In the past few years, workflow has steadily climbed the list of the AICPA's Top Ten Technology Initiatives. You may still be wondering what it is and why it matters to your firm. We will examine the competing and complementary approaches to workflow to help you determine which is best for your firm.
Presenter, Glen Keenan, is the President of Xpitax and its sister company XCM Solutions, LLC, the leader in workflow automation software. He specialized in the paperless workpaper environment, internal controls and risk assessment.
Evaluate the business case for implementing a paperless workflow
Examine the various competing and complimentary workflow technologies
How to set up a digital workflow for greater practice efficiency
Benefits of Attending
Learn best practices in process standardization from firms that have successfully implemented tools, techniques, and technologies to realize greater efficiency
Gain a better understanding of paperless workflow technologies and available resources for assessing options for your organization
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This recording does not qualify for CPE credit.
All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or [email protected].
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Presenter, Glen Keenan, is the President of Xpitax and its sister company XCM Solutions, LLC, the leader in workflow automation software. He specialized in the paperless workpaper environment, internal controls and risk assessment.
