Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools WEBINAR
Overview
Microsoft 365 is likely the most underutilized software investment in your firm or business. This course will show how to tap into 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.
Highlights
Round robin review of lesser known M365 apps. Reduce internal email communications with Teams and SharePoint. Collaborate on spreadsheets 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.
Prerequisites
None.
Designed For
Anyone who uses the Microsoft 365 ecosystem.
Objectives
Recognize the full potential of your Microsoft 365 investment. Identify specific, actionable initiatives to do more across the Microsoft 365 ecosystem.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
John Higgins, CPA, CITP, Stragetic Advisor, CPA Crossings LLC
John Higgins, CPA, CITP, is Strategic Technology Advisor, and co-founder of CPA Crossings, LLC, , which since 2001 has specialized in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services. In 2017, John launched the company’s Office 365 Learning Center for CPAs which offers a curriculum of over 50 unique courses covering every aspect of Office 365. John is a nationally recognized speaker on CPA technology, past chair of the Michigan Association of CPAs, former national consulting partner with BDO, LLP, and co-author of 10 Steps to a Digital Practice in the Cloud, published by the AICPA. He was awarded the Top 25 Thought Leader award by the CPA Practice Advisor (2011 – 2017), and the Michigan Association of CPAs Innovative User of Technology award, and is an AICPA Business & Industry CPA Hall of Fame inductee.
Non-Member Price $109.00
Member Price $89.00