Virtual
Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools 26-27
Date: May 26, 2026
Time: 9 – 11 a.m. PT
CPE: 2
Member
$99.00
Nonmember
$129.00
Members, log in to access your discount.
Overview
Microsoft 365 is likely the most underutilized software investment in your firm or business. This course will show how to tap it to many of the lesser known features of the Microsoft 365 ecosystems 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.
Product Code
1000004772-138311
Credit Type
CPE: 2CPE-Non-Technical: 2Intended Audience
CPAs and other financial professionals who use the Microsoft 365 ecosystem
NASBA Field of Study
Computer Software & Applications
Level of Difficulty
Basic
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- 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
Other Dates
Faculty
John Higgins
Meet John Higgins, CPA. CITP, the visionary behind Higgins Advisory, LLC, specializing in guiding CPAs and CFOs through digital transformation. Blending strategic advice, education, and coaching, John aims to not just navigate but master today’s digital landscape. He has founded and sold two CPA technology advisory startups in his career and now focuses exclusively on helping accounting professionals understand and apply emerging technologies....
More about John HigginsAdditional Details
This prerecorded broadcast is provided through our partnership with Higgins Advisory, LLC. Instructor will be available via the chat feature.