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Adobe Acrobat Advanced Tips, Tricks & Techniques Webinar

CPE

When
Sept. 24
1:00 - 5:00 p.m.

CPE Credits
4-Other

Details

 Pricing

PICPA Member: $139 | Nonmember: $189


 More Information

Course No.
CXADBE031W4
Level
Intermediate
Prerequisites
None
Note
This webinar is hosted by PICPA's partner, CPA Crossings, LLC. After registering, you will receive an email from messenger@webex.com with the log-in information.

Description

This advanced course will teach you how to utilize Adobe Acrobat features to create and work within PDF files with maximum efficiency. Adobe Acrobat is widely used as a method of presenting information and exchanging documents electronically. The use of PDF files continues to grow significantly. Mastering the use of Adobe Acrobat's advanced features and functions is key to converting to paperless work flows. This course will get you there. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives:
After attending the presentation you will be able to... 
  • Apply the document security features of Adobe Acrobat to comply with privacy regulations and protect confidential information. 
  • Formulate a paperless workflow for creating and sending documents for electronic signature.
  • Create and distribute electronic forms using Adobe Acrobat.

Highlights

The major topics that will be covered include:
  • Securing your PDF documents
  • Preparing and sending documents for electronic signature
  • Configuring your Adobe work environment with preference settings
  • Protect confidential document data with redaction tools
  • Using the cloud to collaborate on PDF documents
  • Mastering the Acrobat portfolio tools to create digital report binders
  • Create and distribute electronic forms to capture data digitally
  • Review the revamped DC (document cloud) interface and new features

 



Speaker(s)

John H. Higgins, CPA.CITP


John serves as a strategic technology advisor to CPAs in the planning and deployment of effective technology solutions and workflow automation. As a co-founder of CPA Crossings, John specializes in facilitating the development of strategic technology plans, paperless workflows, client portal solutions and a comprehensive digital practice model. John recently co-authored "Ten Steps to a Digital Practice in the Cloud", published by the AICPA. This book provides CPAs with a strategic roadmap for taking their firms online by leveraging cloud computing. John also developed an innovative model for delivering live CPE courses that utilize the Apple iPad to provide electronic course materials and an interactive classroom environment. John’s primary qualification is his passion for helping CPAs achieve success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country.


Qualifications and Experience:

  • Actively involved in working with local, regional and national CPA firms over the past 25 years in the implementation of technology to automate business processes.
  • Awarded for being one of the Top 25 Thought Leaders in the accounting profession by The CPA Practice Advisor (www.cpapracticeadvisor.com) in 2011, 2012 and 2013.
  • Co-author of "10 Steps to a Digital Practice in the Cloud," published by the American Institute of CPAs.
  • Facilitated hundreds of planning sessions and retreats to develop strategic plans, technology plans, workflow design, innovative client services and more.
  • Nationally recognized speaker and author on technology issues affecting the CPA profession, with an emphasis on transforming to a digital practice model.
  • Author of the annual Document Management Software Review for the CPA Practice Advisor magazine.
  • Former national consulting partner with a top 10 CPA firm.
  • Member of the AICPA Business & Industry Hall of Fame.
  • Past Chair of the Michigan Association of CPAs.
  • Past member of the AICPA Council and CPE Advisory Committee.
  • MACPA Innovative User of Technology award recipient.

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