class assignment
 

Programme Outline

Course Learning Outcomes
By the end of the course, learners will be able to:

A.    Understand what RPA is and how it can automate processes 
B.    Identify types of accounting and finance processes suitable for RPA implementation 
C.    Participant will develop RPA scripts using case examples during the course under the guidance of the trainer

Course Content & Structure 

 

 Topics

 No. of Hours

A      

 

Self-Reading

 

Day 1: 9am to 5pm

Introduction to RPA

0.5 hour

B

 

Develop RPA scripts to automate selected audit processes through the following case examples using a RPA software (6.5 hours):

  • Case study 1 – Accounts receivable confirmation preparation process
  • Case study 2 – Data entry from excel working file to accounting system
  • Case study 3 – data extraction from accounting system to excel

 

6.5 hours

C

Day 2: 9am to 12pm

  • Case study 4 - Sending of emails (1 hour)
  • Case study 5 – excel automation of reports (1.5 hours)

Discussion on the potential adoption of RPA within our organization and work and it’s benefit ( 0.5 hour)

3 hours

 

 Total Hours

10hrs

Notes to Participant:

  1. Participants to bring their own laptop (see note 2 below) that is downloaded with the following software:
a.     https://www.uipath.com/ participants to download the free community version.
b.    Outlook application
c.    Microsoft excel 
  1. Specifications of the laptop: windows OS, i5, 8 gig RAM and have access to internet. 
  2. Participants are required to complete and submit an individual RPA assignment together with a recording of the running script on the 2nd day of the training. Participants who have met the requirements of the assignment will be awarded with a Certificate of Competency.



Training Methodology

1.5 days training: Facilitated learning which includes Face-to-Face classroom and practical sessions in a workshop. 

Closing Date for Registration

1 week before programme or until full enrolment 

Intended For

Accountants and finance professionals from different staff levels, including accounts executives, accountants, managers and directors.

Competency Mapping

Others = 10.00 Hours

Programme Facilitator(s)

Daryl Aw
Daryl Aw is a Chartered Accountant and lecturer. He teaches various auditing and accounting modules in Singapore Polytechnic School of Business (SB). He is also part of the RPA Team at SB and has worked on various RPA, accounting technology and Design Thinking projects with industry partners. He previously worked as an auditor with EY Singapore. 

Ronnie Hoh
Ronnie is a Chartered Accountant and a lecturer with SB. He teaches accounting related modules like Business Accounting and Financial Accounting. He is also part of the RPA Team at SB and has supervised various RPA and accounting technology projects. He previously worked as an auditor with PriceWaterhouse Singapore.

Tang Kah Heong
Kah Heong is a senior lecturer with SB and has worked as an application consultant, where he implemented enterprise resource planning solution in the areas of financial, purchasing, production, inventory, sales and logistics functions for different organizations. Kah Heong is also the RPA Lead in SB and has conducted numerous RPA training and implemented RPA projects with organisation from across different function and sectors.

Germaine Lim 
Germaine Lim is a Chartered Accountant and lecturer. She teaches various auditing and accounting modules in SB.  She previously worked as an auditor with EY Singapore. She is also part of the RPA Team at SB and has supervised RPA projects.

Lim Cheng Chong 
Cheng Chong is a Chartered Accountant and Senior Lecturer with SB.  He started his career in the IT industry, and worked in external audit and in financial/management/regulatory reporting in the banking sector before joining SB. Cheng Chong teaches accounting, business analytics and programming modules, and has been involved in many successful process improvement initiatives.  

Ho Seow Hui
Seow Hui is a Chartered Accountant and lecturer with SB, teaching various accounting modules. She is a dynamic professional, having worked more than 15 years in both external audit and finance at various MNCs. Her varied experience in finance includes financial and management reporting, ERP implementation, accounting policies, training, and M&A. 

 


Upcoming Schedule

Date & Time

18 Nov 2021 (9:00 AM - 5:00 PM)
19 Nov 2021 (9:00 AM - 12:30 PM)

Fee (inclusive of GST)

For Members: $ 642.00
For Non-Members: $ 770.40

Programme Facilitator(s)

Team of Professionals (DGT049)

Venue

60 Cecil Street
ISCA House
Singapore 049709