Live Webinar

65-minute live streaming program
  • August 10
  • 1:00 - 2:05 pm EST

Four Essential Best Practices of Document Management for Any Business Owner

August 10

Understand the importance of document management and learn best practices that apply.

Every organization uses some form of document management to store documents and other electronic content. Unfortunately, far too many organizations cannot find that same content when it is needed most. The content may reside in silos with varying levels of organization and oversight, or it may reside in a single location that has evolved into an unmanageable mess. This course will help business owners understand the importance of document management and will offer four best practices that apply to document management in any business. It will discuss the essential features of document management and the best ways to use those features. It will explore where documents can be stored as well as how document management makes it easier to comply with your various legal obligations. Finally, it will provide a roadmap for improving document management within your business.

Learning Objectives

  • You will be able to define document management.
  • You will be able to describe the benefits of document management.
  • You will be able to discuss the differences between various document management systems.
  • You will be able to explain how document management makes it easier to find documents quickly and easily.

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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

What Is Document Management? (10 minutes)
  • Document Management Defined
  • Styles of Document Management
Features of Document Management (15 minutes)
  • Organizing Your Documents
  • The Three Searches
  • Securing Your Documents
Where to Store Your Documents (10 minutes)
  • Local vs. Cloud Storage
  • Benefits of the Cloud
  • Are Your Documents Safe in the Cloud?
Legal and Ethical Considerations (10 minutes)
  • Legal Disputes
  • Document Retention
Making Your Document Management Project a Success (15 minutes)
  • Know Your Needs
  • Know Your Team
  • Do It Right
Questions and Answers (5 minutes)
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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • ASAP PACE 0.1
     
  • This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
     
  • IAAP 1.0
     
  • All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.0.
     
  • CPE 1.2 including Business Management and Organization 1.2
     
  • Lorman Education Services 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 web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.2 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Business Management and Organization for 1.2 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     

Who should attend?

This live webinar is designed for owners, presidents, CEOs, COOs, CPAs, office managers, administrative professionals, accounting/finance professionals, HR professionals, and anyone else who has a paper-heavy profession.

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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Jeffrey S. Krause, Esq.

Jeffrey S. Krause, Esq.

Affinity Consulting Group

  • Senior Consultant with Affinity Consulting
  • Document management and business process
  • Over two decades helping other lawyers find the right technology and use it the right way
  • Frequent author and speaker for bar associations across the United States
  • Member of the American Bar Association and Wisconsin State Bar
  • J.D. degree, Marquette University Law School, Milwaukee, Wisconsin
  • Can be contacted at [email protected] or on LinkedIn @jeffreyskrause
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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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  • State Specific Credit Tracker
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Product ID: 409959
Published 2022
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