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Transform Your Organization With Office 365 and Teams

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Webinar

8.00 Credits

Member Price $239.00

Non-Member Price $289.00

Overview

We are now officially in the era of digital communications, collaboration and knowledge sharing. Is your organization prepared to embrace it? This course will show you how to do just that by strategically deploying the Microsoft Office 365 ecosystem of applications with the Teams app at the core. Office 365 provides the tools to digitally transform your workflows to increase efficiency, as well as to provide the ability for your team to work from anywhere, at any time, on any device. We will review how you can leverage specific Office 365 apps to foster online communication, collaboration and knowledge sharing among your team members, as well as externally with clients, customers and service providers. You will leave this course with a solid understanding of how to tap into Office 365 to take your business digital. 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 Office 365 ecosystem
  • Strategic value of deploying Office 365
  • Using the Teams app as the central hub for your online communications and collaboration
  • Setting up your file management system with SharePoint and OneDrive
  • Leveraging the Office 365 mobile apps to take your office on the road
  • Using the Planner app to track and manage team projects
  • Harnessing the Forms app to convert your forms to digitally fillable online forms
  • Orientation to the Office 365 Admin app
  • Lightning round review of all the Office 365 apps so that you will be aware of all that Office 365 has to offer
  • Tips and best practices for developing your Office 365 deployment strategy

Prerequisites

None

Designed For

Anyone who wants to understand how to get the most out of Office 365 to maximize productivity and enhance communication and collaboration

Objectives

After attending this presentation you will be able to...

  • Recognize the full value proposition for deploying Office 365 regardless of the size of your organization
  • Distinguish among the Office 365 apps that are available to establish your digital office
  • Identify a plan to set up a comprehensive cloud-based file management system
  • Identify the tasks that are required to administer your Office 365 ecosystem
  • Determine your Office 365 deployment strategy

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.

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Non-Member Price $289.00

Member Price $239.00