Transform Your Organization With Office 365 and Teams Webinar

May 24
9:00 - 5:00 p.m.

Online

8-Other
CPE Credits

We are now officially in the era of digital communications, collaboration and knowledge sharing. Is your organization prepared to embrace it? This course will show you how to do just that by strategically deploying the Microsoft Office 365 ecosystem of applications with the Teams app at the core. Office 365 provides the tools to digitally transform your workflows to increase efficiency, as well as to provide the ability for your team to work from anywhere, at any time, on any device. We will review how you can leverage specific Office 365 apps to foster online communication, collaboration and knowledge sharing among your team members, as well as externally with clients, customers and service providers. You will leave this course with a solid understanding of how to tap into Office 365 to take your business digital. 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...

Recognize the full value proposition for deploying Office 365 regardless of the size of your organization
Distinguish among the Office 365 apps that are available to establish your digital office
Identify a plan to set up a comprehensive cloud-based file management system
Identify the tasks that are required to administer your Office 365 ecosystem
Determine your Office 365 deployment strategy

Highlights

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

Orientation to the Office 365 ecosystem
Strategic value of deploying Office 365
Using the Teams app as the central hub for your online communications and collaboration
Setting up your file management system with SharePoint and OneDrive
Leveraging the Office 365 mobile apps to take your office on the road
Using the Planner app to track and manage team projects
Harnessing the Forms app to convert your forms to digitally fillable online forms
Orientation to the Office 365 Admin app
Lightning round review of all the Office 365 apps so that you will be aware of all that Office 365 has to offer
Tips and best practices for developing your Office 365 deployment strategy

Registration

PICPA Member: $199
Nonmember: $299

More Information

Course No. CXO365022W8

Level: Basic

Prerequisites: None

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

Higgins Advisory LLC

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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