Seminar In-Depth

PDF Documents: What Accountants Need to Know
Course Description

This seminar focuses on how to use Adobe Acrobat for creating and using Portable Document Format (PDF) files. PDF is the recognized standard for exchanging digital documents and has become the standard document format for many electronic document management systems. Understanding how to use PDFs effectively is rapidly becoming a necessary business skill, especially as more and more organizations migrate to paperless environments.

In this seminar, participants will learn how to create and modify PDF documents; run optical character recognition (OCR) on documents to improve searchability; create bookmarks for navigation; send PDFs for review and comment; accumulate comments from multiple reviewers in a single document; secure PDFs with passwords or digital certificates; apply digital signatures; protect PDFs from being modified; redact sensitive data from PDFs; and create and use fillable forms. You don't miss this opportunity to learn a full range of skills for working with PDF documents.

 

"Probably the most informative CPE course I've taken in a while." S.S. CT

"Great course. Great instructor. Great learning experience." R.S., CPA WA

"Wonderful course! Very useful tips. I am leaving with so many ideas on what I can do at our firm, standardizing, cleaning up, streamlining processes." S.P., CPA MN

Course Information

CPE Credit:

Instructional
delivery method:

Prerequisites:


Program level:


Advanced preparation:


Designed for:


Who should attend:

Recommended for 2 hours Accounting and 6 hours Specialized Knowledge and Applications


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

None

Intermediate

None

Accountants and other business professionals who are accountable for information

Anyone who uses or has created PDF files and has a need to better understand and manage digital documents

Course Highlights
  • Review available software tools for creating, modifying, and using PDFs
  • Understand whether to buy Acrobat Standard, Pro, or Pro Extended
  • Create PDFs using the Adobe print driver and the PDF Maker add-in for Office
  • Create PDFs by scanning documents
  • Activate OCR during scanning or after-the-fact
  • Modify, edit, and split PDFs
  • Add headers, footers, and watermarks,
  • Comment and mark up with stamps, sticky notes, call-outs, the typewriter, and highlighter
  • Send PDFs for review and then collect comments from all reviewers in a single document
  • Print or create a PDF summary of comments
  • Catalog and index PDFs for archival storage and retrieval
  • Secure PDFs with password or certificate encryption
  • Create secure PDF envelopes to safely transmit information to clients, customers, or vendors
  • Create a digital certificate and sign documents digitally
  • Examine PDFs for hidden or sensitive information
  • Create, distribute, and extract data from PDF forms             
Dates & Locations
Event Date: Location: Sponsor Name:
6/3/2010 Phoenix, AZ Arizona Society of CPAs
6/10/2010 Ridgeland, MS Mississippi Society of CPAs
6/24/2010 Louisville, KY Kentucky Society of CPAs
7/21/2010 Missoula, MT Montana Society of CPAs
8/5/2010 Columbia, MO MSCPA Educational Foundation
8/17/2010 Columbus, OH Ohio Society of CPAs
8/18/2010 Oklahoma City, OK Oklahoma Society of CPAs
8/20/2010 Salt Lake City, UT Utah Association of CPAs
9/15/2010 Cleveland, OH Ohio Society of CPAs
9/16/2010 Kenner, LA Society of Louisiana CPAs
9/24/2010 MN Minnesota Society of CPAs
10/7/2010 Cincinnati, OH Ohio Society of CPAs
11/4/2010 Albuquerque, NM New Mexico CPA Foundation
12/13/2010 Manchester, NH New Hampshire Society of CPAs

CONTINUING PROFESSIONAL EDUCATION FOR ACCOUNTING AND FINANCIAL PROFESSIONALS

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