Outlook - Manage Your Email With Maximum Efficiency Webinar

Jun 4
9:00 - 1:00 p.m.

Online

4-Other
CPE Credits

Are you finding it more and more difficult to manage the volume of your email messages? Do you worry about missing the follow-up on important emails? Do you feel like you waste a lot of time dealing with unimportant or unwanted emails? If you answered yes to any of these questions, this course will be well worth your investment. We will review every conceivable feature available in Outlook to manage your inbound and outbound email so you can save yourself at least an hour of time each week. This is a 4 CPE credit course so that we will have the time to cover it all from beginner to intermediate to advanced email features. By the time we're finished you will have knowledge of virtually every email feature as well as a comprehensive reference manual to review after the course. 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 full range of Outlook email features will be covered including:

Everything you need to know about navigating the Outlook Email application.
Customizing the way you view your inbox
Using Rules and Quick Steps to automate the processing of recurring email messages
Using categories, flags and more to organize your email
Mastering the search tools to find buried emails instantly
Everything you need to know about e-mail folders from A to Z
Review of all the types of information that can be attached to e-mail messages
Setting up your Gmail, Yahoo, AOL and other e-mail services in Outlook
Best practices for archiving your e-mail messages
Using e-mail message templates to streamline sending standard messages
Potpourri of Outlook email tips & tricks

Registration

PICPA Member: $139
Nonmember: $189

More Information

Course No. CXOTLK042W4 Level: Intermediate

Prerequisites: None

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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