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Microsoft 365 Application Lightning Round Review-Updated

Tuesday, July 2
 11:30am - 12:30pm

(Check-In 11:25am)

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1.00 Credits

Member Price $55.00

Non-Member Price $75.00

Overview

Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the profession’s leading experts on the integration of Microsoft 365 into business, will explain and demonstrate the depth and breadth of the Microsoft 365 ecosystem. The course is designed to raise your awareness of all that you can do with Microsoft 365 and substantially increase your monthly subscription ROI. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives

After attending this presentation you will be able to...

  • Recognize the potential to leverage all the Microsoft 365 apps
  • Identify which app(s) to utilize for specific business processes
  • Select the proper sequence for deploying the Microsoft 365 apps for your organization

Highlights

The major topics covered in this course include:

  • Lightning round review of the following apps, with an explanation and demonstration of what each of them offers
  • Teams - the foundation of all that you do in Microsoft 365
  • SharePoint / OneDrive - secure cloud storage
  • Power BI - the new financial reporting model
  • Stream - the YouTube for your organization
  • Bookings - streamline your appointment scheduling
  • OneNote - get your content organized for quick retrieval
  • Lists - create custom list tracking reports
  • To Do - consolidate all your Outlook, Planner and general "to do's" in one app
  • Planner - manage simple and complex engagements and projects in an intuitive app
  • A quick look at many of the remaining apps

Designed For

Anyone who wants to get more out of Microsoft 365.

Prerequisites

None

Preparation

None

Notice

You will receive an email from CPA Crossings via Webex with instructions to access the webinar.

Leader(s):

Leader Bios

John Higgins

John serves as a strategic technology advisor to CPAs in the planning and deployment of effective technology solutions. As a principal at CPA Crossings, John specializes in facilitating the development of strategic technology plans, paperless workflows, client portal solutions and a comprehensive digital practice model. John’s primary qualification is his passion for helping CPAs achieve success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country. Qualifications and Experience: • Actively involved in working with local, regional and national CPA firms over the past 25 years. • Facilitated hundreds of planning sessions and retreats to develop strategic plans, technology plans, workflow design, innovative client services and more. • Nationally recognized speaker and author on technology issues affecting the CPA procession, with an emphasis on transforming to a digital practice model. • Awarded for being one of the top 25 thought leaders in the accounting procession by The CPA Technology Advisor (www.cpata.com) • Monthly host of “Document Management To Go” Podcast • Former national consulting partner with top 10 CPA firm • Past member of the AICPA Business & Industry Hall Fame • Past Chair of the Michigan Association of CPAs • Past member of the AICPA Council and CPE Advisory Committee • MACPA Innovative User of Technology Award

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Non-Member Price $75.00

Member Price $55.00