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
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by CPA Crossings.
Leader(s):
Leader Bios
John Higgins, CPA Crossings LLC
John Higgins is a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPE programs for thousands of CPAs over the past 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPE programs. He has presented “live” web CPE events for groups as large as 600+ participants, as well as many small groups. John assisted the Michigan Association of CPAs as an adviser in the development of their web based CPE model. John’s primary qualification is his passion for helping CPAs achieve greater success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country. John resides in Rochester, Michigan with his wife Karen and their two children. 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, paperless work flow design, innovative client services and more. •Nationally recognized speaker and author on technology issues impacting the CPA profession. •Monthly host of Document Management to Go (DMS2Go) pod cast sponsored by CPA Technology magazine. •Former national consulting partner with a top 10 CPA firm. •Former CEO of technology training & consulting firm. •Member of the AICPA Business & Industry Hall of 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.
Non-Member Price $199.00
Member Price $149.00