Microsoft Teams for CPAs: Unlocking Its Full Potential
Microsoft Teams for CPAs: Unlocking Its Full Potential
CPE Credit:
2
Overview
Description:
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.
Field of Study:
Computer Software & Applications (2 CPE)
Instructor
Instructor:
John Higgins, CPA.CITP
Additional Details
Who should attend:
Anyone who wants to understand how to tap into the full potential of the Microsoft Teams app
Program Level:
Basic
Program Content:
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
Learning 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.
Prerequisites:
None
Advanced Preparation:
None
Developed By:
Higgins Advisory, LLC
Format:
Group-Internet-Based
Course Code:
HAJHMTC2
Our Partners
NASBA Sponsor
Microsoft Teams for CPAs: Unlocking Its Full Potential
Course Code:
HAJHMTC2
Program Level:
Basic
Description:
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.
Program Content:
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
Learning 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.
Who should attend:
Anyone who wants to understand how to tap into the full potential of the Microsoft Teams app
Developed By:
Higgins Advisory, LLC
Instructor:
John Higgins, CPA.CITP
CPE Credit:
2
Field of Study:
Computer Software & Applications (2 CPE)
Prerequisites:
None
Advanced Preparation:
None
Format:
Group-Internet-Based
OR
Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register
Price
Single Registration
$89.00
Upcoming Dates
- 5/12/2026 @ 10:00 AM
- 5/30/2026 @ 9:30 AM
- 6/11/2026 @ 3:00 PM
- 6/25/2026 @ 11:30 AM
- 7/6/2026 @ 2:30 PM
- 7/21/2026 @ 4:00 PM
- 8/6/2026 @ 10:00 AM
- 8/21/2026 @ 10:00 AM
- 9/2/2026 @ 9:00 AM
- 9/16/2026 @ 3:30 PM
- 9/30/2026 @ 3:30 PM
- 10/13/2026 @ 12:00 PM
- 10/27/2026 @ 11:00 AM
- 11/13/2026 @ 3:30 PM
- 11/25/2026 @ 3:30 PM
- 12/12/2026 @ 10:30 AM
- 12/21/2026 @ 10:00 AM
- 1/8/2027 @ 12:00 PM
- 1/20/2027 @ 12:30 PM
- 2/2/2027 @ 9:30 AM
- 2/15/2027 @ 3:30 PM
- 3/2/2027 @ 1:30 PM
All times are Eastern Time Zone
