Microsoft 365 Deployment Bootcamp for Your Practice
4.00 Credits
Member Price $149
Non-Member Price $169
Overview
Join us for an insightful presentation featuring John Higgins, a renowned technology advisor to the CPA profession, who has assisted many firms with Microsoft 365 (M365) deployment. Discover how to leverage the M365 suite of apps to unlock new efficiencies and opportunities within your firm. Don’t miss this chance to supercharge your practice with cutting-edge tools! Whether you are a solo practitioner or larger firm, this “bootcamp” will provide you with an ROI many times greater than your investment to attend. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Highlights
Specific topics that will be covered:
- Understanding the full potential of Microsoft 365 to drive efficiency in your practice
- Best practices for deploying Microsoft 365 in accounting, tax and advisory firms
- Design your Teams app setup to meet the unique attributes of your practice
- Use SharePoint and OneDrive to organize your files and share them securely with your clients
- Organize your thoughts, meeting notes and other content centrally in OneNote
- Track your client engagements and internal projects efficiently and effectively with the Planner app
- Use Microsoft 365 to document processes, improve client services and increase productivity
- Step-by-step guide for deployment of Microsoft 365 in your firm based on best practices
Prerequisites
None
Designed For
Anyone who works in a professional services practice and wants to maximize the ROI of the Microsoft 365 subscriptions.
Objectives
After attending this presentation, you will be able to...
- Identify the capabilities of Microsoft 365 that enhance operational efficiency for accounting, tax, and advisory practices.
- Recognize best practices for deploying Microsoft 365 applications, with a focus on optimizing the Teams app for a practice's unique needs.
- Select strategies from a step-by-step guide to implement Microsoft 365 for process documentation, client service improvement, and productivity enhancement.
Preparation
None
Leader(s):
Leader Bios
John Higgins, Owner, CPA Crossings, LLC Two Commerce Square
John H. Higgins, CPA.CITP is the co-founder of CPA Crossings and has been helping CPAs leverage technology for more than 25 years. He is a CPA with a strong background in information technology and is a nationally recognized author and speaker on accounting and tax technology. Higgins, and his CPA Crossings cofounder Bryan Smith, recently authored “Ten Steps to a Digital Practice via the Cloud” which has been published by the AICPA. Higgins has been recognized as a Top 20 Thought Leader in the Profession from the CPA Practice Advisor Magazine for the past two years.
Non-Member Price $169
Member Price $149