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Technical

Using Microsoft OneNote as a MAP Handbook Tool Logo aicpa

  $99.00 - 129.00 |   16 Sep 2019 |   11:00-13:00 |   CPE: 2.0 |   AICPA |   FieldOfStudy |   AICPA Store

OneNote is one of the most practical software tools to come out of Microsoft in a long time. OneNote offers a wide variety of features to record, organize and manage notes of all types. Because it is directly integrated with Outlook and the other Office applications it serves as a central hub for managing all of your activities and communications: to do list, appointments, email follow-up, etc. This webcast will teach you how to leverage the power of OneNote, with an emphasis on using it as a practice management tool. We will demonstrate how to use it as a supplement to the AICPA's MAP (Management of an Accounting Practice) handbook.

The topics that will be covered in this webcast include:

  • Overview of the OneNote interface and features set
  • Establishing a strategy for organizing your notebooks and notes
  • Linking OneNote to email messages, appointments and calendars
  • Accessing Excel, Word, PDF and other file types from OneNote
  • Linking OneNote to do items to Outlook Task Manager
  • Linking to content in the MAP Handbook
  • Sharing Notebooks internally and externally
  • Accessing OneNote from your smartphone and tablet

Learning Objectives

Upon completion of this webcast you will:

  • Be familiar with all of the functionality that OneNote has to offer
  • Learn tips and tricks for managing all of your notes
  • Understand how you can use OneNote in conjunction with the MAP Handbook to help you manage all of your administrative tasks

Who should attend this event?

Anyone who wants to establish an organized system for managing notes

Topics covered:
  • Firm practice management: Technical: Firm operations, Foundational

John Higgins, CPA, CITP

John serves as a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPE programs for thousands of CPAs over the past 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPE programs. He has presented “live” web CPE events for groups as large as 600+ participants, as well as many small groups. John assisted the Michigan Association of CPAs as an adviser in the development of their web based CPE model.

John’s primary qualification is his passion for helping CPAs achieve greater success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country. John resides in Rochester, Michigan with his wife Karen and their two children.

Qualifications and Experience:

  • Actively involved in working with local, regional and national CPA firms over the past 25 years.
  • Facilitated hundreds of planning sessions and retreats to develop strategic plans, technology plans, paperless work flow design, innovative client services and more.
  • Nationally recognized speaker and author on technology issues impacting the CPA profession.
  • Monthly host of Document Management to Go (DMS2Go) pod cast sponsored by CPA Technology magazine.
  • Former national consulting partner with a top 10 CPA firm.
  • Former CEO of technology training & consulting firm.
  • Member of the AICPA Business & Industry Hall of Fame.
  • Past Chair of the Michigan Association of CPAs.
  • Past member of the AICPA Council and CPE Advisory Committee.
  • MACPA Innovative User of Technology award.

Bryan Smith, CPA, CITP, CISA

Bryan serves as a trusted adviser to CPAs in public accounting, as well as business and industry, on all aspects of information technology. Bryan’s expertise includes in-depth knowledge of paperless work flow solutions, the impact of technology on internal controls, strategic IT infrastructure design and information security best practices. As a nationally recognized author and presenter on information technology issues impacting CPAs, Bryan is passionate about the opportunities for CPAs to benefit from safe and secure computing.

Qualifications and Experience:

  • Leadership role in IT consulting services for a top 10 and two top 100 firms over the past 25 years.
  • Nationally recognized speaker on technology issues impacting the CPA profession, with an emphasis on internal controls, disaster recovery planning and information security.
  • Specialized knowledge in project management systems
  • Charter member of the Masters of Science in Information Assurance (MISA), Walsh College, Troy, Michigan
  • Treasurer of the Microsoft Project Users Group - Michigan
  • Member of the AICPA CITP (Certified Information technology Professional) Credential Committee
  • Past Chair of the Michigan Association of CPAs Information Technology Committee and Leadership Committee
Who Will Benefit?
  • Anyone who wants to establish an organized system for managing notes
Key Topics
  • Overview of the OneNote interface and features set
  • Establishing a strategy for organizing your notebooks and notes
  • Linking OneNote to email messages, appointments and calendars
  • Accessing Excel, Word, PDF and other file types from OneNote
  • Linking OneNote to do items to Outlook Task Manager
  • Linking to content in the MAP Handbook
  • Sharing Notebooks internally and externally
  • Accessing OneNote from your smartphone and tablet
Learning Objectives
  • Be familiar with all of the functionality that OneNote has to offer
  • Learn tips and tricks for managing all of your notes
  • Understand how you can use OneNote in conjunction with the MAP Handbook to help you manage all of your administrative tasks

OneNote is one of the most practical software tools to come out of Microsoft in a long time. OneNote offers a wide variety of features to record, organize and manage notes of all types. Because it is directly integrated with Outlook and the other Office applications it serves as a central hub for managing all of your activities and communications: to do list, appointments, email follow-up, etc. This webcast will teach you how to leverage the power of OneNote, with an emphasis on using it as a practice management tool. We will demonstrate how to use it as a supplement to the AICPA's MAP (Management of an Accounting Practice) handbook.

Important Information on Your CPE Credit

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