FREEDOC® WINTER RECORDS FORUM 2021 RE-IMAGINING RECORDS AND INFORMATION MANAGEMENT (RIM)

RE-IMAGINING RECORDS AND INFORMATION MANAGEMENT (RIM)

Register today for Winter Records Forum 2021

February 10th & 11th, 9am – 4pm
Virtual Webinar Forum
Just $49 (Includes Both Days)

FreeDoc brings you Winter Records Forum 2021 – with online records management training and inspiration! Hosting this year to be on-line, in virtual format.

Speakers: Dr. William Saffady, Leslie Turner CRM, and Peter Frix, CDIA.

The Forum is a great way to get your continuing education credits (CEC), and it’s just 3 weeks away. Do your colleagues a favor. Forward this to them!

DAY ONE – BASIC TRAINING
Managing Records & Electronic Information

  • Rethinking how to Manage Electronic Records.
  • Cost Management – Office Space Planning & Remote Work.
  • COVID Response to Remote Working, and the Business Case for ECM.
  • The Elephant is Still in The Room – Email & More.
  • RIM in a Post COVID World – The Future is NOW.

DAY TWO – ADVANCE TRAINING
ECM – More than a Pretty Phrase

  • ECM: A Survey of Must-have Features and Functions.
  • Space Planning & Facilities Management in ECM:
    • What is the business case for ECM?
    • Simple steps to achieve compliance.
  • Contract Management in ECM:
    • Routing for Approvals & Management.
  • Financial Automation in ECM:
    • Smart Invoice Capture and Forms.
    • AP Process, Credit Card Process and Bank Statement Process.
    • Assembling documentation before submittal for payment.
  • The DoD 5015 Standard, Information Management and Compliance.
  • Managing the PRR Process in ECM:
    • Using Forms and Workflow to manage the process.
    • The Business Process Library.

Register today for Winter Records Forum 2021