The One-Page Paperless Plan

Date: Thursday, June 7, 2007
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter(s): Roger Mongeon, Vice President of Marketing with Doc.It Corporation
Objective(s):
Introduce the participant to a one-page paperless plan that serves as a reference guide and resource tool for accounting professionals desiring to decrease the inefficiencies and increase productivity of managing client files. This course and accompanying one-page paperless plan will assist participants in making the transition to less paper and greater efficiency.  
Field of Study: Computer Science
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

Have you been trying to ignore the 800-pound gorilla leaning precariously against your office wall? It won't ever go away if you just keep feeding it.

Going paperless or moving towards less paper is more than just scanning documents to eliminate paper. Learn about document management technology that mimics your paper process. If maintaining document integrity, compliance, and workflow efficiency is critical to your business, you cannot afford to miss this course.

Participants will work through a one-page paperless plan to identify critical components to a manageable "less paper" transistion. Reduce towering stacks of paper and PDF files that clutter a server and decrease daily productivity. Learn how the 800-pound gorilla issue can be reduced into a more manageable work-in-progress with assigned workflow, client binders, and readily accessible published archives.

Presenter and Moderator Bios
During the last four years, as Vice President of Marketing for Doc.It Corporation, Roger Mongeon has personally assisted over 150 public accounting firms move towards less paper consumption in the office. He has nurtured a first line relationship with most practices both in the US and Canada and has been involved in complying with their best practices needs.

His understanding of many Accounting firm operations has led him to be the first to admit, in retrospect that not too many years ago all documents in a typical Accounting firm were based in paper. While some firms continue to use file cabinets, much has changed. Many documents are now created electronically and stored on a server or a computer in the office. But still we have that ever-presence pulp file growing in our manila folders, taking on a life of its own!

Mr. Mongeon has demonstrated and shared successful actions an organization or firm needs to execute when taking on this paper tiger dilemma. Many of his suggested solutions provide the client with the assurance of maintaining the integrity and security of their system and files, while decreasing administrative, storage and office supply expenses.

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.