Long Beach, CA – June 20, 2008 – Laserfiche, an electronic document management system (EDMS) firm, is hosting a free workshop on July 23 to teach investment advisors and financial planners about document management technology. The workshop, entitled “Compliance Proof Your Business Through Technology”, will address ways in which electronic document management can help financial planners increase profitability and achieve compliance. Tim Welsh, President of Nexus Strategy LLC, will be speaking.
The workshop will take place at the Proud Bird restaurant, 11022 Aviation Blvd., Los Angeles, CA, from 11:15 A.M. to 2 P.M. Lunch is included. Qualified attendees will receive one hour of CE credit.
Topics will include compliance audits, continuity planning, SEC and FINRA regulations and maximization of business value. For reservations, please call Charles Suzara at 800-985-8533 x162 or e-mail email@example.com.
Based in Long Beach, CA, Laserfiche creates simple and elegant document management solutions that help organizations run smarter. By digitizing paper archives, Laserfiche helps users find what they need in seconds, collaborate more effectively and complete daily tasks more efficiently, while multiple security features protect information from unauthorized access or release.
Laserfiche distributes software through a worldwide network of value-added resellers (VARs), who tailor solutions to clients’ individual needs. In recognition of the outstanding training and support we provide to our resellers, the Laserfiche VAR program has received the Five-Star Rating from VARBusiness magazine.