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
Data management and security are paramount in accounting. This course guides CPAs through establishing a secure cloud-based file storage system using SharePoint® and OneDrive®. Participants will learn how to store, organize, and manage documents securely, ensuring easy access and compliance with data protection regulations. The course will also cover collaboration features, version control, and best practices for setting up permissions and access controls. This course is one of a six-part series on Microsoft 365® for CPAs. We recommend you attend all six presentations to develop a complete understanding of Microsoft 365 and its potential to advance your digital transformation.
In partnership with Higgins Advisory, this program will be held on the Higgins Advisory learning platform. You will receive an access link in your confirmation email.
* Recognize the opportunity to deploy OneDrive® and SharePoint® as a comprehensive and secure cloud-based file storage and management solution
* Identify the specific features and functions of OneDrive and SharePoint to ensure an optimal deployment in your firm or business
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Anyone who wants to understand the full range capabilities that OneDrive® and SharePoint® offer and how to implement them effectively