Microsoft Teams for CPAs: Unlocking Its Full Potential
Overview
Microsoft Teams is designed to be the foundation of your Microsoft 365 ecosystem deployment. When deployed effectively, Teams can serve as a powerful platform for communication, collaboration, and knowledge sharing across your firm or business. Unfortunately, most organizations are substantially underutilizing the capabilities of Teams. This course provides a review and demonstration of the key features of Microsoft Teams that you can harness to optimize the return on your Microsoft 365 investment.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Highlights
The major topics that will be covered in this course include:
- Best practices for organizing your teams and channels
- Understanding the role of Teams and SharePoint integration
- Using Teams to communicate and collaborate externally with clients
- Tips and tricks for managing conversations in Teams
- Leveraging Microsoft Copilot AI in Teams
Prerequisites
None
Designed For
Anyone who wants to understand how to tap into the full potential of the Microsoft Teams app
Objectives
After attending this presentation, you will be able to...
- Recognize the full potential of Microsoft Teams to improve communications, collaboration, and knowledge sharing across your business.
- Identify the specific features and capabilities of Microsoft Teams to propel your digital transformation.
Preparation
None
Leader(s):
Leader Bios
John Higgins, Owner, Higgins Advisory, LLC
John H. Higgins, CPA.CITP 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 that leverages the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more.
John is a seasoned entrepreneur with experience as the founder of two separate accounting technology advisory firms that were acquired by larger organizations. In addition, he has experience with a local CPA firm and as a technology advisory practice leader partner in a national CPA firm.
John shares his expertise as a nationally recognized thought leader, strategic advisor, and speaker on accounting technology through coaching and speaking engagements. His primary contribution is his passion for helping the profession move forward through the understanding and adoption of emerging technologies.
Non-Member Price $109
Member Price $89