Online Seminar

Paperless Office

DEC 09 - Dec 10, 2021

Online

DATE

DEC 09 - DEC 10

2021

TIME

8:30 AM - 12:30 PM

WHO CAN ATTEND

All

PD HOURS

7.5 Hours

ETHICS HOURS

0 Hours

STATUS

Registration closed on

Dec 06, 2021

EVENT DESCRIPTION

SCHEDULE

  • Thursday, December 9, 2021, 8:30am - 12:30pm
  • Friday, December 10, 2021, 8:30am - 12:30pm
  • 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 efficiency in workflow? Of course you would, and with a little planning and guidance, you will be on your way to realizing these and other benefits associated with a paperless office. No one expects a completely “paperless” office, but reducing the amount of paper we shuffle can lead to tremendous rewards and in this course, you will learn best practices and proven processes for effective document management.

    By participating in this program, you will learn how you can implement simple, inexpensive document management systems at an individual, work group, or small business level. You will also learn how you can implement more sophisticated and comprehensive document management systems – complete with automated workflow processing – that would be appropriate for larger offices and organizations. Your instructor will guide you through issues such as digitizing hard copy files, exporting and importing data from specialized applications into a document management system, key 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 of how to implement your own version of the Paperless Office.

    LEARNING OUTCOMES:

    At the end of this seminar, participants should be able to:

    • 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 key hardware and software requirements for successful document management, including scanners, storage, memory, operating systems, and network considerations
    • Describe key data backup, disaster recovery, and business continuity issues and identify key vendors in this area and the solutions they offer

    WHO WILL BENEFIT

    Accountants and other business professionals who are seeking to improve document management processes in their organizations.

    PRICING

    $325.00 Personal Passport

    $380.00 Organization Passport

    $479.00 Member

    $479.00 Student

    $589.00 Public

    Status: Registration closed on Dec 06, 2021

    LOCATION

    Online

    SPEAKER(S) BIO

    K2E Canada Inc, and its US partner K2 Enterprises is the pre-eminent provider of technology-focused continuing professional education to accountants and other professionals in Canada and the United States. We offer seminars on Excel, Word, PowerPoint, Outlook and Access. In addition; our catalogue includes seminars on Internal Controls, Cloud Computing, Tech Tools to Prevent Fraud, Adobe PDF and overviews of current technology for accountants.

    SPECIAL INSTRUCTIONS

    • Participants should have a fundamental knowledge of computer operations
    • Group-live demo and discussion

    This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.

    Electronic material can be accessed one week prior to the course at https://pdlms.cpaontario.ca/ and should be downloaded in advance.

    Registration, cancellation, withdrawal and all other CPA Ontario PD Seminar policies can be found here.