Microsoft 365: Save More Time, Make More Money
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 deployment. Discover how to leverage the Microsoft 365 suite of applications to unlock new efficiencies and opportunities within your business organization or CPA firm. Don’t miss this chance to supercharge your operations with cutting-edge tools! Whether you are working in public practice or business and industry, this event will provide you with a return on investment 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.
Highlights
The major topics that will be covered in this course include:
- Appreciate the full potential of Microsoft 365 to drive efficiency in your business
- Learn best practices for harnessing the power of Microsoft 365
- Design your Teams app setup to meet the unique attributes of your business
- Use SharePoint and OneDrive to organize your files and share them securely internally and externally
- Organize your thoughts, meeting notes and other content centrally in OneNote
- Manage your projects, large and small, with the Planner app
- Deploy the Stream app to document processes efficiently and effectively
Bonus Content: Understand how to harness the power of AI with Microsoft Copilot
Prerequisites
None
Designed For
Anyone working with Microsoft 365 and wants to learn how to get more out of it.
Objectives
After attending this presentation, you will be able to...
- Select the capabilities of Microsoft 365 to enhance operational efficiency.
- Determine best practices for deploying Microsoft 365 applications, with a focus on optimizing the Teams app for your organization's unique needs.
Preparation
None
Notice
Email w/link to webinar & materials will come from webinars@cpacrossings.com. If you do not receive email, check junk folder then contact CPA Crossings @ 877-370-2220 ext 1/webinars@cpacrossings.com
Leader(s):
Leader Bios
John Higgins, CPA Crossings LLC
John is the co-founder of CPA Crossings, LLC, which specializes in helping accounting, tax and financial professionals to leverage technology. John serves as a strategic technology advisor to CPAs in the planning and deployment of effective technology solutions and workflow automation. This aids them in the transformation to a digital practice model that features paperless processes and leverages cloud computing . In 2015, John established CPA Crossings’ new Cloud Accounting Learning Center. This is a comprehensive knowledgebase of training, information and consulting services that is designed to help CPAs and financial professionals make the transformation to delivering accounting services through the use of cloud based accounting systems and other tools. This is the new accounting services paradigm for the 21st century, and John is regarded as a foremost authority on how CPAs can seize the opportunity. John recently co-authored Ten Steps to a Digital Practice in the Cloud, published by the AICPA. This book provides CPAs with a strategic roadmap for taking their organizations online by leveraging cloud computing. 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.
Non-Member Price $189.00
Member Price $169.00