Skip to main content

Microsoft Teams for CPAs: Unlocking Its Full Potential

Thursday, Jun. 11
 3:00pm - 5:00pm

(Check-In )

Add to Calendar

Online

2.00 Credits

Member Price $89.00

Non-Member Price $124.00

Overview

Microsoft Teams is designed to be the foundation of your Microsoft 365 ecosystem deployment. When deployed effectively, Teams can serve as a powerful platform for communication, collaboration, and knowledge sharing across your firm or business. Unfortunately, most organizations are substantially underutilizing the capabilities of Teams. This course provides a review and demonstration of the key features of Microsoft Teams that you can harness to optimize the return on your Microsoft 365 investment.

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 full potential of Microsoft Teams to improve communications, collaboration, and knowledge sharing across your business.
  • Identify the specific features and capabilities of Microsoft Teams to propel your digital transformation.
 

Highlights

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

  • Best practices for organizing your teams and channels
  • Understanding the role of Teams and SharePoint integration
  • Using Teams to communicate and collaborate externally with clients
  • Tips and tricks for managing conversations in Teams
  • Leveraging Microsoft Copilot AI in Teams

Designed For

Anyone who wants to understand how to tap into the full potential of the Microsoft Teams app

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, Higgins Advisory, LLC

John is the founder and CEO of Higgins Advisory, LLC, established with the mission of helping CPAs, CFOs and other financial professionals to successfully guide their firms and business organizations through a successful digital transformation. John believes that the key to success today, and in the future, lies in leveraging the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more.

John is a seasoned entrepreneur with experience, founding two separate accounting technology advisory firms that were acquired by larger organizations. In addition, he has experience with a local CPA firm as well as a technology advisory practice leader partner in a national CPA firm.

As a nationally recognized thought leader, John shares his expertise as a strategic advisor and speaker on accounting technology through coaching and speaking engagements. His primary contribution to the CPA profession is his passion for helping the profession move forward through the understanding and adoption of emerging technologies.

Return to Top

Non-Member Price $124.00

Member Price $89.00