K2's Paperless Office
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Virtual
8.00 Credits
Member Price $309.00
Non-Member Price $459.00
Overview
You could pay $0 for this course!
This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1138584. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.
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
Prerequisites
Fundamental knowledge of computer operations
Designed For
Accountants and other business professionals who are seeking to improve document management processes in their organizations
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
Preparation
None
Leader(s):
Leader Bios
Steve Yoss, K2 Enterprises
Stephen M. Yoss, Jr., CPA, MS is a certified public accountant, the partner, and principal of Devmatics, LLC, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.
Non-Member Price $459.00
Member Price $309.00