Outlook - Manage Your Inbox With Maximum Efficiency Webinar

Sep 22
9:00 - 1:00 p.m.

Online

4-Other
CPE Credits

If you use Outlook to process your email, you are likely spending a substantial part of your day processing incoming email messages. This course is designed to show you a multitude of tips and tricks to reduce time spent processing emails. We will cover every feature available in Outlook to streamline and automate your email processing. Note: This is one of two Outlook email courses we offer. While this course focuses on the inbound side of Outlook email, our other course titled "Mastering Email Composition from A to Z" focuses on the outbound side of Outlook. Together, these two courses provides you with a significant productivity boost. 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 this presentation you will be able to...

Identify the features that are available in Outlook to process and organize your incoming email messages
Indicate when a particular Outlook feature can help you process your email more efficiently
Identify best practices for organizing your inbound email
Recognize opportunities to streamline your email activities to achieve greater efficiency

Highlights

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

Orientation to the Outlook interface and navigation
Customizing your inbox display to meet your preferences
Using folders to organize your messages
Using QuickSteps and Rules to automate the processing of inbound emails
Tools for deleting and archiving your emails
Managing your junk mail settings
Understanding all email option settings

Registration

PICPA Member: $139
Nonmember: $189

More Information

Course No. CXOTLK044W4 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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