October 19, 2026

Webinar

2 CPE Credits

Webinar (CA): Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools 26-27 🗓

October 19, 2026
Webinar
2 CPE Credits

Webinar (CA): Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools 26-27 🗓

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    Instructor

    John
    Higgins

    View Bio

    John Higgins

    Bio

    Meet John, the visionary behind Higgins Advisory, LLC., specializing in guiding CPAs and CFOs through digital transformation. Blending strategic advice, education, and coaching, John aims to not just navigate, but master today's digital landscape.

Microsoft 365 is likely the most underutilized software investment in your firm or business. This course will show how to tap it to many of the lesser known features of the Microsoft 365 ecosystems of apps to maximize your productivity and produce better outputs. Through a series of practical case study demonstrations you will learn how to leverage the full potential of Microsoft 365 in your organization.

Learning Objectives

• Recognize the full potential of your Microsoft 365 investment
• Identify specific, actionable initiatives to do more across the Microsoft 365 ecosystem

Major Topics

• Round robin review of lesser-known M365 apps
• Reduce / eliminate internal email communications with Teams and SharePoint
• Collaborate on spreadsheet and documents with your colleagues in real time
• Get control of your appointment schedule with the Bookings app
• Tap the full potential of OneNote as your primary repository for notes, correspondence and more
• Replace email attachments with secure file sharing links
• Document business processes with the Stream app
• Leverage the power of AI in M365 with Copilot

CPE Credits Available

2 CPE Credits
2
Computer Software & Applications

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Information Technology
  • Technology

Prerequisites

None

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.

Intended Audience

CPAs and other financial professionals who use the Microsoft 365 ecosystem

Provider

California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 99 99
    Join

  • COCPA Non-Member

    $ 129 129
    Your Price

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