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Office 365 - Ready, Set, Go! - Developing Your Strategy Webinar

CPE

When
March 21
12:00 - 2:00 p.m.

CPE Credits
2-Other

Details

 Pricing

PICPA Member: $79 | Nonmember: $104


 More Information

Course No.
CXO365105W2
Level
Basic
Prerequisites
Recommended - Office 365 What You Need to Know
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 be:

  • Knowledgeable of the key decisions involved in deploying Office 365.
  • Prepared to develop a deployment strategy that maximizes your ROI.
  • Aware of the potential pitfalls of improper deployment of Office 365.

Highlights

The topics that will be presented in this course include:

  • Review of the key Office 365 deployment issues that need to be addressed
  • What data will be stored in OneDrive and/or SharePoint vs. your local servers and PCs
  • Who will be your Office 365 administrator(s)
  • Determining if you will need professional / technical assistance
  • What subscription plans are required for your individual team members
  • Developing a cost-effective end user training plan
  • What is involved in converting your current email databases to Office 365 Exchange Outlook 
  • Defining your user permissions model
  • Defining your mobile deployment strategy for Office 365
  • Developing a deployment timeline with minimal disruption in your business



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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