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Thursday, October 27, 2016 Live

2016 Productivity Tools Review (E1610483)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT

APA Hotel Woodbridge

120 Wood Avenue South
Iselin , NJ 08830

8 CPE Credits in CS

OVERVIEW

Back by popular demand and better than ever, this interactive “how to” course will help you get the most out of the tools you use every day and introduce some new tools that will help you become even more productive. This fast-paced seminar will provide valuable tips to become more efficient when using today's technology tools.

DESIGNED FOR

Anyone who uses Excel for advanced data analysis.

BENEFITS

  • Learn specific tips, tricks and techniques on how to use these tools so that you can save a minimum of two to four hours of your time each week
  • Learn how to do things with these popular tools so that you get more value from your investment

HIGHLIGHTS

Outlook
  • Tips and tricks for organizing your email with folders, favorites, follow-up flags, category codes and customized view settings
  • Using Rules and Quick Steps to automate the processing of your email with maximum efficiency
  • Best practices for archiving your email for future reference
  • Optimizing the use of the Outlook search tools to find buried emails quickly
Adobe Acrobat
  • Understanding the full range of features Adobe Acrobat has to offer
  • Learn how to take full advantage of the annotation and markup tools to automate your document review processes
  • Controlling your PDF files with Adobe’s security features
OneNote
  • Review of the breadth and depth of features OneNote offers to organize all of your notes in a central application
  • Ability to find and retrieve notes
  • Best practices for setting up your notes organization model
Password Managers
  • Explanation of what this “must have” utility application is all about
  • In-depth demonstration of how you can manage all of your passwords and other login credentials in one safe, secure and easy to access location
  • Overview of top-selling password keeper applications
Electronic Signatures
  • Learn about using electronic signatures
  • Learn the rules and legal aspects of electronic signatures
Tablet Shootout
  • Overview of the tablet market
  • Explanation of what each tablet offers
Excel Business Intelligence Overview
  • Introduction to the Excel 2013 Power BI (Business Intelligence) tools
Office 2016 and Windows 10
  • Review of the key new features of Microsoft's newest Office Suite and Operating System

COURSE LEVEL

Intermediate

PREREQUISITES

Basic experience with Outlook and Adobe Acrobat.

ADVANCE PREPARATION

None

ADDITIONAL NOTES

This IS NOT a hands-on course, but to get the most out of the presentation we recommend that you bring your laptop to follow along. The instructor example files will be available prior to class. The course materials will be distributed in electronic format for viewing on your laptop or tablet device.

INSTRUCTOR

John Higgins

John H. Higgins, CPA.CITP

Strategic Technology Advisor

Higgins Advisory, LLC

John is the founder and CEO of Higgins Advisory, LLC, which helps CPAs, CFOs and other financial professionals successfully guide their firms and business organizations through a digital transformation that leverages the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more. He is a seasoned entrepreneur, having been the founder of two separate accounting technology advisory firms that were acquired by larger organizations, such as the co-founder of CPA Crossings, LLC, a national provider of CPA technology advisory and educational services, and a founder of Computools, Inc. a provider of financial and ERP solutions for small and mid-size businesses. In addition, he has experience with a local CPA firm and as a technology advisory practice leader partner in a national CPA firm. John shares his expertise as a nationally recognized thought leader, strategic advisor, and speaker on accounting technology through coaching and speaking engagements.

PRICING

$299.00 - Member

$399.00 - Nonmember

Event Cancelled

This event has been cancelled.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

CPA Crossings