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Webinar (CPA Crossings): CFO Series: Putting Microsoft 365 to Use


This session will review how to integrate file sharing into Teams conversations, share file access externally, collaborate on document preparation and editing. We will also demonstrate how the core apps of OneNote, Planner and Power BI can enhance your digital communications and collaboration platform.

In the 2021 CFO series, The Knowledge Institute has taken this popular series to a new level, collaborating with Executive Education to offer a virtual live option to enhance learning experiences.

Learning Objectives

After attending this presentation you will be able to…

  • Learn how to use Microsoft 365 on a day-to-day basis to communicate, collaborate and share knowledge
  • Recognize the importance of Microsoft 365 in your business
Major Topics

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

  • Sharing files stored in SharePoint and OneDrive through the Teams app
  • Learn the power of the OneNote app
  • Learn the power of the Planner App
  • Learn the power of Power BI

CPA Crossings, LLC
Course Level
CPE Field of Study
Information Technology
Who Should Attend

Any CFO or CPA who wants to transform your organization’s communications and collaboration

John Higgins

A basic understanding of Microsoft Office is helpful

Advanced Preparation

This webinar is produced by CPA Crossings. 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.

Event Information
Sep 17, 2021
9:00 am - 11:00 am MDT
Total CPE Credits


$ (% off)


$ (% off)
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Webinar (CPA Crossings): CFO Series: Putting Microsoft 365 to Use

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