Outlook - Manage Your Inbox With Maximum Efficiency
Overview
If you use Outlook to process your email, you are likely spending a substantial part of your day processing incoming email messages. This course is designed to show you a multitude of tips and tricks to reduce time spent processing emails. We will cover every feature available in Outlook to streamline and automate your email processing. 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:
- Orientation to the Outlook interface and navigation
- Customizing your inbox display to meet your preferences
- Using folders to organize your messages
- Using QuickSteps and Rules to automate the processing of inbound emails
- Tools for deleting and archiving your emails
- Managing your junk mail settings
- Understanding all email option settings
Prerequisites
None
Designed For
Anyone who uses Outlook
Objectives
After attending this presentation you will be able to...
- Identify the features that are available in Outlook to process and organize your incoming email messages
- Indicate when a particular Outlook feature can help you process your email more efficiently
- Identify best practices for organizing your inbound email
- Recognize opportunities to streamline your email activities to achieve greater efficiency
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