CPE Seminar

TouchPoint Richmond: Intelligent Process Automation Journey

November 14, 2018


We are in the era of Intelligent Process Automation, but what does that mean for you? It is an amazing opportunity to empower your employees to automate and optimize business processes and time-consuming tasks, freeing them to focus on their best work.

Process automation spans multiple touchpoints between people, technology and business. Join us for an inspiring morning to fuel your process automation journey from planning and strategy, to the tools and technology that can create a more connected and efficient workplace with improved performance.


Collaboration Reimagined with Office 365

Dan Hulen | Senior Manager & vCTO, THInc.IT
Office 365 has some of the most dynamic products on the market with OneDrive, Outlook, OneNote, SharePoint, PowerApps, Flow, Teams, Planner, and many others. When these products are set up to work together, they can make your organization more efficient, more connected, and more productive. When they are not set up to work together, they can produce the opposite effect. In this session, Dan will examine how all these products work together, how to use them, and how to create a better user experience for your organization.

Next Gen Data – Business Intelligence and Machine Learning

Kevin Carter | Business Intelligence Director, THInc.IT
Your data has answers to questions you haven’t even thought to ask yet. In this session, Kevin will discuss how you can use the latest generation of the Power BI suite of business intelligence tools and Machine Learning to get to know your data. Whether on premises or in the cloud, we will show you how to use data visualizations to improve upon current business intelligence and generate new actionable insights.

Why Should You Care about Intelligent Process Automation (IPA)?

Andrea O’Hara | Senior Consultant, THInc.IT | vTE, Nintex
Intelligent Process Automation is an approach to digital transformation and process automation which:

  • Empowers line of business employees to quickly automate processes with no code tools that are trusted by IT.
  • Puts emerging technologies, such as machine learning (ML), natural language processing (NLP), and deep learning at the forefront of process automation.
  • Provides insights that facilitate the ongoing optimization of processes.

Learn why IPA is important, where to get started, how it will advance and prepare your organization. Andrea will showcase capabilities to automate, orchestrate, and optimize the business processes that drive today’s modern companies with the Nintex platform.


  • Dan Hulen | Senior Manager & vCTO | THInc.IT
  • Kevin Carter | Business Intelligence Director | THInc.IT
  • Andrea O’Hara | Senior Consultant, THInc.IT | vTE, Nintex

CPE Accreditation

Prerequisites | None
Advanced Preparation | None
Recommended Hours of CPE | 3 Hours*
Deliver Method | Live Seminar
Program Level | Basic
CPE Category | Information Technology

CPE Sponsors Logo*Cherry Bekaert is registered with the National Association of State Boards of Accountancy (NASBA) 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 for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website. | www.learningmarket.org

Cherry Bekaert Continuing Professional Education: Statement of Administrative Policies

Complaint Resolution Policy

Cherry Bekaert will make every effort to provide the best training courses possible. In the event participants are not completely satisfied with the training course and wish to file a complaint, please contact Cate Miller at cate.miller@cbh.com or 704.940.2661 within 10 business days of the event. Information about the course such as date, location, instructor and nature of complaint must be provided. Complaints may also be made in writing to: Cherry Bekaert LLP, 6806 Paragon Place, Suite 310, Richmond, VA 23230, ATTN: Cate Miller

Record Retention Policy

Cherry Bekaert will retain all Continuing Professional Education (CPE) documents for five years from training course date. These records will include:

  • Course outline
  • Course content and handouts
  • Sign in sheets
  • Dates and locations of training courses
  • Instructor credentials
  • Course evaluations
  • CPE certificates stating amount of recommended CPE credit

Refund and Cancellation Policy

Cherry Bekaert reserves the right to cancel or reschedule any training courses up to 10 business days prior to the date of the event. Full refunds will be provided to registered course participants if the course is cancelled or if participants are unable to attend the rescheduled event.

Participants who must to cancel their course registration 10 or more business days in advance of the event must contact Cate Miller to receive a full refund of all fees paid. Participants who must cancel their registration within 10 business days of the event, will not receive a refund.