Synchronize Files to the Cloud with OneDrive and SharePoint Webinar

Mar 28
4:00 - 5:30 p.m.

Online

2-Other
CPE Credits

One of the most cost-effective methods for storing your files safely and economically in the cloud is with the Microsoft 365 OneDrive and SharePoint apps. If you use either or both of these cloud storage apps, this course is a "must take." There are often times when you want or need cloud-based files to be stored on your local laptop or desktop PC for application compatibility purposes. With the OneDrive Sync app, you can have the best of both worlds. You can have copies of a file stored locally and, in the cloud, simultaneously. The Sync app will update both copies of the file in real time for any changes that are made in the local or cloud copy of the file. A classic example is if you have a QuickBooks Desktop data file that you need to store locally to work with the files in QuickBooks. However, you also want the file stored in the cloud for anytime, anywhere access and enhanced security. The Sync app facilitates this scenario effortlessly. Nationally recognized accounting technology advisor and thought leader John Higgins will take you through the step-by-step process of setting up and using the Sync app. 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 value proposition for deploying the OneDrive Sync app.
Identify all the steps necessary to setup the Sync app properly.

Highlights

The major topics covered in this course include:

Overview of the OneDrive Sync app functionality
Step-by-step review and demonstration of how to deploy this app.
Installing the Sync app on your local devices
Configuring the files and folders to synchronize to your local device.
Manage the locally stored files.
Best practice tips for using the Sync app and avoiding common mistakes.

Registration

PICPA Member: $69
Nonmember: $94

More Information

Course No. HAJHSF15 Level: Intermediate

Prerequisites: Basic understanding of using OneDrive or SharePoint for cloud storage

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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