Microsoft 365 Deployment Bootcamp for Your Practice
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 (M365) deployment. Discover how to leverage the M365 suite of apps to unlock new efficiencies and opportunities within your firm. Don’t miss this chance to supercharge your practice with cutting-edge tools! Whether you are a solo practitioner or larger firm, this “bootcamp” will provide you with an ROI 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
Specific topics that will be covered:
- Understanding the full potential of Microsoft 365 to drive efficiency in your practice
- Best practices for deploying Microsoft 365 in accounting, tax and advisory firms
- Design your Teams app setup to meet the unique attributes of your practice
- Use SharePoint and OneDrive to organize your files and share them securely with your clients
- Organize your thoughts, meeting notes and other content centrally in OneNote
- Track your client engagements and internal projects efficiently and effectively with the Planner app
- Use Microsoft 365 to document processes, improve client services and increase productivity
- Step-by-step guide for deployment of Microsoft 365 in your firm based on best practices
Prerequisites
None
Designed For
Anyone who works in a professional services practice and wants to maximize the ROI of the Microsoft 365 subscriptions.
Objectives
After attending this presentation, you will be able to...
- Identify the capabilities of Microsoft 365 that enhance operational efficiency for accounting, tax, and advisory practices.
- Recognize best practices for deploying Microsoft 365 applications, with a focus on optimizing the Teams app for a practice's unique needs.
- Select strategies from a step-by-step guide to implement Microsoft 365 for process documentation, client service improvement, and productivity enhancement.
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