New
Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools
Thursday, Aug. 27, 2026
Noon-2 p.m. Central
2 CPE (2 non-technical)
Course code: 26WX-3249
View pricing
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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.
Major subjects
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Round robin review of lesser known M365 apps.
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Reduce / eliminate internal email communications with Teams and SharePoint.
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Collaborate on spreadsheet and documents with your colleagues in real time.
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Get control of your appointment schedule with the Bookings app.
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Tap the full potential of OneNote as your primary repository for notes, correspondence and more.
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Replace email attachments with secure file sharing links.
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Document business processes with the Stream app.
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Leverage the power of AI in M365 with Copilot
Learning objectives
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Recognize the full potential of your Microsoft 365 investment.
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Identify specific, actionable initiatives to do more across the Microsoft 365 ecosystem
Who should take this program?
- Anyone who uses the Microsoft 365 ecosystem.
Pricing
|
Standard Member Fee |
$89.00
|
 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.
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
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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