Building the Business Case for RPA

Online Event

04 November, 2020

4:00 pm - 8:00 pm UTC

4:00 pm - 8:00 pm UTC

Building the Business Case for RPA

Speakers: Edward Brooks; Steve Palomino, CPA/CITP, CGMA, CIA; Dr. Sean Stein Smith

  • Format


  • Level


  • Duration


This course focuses on understanding robotic process automation technology and how RPA is transforming businesses to become more competitive and agile.

Learning outcomes

  • Define RPA and the business value, specifically to the accounting and finance functions
  • Identify the opportunities for automation
  • Identify how to prioritize processes for the biggest impact
  • Recognize the decision criteria needed to build a business case
  • Recognize key risks and challenges that need to be addressed before implementing RPA
Full description

Select a date and time

£139.00 (CIMA members only)


VAT calculated on checkout

Product information


This course focuses on understanding robotic process automation technology and how RPA is transforming businesses to become more competitive and agile. You will learn how to identify and prioritize the business processes that are most suitable for automation and the key considerations and decision criteria needed to build your business case.

This course provides a practical methodology on how to begin building the business case and roadmap for success. This is Part 1 of a 3-part series certificate program. You must purchase the bundle to earn the certificate. Learn more about the certificate and purchase the bundle here.

Key Topics:

  • What RPA is
  • Business value of RPA
  • RPA applications & use cases that make the most sense
  • Decision criteria and steps needed to build a business case
  • Practical methodology on how to get started

Who should take this course?

  • Non-IT finance professionals, CFOs, controllers, management accountants, public accountants, partners, staff, managers, internal auditors and business process owners.

Professional development

This Webcast offers 4 hours of CPE credit.
Note on CPE Requirements and Credits
All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Field of study: Information Technology
Programme level:Basic
Access:This is a live event. You will have access to webcast on the date/time of broadcast and the archive for 3 months after the broadcast date.

Return and refund policy

£139.00 (CIMA members only)


VAT calculated on checkout


  • Edward Brooks

    Edward Brooks, trained as a Chartered Accountant in London with Ernst & Young, and went on to work as a consultant with Accenture and ISG before launching The RPA Academy in 2017.

    During his consulting years, Ed specialized in outsourcing and business transformation, and advised and supported technology start-ups. The RPA Academy was founded to address the growing skills shortages in the automation space and has since expanded its training offerings to include courses on Machine Learning, AI, and Blockchain.

  • Steve Palomino, CPA/CITP, CGMA, CIA

    Steve Palomino is a CPA/CITP, CGMA, CIA, and Managing Member at Palscott Business Consulting, LLC, in Dallas, Texas.

    Steve guides businesses leadership in the application of software robotics strategies to increase controls over operations and reporting. He uses his expertise in robotics to help companies achieve significant effort reduction, deploy controls and continuous audit capabilities, while transforming processes. He is a former member of the ITECH Committee, former Chair of the SBC Global Task Force, prior member of the AICPA’s Audit Peer Review Task Force.

  • Dr. Sean Stein Smith


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. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. For accommodation requests, please contact 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.