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Live Webcast Replay

K2’s Paperless Office - New


Total Credits: 8 including 8 Information Technology - Technical

Average Rating:
   5
Category:
ACPEN Industry Institute |  Industry |  Technology
Faculty:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
8 hours
License:
Access for 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


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 workflow efficiency? Of course you would, and with a bit of planning and guidance, you will be on your way to realizing these and other benefits associated with a paperless office. Of course, no one expects a completely “paperless” office, but reducing the amount of paper we shuffle can lead to tremendous rewards. 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 to implement more sophisticated and comprehensive document management systems – complete with automated workflow processing – appropriate for larger offices and organizations. Your instructor will guide you through issues such as digitizing paper files, exporting and importing data from specialized applications into a document management system, essential 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.

Basic Course Information

Learning 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

Major Subjects

 

  • Computer Software
  • Document Management
  • Information Technology

 


Course Materials

Faculty

Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related seminars and products

Shareholder

K2 Enterprises


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. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.

Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. 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.


Dates

Thu, Aug 12, 2021 - 09:30am to 05:10pm EDT
Sat, Aug 21, 2021 - 11:00am to 06:40pm EDT
Sat, Sep 11, 2021 - 09:30am to 05:10pm EDT
Tue, Sep 21, 2021 - 11:00am to 06:40pm EDT
Tue, Oct 12, 2021 - 09:30am to 05:10pm EDT
Thu, Oct 21, 2021 - 11:00am to 06:40pm EDT
Fri, Nov 12, 2021 - 09:30am to 05:10pm EST
Mon, Nov 15, 2021 - 11:00am to 06:40pm EST
Mon, Dec 13, 2021 - 09:30am to 05:10pm EST
Tue, Dec 21, 2021 - 11:00am to 06:40pm EST
Mon, Jan 03, 2022 - 10:00am to 05:40pm EST
Thu, Jan 20, 2022 - 10:00am to 05:40pm EST
Mon, Feb 07, 2022 - 10:00am to 05:40pm EST
Thu, Feb 17, 2022 - 10:00am to 05:40pm EST
Mon, Mar 07, 2022 - 10:00am to 05:40pm EST
Thu, Mar 17, 2022 - 10:00am to 05:40pm EDT
Mon, Apr 04, 2022 - 10:00am to 05:40pm EDT
Thu, Apr 21, 2022 - 10:00am to 05:40pm EDT
Mon, May 02, 2022 - 10:00am to 05:40pm EDT
Thu, May 19, 2022 - 10:00am to 05:40pm EDT
Mon, Jun 06, 2022 - 10:00am to 05:40pm EDT
Thu, Jun 16, 2022 - 10:00am to 05:40pm EDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 6/22/2021
Prerequisites Fundamental knowledge of computer operations
Advanced Preparation None
Designed For Accountants and other business professionals who are seeking to improve document management processes in their organizations
Course Developer K2 Enterprises
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration

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