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K2's Top PDF Features You Should Know

Total Credits: 4 including 4 Computer Software & Applications - Non-technical

Average Rating:
Not yet rated
Categories:
ACPEN Industry Institute |  Industry |  Technology
Faculty:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
4 hours
License:
Product Setting: Expires 30 day(s) after program date.
Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.
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Description

Stop struggling with PDFs! Adobe Acrobat and other PDF tools provide access to features that make working with PDF files a breeze. In this course, you will learn how to use tools and features such as PDF forms, redaction, converting PDFs to Word and Excel files, and electronic signatures. You will also learn how to create and apply tick marks, build indices, catalogs, and portfolios, and secure PDF documents to their fullest.

The popularity and usefulness of PDFs increase daily, but most PDF users have not learned how to manipulate PDF documents effectively. Accordingly, they struggle and strain with these standard files. You do not need to let this be the case. Join us in this very timely session where you will learn the top features necessary to optimize your work with PDF documents.

Basic Course Information

Learning Objectives
  • Identify procedures to reorganize and manipulate PDF documents – including applying bookmarks – to meet specific needs
  • Cite examples of how to create and distribute PDF forms and automate the process of collecting and summarizing form response data
  • List examples of ways to markup and edit PDF documents, including applying tick marks
  • Differentiate between options for securing PDF documents and facilitating electronic approvals and signatures
  • Identify options for converting PDF documents to Word and Excel files

Major Subjects
  • Best practices for creating, editing, and managing PDFs
  • The process for creating and distributing PDF forms
  • Integrating PDFs with other applications
  • Securing your PDFs

Course Materials

Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (0.47 MB) Available after Purchase
Top PDF Features You Should Know Handout (3.91 MB) Available after Purchase
Demo Files (18.55 MB) Available after Purchase

Faculty

Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related Seminars and Products

Shareholder

K2 Enterprises

Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.

During his professional career, Tommy has gained valuable experience in a variety of positions, including:

  • Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
  • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
  • Serving as a Chief Financial Officer for an international engineering organization; and
  • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.

In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.

Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.

Dates

Tue, Jun 03, 2025 - 01:00pm to 04:37pm CDT
Tue, Jun 17, 2025 - 11:00am to 02:37pm CDT
Sat, Jun 28, 2025 - 01:00pm to 04:37pm CDT
Tue, Jul 01, 2025 - 11:00am to 02:37pm CDT
Tue, Jul 22, 2025 - 09:00am to 12:37pm CDT
Wed, Jul 23, 2025 - 09:00am to 12:37pm CDT
Tue, Aug 05, 2025 - 01:00pm to 04:37pm CDT
Fri, Aug 15, 2025 - 11:00am to 02:37pm CDT
Tue, Aug 26, 2025 - 10:00am to 01:37pm CDT
Tue, Sep 02, 2025 - 11:00am to 02:37pm CDT
Mon, Sep 15, 2025 - 01:00pm to 04:37pm CDT
Tue, Sep 23, 2025 - 11:00am to 02:37pm CDT
Wed, Sep 24, 2025 - 09:00am to 12:37pm CDT
Tue, Oct 07, 2025 - 01:00pm to 04:37pm CDT
Tue, Oct 14, 2025 - 11:00am to 02:37pm CDT
Tue, Oct 28, 2025 - 10:00am to 01:37pm CDT
Tue, Nov 04, 2025 - 11:00am to 02:37pm CST
Tue, Nov 18, 2025 - 10:00am to 01:37pm CST
Tue, Nov 25, 2025 - 11:00am to 02:37pm CST
Wed, Nov 26, 2025 - 09:00am to 12:37pm CST
Tue, Dec 09, 2025 - 01:00pm to 04:37pm CST
Sat, Dec 20, 2025 - 11:00am to 02:37pm CST
Tue, Dec 30, 2025 - 10:00am to 01:37pm CST
Tue, Jan 06, 2026 - 11:00am to 02:37pm CST
Tue, Jan 20, 2026 - 01:00pm to 04:37pm CST
Tue, Jan 27, 2026 - 09:00am to 12:37pm CST
Wed, Jan 28, 2026 - 09:00am to 12:37pm CST
Tue, Feb 10, 2026 - 01:00pm to 04:37pm CST
Tue, Feb 17, 2026 - 11:00am to 02:37pm CST
Tue, Mar 03, 2026 - 10:00am to 01:37pm CST
Sat, Mar 21, 2026 - 11:00am to 02:37pm CDT
Tue, Mar 24, 2026 - 01:00pm to 04:37pm CDT
Wed, Mar 25, 2026 - 09:00am to 12:37pm CDT
Tue, Mar 31, 2026 - 09:00am to 12:37pm CDT
Tue, Apr 14, 2026 - 01:00pm to 04:37pm CDT
Tue, Apr 21, 2026 - 11:00am to 02:37pm CDT
Tue, May 05, 2026 - 01:00pm to 04:37pm CDT
Tue, May 12, 2026 - 11:00am to 02:37pm CDT
Wed, May 27, 2026 - 09:00am to 12:37pm CDT
Sat, May 30, 2026 - 10:00am to 01:37pm CDT

Additional Info

Basic Course Information

Original Recording Date 2023
Date Added to Catalog 1/28/25
Prerequisites Fundamental knowledge of basic PDF operations
Advanced Preparation None
Designed For Business professionals who are seeking to become more efficient and effective when working with PDF documents
Course Developer K2 Enterprises
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration

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