Microsoft 365 Application Lightning Round Review-Updated
Overview
Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the profession’s leading experts on the integration of Microsoft 365 into business, will explain and demonstrate the depth and breadth of the Microsoft 365 ecosystem. The course is designed to raise your awareness of all that you can do with Microsoft 365 and substantially increase your monthly subscription ROI. 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 covered in this course include:
- Lightning round review of the following apps, with an explanation and demonstration of what each of them offers
- Teams - the foundation of all that you do in Microsoft 365
- SharePoint / OneDrive - secure cloud storage
- Power BI - the new financial reporting model
- Stream - the YouTube for your organization
- Bookings - streamline your appointment scheduling
- OneNote - get your content organized for quick retrieval
- Lists - create custom list tracking reports
- To Do - consolidate all your Outlook, Planner and general "to do's" in one app
- Planner - manage simple and complex engagements and projects in an intuitive app
- A quick look at many of the remaining apps
Prerequisites
None
Designed For
Anyone who wants to get more out of Microsoft 365.
Objectives
After attending this presentation you will be able to...
- Recognize the potential to leverage all the Microsoft 365 apps
- Identify which app(s) to utilize for specific business processes
- Select the proper sequence for deploying the Microsoft 365 apps for your organization
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 $85.00
Member Price $55.00