You’ve Got to Move it, Move it! Workflow Un-conference

Un-conferencers will try to answer the question, “How do we make born-digital, scanned, and paper materials workflow part of the “the norm” in our firm” Discussion will focus on the need for firm-wide strategies, the viability of workflow across different software platforms and generational/workstyle issues. We will also compare the abilities and limitations of specific tools to the broader idea of how to collaborate and build better tools. Come prepared to get up and move through the unconference process of preparing a tax return.

Learning Objectives
  • Learn how workflow affects a firm – Digital or Paper
  • Learn new ideas to change workflow processes within your firm

Major Topics
  • Process
  • Software
  • Strategies
  • Remote/Virtual Environments

Who Should Attend

Anyone. This is an “un-conference” and will be hands-on.

Fields of Study
Business Management & Organization



Business Learning Institute

CPE Credits


This course is available for your group as:


Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.

Or, contact BLI: 888-481-3500 or
Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now