K2's 2024 Paperless Office - Connecticut Society of CPAs

Overview

The Paperless Office is not a myth! With today’s technology, you have many fantastic options for “going paperless,” In this session, you will learn how to leverage these technologies for better document management and storage practices.

Objectives

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 essential hardware and software requirements for successful document management, including scanners, storage, memory, operating systems, and network considerations
Describe critical data backup, disaster recovery, and business continuity issues and identify key vendors in this area and the solutions they offer

Highlights

The importance of “going paperless”
Key technologies that facilitate a paperless office
Advantages of going paperless
Examples of leading document management systems and processes

Designed For

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

Prerequisites

Fundamental knowledge of computer operations

Preparation

None

Notice

Your webinar can be accessed via https://ctcpas.acpen.com/Account/login https://ctcpas.acpen.com/. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Thomas Stephens Jr., Shareholder, K2 Enterprises, LLC

Leader Bios

Thomas Stephens Jr., Shareholder, K2 Enterprises, LLC

Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. During his professional career, Tommy has gained valuable experience in a variety of positions, including: • Working as an auditor and technology consultant for an Atlanta-based public accounting firm; • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; • Serving as a Chief Financial Officer for an international engineering organization; and • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past twenty-seven years, Tommy has presented over 2,800 educational sessions to over 71,000 participants throughout the United States and Canada. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.

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