Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools (Live Webinar)
Overview
Applicable for
Learning Objectives
- Recognize the full potential of your Microsoft 365 investment
- Identify specific, actionable initiatives to do more across the Microsoft 365 ecosystem
Content
- 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
Course Dates & Registration
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John Higgins, CPA.CITP, serves as a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPD programs for thousands of CPAs for more than 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPD programs.Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools (Live Webinar)
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Overview
Applicable for
Learning Objectives
- Recognize the full potential of your Microsoft 365 investment
- Identify specific, actionable initiatives to do more across the Microsoft 365 ecosystem
Content
- 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
Course Dates & Registration
John Higgins, CPA.CITP, serves as a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPD programs for thousands of CPAs for more than 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPD programs.Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.