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AICPA ENGAGE 2018

PFP1816 - Enterprise Content Management


Jun 11, 2018 3:35pm ‐ Jun 11, 2018 4:25pm


Standard: $49.00

Description

This session will cover how we use enterprise content management in the wealth management arm of our firm.

Learning objectives:

• Understand process for implementing ECM Roadblocks/Pitfalls to avoid Best Practices

Speaker(s):

Tags: PFP

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