K2's Top PDF Features You Should Know Webcast | 4193607I

Date :
October 11, 2019 9:00 AM - 12:30 PM
Location :
Webcast
Facility :
Webcast Rebroadcast
Level of Difficulty :
Intermediate
Member Price :
150.00
Nonmember Price :
201.00
CPE Credits :
CPE 4.00
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Stop struggling with PDFs. Using Adobe Acrobat and other PDF tools provides access to many features which make working with these common files a breeze. Learn how to use tools and features to their fullest to work more effectively and efficiently.

Attendees will review how to use different functions such as PDF forms, redaction, converting PDFs to Word and Excel files, electronic signatures, creating and applying tick marks, building indices and catalogs, portfolios and securing PDF documents.

The popularity and usefulness of PDFs increase daily, but most PDF users have not learned how to manipulate PDF documents effectively. Accordingly, they struggle and strain with these very common files. Learn the top features necessary to optimize production with PDF documents.

Objectives:

  • Reorganize and manipulate PDF documents—including applying bookmarks—to meet specific needs.
  • Create and distribute PDF forms and automate the process of collecting and summarizing form response data.
  • Markup and edit PDF documents and apply tick marks.
  • Secure PDF documents and facilitate electronic approvals and signatures.
  • Convert PDF documents to Word and Excel files.

Major Subjects:

  • PDF documents—including applying bookmarks—to meet specific needs
  • PDF forms and automate the process of collecting and summarizing form response data
  • Secure PDF documents and facilitate electronic approvals and signatures
  • PDF documents to Word and Excel files

Advanced Prep:

None.

Misc. Information:

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Level of Difficulty:
Intermediate
Field of Interest:
Computer Software and Applications
Prerequisites:

Fundamental knowledge of basic PDF operations.

Designed For:

CPAs, staff, and financial and business professionals.

Instructors

Thomas G. Stephens, Jr, CGMA, CITP, CPA

Thomas G. Stephens, Jr. received a bachelor of business administration (accounting) from Auburn University in 1985. Upon graduation, Stephens began working for an Atlanta-based public accounting firm. After earning his designation as a CPA, Stephens worked for BellSouth Corporation in Atlanta as an internal auditor. After two years as an auditor, he was promoted to staff manager and then operations manager of the internal audit group. In 1991, he transferred to the comptrollers’ department of BellSouth and served as manager of the cost accounting organization. While working full-time at BellSouth Corporation, Stephens also attended graduate school, earning a master’s degree in finance from Georgia State University in 1992.

Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. As part of his practice, he developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he began authoring and presenting continuing professional education (CPE) courses to accounting and finance professionals. In 2003, Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past 19 years, Stephens has presented in excess of 1,800 educational sessions to over 55,000 participants nationwide.

Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, he enjoys an active personal life as well. His hobbies include snow skiing, fishing, and running. Additionally, he maintains professional memberships with the AICPA and the Georgia Society of Certified Public Accountants, and is a past member of the Institute of Internal Auditors.

No Agenda or Materials posted.