CFO Series: Microsoft 365 Apps- Teams, SharePoint & OneDrive Webinar

Apr 23
11:00 - 1:00 p.m.

Online

2-Other
CPE Credits

This session begins by taking a close look at how to use the Teams app as the foundation for your digital communication, collaboration and knowledge sharing platform. You will learn the importance of developing a Teams deployment strategy and discuss best practices. We will also demonstrate how SharePoint and OneDrive serve as your primary document storage solution in the cloud and how Teams and SharePoint connect at the hip.

Learning Objectives:

After attending this presentation you will be able to...

Identify and demonstrate how the core apps of Teams, SharePoint and OneDrive provide the foundation for your Microsoft 365 deployment.

Highlights

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

Review the power of the Teams app for communication, collaboration and knowledge sharing.
Review how SharePoint and OneDrive can serve as your cloud storage platform for shared files.

Registration

PICPA Member: $79
Nonmember: $104

More Information

Course No. CXJHCMA2 Level: Intermediate

Prerequisites: A basic understanding of Microsoft Office is helpful

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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