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Mastering the Outlook / Office 365 Mail App Webinar

CPE

When
Oct. 14
2:00 - 5:00 p.m.

CPE Credits
3-Other

Details

 Pricing

PICPA Member: $99 | Nonmember: $149


 More Information

Course No.
CXOMAI101W3
Level
Intermediate
Prerequisites
None

Description

Chances are you have been using the Outlook email app for many years. If you have an Office 365 subscription you will definitely want to take advantage of the online Mail app, so that you can have the best of both worlds. This course will provide you with a deep dive review of how to use all of the features in the Office 365 online Mail app. 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:

  • Understanding the relationship between the Outlook desktop and Office 365 online Mail app
  • Deep dive review of all the online Mail app features from A to Z: searching, organizing, automating, archiving and more
  • Setting up a site specific mailbox in SharePoint
  • Introduction to the eDiscovery feature in Office 365



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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