Office 365 Planner App Fundamentals Webinar

Mar 11
9:00 - 11:00 a.m.

Online

2-Other
CPE Credits

One of the key benefits of deploying the Microsoft Office 365 ecosystem in your organization is the breadth of applications that are included to help you create an environment of online communications and collaboration. The Planner app is a simple to use and very practical application to track and manage a series of tasks related to a team project. You can use Planner to manage a marketing event, complete a client engagement, launching a new service or track a series of "to dos" that may come out of team meeting. The team members working on a project can create, organize and assign tasks. They can also share files and converse online about the project. The project leader will have the ability to manage the plan through a very visual interface. If you are an Office user, you will find that attending this webinar is well worth your time. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives:
After attending the presentation you will be able to...

Use the Planner app to create, assign and organize tasks
Recognize how to collaborate with other team members around a project online
Recognize how the Planner app integrates with other Office 365 apps

Highlights

The major topics that will be covered in this class include:

Navigating the Planner app interface
Creating, organizing and assigning tasks
Collaborate and share files with other team members working on the plan
Leverage the integration of Planner with other Office 365 apps
Developing a strategy for deploying Planner in your organization

Registration

PICPA Member: $79
Nonmember: $104

More Information

Course No. CXOPNR109W2 Level: Basic

Prerequisites: None

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

Speaker(s)

John Higgins

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.

Phone: 215-496-9272

Webinar Hotline: 267-705-4450

Email: info@picpa.org

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