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Live Webcast Replay

K2’s Top PDF Features You Should Know

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

Average Rating:
ACPEN Industry Institute |  Industry |  Technology
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
4 hours
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


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
  • Differentiate between options for converting PDF documents to Word and Excel files 

Major Subjects
  • Information Technology
  • PDF Documents

Course Materials


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

Thomas G. Stephens Jr., CPA.CITP, CGMA Related seminars and products


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.


Tue, Feb 07, 2023 - 09:00am to 12:40pm MST
Mon, Feb 13, 2023 - 12:00pm to 03:40pm MST
Tue, Feb 21, 2023 - 12:30pm to 04:10pm MST
Wed, Feb 22, 2023 - 09:00am to 12:40pm MST
Tue, Mar 07, 2023 - 09:00am to 12:40pm MST
Mon, Mar 13, 2023 - 12:00pm to 03:40pm MDT
Tue, Mar 21, 2023 - 12:30pm to 04:10pm MDT
Wed, Mar 29, 2023 - 09:00am to 12:40pm MDT
Sat, Apr 01, 2023 - 09:00am to 12:40pm MDT
Tue, Apr 04, 2023 - 09:00am to 12:40pm MDT
Mon, Apr 10, 2023 - 12:00pm to 03:40pm MDT
Tue, Apr 18, 2023 - 12:30pm to 04:10pm MDT
Wed, Apr 26, 2023 - 09:00am to 12:40pm MDT
Tue, May 02, 2023 - 09:00am to 12:40pm MDT
Mon, May 08, 2023 - 12:00pm to 03:40pm MDT
Tue, May 16, 2023 - 12:30pm to 04:10pm MDT
Wed, May 31, 2023 - 09:00am to 12:40pm MDT
Tue, Jun 06, 2023 - 09:00am to 12:40pm MDT
Mon, Jun 12, 2023 - 12:00pm to 03:40pm MDT
Wed, Jun 28, 2023 - 09:00am to 12:40pm MDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 6/25/2021
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., (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:
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration



Overall:      4.6

Total Reviews: 38


L. Albert E. S

"Great seminar/presentation skills! "

Suzanne T - Sarasota, Florida

"Good course and it will be helpful as I utilize and transmit a number of different documents"

Margaret Kearns M

"GREAT INFO!!! Presenter is obviously incredibly knowledgeable and easy to learn from. "

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