National Users Summit

September 4-5, 2014 • Baltimore, Maryland

Join us at the National Users Summit, Baltimore

Earn up to 12 CPE credits over a period of 1 1/2 days

For the first time Office Tools Professional has initiated a new gathering opportunity for our users to receive an intensive training course for learning how to best use the Practice Management Workspace. The National Users Summit will periodically provide this opportunity. For this inaugural event we will be meeting in Baltimore. We hope to provide these events in the years to come based upon our users needs.

Each day our Office Tools Professional staff will be presenting in a group live setting, information on how to develop best practices for the firm. Two tracks will be offered at this years conference, providing a great opportunity to explore the latest enhancements, concepts and future information resourcing your firm. Check out the Agenda for more details.

Take advantage of this networking opportunity to gather new ideas and methodology to apply in your firm.

Available to attendees will be our Training Resource Center which will be staffed by Office Tools Professional Trainers offering 25 minute training sessions at no charge. The Users Summit is designed to provide Two Levels of Experience in our Office Tools Professional software training sessions; Each session will start with an educational presentation and end with a round table discussions on nearly every part of the program.

Come join as professionals share and explore new solutions they experienced this year. In addition, Office Tools Professional will be presenting the new 2014 products and enhancements. This one-time Conference will be a great way to network with others in your industry that use Office Tools Professional.

Learning Objectives

  • To be able to learn how to identify key components in defining, developing and implementing a workflow systems.
  • To be able to discover how to take advantage of the latest in Practice Management concepts including our new LifeCycle.
  • To be able to differentiate between best practices and poor practices when dealing with the staffing, paperless office and practice management software.

Designed for all members of the accounting firm especially those in management. Those looking for beginning level setup and training should also attend. No prerequisites or preparation is necessary.

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