August 24, 2026


Webinar


1 CPE Credit

Webinar (CA): K2's Six Essential Teams Features 26-27 🗓

August 24, 2026
Webinar
1 CPE Credit

Webinar (CA): K2's Six Essential Teams Features 26-27 🗓

  • Instructor

    Thomas
    Stephens

Learning Objectives

• Identify steps for creating effective Teams and Channel structures
• Determine how to establish file management columns for more information within Teams
• Select examples of how to work with Microsoft Planner within Teams
• Identify how Lists work and why they can be better than spreadsheets
• Select examples of situations suitable for incorporating Power Automate into Teams
• Determine opportunities for using Microsoft Forms within Teams

Major Topics

• Learn how to set up Teams for successful collaboration
• Create a filing system that does not include endless sub-folders
• Manage staff delegation and follow-ups with ease
• Define what Lists need to be available to your Team
• Discover how to create automatic Flows that can notify others of updates
• Utilize survey Forms or questionnaires from within Teams

CPE Credits Available

1 CPE Credit
1
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Information Technology
  • Technology

Prerequisites

Basic knowledge of Microsoft Teams

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Provider

California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 55 55
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  • COCPA Non-Member

    $ 65 65
    Your Price

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