Microsoft 365 Deployment Bootcamp for Your Practice
Online
4.00 Credits
Member Price $149.00
Non-Member Price $214.00
Overview
Join us for an insightful presentation featuring John Higgins, a renowned technology advisor to the CPA profession, who has assisted many firms with Microsoft 365 (M365) deployment. Discover how to leverage the M365 suite of apps to unlock new efficiencies and opportunities within your firm. Don’t miss this chance to supercharge your practice with cutting-edge tools! Whether you are a solo practitioner or larger firm, this “bootcamp” will provide you with an ROI many times greater than your investment to attend. 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...
- Identify the capabilities of Microsoft 365 that enhance operational efficiency for accounting, tax, and advisory practices.
- Recognize best practices for deploying Microsoft 365 applications, with a focus on optimizing the Teams app for a practice's unique needs.
- Select strategies from a step-by-step guide to implement Microsoft 365 for process documentation, client service improvement, and productivity enhancement.
Highlights
Specific topics that will be covered:
- Understanding the full potential of Microsoft 365 to drive efficiency in your practice
- Best practices for deploying Microsoft 365 in accounting, tax and advisory firms
- Design your Teams app setup to meet the unique attributes of your practice
- Use SharePoint and OneDrive to organize your files and share them securely with your clients
- Organize your thoughts, meeting notes and other content centrally in OneNote
- Track your client engagements and internal projects efficiently and effectively with the Planner app
- Use Microsoft 365 to document processes, improve client services and increase productivity
- Step-by-step guide for deployment of Microsoft 365 in your firm based on best practices
Designed For
Anyone who works in a professional services practice and wants to maximize the ROI of the Microsoft 365 subscriptions.
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
Non-Member Price $214.00
Member Price $149.00