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What is an AAA MAPCast?  A members only PODcast archive of this seminar is now available. Click here to order! The One-Page Paperless Plan Date: Thursday, June 07, 2007 Time: 02:00 PM ET / 01:00 PM CT / 12:00 PM MT / 11:00 AM PT [Prevailing Time] Presenter(s): Roger Mongeon, Vice President of Marketing with Doc.It Corporation Objective: 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 No advanced preparation or prerequisites are required for this course. 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 Bio(s) 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 AAA Members / $40.00 for Non-Members |
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AAA 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: 
This program has been approved for one recertification credit hour 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