Mastering Adobe Acrobat for Financial Professionals

Course Description

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.

Major Topics

• Alternatives to Adobe Acrobat
• Deep detail the major features and functionalities of this application
• Demonstrate the various ways to create and edit documents
• Utilize the review and annotation functionalities such as stamps and comments
• How to create forms and collect e-signatures

Learning Objectives

Upon completing this course, you should be able to:

• List the various methods of creating PDF documents from the application to the Microsoft Office integration.
• Demonstrate the major professional capabilities of Adobe Acrobat DC such as creating forms and collecting e-signatures.
• List the various Adobe Acrobat DC alternatives such as Google Chrome, Cute PDF, Sumatra PDF, and more.
• Recall and list the major cloud functionalities of Adobe Acrobat DC.
• Collaborate and review documents with colleagues using Adobe Acrobat DC
• Leverage the mobile app capabilities of Acrobat while on the go with your iOS or Android device.

Course Information

• CPD Credit: 2.0 hours Computer Software and Applications
• Prerequisites: None
• Program Level: Basic
• Advance Preparation: None
• Who Should Participate: Business professionals seeking to enhance their understanding of PDFs

Instructor

• Name: Stephen Yoss
• Hometown: Big Bear Lake, CA
• Bio: 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.