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Office 365 Forms App Fundamentals Webinar

CPE

When
April 8
4:30 - 5:30 p.m.

CPE Credits
1-Other

Details

 Pricing

PICPA Member: $49 | Nonmember: $74


 More Information

Course No.
CXOFRM100W1
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

In the ongoing transformation to a digital business model, automating forms can have high value with low cost and effort. Think of the various forms used in your business on a daily basis. Do you have paper forms? Excel forms? Word forms? Often times paper forms are replaced with digital forms using the wrong tool or application. This course teaches how to use the Office 365 Forms app to create digital forms using a tool designed specifically for that purpose. Although Office 365 Forms will not work for every form you have, chances are pretty good that it is just the right solution for a number of them. 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 to deploy the Forms app in your organization
  • Recall the features of the Forms app to create practical and intuitive online forms

Highlights

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

  • Orientation to the Forms app features and interface
  • Step-by-step process for creating a form
  • How to share your form with others to complete it
  • Tools for analyzing the form responses
  • Creating a quiz, e.g. a competency quiz
  • Alternative Forms app solutions


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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