Description
In partnership with Higgins Advisory, this program will be held on the Higgins Advisory learning platform.
You will receive an access link prior to the event.
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.
Required Knowledge: None
Advanced Preparation: None
Who Should Attend: Anyone who wants to understand how the Planner app can be used to plan and manage projects and engagements
Objective
* 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
Credit Types
- Information Technology: 2
Event Speaker(s)
Registration Fees
| Registration | Type | Price |
|---|---|---|
| General: Live Online (2 hours) | Members | $100.00 |
| General: Live Online (2 hours) | Non Members | $225.00 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.