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K2's Top PDF Features You Should Know

Monday, Aug. 10
 12:30pm - 2:30pm

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2.00 Credits

Member Price $79.00

Price will increase by $10 after 8/3

Non-Member Price $114.00

Price will increase by $10 after 8/3

Overview

Are you tired of struggling with PDFs? Unlock the full potential of Adobe Acrobat and other PDF tools to make working with PDF files a breeze. Join our course and discover how to use powerful features such as PDF forms, redaction, converting PDFs to Word and Excel files, and electronic signatures. You’ll also learn how to create and apply tick marks, build indices, catalogs, and portfolios, and secure your PDF documents to the fullest.

As the popularity and usefulness of PDFs continue to grow, many users still haven’t learned how to manipulate these documents effectively. Don’t let this be you! Join us for this timely session and learn the top features necessary to optimize your work with PDF documents. Say goodbye to frustration and hello to efficiency!

Objectives

  • Identify procedures to reorganize and manipulate PDF documents - including applying bookmarks - to meet specific needs
  • Compare examples of how to create and distribute PDF forms and automate the process of collecting and summarizing form response data
  • Identify ways to markup and edit PDF documents, including applying tick marks
  • Distinguish between options for securing PDF documents and facilitating electronic approvals and signatures
  • Compare options for converting PDF documents to Word and Excel files

Highlights

  • Best practices for creating, editing, and managing PDFs
  • The process for creating and distributing PDF forms
  • Integrating PDFs with other applications
  • Securing your PDFs
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    Designed For

    Business professionals who are seeking to become more efficient and effective when working with PDF documents

    Prerequisites

    Fundamental knowledge of basic PDF operations

    Preparation

    None

    Notice

    To access this program, log into your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming and click on the orange "Launch Event" button.

Leader(s):

Leader Bios

Brian Tankersley, Director of Strategic Relationships, K2 Enterprises, LLC

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 30 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.

Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.

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Non-Member Price $114.00

Member Price $79.00