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Mastering Adobe Acrobat for Financial Professionals – Webinar

Discover the power of PDFs with Adobe Acrobat Pro DC! Learn how to create

Event Overview

Discover the power of PDFs with Adobe Acrobat Pro DC! Learn how to create, edit, and secure documents effectively. Explore features like e-signatures, forms, and more. Perfect for financial professionals looking to maximize their use of this essential format. Unlock the secrets of Adobe Acrobat Pro DC and streamline your document management process today. Whether you are a beginner or an experienced user, our course provides valuable insights and hands-on experience to take your PDF skills to the next level.

Event Sessions

Tuesday, June 18, 2024
Day #1
Mastering Adobe Acrobat for Financial Professionals
Computer Software and Applications | 2 Credits
Stephen Yoss
09:00 AM to 11:00 AM America/Los_Angeles

PDFs (Portable Document Format) are the de facto standard for digital paper. They are used worldwide by virtually all platforms and systems as a method of conveying information. They can be used to transmit an invoice to a client, sign an agreement with a partner, or save a permanent copy of a financial statement. While being widespread, most financial professionals don’t know to leverage this format effectively. They lack the knowledge of how to create their documents, edit existing documents, or secure them for transmittal. Additionally, there are many new PDF capabilities such as forms, e-signature, cloud storage, and more which are underutilized by financial professionals.

The most common and powerful application for creating, editing, and managing PDF files is Adobe Acrobat Pro DC. This application can be leveraged in so many ways to create effective documents. This course will go through in deep detail the major features and functionalities of this application. It will demonstrate the various ways to create and edit documents. It shows utilizing the review and annotation functionalities such as stamps and comments. It will teach participants how to create forms and collect e-signatures. Additionally, it will present free and open-source alternatives to Acrobat DC to consider. This course is a must-watch for any financial professional that works with PDFs regularly.

Session Description Read Less

Event Instructors

Stephen Yoss

Big Bear Lake, CA
Speaker & Author, CPE Today

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.

About Instructor Read Less

All of our seminars and conferences are NASBA approved  according to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your Registration Includes:

  • Virtual live instructor lead presentation
  • Q&A with the live instructor
  • Course materials (PDF & Sample Materials)
  • One year access to course materials
  • Completion certificate

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