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EPICenter Webcast Series: Smart Systems, Less Stress - Automating Your Daily Workflow
Technology
Webcast

EPICenter Webcast Series: Smart Systems, Less Stress - Automating Your Daily Workflow

Discover how automation can transform your day-to-day tasks, reduce stress, and free up time for strategic work. This session is ideal if you're looking for practical tools, workflow enhancements, and habits to streamline processes without sacrificing quality.

$0 - $59
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

Date

Apr 01, 2026

NASBA Field of Study

Personal Development

Level

Basic

CPE Credits

1

Instructor

Lexi Weber, Argel Sabillo, Byron Patrick, Paul M. Perry

Availability

3 months

Product Number

WC5237641

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 Business & partner 
Product Details

In today's profession, emerging and early‑career professionals are juggling heavier workloads, tighter deadlines, and rapidly evolving expectations.

The Smart Systems, Less Stress webcast teaches you how to identify automation opportunities and implement them effectively to boost productivity and reduce risk, without any technical expertise or specialized software.

Through real-world examples, our panel of automation-savvy practitioners will break down how everyday professionals can integrate automation into their routines to reduce burnout, sharpen focus, and free up bandwidth for meaningful, strategic work.

Whether you're new to automation or already experimenting with AI tools, you’ll walk away with usable strategies to streamline your workload, build confidence with emerging technology, and design a more manageable workday, especially during peak seasons.

Key Topics

  • Workflow Foundations
  • Stress Reduction
  • Automation Habits
  • Productivity
  • Well-being

Learning Outcomes

  • Identify common workflow challenges that contribute to stress and inefficiency in daily professional routines.
  • Recognize opportunities where automation can support clearer prioritization and reduce cognitive load.
  • Identify personal work habits to determine which tasks are best suited for automation.
  • Recognize foundational automation concepts to build more consistent and manageable daily workflows.
  • Recall how integrating automation into routine practices can enhance long‑term productivity, resilience, and well‑being.

Who Will Benefit

Public Accounting firms; Business and Industry Members; Small Firms; CAS & Consulting Firms; Non-Members. Emerging Professionals with under 15 years of experience.

Credit Info
CPE Credits
1
NASBA Field of Study
Personal Development
Level
Basic
Prerequisites
None
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
1 hr
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
$59.00
AICPA Members
$0.00
CIMA Members
$0.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Lexi Weber
CPA
Lexi Weber, CPA is the Senior Manager of Emerging Professionals Initiatives at the AICPA, where she oversees programs like the Leadership Academy, the EPICenter Webcast Series, the EDGE Leadership Track at ENGAGE, the Emerging Leaders and Visionary Awards, the Emerging Professionals Initiatives Committee, Rise2040, and several other initiatives to support emerging professionals. Lexi is a passionate advocate for professional growth and building community within the accounting and finance profession.
Argel Sabillo
CPA
Argel Sabillo is a CPA and founder of HeyApril AI and DTLA CPA. He builds AI-native, trust-first accounting systems designed to reduce financial uncertainty for creators and founder-led businesses. His work focuses on using intelligent automation to surface financial signals early, strengthen judgment, and create clarity before filing season.
Byron Patrick
CPA/CITP, CGMA
Byron K. Patrick, CPA, is an innovator who thrives at the intersection of accounting and technology. Rejecting traditional accounting roles early on, Byron founded Simplified Innovations, an IT firm built specifically for CPAs. He expanded his impact at Botkeeper, leading the charge in adopting AI to revolutionize bookkeeping. And moved on to transform how accounting firms handle quality assurance through automated technology as CEO of VERIFYiQ and now Senior Product Manager at Karbon. For decades, Byron has been a respected national speaker and writer, translating complex accounting technology topics into practical guidance. As co-founder of TB Academy, Byron equips accountants with generative AI skills, empowering them to become tech-enabled industry leaders. He frequently shares his insights nationwide, making advanced technology approachable and practical for finance professionals. Outside the accounting-tech scene, Byron lives on a horse farm, balancing family, dogs, horses, and a passion for helping accountants redefine their profession.
Paul M. Perry
CPA, CITP, CISM
Paul Perry joined Warren Averett in 2004 and serves as practice leader of the firm’s Risk Advisory & Assurance Services Group. Paul and his team focus on cybersecurity, ESG/sustainability, information technology-related projects, risk assessments, internal controls, internal audit and control-related projects, including SOC engagements. Paul also leads the firm’s Data Analysis Group—a team that provides data analysis solutions to both internal and external clients. Previously, Paul spent over 11 years as a financial statement auditor across various industries. Paul holds the Certified Information Technology Professional (CITP) certification, awarded to CPAs who possess both technology and business expertise. He is a thought leader, published columnist and performs 20+ presentations a year on technology and control-related topics to a wide variety of groups across the U.S. and Canada.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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