Would you like to find important documents in 10 seconds or less? Of course you would! At the very least, you would like to have secure, reliable access to information more rapidly than you have today while reducing storage space requirements and costs. No one expects a completely “paperless” office, but everyone would like to have much “less paper” to manage! This course will use best practice methods and demonstrate proven processes for document management.
The instructor will guide you through the file organization and retention process from simple, inexpensive systems costing a few hundred dollars to comprehensive options complete with workflow. Example topics include how to integrate digitized hardcopy files with documents that already exist in your system, such as Word, Excel, and Outlook e-mail files and how to manage long-term electronic file systems. There will be discussion on exporting and importing data from specialized applications such as tax or accounting software into a total document management solution. Considerations for implementing paperless audits will be included. You will leave this seminar with a comprehensive understanding of your options and a clear direction of how to implement your own version of the Paperless Office.
The course will begin with understanding paperless issues and how to best organize your paper and electronic documents today. It then moves on to suggest what options are best for you to eliminate paper, what documents to maintain electronically, and how to retire expired documents. The goal is to improve productivity and reduce cost.
Course Information:
CPE Credit: Recommended 8 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 and other business professionals who are accountable for information
Who should attend: CFO, Controller, CEO, CIO, and senior managers in general
Course Highlights:
- Understand the real cost of paper – why go digital, lost documents, filing expense, and other issues
- Comply with regulations in your document imaging system
- Organize your file room and electronic images
- Capture optical images - retrieval techniques including storage and indexing
- Choose electronic file cabinet solutions from off the shelf or grow your own
- Create the right mind set in your office - coping with the cultural change
- Learn who the top vendors of paperless products are
- Understand the components of Content Management: Acquisition, Storage, Retrieval, Workflow
- Choose production quality scanners and understand why you should use them
- Protect your system with the right storage, backup, and other hardware changes
Dates & Locations:
| Event Date: |
Location: |
Sponsor Name: |
| 6/3/2008 |
Rocky Hill, CT |
Education&Research Foundation of the CT Society of CPAs |
| 6/5/2008 |
Phoenix, AZ |
Arizona Society of CPAs |
| 7/17/2008 |
Denver, CO |
Colorado Society of CPAs |
| 7/18/2008 |
Austin, TX |
Texas Society of CPAs |
| 7/23/2008 |
Louisville, KY |
Kentucky Society of CPAs |
| 7/30/2008 |
San Jose, CA |
California CPA Education Foundation |
| 8/12/2008 |
Fort Worth, TX |
Texas Society of CPAs |
| 8/26/2008 |
Casper, WY |
Wyoming Society of CPAs |
| 8/26/2008 |
Lincoln, NE |
Nebraska Society of CPAs |
| 8/26/2008 |
Los Angeles, CA |
California CPA Education Foundation |
| 8/27/2008 |
Greensboro, NC |
North Carolina Association of CPAs |
| 8/28/2008 |
Indianapolis, IN |
Indiana CPA Society |
| 8/28/2008 |
Knoxville, TN |
Tennessee Society of CPAs |
| 9/3/2008 |
Montgomery, AL |
Alabama Society of CPAs |
| 9/9/2008 |
Baton Rouge, LA |
Society of Louisiana CPAs |
| 9/17/2008 |
Madison, WI |
Wisconsin Institute of CPAs |
| 10/7/2008 |
MI |
Michigan Association of CPAs |
| 10/22/2008 |
Albuquerque, NM |
New Mexico CPA Foundation |
| 10/24/2008 |
Roseland, NJ |
NJSCPA Education Foundation, Inc. |
| 10/27/2008 |
Grand Junction, CO |
Colorado Society of CPAs |
| 10/28/2008 |
Steamboat, CO |
Colorado Society of CPAs |
| 11/5/2008 |
Bellevue, WA |
Washington Society of CPAs |
| 11/14/2008 |
Portland, OR |
Oregon Society of CPAs |
| 11/19/2008 |
Bloomington, MN |
Minnesota Society of CPAs |
| 11/20/2008 |
Manchester, NH |
New Hampshire Society of CPAs |
