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.
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CPE Credit: |
Recommended for 4 hours Specialized Knowledge and Applications |
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Instructional |
Group - live demo and discussion using color computer projection - NOT a hands-on course |
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Prerequisites: |
None |
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Program level: |
Intermediate |
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Advanced preparation: |
None |
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Designed for: |
Accountants interested in the benefits of automated workflows |
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Who should attend: |
Accountants and financial professionals seeking to improve internal control and profitability by automating workflows |
- 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
| 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 |