Back to Search

Creating Client Portals with Office 365 SharePoint Online Webinar

CPE

When
April 16
2:00 - 5:00 p.m.

CPE Credits
3-Other

Details

 Pricing

PICPA Member: $99 | Nonmember: $149


 More Information

Course No.
CXOSPT104W3
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:

  • Be prepared to develop a client portal strategy based on SharePoint
  • Realize what it takes to design and build a SharePoint client portal system
  • Know how to market the SharePoint portal to your clients

Highlights

The specific topics that will be covered in this course include:
  • SharePoint client portal paradigm
  • Best practices for establishing your client portal design
  • Site templates for maximum efficiency and consistency
  • Developing your client onboarding process
  • Client site security
  • Marketing and educating your clients on the SharePoint portal


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.

You May Also Like

Mastering the Outlook / Office 365 Mail App Webinar
April 24 | Webinar
Upon completion of this course you will:Know how to master all of the Outlook Mail app featuresUnderstand the relationship between the Outlook and Office 365 online Mail appBe aware of ...
Microsoft PowerBI - Fundamentals of the PowerBI Dashboards Webinar
April 25 | Webinar
After attending this presentation, you will …Understand the PowerBI.com interfaceBe able to connect data to PowerBI.comKnow how to create interactive visualizations and dashboards ...
Excel - Create KPI Dashboards for Maximum Impact Webinar
April 26 | Webinar
After completing this class you will have the ability to...Understand how you can make strategic decisions based on dashboardsCreate KPI dashboardsUse various Excel tools to easily create meaningful KPI dashboards ...