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Monday, March 2, 2026 Live Webcast

Microsoft 365: Save More Time, Make More Money (X2-59511)

1:00 PM - 5:00 PM EDT
webcast

Vendor Platform

4 CPE Credits in SK

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 deployment. Discover how to leverage the Microsoft 365 suite of applications to unlock new efficiencies and opportunities within your business organization or CPA firm.

DESIGNED FOR

Anyone working with Microsoft 365 and wants to learn how to get more out of it.

BENEFITS

After attending this presentation, you will be able to...

  • Select the capabilities of Microsoft 365 to enhance operational efficiency.
  • Determine best practices for deploying Microsoft 365 applications, with a focus on optimizing the Teams app for your organization's unique needs.

HIGHLIGHTS

The major topics that will be covered in this course include:

  • Appreciate the full potential of Microsoft 365 to drive efficiency in your business
  • Learn best practices for harnessing the power of Microsoft 365
  • Design your Teams app setup to meet the unique attributes of your business
  • Use SharePoint and OneDrive to organize your files and share them securely internally and externally
  • Organize your thoughts, meeting notes and other content centrally in OneNote
  • Manage your projects, large and small, with the Planner app
  • Deploy the Stream app to document processes efficiently and effectively

 

Bonus Content: Understand how to harness the power of AI with Microsoft Copilot


COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

John Higgins

John H. Higgins, CPA.CITP

Strategic Technology Advisor

Higgins Advisory, LLC

John is the founder and CEO of Higgins Advisory, LLC, which helps CPAs, CFOs and other financial professionals successfully guide their firms and business organizations through a digital transformation that leverages the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more. He is a seasoned entrepreneur, having been the founder of two separate accounting technology advisory firms that were acquired by larger organizations, such as the co-founder of CPA Crossings, LLC, a national provider of CPA technology advisory and educational services, and a founder of Computools, Inc. a provider of financial and ERP solutions for small and mid-size businesses. 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.