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Webinar

K2's Paperless Office

Saturday, May 17, 2025
9 a.m.-5 p.m. Central
8 CPE (8 technical)

Course code: 25WA-1299
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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.

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

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

Who should take this program?

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

Pricing

Standard Member Fee $225.00
checkmark Standard Nonmember Fee $225.00
Our records indicate you are a nonmember. If you register, you will be charged $225.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Register Me     Register Multiple

Firm administrators: Please log in before starting the employee registration process.

More program information

Instructor Tommy Stephens, CPA, CITP, CGMA
Location Online
Area
of study
Information technology
Field(s)
of study
Information Technology - Technical (8.0)
Level Intermediate
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. Fundamental knowledge of computer operations
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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