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Microsoft 365: Save More Time, Make More Money

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CPA Crossings Webinars

Online, OK 00000

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4.00 Credits

Member Price $149

Non-Member Price $169

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

Leader(s):

Leader Bios

John Higgins, Owner, CPA Crossings, LLC Two Commerce Square

John H. Higgins, CPA.CITP is the co-founder of CPA Crossings and has been helping CPAs leverage technology for more than 25 years. He is a CPA with a strong background in information technology and is a nationally recognized author and speaker on accounting and tax technology. Higgins, and his CPA Crossings cofounder Bryan Smith, recently authored “Ten Steps to a Digital Practice via the Cloud” which has been published by the AICPA. Higgins has been recognized as a Top 20 Thought Leader in the Profession from the CPA Practice Advisor Magazine for the past two years.

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Non-Member Price $169

Member Price $149