Solving Your Firm's Issues with Document Management & Workflow

Date: Tuesday, July 19, 2016
Time: 03:00 PM ET / 02:00 PM CT / 01:00 PM MT / 12:00 PM PT [Prevailing Time]
Presenter(s): Don Emery, CPA/CA, Director of Client Solutions
Objective(s):
• Learn about common issues experienced by firms of all sizes.
• Learn how document management, document storage and workflow resolve many of the most common issues.
• Learn how document management and workflow software fits into your firm and works with your existing software (tax, accounting and bookkeeping, time & billing, etc).
• Experience a product demonstration of software showcasing how practitioners can resolve the most common issues.
Field of Study: Accounting
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
Watch Recording

Course Description

This interactive webinar explores a collection of common issues practitioners struggle. The webinar begins with attendees identifying areas of greatest concern, resulting in a tailored learning experience. The presenter will demonstrate a full suite of document management, workflow and document storage products.

Who should attend? CPAFMA Firm members who are accounting and tax professionals working in a public accounting practice with 3 or more staff.

Attendees who benefit most from this webinar are partners, shareholders, owners, managers and IT Directors who can identify with and want to resolve one or more of the following issues:

• Improve client service and never make a high-value client wait
• Lack of time to build high-value services areas
• Workflow and efficiency
• Data security
• Email management
• Data is stored in too many locations
• Too many disparate software applications being used in the practice
• Time wasted on lost documents
• One trusted source for data in the event of an audit

Presenter and Moderator Bios
Don Emery, CPA/CA is Doc.It’s Director of Client Solutions, reporting to the CEO. Don assists customers with various issues and provides implementation consulting services to clients. Don leads the North America business development team. Don joined Doc.It in 2009 as an Implementation Specialist and was named Director of Client Solutions in 2012.
Prior to Doc.It from 1998 – 2009 Don worked for Streamline Information Systems Limited in a number of roles including President, Vice President of Services, Sales Territory Manager, and Manager of Finance and Administration. Don was instrumental in assisting the owners with selling the business in 2007. From 1993 – 1998 Don worked for JNE Consulting Limited in a number of roles including the head of finance, human resources, IT and property management branches of an engineering company with offices in multiple countries. Don was instrumental in supporting the growth of the organization from35 to 255 employees during a 5-year period. Don has worked for the Government of Bermuda and the Regional Municipality of Hamilton Wentworth where he was a supervisor of payroll, pensions and benefit administration. Don also worked in an accounting firm from 1982 – 1987 where he was the supervisor of Audit Services.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the MAPCast’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the MAPCast recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.