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Microsoft Teams for CPAs: Unlocking Its Full Potential

If you have questions about this event, please call us at 952-831-2707.

Thursday, June 11, 2026
2-4 p.m. Central
2 CPE (2 non-technical)

Course code: 26WX-1467
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Alternate dates & more options


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.

Major subjects

  • 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

  • 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 take this program?

  • Anyone who wants to understand how to tap into the full potential of the Microsoft Teams app.

Pricing

Standard Member Fee $89.00
checkmark Standard Nonmember Fee $89.00
Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

More program information

Instructor John Higgins, CPA, CITP
Location Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (2.0)
Level Basic
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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If you have questions about this event, please call us at 952-831-2707.