Adobe Acrobat Best Practices Custom Designed BLI Seminar for NABA Convention

Transcription

1 Adobe Acrobat Best Practices Custom Designed BLI Seminar for NABA Convention Presented by Judy Borsher, CPA, MBA, CGMA, CITP, MCT Business Learning Institute Partner Presented to NABA Convention Nashville, TN June 8,

2 Adobe Acrobat Best Practices & Tips Judy Borsher, CPA, MBA SCG Training + Consulting Corporation June 8,

3 Judy Borsher CPA, MBA, CGMA, CITP, MCT CPA, CITP with 25 years of accounting and technology business experience including public accounting with KPMG, finance positions, and consulting Microsoft Certified Trainer President, SCG Training & Consulting Corporation Creator and presenter of technology CPE in the Washington DC / Maryland / VA area for over 20 years Course Producer/Presenter with the Business Learning Institute National speaker at technology conferences of the MACPA, VSCPA, GWSCPA and AICPA BA and MBA, Cornell University

4 OTHER COURSES BY THIS INSTRUCTOR Adobe Acrobat Best Practices for CPAs Excel + Outlook + Word + Adobe Acrobat + Windows 7 - Improve Personal Productivity Excel + Word+ Adobe Acrobat Features and Productivity Tips Excel 2010 Pivot Tables in-depth, Data Analysis Functions and Tips Excel Advanced Productivity Features, Pivot Tables & Macro Recorder Tips Excel Boot Camp for CPAs Excel Charts, Graphs and Diagram Features Excel Data Analysis Techniques and Business Graphics Excel for Auditors: Pivot Tables in- depth, Data Analysis Functions & Tips Excel Power User: Macro Programming using Visual Basic for Applications Excel Refresher and Update Excel Worksheets for Beginners Information Security End User Training Microsoft Excel: Data Analysis, New Table Features, and Pivot Table Enhancements (2-hour Webcast) Microsoft Office 2010 New Features Update with an Emphasis on Excel 2010 Microsoft Office 2013 and Windows 8: Whats New and Why Upgrade Microsoft Office: Mastering the User Interface with Emphasis on Excel (2-hour Webcast) Pam Devine Customized Learning Manager , ext. 321 pam@bizlearning.net

5 Outlook 2010 Update and Best Practices for CPAs PowerPoint 2010: Create Dynamic Financial Presentations with Busines PowerPoint: Create Dynamic Financial Presentations with Business Graphics Presentation Skills Workshop Word Document Formatting for Beginners Word Productivity Features and Time-Saving Tips Pam Devine Customized Learning Manager , ext. 321

6 Adobe Acrobat Best Practices Presenter: Judy Borsher, CPA, MBA, CGMA, CITP, MCT SCG Training & Consulting Corporation Description: PDF is the standard format for managing and controlling information electronically in digital documents. The presentation will cover productivity features for using the Adobe Acrobat X program for adding security to a PDF, using a digital signature in a PDF, and creating fill-in PDF forms. Attendees will receive practical information and many tips. Learning Objective: Become more proficient with the Adobe Acrobat program features to work with pdf files, pdf forms, security settings and search. Highlights 1. Add password protection to your PDF documents 2. Use a digital signature to certify a PDF 3. Use OCR to search the content of a PDF 4. Turn a PDF or a Word document into a PDF fill-in form Outline 1. Add password protection to your PDF documents to restrict editing a. Demonstrate how anyone can modify a PDF if it is unprotected b. Demonstrate steps to add a password to open c. Demonstrate to add the password to modify content 2. Use a digital signature to certify a PDF a. Discuss the reasons and benefits of using a digital signature on a PDF b. Demonstrate the steps to create a digital signature with either a typed signature or a scanned in signature c. Demonstrate the steps to add a digital signature to a PDF with a date and time stamp 3. Use OCR to search the content of a PDF a. Demonstrate how you are not able to search a PDF if it is image only b. Demonstrate how to apply optical character recognition to a PDF c. Demonstrate search features d. Apply redaction to characters in a PDF to remove sensitive information Page 1 of 2

7 Adobe Acrobat Best Practices 4. Turn a PDF or a Word document into a PDF fill-in form a. Demonstrate the difference between a PDF that is fill-in and one that is not designed to be filled in b. Demonstrate the use of the typewriter tool on a PDF form that is not designed to be filled in c. Turn a non fill-in government PDF form into a fill-in PDF form using the Adobe Acrobat form wizard d. Demonstrate how to add text boxes, check boxes, formatting and calculations with the easy to use form wizard e. Extend the fill-in and save contents capability to the PDF form if opened in the free Adobe Acrobat reader f. Demonstrate how to create a PDF fill-in form starting from a Word document Designed for: CPAs, accountants, finance professionals at all levels of an organization who create and modify pdf files and who also need to understand pdf security and collaboration features Page 2 of 2

8 WHAT IS BLI? BLI is the training affiliate of the MACPA. BLI s mission is to deliver competency-based courses, content and community that enhance learning and foster organizational and executive leadership. BLI has grown into the largest provider of on-site training in the country. Pam and the Customized Learning Solutions team have grown the business in three core segments Corporate, Firm and Government. THE BLI CURRICULA Today s business environment demands the need to gain competencies and share strategic knowledge. BLI delivers competency-based curriculum, courses, content, and community to enhance learning and grow intellectual capital for organizational and executive leadership. These soft skills are essentially people skills the non-technical, intangible, performance skills that determine your strengths as a leader, manager, and team member. STRATEGIC MANAGEMENT Strategic conversation reflects the dynamics between the organization and its environment. The closer the language reflects current and potential customer dynamics, the higher the company s profit potential. LEADERSHIP DEVELOPMENT Great leadership is one of the most valued of all human activities. Modern myth holds that leaders are born not made, but leadership is a set of observable and learnable practices - it is the process people use when they bring out the best in others and themselves. BUSINESS MANAGEMENT As the business world moves at an incredible pace, keeping up is a key to success. Today s financial managers must be able to translate strategy to operational and corporate growth. PERFORMANCE MEASUREMENT MANAGEMENT Executives and managers must effectively transform their firms or companies into high performance organizations and progressively identify and develop the appropriate core competencies and link them to their business strategies. COMMUNICATION SKILLS Many people in the business field cannot communicate effectively and, even more damaging, don t realize it. Success is not defined solely by a product line or service - it relies on relationships formed and maintained through skillful communications. Your competitors know this. Do you? TECHNICAL EXPERTISE Keeping up with technical competencies is a core business requirement for financial professionals. Staying attuned to the latest changes, updates, and regulations are necessary components to staying competitive in an ever-changing business environment. TECHNOLOGY AND COMPUTER SKILLS Harness the technology you use every day to make your business life easier and allow you to work smarter. Please note that many programs in this catalog are available in Webcast format. Contact a BLI Customized Learning consultant if you are interested in a Webcast