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Technology

Class Choices


Choosing the Right Scanning Technologies Basic Lecture

Implementing the right scanning solution and technologies for your business is a critical factor to the success of transitioning to a paperless office. Learn how to implement a scanning solution that will meet the current and future demands of your business and continue to increase productivity and efficiency. Topics include scanner selection and criteria, software applications and utilities, and staffing considerations.

Who should attend: All Levels
CPE Field of Study: Computer Science


Email Retention Best Practices New Session Intermediate Lecture

While email has become the communication tool of choice to exchange information and manage professional relationships, the storage of such vital information may not be as orderly as paper documents stored in file cabinets. From email content and usage to electronic business record retention and archiving, you must manage email properly to avoid the costs of lost productivity, lost evidence for a court case or fines for failure to comply with numerous government regulations. In this session, learn how to mitigate the significant risks of poor email management resulting from employee misuse, improper archiving and poor retention policies.

Who should attend: Firm Management and IT Staff
CPE Field of Study: Computer Science


Implementing ProSystem fx Client Portal and Portal Intermediate Lecture

Implementing a client portal is an excellent way to provide value and to improve customer service for your clients. Learn what is essential for a successful implementation and some of the key decisions and costs involved with implementing ProSystem fx Client Portal and Portal. Topics include portal functionality, hardware and software requirements, security, maintenance and administration.

Who should attend: Firm Management and IT Staff
CPE Field of Study: Computer Science


Implementing Virtualization Technologies Intermediate Lecture

Virtualization technologies are continuing to transform IT environments. Learn about the major vendors in virtualization, their various solutions, and how your firm can benefit from this emerging technology. Topics include virtualization and the ProSystem fx Suite, redundancy and disaster recovery, deployment, cost savings and test environments.

Who should attend: IT Staff
CPE Field of Study: Computer Science

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Introduction to Windows Essential Server Solutions New Session Overview Lecture

In this session, you will learn the new options available for providing server resources in your firm. The Windows® Essential Server Solutions family now includes Small Business Server 2008, Essential Business Server 2008 and Windows® Home Server 2008. This provides an option for every size firm. The session will provide you with the information needed to make wise decisions as you select the option best suited to your firm’s needs and resources. We will cover the various versions, capabilities and costs along with the benefits of each.

Who should attend: IT Staff
CPE Field of Study: Computer Science


IT Management for the ProSystem fx Suite Overview Roundtable

This roundtable allows IT professionals to discuss best practices, tips and tricks for implementing, maintaining and integrating the various applications within the existing ProSystem fx Suite. Come prepared with any common support or maintenance tips, remote worker configurations, scanning solutions you have found successful, or other information you have found useful in maximizing your use of the ProSystem fx Suite.

Who should attend: IT Staff
CPE Field of Study: Computer Science


IT Vision and Strategy New Session Overview Lecture

Strategic planning is powerful for establishing information technology objectives. This session reveals how to uncover the most relevant and purposeful technology initiatives while keeping projects on time and people accountable for their responsibilities.

Who should attend: All Levels
CPE Field of Study: Business Management & Organization


Microsoft’s New Windows 7 Considerations New Session Overview Lecture

Learn about Microsoft®'s latest version of its desktop operating system and what its impact is to your company and business. In this session many new features, technologies and benefits will be discussed including: implementation and customization, security, compatibility, integration, tips and considerations for the accounting professional. The session will speak about the considerations of environments with Windows® XP and/or Windows® Vista and the ProSystem fx Suite of applications.

Who should attend: All Levels
CPE Field of Study: Computer Science

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Put Yourself on Cloud 9 — Connecting Your Clients, Staff and Workflow New Session Overview Panel Discussion

Portability and the virtual office are now essential to firm success. Learn how others are maximizing technologies to take their firms to the next level today — and tomorrow. Connect with your staff and clients to collaborate on engagements, exchange knowledge and stay on top of the situation to put you and your clients on Cloud 9. Software as a Service (SaaS) solutions enable your virtual office, as well as workflow, knowledge management and client collaboration without the hassle of historical technology challenges. Discuss how to evaluate the ROI and adopt a culture to maximize the benefits of SaaS and deliver game-changing results for the firm.

Who should attend: All Levels
CPE Field of Study: Business Management & Organization


Quantum of Gadgets New Session Overview Lecture

An inside look at today’s tools and technologies that will make your firm more effective as well as those gadgets that will help CPAs rule the world in the future. Roman Kepczyk, a.k.a. CITP 008 shares with you the latest gadgets to improve productivity in your firm and bring some excitement to your life! Whether you are in the office or on the go, there are new technologies and gadgets that streamline production processes and improve communications. Find out what tools are on the leading edge as well as those that are beyond the bleeding edge and those that are just “out there.”

Who should attend: All Levels
CPE Field of Study: Computer Science


SaaS — the ProSystem fx Suite New Session Overview Lecture

The ProSystem fx Suite platform is completely new, built with Microsoft®’s .NET 3.0 Framework from the ground up. The enhanced suite will first be made available as a Software as a Service (SaaS) deployment, hosted by CCH. We will review the benefits you can realize with a ProSystem fx Suite SaaS implementation, including portability and relief from the burden of hosting and maintaining the software on-site.

Who should attend: All Levels
CPE Field of Study: Computer Science


Securing the ProSystem fx Suite New Session Intermediate Lecture

Security should be at the forefront of any firm's IT strategy, but how well does that strategy encompass the ProSystem fx products? In this session you will learn about the various security mechanisms internal to existing ProSystem fx applications including security groups, user rights, passwords, and service accounts. You'll also learn about security-related infrastructure concerns around SQL Server, file storage and off-site data management.

Who should attend: IT Staff
CPE Field of Study: Computer Science

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Supporting and Optimizing ProSystem fx Document Intermediate Lecture

Keeping your hardware and software systems performing to their fullest potential is critical in a digital office. Topics for this session will include backup, maintenance and optimization tips, troubleshooting techniques and security considerations related to your use of ProSystem fx Document. By understanding how your staff will use Document in conjunction with other applications in the ProSystem fx Suite, you'll be able to better support them and ensure their productivity.

Who should attend: IT Staff
CPE Field of Study: Computer Science


Supporting and Optimizing ProSystem fx Engagement (Larger Firms) Intermediate Lecture

By fully understanding the features of ProSystem fx Engagement, you’ll be able to assist your firm with minimizing administrative processes, maximizing efficiency and streamlining support for staff. This session will show you the utilities within Engagement that will make your job easier, and the agenda will include a discussion of current topics that affect your firm.

Who should attend: IT Staff
CPE Field of Study: Computer Science


Supporting and Optimizing ProSystem fx Engagement (Smaller Firms) Intermediate Lecture

By fully understanding the features of ProSystem fx Engagement, you’ll be able to assist your firm with minimizing administrative processes, maximizing efficiency and streamlining support for staff. This session will show you the utilities within Engagement that will make your job easier, and the agenda will include a discussion of current topics that affect your firm.

Who should attend: IT Staff
CPE Field of Study: Computer Science


Trends in IT Management Overview Roundtable

This session is designed for IT professionals to collaborate and share information on what technology has made their firms successful and where they are looking to go in the near future. The industry is constantly changing with new hardware, operating systems and core applications. Discuss hot topics and exchange opinions about new technology with your peers.

Who should attend: IT Staff
CPE Field of Study: Computer Science

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