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AI, Technology & Innovation
Improving Productivity with Microsoft/Office 365 Cloud Applications (Live Webinar)
DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
Overview
Microsoft 365 includes a wide range of cloud-based applications that can help accounting and finance professionals improve productivity, streamline collaboration, and support flexible work environments. This webinar explores key Microsoft 365 tools, including Teams, SharePoint Online, OneDrive for Business, Planner, and Power Automate, and demonstrates how they can be used to enhance communication, automate routine tasks, and improve information management across individuals, teams, and organizations.
Course Description
Many organizations use only a fraction of the capabilities available through their Microsoft 365 subscriptions. This practical session introduces the cloud-based applications and services that can help professionals work more efficiently, improve collaboration, and automate common business processes. Participants will gain a better understanding of how Microsoft 365 tools can support productivity, knowledge sharing, and effective remote and hybrid work practices.
Applicable for
CPAs and other business professionals who are seeking to leverage their Microsoft 365/Office 365 subscriptions by taking advantage of some of the Cloud-based features available in these environments.
Learning Objectives
- Identify relevant, Cloud-based components of the Microsoft 365/Office 365 subscription model
- Differentiate between OneDrive, OneDrive for Business, and SharePoint Online
- Cite examples of how Teams can improve productivity and enhance collaboration and communication
- List examples of other Cloud-based services available through a Microsoft 365/Office 365 subscription
- Specify situations in which tools such as Planner, Power Automate, Bookings, Stream, and Sway might enhance individual and organizational productivity, efficiency, and profitability
Content
- Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment
- How to use tools such as Teams, Planner, and Power Automate
- Storing data in SharePoint Online and OneDrive for Business
Course Dates & Registration
Dec 8, 2026
9:00AM - 12:30PM
Online Virtual
Lavesh Chattlani
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LAVESH CHATTLANI is the founder of Scalene AI Consulting, helping professional service firms drive measurable outcomes with AI, automation, and data strategy. With 15+ years in Canadian fintech, including senior leadership roles at Intuit QuickBooks and Sage, he’s worked with thousands of accountants to optimize their practice. A passionate educator and problem-solver, Lavesh brings expertise in workflow optimization, cloud ecosystems, and financial literacy. He’s a frequent speaker at fintech conferences, known for his strategic insight, engaging delivery—and yes, his famously bad dad jokes.
LAVESH CHATTLANI is the founder of Scalene AI Consulting, helping professional service firms drive measurable outcomes with AI, automation, and data strategy. With 15+ years in Canadian fintech, including senior leadership roles at Intuit QuickBooks and Sage, he’s worked with thousands of accountants to optimize their practice. A passionate educator and problem-solver, Lavesh brings expertise in workflow optimization, cloud ecosystems, and financial literacy. He’s a frequent speaker at fintech conferences, known for his strategic insight, engaging delivery—and yes, his famously bad dad jokes.
Available
Dec 11, 2025
9:00AM - 12:30PM
Online Virtual
Stephen Yoss
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STEPHEN M. YOSS, JR., MS, CPA, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread — his love for and skill in finding technology-based solutions.
STEPHEN M. YOSS, JR., MS, CPA, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread — his love for and skill in finding technology-based solutions.
Past
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.
Course Details
Cost
$210
Members
$235
Non-Members
Eligible Hours
- 3.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
Passport
- 5
- Credits
Interested in similar content?
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.
AI, Technology & Innovation
Improving Productivity with Microsoft/Office 365 Cloud Applications (Live Webinar)
DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
Course Details
Cost
$210
Members
$235
Non-Members
Eligible Hours
- 3.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
Passport
- 5
- Credits
Overview
Microsoft 365 includes a wide range of cloud-based applications that can help accounting and finance professionals improve productivity, streamline collaboration, and support flexible work environments. This webinar explores key Microsoft 365 tools, including Teams, SharePoint Online, OneDrive for Business, Planner, and Power Automate, and demonstrates how they can be used to enhance communication, automate routine tasks, and improve information management across individuals, teams, and organizations.
Course Description
Many organizations use only a fraction of the capabilities available through their Microsoft 365 subscriptions. This practical session introduces the cloud-based applications and services that can help professionals work more efficiently, improve collaboration, and automate common business processes. Participants will gain a better understanding of how Microsoft 365 tools can support productivity, knowledge sharing, and effective remote and hybrid work practices.
Applicable for
CPAs and other business professionals who are seeking to leverage their Microsoft 365/Office 365 subscriptions by taking advantage of some of the Cloud-based features available in these environments.
Learning Objectives
- Identify relevant, Cloud-based components of the Microsoft 365/Office 365 subscription model
- Differentiate between OneDrive, OneDrive for Business, and SharePoint Online
- Cite examples of how Teams can improve productivity and enhance collaboration and communication
- List examples of other Cloud-based services available through a Microsoft 365/Office 365 subscription
- Specify situations in which tools such as Planner, Power Automate, Bookings, Stream, and Sway might enhance individual and organizational productivity, efficiency, and profitability
Content
- Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment
- How to use tools such as Teams, Planner, and Power Automate
- Storing data in SharePoint Online and OneDrive for Business
Course Dates & Registration
Dec 8, 2026
9:00AM - 12:30PM
Online Virtual
Lavesh Chattlani
LAVESH CHATTLANI is the founder of Scalene AI Consulting, helping professional service firms drive measurable outcomes with AI, automation, and data strategy. With 15+ years in Canadian fintech, including senior leadership roles at Intuit QuickBooks and Sage, he’s worked with thousands of accountants to optimize their practice. A passionate educator and problem-solver, Lavesh brings expertise in workflow optimization, cloud ecosystems, and financial literacy. He’s a frequent speaker at fintech conferences, known for his strategic insight, engaging delivery—and yes, his famously bad dad jokes.
LAVESH CHATTLANI is the founder of Scalene AI Consulting, helping professional service firms drive measurable outcomes with AI, automation, and data strategy. With 15+ years in Canadian fintech, including senior leadership roles at Intuit QuickBooks and Sage, he’s worked with thousands of accountants to optimize their practice. A passionate educator and problem-solver, Lavesh brings expertise in workflow optimization, cloud ecosystems, and financial literacy. He’s a frequent speaker at fintech conferences, known for his strategic insight, engaging delivery—and yes, his famously bad dad jokes.
Available
Dec 11, 2025
9:00AM - 12:30PM
Online Virtual
Stephen Yoss
STEPHEN M. YOSS, JR., MS, CPA, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread — his love for and skill in finding technology-based solutions.
STEPHEN M. YOSS, JR., MS, CPA, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread — his love for and skill in finding technology-based solutions.
Past
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.
Interested in similar content?
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.