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Live Webcast Replay

K2's 2024 Paperless Office


Total Credits: 8 including 8 Information Technology - Technical

Average Rating:
   12
Categories:
ACPEN Industry Institute |  Technology
Faculty:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
8 Hours
License:
Product Setting: Expires 30 day(s) after program date.

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


Description

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.

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

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

Mon, Dec 09, 2024 - 10:00am to 05:37pm EST
Fri, Dec 20, 2024 - 12:00pm to 07:37pm EST
Mon, Dec 30, 2024 - 10:00am to 05:37pm EST
Sat, Jan 04, 2025 - 12:00pm to 07:37pm EST
Thu, Jan 23, 2025 - 10:00am to 05:37pm EST
Wed, Feb 12, 2025 - 12:00pm to 07:37pm EST
Fri, Feb 21, 2025 - 10:00am to 05:37pm EST
Sat, Mar 08, 2025 - 12:00pm to 07:37pm EST
Fri, Mar 28, 2025 - 10:00am to 05:37pm EDT
Thu, Apr 10, 2025 - 12:00pm to 07:37pm EDT
Fri, Apr 25, 2025 - 10:00am to 05:37pm EDT
Tue, May 06, 2025 - 12:00pm to 07:37pm EDT
Sat, May 17, 2025 - 10:00am to 05:37pm EDT

Additional Info

Basic Course Information

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

 


Original Recording Date

05/01/2024

 


Yellow Book

No


Course Developer

K2 Enterprises


Date Added to Catalog

02/02/2024


Additional Information

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


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


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. 


Reviews

5
4
3
2
1

Overall:      4.8

Total Reviews: 12

Comments

Adam K

"Thank you!"

Cheryl Z - OAKVILLE, California

"Lots of great information and reaources."

Patricia F

"Instructor was extremely knowledgeable. I would take another class from him. "