Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools
Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools
CPE Credit:
2
Overview
Description:
Microsoft 365 is likely the most underutilized software investment in your firm or business. This course will show how to tap in to many of the lesser known features of the Microsoft 365 ecosystem of apps to maximize your productivity and produce better outputs. Through a series of practical case study demonstrations you will learn how to leverage the full potential of Microsoft 365 in your organization.
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 uses the Microsoft 365 ecosystem
Program Level:
Basic
Program Content:
The major topics that will be covered in this course include:
- Round robin review of lesser known M365 apps
- Reduce / eliminate internal email communications with Teams and SharePoint
- Collaborate on spreadsheet and documents with your colleagues in real time
- Get control of your appointment schedule with the Bookings app
- Tap the full potential of OneNote as your primary repository for notes, correspondence and more
- Replace email attachments with secure file sharing links
- Document business processes with the Stream app
- Leverage the power of AI in M365 with Copilot
Learning Objectives:
After attending this presentation, you will be able to…
- Recognize the full potential of your Microsoft 365 investment
- Identify specific, actionable initiatives to do more across the Microsoft 365 ecosystem
Prerequisites:
None
Advanced Preparation:
None
Developed By:
Higgins Advisory, LLC
Format:
Group-Internet-Based
Course Code:
HAJHUHP2
Our Partners
NASBA Sponsor
Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools
Course Code:
HAJHUHP2
Program Level:
Basic
Description:
Microsoft 365 is likely the most underutilized software investment in your firm or business. This course will show how to tap in to many of the lesser known features of the Microsoft 365 ecosystem of apps to maximize your productivity and produce better outputs. Through a series of practical case study demonstrations you will learn how to leverage the full potential of Microsoft 365 in your organization.
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:
- Round robin review of lesser known M365 apps
- Reduce / eliminate internal email communications with Teams and SharePoint
- Collaborate on spreadsheet and documents with your colleagues in real time
- Get control of your appointment schedule with the Bookings app
- Tap the full potential of OneNote as your primary repository for notes, correspondence and more
- Replace email attachments with secure file sharing links
- Document business processes with the Stream app
- Leverage the power of AI in M365 with Copilot
Learning Objectives:
After attending this presentation, you will be able to…
- Recognize the full potential of your Microsoft 365 investment
- Identify specific, actionable initiatives to do more across the Microsoft 365 ecosystem
Who should attend:
Anyone who uses the Microsoft 365 ecosystem
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
- 5/6/2026 @ 10:00 AM
- 5/18/2026 @ 3:00 PM
- 6/2/2026 @ 4:00 PM
- 6/15/2026 @ 10:30 AM
- 7/1/2026 @ 2:00 PM
- 7/13/2026 @ 10:00 AM
- 7/30/2026 @ 4:00 PM
- 8/11/2026 @ 10:00 AM
- 8/27/2026 @ 1:00 PM
- 9/9/2026 @ 11:30 AM
- 9/25/2026 @ 9:30 AM
- 10/8/2026 @ 10:00 AM
- 10/20/2026 @ 2:30 PM
- 11/6/2026 @ 9:30 AM
- 11/20/2026 @ 9:30 AM
- 12/1/2026 @ 10:30 AM
- 12/15/2026 @ 2:00 PM
- 1/15/2027 @ 4:00 PM
- 1/28/2027 @ 10:30 AM
- 2/11/2027 @ 2:00 PM
- 2/23/2027 @ 10:30 AM
- 3/12/2027 @ 3:00 PM
All times are Eastern Time Zone
