K2's 2024 Paperless Office
Online
8.00 Credits
Member Price $225.00
Non-Member Price $275.00
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/loginhttps://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.
Leader(s):
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 2,900 educational sessions to over 73,000 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.
Non-Member Price $275.00
Member Price $225.00