Instructor
John Higgins
Instructor
John is the founder and CEO of Higgins Advisory, LLC, established with the mission of helping CPAs, CFOs and other financial professionals to successfully guide their firms and business organizations through a successful digital transformation that leverages the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more.
John is a seasoned entrepreneur with experience as the founder of two separate accounting technology advisory firms that were acquired by larger organizations. 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. His primary contribution is his passion for helping the profession move forward through the understanding and adoption of emerging technologies.
Some of John's notable accomplishments include: * Co-founder of CPA Crossings, LLC, a national provider of CPA technology advisory and educational services * Founder of Computools, Inc. a provider of financial and ERP solutions for small and mid-size businesses * Strategic technology advisor to CPA firms * AICPA Business & Industry CPA Hall of Fame inductee * Top 25 Thought Leader recognition by the _CPA Practice Advisor magazine_ (2011 - 2023) * Nationally recognized speaker on accounting technology * National technology advisory partner with BDO, LLP * Past Chair of the Michigan Association of CPAs * Michigan Association of CPAs Innovative User of Technology award * Co-author of _10 Steps to a Digital Practice in the Cloud_, published by the AICPA * Contributing author to _The Insiders' Guide to Accounting Advisory Success _on Amazon
After attending this subscription, you will be able to...
The major topics that will be covered in this course include:
Course 1: Microsoft 365 Deployment Bootcamp for Your Practice
CPE: 4
Description: Discover how to leverage the M365 suite of apps to unlock new efficiencies and opportunities within your firm. Don't miss this chance to supercharge your practice with cutting-edge tools! Whether you are a solo practitioner or larger firm, this "bootcamp" will provide you with an ROI many times greater than your investment to attend.
Course 2: Microsoft Teams Features Every User Should Know
CPE: 2
Description: Microsoft Teams is one of the most widely used applications for communications, collaboration and knowledge sharing in business today. Most users are unaware of many time saving features available to help you manage your conversations, files and related content on a daily basis. John Higgins will teach you how to leverage all the functionality Teams has to offer to compose, organize and retrieve your conversations, files and related content for maximum effectiveness.
Course 3: Synchronize Your Files to the Cloud with SharePoint
CPE: 2
Description: One of the most cost effective methods for storing your files safely and economically in the cloud is with Microsoft 365 OneDrive and SharePoint apps. If you use either or both of these cloud storage apps, this course is a "must take." There are often times when you want or need cloud based files to be stored on your local laptop or desktop PC. With the OneDrive Sync app, you can have the best of both worlds. You can have copies of a file stored locally and in the cloud simultaneously. The Synch app will update both copies of the file in real time for any changes that are made in the local or cloud copy of the file. A classic example is if you have a QuickBooks Desktop data file that you need to store locally to work with the files in QuickBooks. However, you also want the file stored in the cloud for anytime, anywhere access and enhanced security. The Sync app facilitates this scenario effortlessly.
Course 4: Simplify Outlook Meeting Scheduling with Office 365 Bookings
CPE: 1
Description: Are you frustrated with sending emails back and forth to try and agree on a simple meeting time? If you use Microsoft 365 Outlook, you will want to attend this short course to learn everything you need to know to setup your Microsoft 365 Bookings App to streamline appointment setting. This easy-to-use app lets you provide your meeting guests with a link to a private web page that allows them to view your availability and use self-service to book the meeting in your Outlook calendar and their calendar app. The Booking app is totally integrated with the Outlook calendar, so your availability to schedule a meeting is always completely up to date for your guests to book an appointment based on your availability.