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Outlook - Manage Your Inbox With Maximum Efficiency

Thursday, August 1
 11:00am - 3:00pm

(Check-In 10:55am)

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Online

4.00 Credits

Member Price $149.00

Non-Member Price $214.00

Overview

If you use Outlook to process your email, you are likely spending a substantial part of your day processing incoming email messages. This course is designed to show you a multitude of tips and tricks to reduce time spent processing emails. We will cover every feature available in Outlook to streamline and automate your email processing. 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 features that are available in Outlook to process and organize your incoming email messages
  • Indicate when a particular Outlook feature can help you process your email more efficiently
  • Identify best practices for organizing your inbound email
  • Recognize opportunities to streamline your email activities to achieve greater efficiency

Highlights

The major topics that will be covered in this course include:

  • Orientation to the Outlook interface and navigation
  • Customizing your inbox display to meet your preferences
  • Using folders to organize your messages
  • Using QuickSteps and Rules to automate the processing of inbound emails
  • Tools for deleting and archiving your emails
  • Managing your junk mail settings
  • Understanding all email option settings

Designed For

Anyone who uses Outlook

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 $214.00

Member Price $149.00