Document Management Company Sponsors FPA Australia Conference

Shows Financial Planners How to Go Green

BROADBEACH, QUEENSLAND, Australia—Nov. 10, 2008—In an effort to further educate independent financial advisory firms on “going green,” Laserfiche® today announced its first-ever sponsorship of the upcoming Financial Planning Association (FPA) 2008 National Conference in Australia. The conference, which provides leading educational and professional development opportunities for financial planners, will be held at the Gold Coast Convention & Exhibition Centre from Nov. 18-21, 2008.

Document management solutions will emphasize the importance of an EDMS and business process management (BPM) as a means for firms to simultaneously move beyond paperless offices and become digital and more profitable. Additionally, Tim Welsh, CFP, president of Nexus Strategy and Laserfiche financial spokesperson, will deliver a presentation on simple, cost-effective tips for financial advisors to green their offices with document management solutions.

“The independent financial advisory market is changing with today’s financial crunch and it is becoming increasingly important for small firms to automate processes and implement technology that increases efficiency,” Welsh said. “Through use of EDMS and BPM, financial advisors can assist their firms in becoming environmentally friendly with document images, while increasing overall profits.”

Welsh will refer to his latest work, “Going Beyond Green in Australia While Building a Sustainable Advisory Business,” written in conjunction with Louise Barnes, a senior consultant at Fire Up Consulting LLC. The article addresses the benefits of implementing sustainable strategies in the workplace. In addition, Welsh will offer advice to financial advisors on succession planning for their firms with document management software.

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