Self-Study
2
Overview
Business Mgmnt and Org
There are no prerequisites.

Course Description

One of the greatest opportunities of this decade is improving your firm by focusing on processes and procedures to allocate your resources in an optimum way. Automated workflow tools can assist with scheduling and due date monitoring as well as controlling documents, portals, and electronic delivery of documents. Maybe you have heard that workflow can help your firm, but haven't been able to find an authoritative CPE course to provide guidance. Attend this session to understand the options and approaches available.



Instructor

K2 Enterprises (Randolph P. (Randy) Johnston, MCS)

Randy Johnston is a nationally recognized educator, consultant, and writer with over 30 years’ experience in strategic technology planning, accounting software selection, paperless systems, systems and network integration, business continuity and disaster recovery planning, business development and management, process engineering and outsourced managed services. A consultant for high profile technology vendors, Randy delivers national seminars to CPAs, business groups, and IT leaders on technologies in accounting, healthcare, and banking. He also creates articles on over 30 technology topics including CPA firm technology, cloud technology, business continuity, accounting software, and business strategies leveraging technology. Accounting Today listed Randy as one of its Top 100 Most Influential People from 2004–2015. In 2011, CPA Practice Advisor acknowledged Randy in the Accounting Hall of Fame and as a Top 25 Thought Leader from 2011–2016. For the past 29 years, Randy has been a featured speaker at the AICPA Technology Conference. In addition to these recognitions, Who’s Who in Business & Industry has acknowledged Randy as a leading business and computing professional.



Course Specifics

Business Mgmnt and Org
Sep 5, 2017
There are no prerequisites.
SS6161272
None


Compliance Information

103220
Qualifies for CA Fraud: No


Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify key concepts and processes to improve workflow management, noting specific solutions and hurdles to overcome
  • Recognize simplified processes for managing projects and engagements, including workflow diagramming, mapping techniques, and project management tools
  • Recognize the elements of document-based workflow and customer relationship management, noting terminology, security, and delivery methods of documents to protect firms
  • Identify procedures and computer software that help optimize resource allocation


Choose Your Preferred Format


Online Access

Get immediate access to a robust collection of learning and reference materials, allowing you to dive deep into the information you need. Our self-study materials are authored by top-quality, industry experts who focus on helping you grasp concepts quickly using real-life examples. Download your CPE to any device, and take it with you so you can learn when and wherever you want. Complete your CPE with an online exam, and enjoy instant grading with the option to print your certificate immediately upon passing.

online access
Hard Copy

Our self-study materials are authored by top-quality, industry experts. You’ll receive a bound notebook of all the course materials, shipped to you within one business day. In addition, you’ll also have full online access. Each self-study package includes a robust collection of learning and reference materials to help you cover the information efficiently and put it into practice immediately.

hard copy
Self-Study Video

Experience high-quality instruction with our Self-Study Videos, available to you 24/7. With more than 80+ videos currently in the Western CPE Self-Study Video library, you can see and hear our expert instructors deliver the information you need in a dynamic way that allows you to immediately apply your learning. Unlike a live course or webcast, you can complete the course on your own time, playing and pausing as needed. Self-Study Videos allow you to complete your CPE requirements on your own time.

hard copy


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