Creating Client Portals with Office 365 SharePoint Online Webinar
May 17 1:00 - 4:00 p.m.
Online
3-Other CPE Credits
This course is designed specifically for those firms that want to use SharePoint Online as their client portal solution. The extensive customization features that are available for designing your SharePoint sites make it a very powerful platform for your client portal solution. This course will introduce you to a comprehensive model for creating a SharePoint client portal.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. 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
Registration
PICPA Member: $99 Nonmember: $149
More Information
Course No.
CXOSPT104W3
Level:
Basic
Prerequisites:
None
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.