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Office 365 Ecosystem - How to Start Using Your Subscription Webinar

CPE

When
Jan. 17
2:00 - 4:00 p.m.

CPE Credits
2-Other

Details

 Pricing

PICPA Member: $79 | Nonmember: $104


 More Information

Course No.
CXO365102W2
Level
Basic
Prerequisites
None
Note

This webinar is hosted by PICPA's partner, CPA Crossings. After registering, you will receive an email from CPA Crossings with the log-in information.

Description

Upon completion of this course you will:

  • Have a solid foundation of understanding the Office 365 ecosystem
  • Be prepared to setup and configure your Office 365 services
  • Avoid what can otherwise be a frustrating experience getting initiated to Office 365

Highlights

The topics that will be presented in this course include:

  • What you need to know about your Office 365 account sign-in procedures
  • The difference between your Windows account and Office 365 account
  • Establishing your profile
  • Managing a business and personal Office 365 account
  • Realizing the differences between the desktop, cloud and mobile apps
  • Understanding your Office 365 settings
  • Installing the Office 365 desktop apps
  • Signing into Office 365 from the Office apps: Excel, Word, PowerPoint, Outlook
  • Understanding the relationship between OneDrive, SharePoint and the Office apps
  • Mastering the file sharing permissions



Speaker(s)

John H. Higgins, CPA.CITP


John serves as a strategic technology advisor to CPAs in the planning and deployment of effective technology solutions and workflow automation. As a co-founder of CPA Crossings, John specializes in facilitating the development of strategic technology plans, paperless workflows, client portal solutions and a comprehensive digital practice model. John recently co-authored "Ten Steps to a Digital Practice in the Cloud", published by the AICPA. This book provides CPAs with a strategic roadmap for taking their firms online by leveraging cloud computing. John also developed an innovative model for delivering live CPE courses that utilize the Apple iPad to provide electronic course materials and an interactive classroom environment. John’s primary qualification is his passion for helping CPAs achieve success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country.


Qualifications and Experience:

  • Actively involved in working with local, regional and national CPA firms over the past 25 years in the implementation of technology to automate business processes.
  • Awarded for being one of the Top 25 Thought Leaders in the accounting profession by The CPA Practice Advisor (www.cpapracticeadvisor.com) in 2011, 2012 and 2013.
  • Co-author of "10 Steps to a Digital Practice in the Cloud," published by the American Institute of CPAs.
  • Facilitated hundreds of planning sessions and retreats to develop strategic plans, technology plans, workflow design, innovative client services and more.
  • Nationally recognized speaker and author on technology issues affecting the CPA profession, with an emphasis on transforming to a digital practice model.
  • Author of the annual Document Management Software Review for the CPA Practice Advisor magazine.
  • Former national consulting partner with a top 10 CPA 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 recipient.

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