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Friday, March 14, 2025 Live Webcast

Engagement Management with the Microsoft 365 Planner App (X2-47158)

1:30 PM - 3:30 PM EDT
webcast

Vendor Platform

2 CPE Credits in SK

OVERVIEW

Are you using Excel to keep track of progress and task completion for your engagements? Or, are you using a sophisticated engagement management app that takes too much time or requires too much information to keep your task completion progress up to date? Worst of all, are you relying primarily on email communications to keep track of your engagement task completion progress? If any of these scenarios apply to your practice, this course will show you a better way to manage engagements from simple 1040 tax preparation to comprehensive audits. The Microsoft 365 Planner app, which you are likely already paying for as part of your Microsoft 365 subscription, provides a comprehensive, yet simple solution for all of your client engagements and internal projects.

DESIGNED FOR

Anyone who uses Microsoft 365 and needs to manage simple to complex engagements or projects.

BENEFITS

After attending this presentation, you will be able to...

  • Recognize the value proposition for deploying the Microsoft 365 Planner app to manage client engagements and internal projects.
  • Identify all the opportunities to apply Planner

HIGHLIGHTS

The major topics covered in this course include:

  • Overview of the Planner app features and functionality
  • Step-by-step review and demonstration of how to deploy Planner in your practice
    • Creating a plan from scratch or use a temp

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

John Higgins

John H. Higgins, CPA.CITP

Strategic Technology Advisor

Higgins Advisory, LLC

John is the founder and CEO of Higgins Advisory, LLC, which helps CPAs, CFOs and other financial professionals successfully guide their firms and business organizations through a digital transformation that leverages the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more. He is a seasoned entrepreneur, having been the founder of two separate accounting technology advisory firms that were acquired by larger organizations, such as the co-founder of CPA Crossings, LLC, a national provider of CPA technology advisory and educational services, and a founder of Computools, Inc. a provider of financial and ERP solutions for small and mid-size businesses. In addition, he has experience with a local CPA firm and as a technology advisory practice leader partner in a national CPA firm. John shares his expertise as a nationally recognized thought leader, strategic advisor, and speaker on accounting technology through coaching and speaking engagements.

PRICING

$79.00 - Member

$99.00 - Nonmember

Register Today


Note: Online pre-registration will close on March 14 at 1:00 PM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

CPA Crossings