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What is an CPAFMA MAPCast?
An CPAFMA MAPCast is a live, interactive 60-minute conference presented over the telephone and over the Internet. You can attend from any location that has telephone and Internet access. You pay just one registration fee for as many participants as you wish at each call/log-in location.

Note that high-speed Internet access is not mandatory – the system works with dial-up but you must have separate connections for the audio and video portions. You may use cell phones for the audio if you have only one connection.

Who presents at an CPAFMA MAPCast?

Your MAPCast will have one or more speakers who are recognized experts on the topic. Conferences typically include a Q&A session; you can ask questions by phone or instant messaging options.

CPE Credits
CPAFMA 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:

MAPCasts with an HR focus have been approved for one recertification credit hour toward PHR and SPHR recertification through the Human Resources Certification Institute (HRCI). For more information about certification or recertification, please visit the HRCI homepage at

What does my registration include?

Your registration includes long-distance charges for the audio portion and log-in to the video presentation. Once logged in, all handouts are downloadable prior to the start of the MAPCast. MAPCasts also include one hour of CPE.



No wasted time. Get right to the heart of the matter in a 60-minute session designed to easily fit into your busy schedule.


No airlines. No travel. No time out of the office. Listen and follow along from the comfort and convenience of your desk or conference room.


A telephone and computer are all the equipment you need. Just dial in and log-in to the system. That's it.

Ideal for multiple attendees.

Use a speakerphone and projector and invite as many people as you want to participate - at no extra cost to you.

CPAFMA MAPCasts are a fraction of the cost of travel and attendance fees for other high-priced conferences or seminars

Optimizing Workflow & Document Management Efficiency - MAPCast

Date: Thursday, June 01, 2017
Time: 02:00 PM ET / 01:00 PM CT / 12:00 PM MT / 11:00 AM PT [Prevailing Time]
Presenter(s): Don Emery, CPA/CA, Director of Client Solutions, Doc.It & Judi Sovanski, Firm Administrator, BWTP PC, CPAFMA member
Objective: In this one-hour session participants will learn about common issues experienced by other firms, how to solve common issues with document management and workflow and how document management and workflow software integrates with the participants firm’s existing software (tax, accounting and bookkeeping, time and billing, etc.).
Field of Study: Production
Program Level: Basic
CPE Credit: 1 Credit Hour

No advanced preparation or prerequisites are required for this course.

Course Description
In this one-hour interactive webinar, Optimizing Workflow & Document Management Efficiency, participants will identify pain points resulting in a tailored demo of a fully-integrated suite of document management and workflow products. The presentation will a “fireside chat” style discussion between Don and Judi about how BWTP uses Doc.It on a daily basis to operate their firm effectively.

This webinar is intended for accounting and tax professionals who want to resolve one or more of the following:

•Improve client service
•Workflow & efficiency
•Time wasted locating documents
•Too many un-integrated software applications

Presenter Bio(s)
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.

Judi Sovanski started working for BWTP P.C. in 2004 in the accounting services department and also handled the firm’s IT. In 2006, Judi was promoted to Firm Administrator. Her key focus is office administration and establishing key policies and procedures to help the firm operate as a cohesive unit. Her main goal is making sure the firm operates efficiently and effectively to serve our client base as best as we can.

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

Delivery System

System requirements to use Adobe Connect:
Adobe Connect only requires that you have an internet connection, a web browser, and Adobe Flash Player version 10.1 or greater to attend a webinar. Adobe Connect supports nearly any operating system including Windows, Macintosh, Linux and Solaris, as well as the most widely used browsers including Internet Explorer, Firefox, Safari, and Chrome.