Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools
Online
2.00 Credits
Member Price $89.00
Non-Member Price $124.00
Overview
Microsoft 365 is likely the most underutilized software investment in your firm or business. This course will show how to tap in to many of the lesser known features of the Microsoft 365 ecosystem of apps to maximize your productivity and produce better outputs. Through a series of practical case study demonstrations you will learn how to leverage the full potential of Microsoft 365 in your organization.
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 your Microsoft 365 investment
- Identify specific, actionable initiatives to do more across the Microsoft 365 ecosystem
Highlights
The major topics that will be covered in this course include:
- Round robin review of lesser known M365 apps
- Reduce / eliminate internal email communications with Teams and SharePoint
- Collaborate on spreadsheet and documents with your colleagues in real time
- Get control of your appointment schedule with the Bookings app
- Tap the full potential of OneNote as your primary repository for notes, correspondence and more
- Replace email attachments with secure file sharing links
- Document business processes with the Stream app
- Leverage the power of AI in M365 with Copilot
Designed For
Anyone who uses the Microsoft 365 ecosystem
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.
Non-Member Price $124.00
Member Price $89.00