Office 365 SharePoint Fundamentals Webinar
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Office 365 SharePoint Fundamentals Webinar

CPE

When
Oct. 5
10:00 a.m. - 12:00 p.m.

CPE Credits
2-Other

Details

 Pricing

PICPA Member: $79 | Nonmember: $104


 More Information

Course No.
CXOSPT108W2
Level
Basic
Prerequisites
None
Note
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.

Description

The value proposition for subscribing to Office 365 grows exponentially when you take advantage of the powerful SharePoint Online application. This course will provide an in-depth review of what SharePoint has to offer and how to use the wealth of its functionality. Adequately understanding SharePoint will significantly improve information and file sharing within your organization, as well as with people external to your organization. You will also learn about the deep integration between the Teams and SharePoint apps, which are both at the core of all that you do in Office 365. You will develop a solid understanding of how to apply this powerful tool in your organization and maximize the value of your Office 365 subscription investment. 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...

  • Identify a strategy for how to leverage SharePoint in your organization
  • Recognize how SharePoint integrates with the Teams and OneNote apps
  • Identify the features of SharePoint needed to create a basic SharePoint site
  • Recognize how permissions work in SharePoint

Highlights

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

  • Orientation to SharePoint Online
  • Anatomy of a SharePoint site
  • How to create a SharePoint site
  • Understanding document libraries
  • Understanding custom lists
  • SharePoint and OneNote app integration
  • SharePoint and Teams app integration
  • Understanding site permissions
  • Introduction to site settings


Speaker(s)

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.

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