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22WC-0974: K2's Paperless Office (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Date Tuesday, December 13, 2022
Time 10:00am - 5:30pm
Central Time
Location Online
CPE credits CPE 8.0
Field(s)
of study
Information Technology - Technical (8.0)
Instructor Thomas Stephens, CPA.CITP, CGMA
K2 Enterprises
Fees
Standard Member Fee $289.00
Standard Nonmember Fee $389.00

Description

Would you like to find important documents in 10 seconds or less? Would you like to ensure that all your digital information is safe and secure? Would you like to improve efficiency in workflow? Of course you would, and with a little planning and guidance, you will be on your way to realizing these and other benefits associated with a paperless office. No one expects a completely "paperless" office, but reducing the amount of paper we shuffle can lead to tremendous rewards and in this course, you will learn best practices and proven processes for effective document management. By participating in this program, you will learn how to implement simple, inexpensive document management systems at an individual, workgroup, or small business level. You will also learn how you can implement more sophisticated and comprehensive document management systems - complete with automated workflow processing - that would be appropriate for larger offices and organizations. Your instructor will guide you through issues such as digitizing hard copy files, exporting and importing data from specialized applications into a document management system, key hardware and software considerations, and the policies necessary to facilitate a successful office. Upon completing this course, you will have a comprehensive understanding of your options and a clear direction for implementing your version of the Paperless Office.

Who should take this program?

Accountants and other business professionals who are seeking to improve document management processes in their organizations

Major subjects

  • Document Management, Records Management and Business Process Management
  • Return on Investment
  • Records Retention Policy
  • Successful document management initiative
  • Electronic File Cabinet and Document Management
  • Hardware and software requirements
  • Data backup, disaster recovery and business continuity

Learning objective(s)

  • Define key paperless terms such as Document Management, Records Management, and Business Process Management
  • Estimate the Return on Investment of moving to a paperless environment
  • Create a Records Retention Policy appropriate for your organization
  • Identify the three components of a successful document management initiative
  • List key characteristics of Electronic File Cabinet solutions and Document Management solutions and typical costs associated with these systems
  • Identify key hardware and software requirements for successful document management, including scanners, storage, memory, operating systems, and network considerations
  • Describe key data backup, disaster recovery, and business continuity issues and identify key vendors in this area and the solutions they offer

Notes:

Course code Code 22WC-0974
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Level Intermediate
Format Group Internet Based
Prerequisites Prereq. Fundamental knowledge of computer operations
Advance
prep
None

If you have questions about this event, please call us at 952-831-2707.

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