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
Organizing client engagements and internal projects can be challenging without the right tools. This course introduces Microsoft® Planner, a user-friendly project management app within Microsoft 365®. CPAs will learn how to create plans, assign tasks, and track progress visually. By integrating Planner into their workflow, accounting professionals can enhance team coordination, meet deadlines more effectively, and improve overall project outcomes. 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 potential to leverage the Microsoft 365® Planner app to manage projects and engagements effectively and efficiently
* Identify all of the features and functions the Planner app offers to effectively apply it in your business
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Anyone who wants to understand how the Planner app can be used to plan and manage projects and engagements