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Transform Your Organization with Office 365 and Teams

Monday, April 21
 9:00am - 5:00pm

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8.00 Credits

Member Price $239.00

Non-Member Price $364.00

Overview

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.

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

Designed For

Anyone who wants to understand how to get the most out of Office 365 to maximize productivity and enhance communication and collaboration

Prerequisites

None

Preparation

None

Notice

You will receive an email from CPA Crossings via Webex with instructions to access the webinar.

Leader(s):

Leader Bios

John Higgins, Higgins Advisory, LLC

John is the founder and CEO of Higgins Advisory, LLC, established with the mission of helping CPAs, CFOs and other financial professionals to successfully guide their firms and business organizations through a successful digital transformation. John believes that the key to success today, and in the future, lies in leveraging the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more.

John is a seasoned entrepreneur with experience, founding two separate accounting technology advisory firms that were acquired by larger organizations. In addition, he has experience with a local CPA firm as well as a technology advisory practice leader partner in a national CPA firm.

As a nationally recognized thought leader, John shares his expertise as a strategic advisor and speaker on accounting technology through coaching and speaking engagements. His primary contribution to the CPA profession is his passion for helping the profession move forward through the understanding and adoption of emerging technologies.

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Non-Member Price $364.00

Member Price $239.00