How Does My Job Change in a Paperless Practice?

Date: Wednesday, November 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 for Doc.IT Corporation
Objective(s):
Digital document management technology changes job tasks in an accounting firm. Participants will be introduced to an at-a-glance graphic overview of how document management paperless technology affects workflow and job tasks in an accounting firm.

Participants can utilize this at-a-glance image to follow job tasks in the paperless process of workflow as paper or electronic files enter and are routed through a firm, until they are securely archived and stored for the designated retention period.
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

Learn about workflow and how administrative staff, junior partners, and partners' jobs changes in a paperless office. Attend this MAPCast and learn using a one-page at-a-glance image of the paperless process, providing an easy to follow workflow timeline. Learn how job tasks change, starting with digital or paper files entering a firm to the point of securely stored digital client archives.

Presenter and Moderator Bios
During the last four years, as Vice President of Marketing for Doc.It, Roger Mongeon has personally assisted over 150 public accounting firms move towards less paper (or paperless). He has a first line relationship with most practices and has been instrumental in understanding best practices for leading edge accountants within the United States and Canada.

Mr. Mongeon understands Accounting firm operations and realizes 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 of the documents are created in electronic format and stored on the computer. This may include personal and corporate tax forms, correspondence, spreadsheets, government forms, faxes, e-mails, financial statements, accounting reports, time & billing reports and Web-based documents, to mention a few.

Mr. Mongeon has demonstrated a consistent history of success in assisting Accounting firms' transition to less paper. His professional achievements are deeply rooted in providing "less paper" solutions that allow firms to maintain 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.

What is an CPAFMA MAPCast?
An CPAFMA MAPCast is a live, interactive 30 or 60-minute conference presented over the Internet. You can attend from any location that has Internet access from any device. You pay just one registration fee for as many participants as you wish at each location.

Note that high-speed Internet access is not mandatory.

Who presents at an CPAFMA MAPCast?
Your MAPCast will have one or more speakers who are recognized experts on the topic. MAPCasts typically include a Q&A session; you can ask questions by audio or chat 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: www.nasbaregistry.org.

MAPCasts with an HR focus have been approved for recertification credit hours 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 www.hrci.org. 

MAPCasts qualify for Public Accounting Firm Manager (PAFM) continuing education credit through the CPA Firm Management Association (CPAFMA). For more information about certification or recertification, please visit the PAFM section of this website.

Why CPAFMA MAPCasts?

Fast.
No wasted time. Get right to the heart of the matter in a 30 or 60-minute session designed to easily fit into your busy schedule.

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

Easy.
A device with an Internet connection is all you need. If your device does not have sound capabilities, the ability to dial in from a telephone is available.

Ideal for multiple attendees.
Use a speakerphone and projector/monitor and invite as many people as you want to participate - at no extra cost to you.

Affordable.
CPAFMA MAPCasts are a fraction of the cost of travel and attendance fees for other high-priced conferences or seminars. PAFMs attend for free. PCPS members are able to register at the CPAFMA member rate.

CPAFMA has partnered with the AICPA PCPS to offer PCPS members the same member rate for MAPCasts. PCPS members should indicate their membership when registering.