CFO Series: Putting Microsoft 365 to Use WEBINAR

Friday, September 17 8:00am - 10:00am PDT

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2.0 Credits

Member Price $79.00

Non-Member Price $99.00


This session will review how to integrate file sharing into Teams conversations, share file access externally, collaborate on document preparation and editing. We will also demonstrate how the core apps of OneNote, Planner and Power BI can enhance your digital communications and collaboration platform.


Sharing files stored in SharePoint and OneDrive through the Teams app. Learn the power of the OneNote app. Learn the power of the Planner App. Learn the power of Power BI.


A basic understanding of Microsoft Office is helpful.

Designed For

Any CFO or CPA who wants to transform your organization’s communications and collaboration.


Learn how to use Microsoft 365 on a day-to-day basis to communicate, collaborate and share knowledge. Recognize the importance of Microsoft 365 in your business.







John Higgins

John Higgins, CPA, CITP, is Strategic Technology Advisor, and co-founder of CPA Crossings, LLC, , which since 2001 has specialized in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services. In 2017, John launched the company’s Office 365 Learning Center for CPAs which offers a curriculum of over 50 unique courses covering every aspect of Office 365.

John is a nationally recognized speaker on CPA technology, past chair of the Michigan Association of CPAs, former national consulting partner with BDO, LLP, and co-author of 10 Steps to a Digital Practice in the Cloud, published by the AICPA. He was awarded the Top 25 Thought Leader award by the CPA Practice Advisor (2011 – 2017), and the Michigan Association of CPAs Innovative User of Technology award, and is an AICPA Business & Industry CPA Hall of Fame inductee.

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Non-Member Price $99.00

Member Price $79.00