February 28, 2024


8 Total CPE Credits


Webinar (CA): K2's Paperless Office

  • Instructor

    Thomas Stephens, Jr

Learning Objectives

• Define key paperless terms such as Document Management, Records Management, and Business Process Management
• Estimate the Return on Investment of moving to a paperless environment
• Create a Records Retention Policy appropriate for your organization
• Identify the three components of a successful document management initiative
• List key characteristics of Electronic File Cabinet solutions and Document Management solutions and typical costs associated with these systems
• Identify essential hardware and software requirements for successful document management, including scanners, storage, memory, operating systems and network considerations
• Describe critical data backup, disaster recovery, and business continuity issues and identify key vendors in this area and the solutions they offer

Major Topics

• The importance of "going paperless"
• Key technologies that facilitate a paperless office
• Advantages of going paperless
• Examples of leading document management systems and processes

CPE Credits Available

Total CPE
Information Technology

Things to Know About This Course

Course Level

  • Intermediate


Fundamental knowledge of computer operations

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Accountants and other business professionals who are seeking to improve document management processes in their organizations


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 299 299
  • COCPA Non-Member

    $ 399 399
    Your Price

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