Are you using Excel to keep track of progress and task completion for your engagements? Or, are you using a sophisticated engagement management app that takes too much time or requires too much information to keep your task completion progress up to date? Worst of all, are you relying primarily on email communications to keep track of your engagement task completion progress? If any of these scenarios apply to your practice, this course will show you a better way to manage engagements from simple 1040 tax preparation to comprehensive audits. The Microsoft 365 Planner app, which you are likely already paying for as part of your Microsoft 365 subscription, provides a comprehensive, yet simple solution for all of your client engagements and internal projects. John Higgins, a nationally recognized strategic accounting technology advisor will guide you through the process of how to deploy this app to effectively manage all your projects. This app is effective for sole practitioners and firms of all sizes. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this course include:

• Overview of the Planner app features and functionality
• Step-by-step review and demonstration of how to deploy Planner in your practice
  • Creating a plan from scratch or use a template
  • Creating tasks with checklists
  • Assigning tasks
  • Scheduling tasks
  • Setup recurring tasks
  • Attach files to a task
  • Maintain a task activity journal
  • Manage task views with buckets and tags
  • Integrate plan schedules with your Outlook calendar.
  • Detailed review of plan / task progress reporting features
  • Using plan templates for recurring engagements

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Think about how much time you spend reviewing and creating PDF files. This course teaches you how to take advantage of a multitude of features and functions available in Adobe Acrobat to create, review, organize, edit and secure your PDF files more effectively and efficiently. Like many personal productivity software applications, it is very likely that you are using only a fraction of the potential of Adobe Acrobat when working with your PDF files. For many CPAs, a PDF file is the final presentation of your work product, whether it is a tax return, financial statement, audit report or other financial reports. This course will teach you how improve the quality of those report presentations. The tips you learn in this course will save you time on a daily basis. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

• Navigating Adobe Acrobat DC
• Creating PDF files from other applications
• Organize PDF files and pages within a PDF
• Using the annotation tools to review and markup PDF files
• Preparing your PDF for printing
• Creating links to pages, files and websites
• Securing your PDF files
• Searching PDF files
• Creating fillable forms
• Adobe Acrobat integration with Office 365

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some of the numerous time-saving tools and features that often go unused by spreadsheet creators. People that wish to become more efficient when using Excel should take this session! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this course include:

• The power of keyboard shortcuts
• Oft used features with more capability than meets the eye
• New helpful features

Note: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

This course explores the increasingly complex features of Excel that facilitate efficient data analysis. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when manipulating, analyzing, and reporting information. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this class include:

• Using formulas to manipulate and transform data
• Using formulas and reference formulas such as =VLOOKUP
• Using pivot tables
• Understanding Solver to perform multivariate analysis

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

One of the most important aspect of transforming your practice or business to a digital model is to know how to prioritize the applications and initiatives that you focus on and invest in. There is an abundance of "low hanging fruit" initiatives that can provide useful benefits quickly and economically. Using Microsoft Teams meeting app is a perfect example. Chances are pretty good that you are already investing in Microsoft 365 subscriptions for your office. This course will show you how to use the Microsoft 365 subscription ROI by fully utilizing the meeting app and eliminate the unnecessary cost of a separate third-party meeting app. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this course include:

• Overview of using Microsoft Teams for online meetings.
• Detailed review and analyze all the Teams meeting app features.
• Setting up a meeting with all the meeting options available.
• Tips for scheduling meetings with internal and external participants.
• Integrating with Microsoft Outlook.
• Creating a registration page for invitation only meetings.
• Managing your audio/video settings.
• Configuring your "in meeting" features.
• Recording and transcribing a meeting.
• Tips for hosting virtual meetings in Teams.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

OneNote is rapidly becoming one of the most popular applications in the Microsoft Office and Office 365 product suites. The reason for this becomes pretty evident when you learn about all that you can do with OneNote to record and manage notes, to do lists, meeting agendas and much, much more. This course will provide a thorough review of all of the features of OneNote so you can master them in order to organize all of your activities and communications in one central place. You will be amazed at how powerful and yet simple to use this application is. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. The following topics will be covered in this course:

• Navigating the OneNote interface
• Best practices for notebook organization
• Learn how to add pictures, graphic content, tables, file links, email messages, appointment links and more to your notebooks
• Using OneNote with OneDrive to share and collaborate with internal and external users
• Creating and using templates to streamline your notebook management
• Integrating OneNote with your task manager
• Using the power of tags to manage and search your content
• Using OneNote on your tablet and smartphone

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Did you know that simply by utilizing the built-in headings found under Styles in Microsoft Word you can create an automatic table of contents that can be updated in a matter of seconds if the body of the document changes? Did you know that Word can be used to open, edit, and re-save PDF documents? How about the fact that by using the Insert Caption tool in conjunction with the Cross-Reference feature, users can rid themselves of the need to manually renumber figures, tables or illustrations and will not even need to update references to these in the document text? This material shows tools and features that are easy to understand and use, will save time, and add consistency to documents. Participants in this session will come away knowing the power of Microsoft Word; this knowledge will benefit them greatly! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major topics covered in this course include:

• Best practices for those creating Word documents of all types
• Using Word Styles to enhance and organize documents
• Word features like PDF editing, automatic tables of contents, and cross-referencing that save time and add value

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Want to automatically update the date and time on your spreadsheet? Or pick text strings from other cells to automatically copy and update to a different cell? You will learn how to incorporate text, date and time functions in your spreadsheet that will make data entry a breeze. In this webinar, we will focus on Text functions and Date & Time functions. In the Text function section, you will learn how to use the various Text functions to join and separate text entries as well as formatting the results. In the Date & Time function section, you will learn how to perform various date and time calculations. This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

• Using Text functions to join and separate text entries
• Inserting Text functions to work with imported data
• Perform date and time calculations with the Date & Time functions

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

If you use Outlook to process your email, you are likely spending a substantial part of your day processing incoming email messages. This course is designed to show you a multitude of tips and tricks to reduce time spent processing emails. We will cover every feature available in Outlook to streamline and automate your email processing. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this course include:

• Orientation to the Outlook interface and navigation
  
• Customizing your inbox display to meet your preferences
  
• Using folders to organize your messages
  
• Using QuickSteps and Rules to automate the processing of inbound emails
  
• Tools for deleting and archiving your emails
  
• Managing your junk mail settings
  
• Understanding all email option settings
  

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.