Seminar In-Depth
Automating Workflow to Improve Control and Profitability
Course Description

Is your organization's internal control structure as sound as it should be? Does your company or CPA firm's profitability meet or exceed expectations? Are tasks and projects always completed on time? If your answer to any of these questions is "no," then you are a likely candidate for automating workflow to improve control and profitability, and this seminar is the starting point in that process.

Many experts agree that automating workflow is one of the best steps organizations of all sizes and in all industries can take to achieve peak operational and financial performance. In this fast-paced, half-day seminar, you will learn about the advantages of automating workflow, the processes for doing so, and specific software applications that may be right for you and your organization. You will learn about using tools such as Outlook, SharePoint, XCM, GoFileRoom, eSynergy, Workflow DMS, Adobe, and others to automate workflow in your organization or CPA firm. Further, you will learn how to integrate workflow tools with document management applications for even greater efficiencies. If you are ready to improve internal control and profitability while reducing costs and errors, then learn about automated workflow.

 

This seminar is new for 2010.

Course Information

CPE Credit:

Recommended for 4 hours Specialized Knowledge and Applications

Instructional
delivery method:

Group - live demo and discussion using color computer projection - NOT a hands-on course 

Prerequisites:

None

Program level:

Intermediate

Advanced preparation:

None

Designed for:

Accountants interested in the benefits of automated workflows 

Who should attend:

Accountants and financial professionals seeking to improve internal control and profitability by automating workflows 

Course Highlights
  • Understanding the concepts behind automated workflow
  • Recognizing flaws in current workflow practices
  • Learning about which workflow tools may be appropriate for your business or CPA firm
  • Integrating workflow tools with document management applications
  • Using even common tools such as Outlook and Adobe to automate workflow
Dates & Locations
Event Date: Location: Sponsor Name:
5/13/2010 Novi, MI Michigan Association of CPAs
5/24/2010 Malvern, PA Pennsylvania Institute of CPAs Foundation
5/26/2010 Cranberry Township, PA Pennsylvania Institute of CPAs Foundation
6/18/2010 Portland, OR Oregon Society of CPAs
6/23/2010 Gulf Shores, AL Alabama Society of CPAs
6/28/2010 Kansas City, KS Kansas Society of CPAs
7/26/2010 St. Louis, MO MSCPA Educational Foundation
9/16/2010 Oklahoma City, OK Oklahoma Society of CPAs
9/24/2010 IL Illinois CPA Foundation
10/4/2010 Indianapolis, IN Indiana CPA Society
10/21/2010 NC North Carolina Association of CPAs
11/3/2010 Albuquerque, NM New Mexico CPA Foundation
11/18/2010 Denver, CO Colorado Society of CPAs
11/19/2010 Greenville, SC South Carolina Association of CPAs

CONTINUING PROFESSIONAL EDUCATION FOR ACCOUNTING AND FINANCIAL PROFESSIONALS

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