Lean Six Sigma: Improve Tax Process Workflow & Document Management

Date: Tuesday, May 15, 2018
Time: 11:00 AM ET / 10:00 AM CT / 09:00 AM MT / 08:00 AM PT [Prevailing Time]
Presenter(s): Troy Altomare, Green Belt, Lean Six Sigma and Senior Client Solutions Specialist, Doc.It
Objective(s):
• Learn about the origins of Six Sigma and LSS
• Learn about the DMAIC Model and tax work
• Learn about tax processes that lead to waste
• Learn about LSS and the tax process
• Experience a product demonstration showcasing the impact on a tax practice when DMS software handles workflow flexibility, digital work binders versus paper files and document naming conventions.
• Learn how improper handling of documents (e.g. financial statements) impacts search for files
• Learn about the LSS 5S Tool
Field of Study: Specialized Knowledge and Applications
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, Lean Six Sigma: Improve Tax Process Workflow & Document Management, explores an introduction of Lean Six Sigma (LSS) as it relates to the tax process. Attendees who will benefit most from this presentation are those who want to incorporate LSS framework into their practice, or those interested in a first look at how LSS applies to the CPA practice.

Presenter and Moderator Bios
Prior to Doc.It, Troy Altomare served as IT Manager for Gregory, Sharer & Stuart, P.A.. In addition to being certified as a LSS Green Belt, Troy has extensive experience with large infrastructure projects, project management, network infrastructure, network switching, server virtualization, server configuration, software optimization, policies and procedures and IT documentation.

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.