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Tuesday, October 22, 2019 Webcast & Roseland

Create a Digital Office with Microsoft Office 365 (E1910213)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT

NJCPA Learning Center

105 Eisenhower Parkway, Suite 300
Roseland, NJ 07068



8.0 CPE Credits in CS


It is imperative that every business organization develop a comprehensive digital workflow model. This course will show you how to do just that by strategically deploying the Microsoft Office 365 ecosystem of applications. 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 among your team members. You will leave this course with a solid understanding of how to tap into Office 365 to take your business digital.


Anyone in an organization that is either considering or currently deploying Office 365.


  • Understand the full value proposition for deploying Office 365, regardless of the size of your organization
  • Be familiar with all of the Office 365 apps that are available to establish your digital office
  • Know how to set up a comprehensive cloud-based document management system
  • Understand what is required to administer your Office 365 ecosystem
  • Be prepared to develop your Office 365 deployment strategy


  • Orientation to the Office 365 collection of applications
  • Strategic value of deploying Office 365
  • Using the Teams app as the central hub for your office communications and collaboration
  • Setting up your document management system with SharePoint and OneDrive
  • Using the Office Online and Mobile apps to take Excel, Outlook, Word and PowerPoint on the road
  • How to use the Planner app to track and manage team projects
  • Using the Forms app to convert all of your forms to digitally fillable 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 & tricks for developing your Office 365 deployment strategy








Course materials are distributed electronically and we’ve passed the savings along to you - registrants save $20 on all 8-hour seminar pricing. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.
Help Feed Those in Need
  • The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.


John Higgins

John Higgins, CPA.CITP

CPA Crossings, LLC

John is the co-founder of CPA Crossings, LLC, established in 2001, which specializes in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services.

John delivers over 100 presentations annually on a wide range of accounting industry related technology topics including blockchain, big data, data analytics, cloud computing and all things Office 365.

Some of John’s key accomplishments include induction into the AICPA Business & Industry Hall of Fame and selection as a top 25 thought leader for the accounting profession by CPA Practice Advisor magazine from 2011 through 2019. John was a former national technology consulting partner with BDO, LLP and past chair of the Michigan Association of CPAs. John also co-authored the book 10 Steps to a Digital Practice published by the AICPA.


In-Person Registration

    $279.00 - Member

    $379.00 - Non Member

Webcast: Attend this seminar virtually

    $279.00 - Member

    $379.00 - Non Member

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CPA Crossings