Venue

Hilton Orlando
6001 Destination Parkway
Orlando, FL 32819
Tel: 1-407-313-4300


Sponsorship & Exhibit Opportunities

To find out how to customize a sponsorship/exhibit package which is most appropriate for your institution, please contact Jack Lynch at (212) 803-8803


Monday, October 21, 2013

10:45 a.m. - 11:35 a.m.
Track: Technology View Track

DOCUMENT MANAGEMENT: POLICIES & BEST PRACTICES (CS)

Moderator: Seth Fineberg Technology Editor, ACCOUNTING TODAY
Michael Giardina CEO, OFFICE TOOLS PROFESSIONAL
Matt Peterson CEO and President, EFILE CABINET

Sponsored By:

 

Whether you’re paperless or still paper-based, implementing best practices in managing your documents will help make your firm more productive and efficient, and create opportunities for improving your workflows, client service and much more. This session will cover the latest strategies, best practices and regulations on document retention and management.

 

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