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Using e-Signature Software to Process Agreements-Updated

Monday, January 6
 4:00pm - 6:00pm

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2.00 Credits

Member Price $89.00

Non-Member Price $124.00

Overview

Transforming your practice or business to a digital model is a journey, not a destination. There are some digital initiatives that require a great deal of time and money to deploy. There are also many “low hanging fruit” initiatives that are relatively easy and inexpensive to deploy. E-signature software is a perfect example of the latter. John Higgins, a nationally recognized leader in accounting technology, will guide you through the process of evaluating, selecting and implementing e-signature software to streamline a solution, and secure your document signing processes. You will be surprised to discover how easy it is to take your engagement letter and contract signing workflow digital. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives

After attending this presentation you will be able to...

  • Identify the key features to look for in e-signature software.
  • Distinguish between the features of top selling e-signature applications.
  • Recognize best practices for deploying e-signature software.

Highlights

The major topics covered in this course include:

  • Review of the digital document signing process.
  • Key features to evaluate in selecting a solution.
  • Review and distinguish top selling e-signature applications.
  • Best practices for deploying e-signature software in your practice or business.

Designed For

Anyone who uses email or postal email to process documents for signature and counter signature.

Prerequisites

None

Preparation

None

Notice

You will receive an email from CPA Crossings via Webex with instructions to access the webinar.

Leader(s):

Leader Bios

John Higgins, Higgins Advisory, LLC

John is the founder and CEO of Higgins Advisory, LLC, established with the mission of helping CPAs, CFOs and other financial professionals to successfully guide their firms and business organizations through a successful digital transformation. John believes that the key to success today, and in the future, lies in leveraging the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more.

John is a seasoned entrepreneur with experience, founding two separate accounting technology advisory firms that were acquired by larger organizations. In addition, he has experience with a local CPA firm as well as a technology advisory practice leader partner in a national CPA firm.

As a nationally recognized thought leader, John shares his expertise as a strategic advisor and speaker on accounting technology through coaching and speaking engagements. His primary contribution to the CPA profession is his passion for helping the profession move forward through the understanding and adoption of emerging technologies.

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Non-Member Price $124.00

Member Price $89.00