MAPCast Lean Six Sigma: Three Areas in Your Firm That Need Attention

Date: Thursday, May 06, 2021
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter(s): Troy Altomare, Kevin Sharma, Frankie Basolini
Objective: Learning Objectives:
Learn about the origins of LSS
Learn about tax processes that lead to waste
Learn about LSS and the tax process
Learn how to identify bottlenecks in your daily processes
Learn about Process Mapping and where your waste stems
Field of Study: Business Management & Organization
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
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Course Description
This interactive webinar 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 the LSS framework into their practice, or those interested in a first look at how LSS applies to the CPA practice.

Presenter Bio(s)
Troy Altomare- Prior to Doc.It, Troy served as IT Manager for Gregory, Sharer & Stuart, P.A.. In addition to being certified as an 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.

Kevin Sharma- Kevin is the Director of Sales and Marketing at Doc.It. Since 2012, he has helped hundreds of accounting firms improve efficiency, enhance data security and elevate their client service with Doc.It's suite of document management, workflow, PDF Editor, and web portal tools.

Frankie Basolini- Frankie is a Business Development Representative for Doc.It. He provides guidance to firms to help them find the solution that best fits their unique needs.

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.