K2's 2024 Paperless Office
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.
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
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).
Leader(s):
Leader Bios
Thomas Stephens Jr, 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. 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 2,900 educational sessions to over 73,000 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.
Non-Member Price $275.00
Member Price $225.00