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Modernize Your Financial Operations: How RPA Puts You Ahead of the Curve

Tuesday, March 22, 2022


1:00 PM CT


2:30 PM CT

Program Description

Chief Financial Officers are becoming one of the most powerful people within an organization. Their role as a scorekeeper has evolved into a more strategic position, dictating the financial operations for both daily and future forecasts. The modern CFO is being challenged to bring value to the company beyond balancing the books. Whether you serve as the CFO, Director of Finance, Vice President of Finance, or other executive financial expert in your organization, understanding the value of technology is paramount to growth and innovation.

The biggest challenge to date is the adoption of robotic processing automation, or RPA, for the financial operations of the company. CFOs now must be evangelists and drivers of change to better equip their organizations to automate repetitive, high-volume, manual transactions.


    1:00 - 2:30 PM CT

    The following topics will be highlighted during this presentation:

    - What is RPA and what can RPA do for the organization?
    - CFO roles: Operator, Steward, Catalyst, Strategist
    - Using RPA to increase efficiency and financial operations
    - How RPA elevates your human resources and scales finance and accounting operations


Raul Guerra

Solutions Director, Head of Sales, Eleviant Tech

Raul Guerra is Sales Director for Eleviant's US market and is passionate about helping companies embrace and apply digital solutions to achieve extraordinary business outcomes and competitive advantage. Following a 24-year career with Hewlett-Packard, he helped lead a small IT services provider into becoming a thriving nationwide support services company. Raul’s key strengths are listening, questioning, and clarifying—to understand what business results the client seeks to achieve through technology—and later contributing to the development of solution options that adhere to the client’s needs.

Ritwik Bose

Senior Director, Technology/Consulting, Eleviant Tech

Ritwik Bose has more than 20 years of experience as an IT professional, holding expertise in understanding client requirements, working out project tasks and cost estimates, preparing business proposals and formulating standards across multiple levels of execution, creating marketing plans and strategies focusing on brand awareness and capabilities, and implementing social media marketing initiatives.

Specialties: Business & Content Marketing, Mobile Trends Analyst, Business Intelligence, Business Understanding, Sales Approach, Negotiations, Contract Formulation, Enterprise Mobile Consulting, Solution, High Level Architecture Mapping.


Registration to the live session includes:

  • One online connection

  • CPE credit for registrant

  • Permission to reproduce the handouts and other written material for additional attendees at your location

Only registered attendees of the live session can obtain CPE credit

Credit Hours

Earn up to 1 hour of CPE

  • Level:



  • Prerequisites:

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  • Length:

60 Minutes

Software and Applications - Non-Technical


Group Internet Based


For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web:


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