Seminar In-Depth
Document Management Forum
:: The Most You Can Learn about Content Management in One Day
Course Description

This forum is an exciting and informative overview of document management products and services. Leading vendors in the document management and enterprise content management industry will be moderated by professional consultants with over 25 years of experience in solving the everyday problems faced by businesses and CPA firms alike. In an environment that is not sales-oriented, this is your chance to hear about and to see the latest products and approaches to solving your content management problems. Even if you are happy with your current solution, you will be surprised at how new features in other products can help you run your business more profitably. You will take away ideas that you can apply in your business the very next day.

The course provides an overview of the key content management applications available for document storage and retrieval, records retention management, e-mail management, and integration into portals. Solution providers will discuss their products in moderated 20-minute segments to keep the content moving rapidly and on topic. Examples of vendors and products represented include Interwoven WorkSite, OnBase, Altec doc-link, Laserfiche, Conarc iChannel, Thomson Reuters GoFileRoom, CCH Pro Series fx Document, Doc-It DM, Acct1st, ABBYY, Nuance, Adobe, XCM Workflow Solutions, Fujitsu, Hewlett-Packard, Microsoft, and others.

 

"Very helpful course. It is great to see the options & technology that is available. Thanks." C.S. WA

"Very good overview of all the aspects of document management." J.E. AZ

Course Information

CPE Credit:

Instructional
delivery method:

Prerequisites:


Program level:


Advanced preparation:


Designed for:


Who should attend:

Recommended for 8 hours Business Management and Organization

Group - live demo and discussion using color computer projection - NOT a hands-on course


None

Intermediate

None

Accountants and other business professionals who are responsible for providing accurate, relevant, and timely business management information

CFOs, Controllers, CEOs, CIOs, other senior managers, and practitioners who advise and assist their clients in improving business operations 

Course Highlights
  • Understand the components of content management: acquisition, storage, retrieval, workflow
  • Learn who the top vendors of paperless products are
  • Choose production quality scanners and understand why you should use them
  • Understand the real cost of paper - why go digital, lost documents, filing expense, and other issues
  • Comply with regulations in your document imaging system
  • Understand the business opportunities with portals
  • Discover how workflow can help manage your firm
  • Learn how records retention policies can be managed by systems
  • Protect your system with the right storage, backup, and other hardware changes
Dates & Locations
Event Date: Location: Sponsor Name:
9/10/2010 Atlanta, GA Georgia Society of CPAs
9/22/2010 Roseland, NJ NJSCPA Education Foundation, Inc.
10/8/2010 Kenner, LA Society of Louisiana CPAs
10/22/2010 Winston-Salem, NC North Carolina Association of CPAs

CONTINUING PROFESSIONAL EDUCATION FOR ACCOUNTING AND FINANCIAL PROFESSIONALS

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