Your Seamless Transition to Digital Document Management

Date: Wednesday, December 14, 2005
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter(s): Roger Mongeon, Director of Business Development, Doc-It, Inc.
Objective(s):
This course will provide participants with a brief introduction of the Doc-It Document Management and Archiving Solution including Doc-It's theory on the paperless accounting firm. Following the introduction, the steps toward a seamless roll-out of a document management solution will be reviewed and a demo of software working with emails, personal tax and engagements will be presented.
Field of Study: Management
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.

Course Description

This course will provide participants with a brief introduction of the Doc-It Document Management and Archiving Solution including Doc-It's theory on the paperless accounting firm. Following the introduction, the steps toward a seamless roll-out of a document management solution will be reviewed and a demo of software working with emails, personal tax and engagements will be presented.

Presenter and Moderator Bios
Roger has extensive experience working with a wide range of organization sizes providing turnkey solutions to workflow automation and productivity improvement. After a career as principal and co-owner of a $15M/p.a. manufacturing and distribution company providing work apparel across Canada, Roger began working with organizations from small firms to Fortune 500 corporations, providing administrative workflow enabling tools to enhance customer service and reduce operating costs. These technologies related to CRM, ERP, document management and call centre systems.

Roger has lived in Ancaster, Ontario, Canada with his wife, Maggie for over 20 years. They have four children.

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.