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Mastering the Outlook / Office 365 People App Webinar

CPE

When
Sept. 23
11:30 a.m. - 1:30 p.m.

CPE Credits
2-Other

Details

 Pricing

PICPA Member: $79 | Nonmember: $104


 More Information

Course No.
CXOPEO001W2
Level
Basic
Prerequisites
None

Description

If you have an Office 365 subscription there is a good chance you continue to use the Outlook desktop app to manage your contacts. This course will take you through a deep dive of the People app, so that you can fully leverage your Office 365 subscription investment to manage your contacts and communications. You will discover some of the unique advantages of using the online People app. We will also discuss how to optimize your use of both apps, whether online or in Outlook. 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 topics that will be covered in this course include:

  • Understanding the relationship between the Outlook and Office 365 apps
  • Creating and managing contacts in the People app from A to Z
  • Organizing your contacts and creating groups for maximum efficiency
  • Tagging files to your contacts for quick retrieval
  • Review the integration between the People app and Skype for Business
  • Capturing all of your contact communications with the People and OneNote apps
  • Synchronizing your People app contacts with SharePoint sites


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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