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Office 365 OneDrive App - Managing and Storing Your Files Webinar

CPE

When
Aug. 14
9:30 a.m. - 12:30 p.m.

CPE Credits
3-Other

Details

 Pricing

PICPA Member: $99 | Nonmember: $149


 More Information

Course No.
CXOOND003W3
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

If you plan to or currently use Office 365, learning how to leverage the full breadth of features and functions of the OneDrive app for storing your files in the cloud is imperative. Leveraging OneDrive and SharePoint for your file storage platform maximizes your ROI in Office 365 because of the deep integration with other Office 365 apps. This course provides a thorough understanding of how to use OneDrive to maximize efficiency and security of your documents and files. Whether you have a OneDrive account as part of your Office 365 subscription, or as a stand-alone application, taking this course will be an invaluable learning experience. 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 a plan to begin using OneDrive to store files in the cloud
  • Recognize features of OneDrive to leverage the full power of Office 365
  • Recognize how to increase the cybersecurity protection of your files

Highlights

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

  • Orientation to the OneDrive interface and features
  • Saving files to OneDrive through uploads and directly from applications
  • Working with OneDrive files in your Office applications
  • Managing the storage of your files in OneDrive
  • Sharing access to your OneDrive files internally and externally
  • Understanding how to manage your OneDrive configuration settings
  • Using the OneDrive sync app to synchronize files to your local device
  • Managing the OneDrive sync app settings


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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