OneNote - Mastering Organization of Your Notes & Correspondence Webinar

May 29
12:00 - 2:00 p.m.

Online

2-Other
CPE Credits

Upon completion of this course you will be:

Completely familiar with all of the functionality that OneNote has to offer
Prepared to establish a comprehensive note and communications tracking system
Able to share your notes, to do lists, etc. with people inside and outside your organization

Highlights
The following topics will be covered in this course:

Navigating the OneNote interface
Best practices for notebook organization
Learn how to add pictures, graphic content, tables, file links, email messages, appointment links and more to your notebooks
Using OneNote with OneDrive to share and collaborate with internal and external users
Creating and using templates to streamline your notebook management
Integrating OneNote with your task manager
Using the power of tags to manage and search your content
Using OneNote on your tablet and smartphone

Registration

PICPA Member: $79
Nonmember: $104

More Information

Course No. CXOONE101W2

Level: Basic

Prerequisites: None

Notes

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.

Speaker(s)

John Higgins

Higgins Advisory LLC

John H. Higgins, CPA.CITP
Chief Partnership Officer
Strategic Advisor
CPA Crossings LLC

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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