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Date: Oct. 19, 2018

8-8:50 A.M. General Session

Office 365 Orientation

John Higgins, CPA, CITP, CPA Crossings

We will begin the day with this keynote session to make sure everyone attending has a solid foundation of all that Office 365 has to offer. We will discuss the strategic value of implementing Officer 365 across your organization, big or small. A “lightning round” review of all the office 365 applications will be presented, so that you can see the big picture of how Office 365 can improve communications and collaboration throughout your organization. 

8:50-9:00 A.M. Networking Break

It's time to network with colleagues and visit sponsor tables.

9-10:15 A.M. Breakout Sessions
  1. OneDrive for Business Fundamentals 

    John Higgins, CPA, CITP, CPA Crossings

    Learn about all the features and benefits of using OneDrive to store your files in the cloud and share them with others. We will review all the file management features of OneDrive, including how to setup synchronization to your local PC. We will also discuss some of the important decisions that need to be made as you plan for the rollout of OneDrive in your organization.

  2. Introduction to Data Analytics and Microsoft Power BI Tools

    Bryan Smith, CPA, CISA, CITP, CPA Crossings

    This session kicks off our data analytics track with the Microsoft Power BI tools, which include Excel. In this session, we will provide an overview of the various Power BI tools and discuss Microsoft's Power BI strategy. We will begin by explaining the challenges faced by many accountants when it comes to analyzing data in Excel. You will learn how each Power BI tool reduces the challenges and improves your data analytic skills. You will also gain a complete understanding of when to use which tool.

10:15-10:30 A.M. Networking Break

It's time to network with colleagues and visit sponsor tables.

10:30-11:45 A.M. Breakout Sessions
  1. SharePoint Fundamentals

    John Higgins, CPA, CITP, CPA Crossings

    The value proposition for subscribing to Office 365 grows exponentially when you take advantage of the powerful SharePoint Online application. This session will provide an in-depth review of what SharePoint has to offer and how to use the wealth of its functionality. Adequately understanding SharePoint will significantly improve information and file sharing within your organization, as well as with people external to your organization. You will develop a solid understanding of how to apply this powerful tool in your organization and maximize the value of your Office 365 investment.

  2. Microsoft Power BI: Get Started with the Right Data

    Bryan Smith, CPA, CISA, CITP, CPA Crossings

    Before you can analyze data, you first must get the data. This session focuses on getting data into a data model and then working with it. You will learn the importance of having data in a data model versus a spreadsheet. We will introduce some of the basic features of Power Query (or Get and Transform in Excel 2016) and how it removes many of the roadblocks to getting your data. After this session you will finally be able to get the data you need to perform data analysis. 

11:45 A.M.-12:30 P.M. Lunch
It's time to have lunch with colleagues and visit sponsor tables.

12:30-1:45 P.M. Breakout Sessions
  1. Leveraging the Power of Microsoft Teams App

    John Higgins, CPA, CITP, CPA Crossings

    In today's digital world, working in teams can be cumbersome. We have hundreds or thousands of files, emails, voice mails, notes and instant messages...all stored in different places. If you work in different teams, each team may have their own processes to communicate. There MUST be an easier way you can find all team items in one central place.

    That is where Microsoft Teams in Office 365 comes to the rescue. Teams are collections of people, content, and tools that center around different projects and jobs within an organization. Teams is a central "hub" where all things related to the team are maintained. This includes files, chats, notes, tasks, messages, videos and more. In this session, you will learn how to bring together all of your team’s conversations, files, and tools in this single workspace.


  2. Microsoft Power BI: Improve Data Analysis with DAX Measures

    Bryan Smith, CPA, CISA, CITP, CPA Crossings


    This session focuses on improving your data so that it contains the information you need to analyze. A major issue of data analysis, is bad data, so this session will focus on turning bad data into good data. You will learn the difference between calculated columns and measures as well as how and when to use each. We will introduce DAX formulas and how they are used to create calculations. We will introduce PivotTables to demonstrate our calculations and measures and how they are used for data analysis.



1:45-2 P.M. Networking Break

It's time to network with colleagues and visit sponsor tables.

2-3:15 P.M. Breakout Sessions
  1. OneNote: Mastering Organization of Your Notes and Correspondence

    Bryan Smith, CPA, CISA, CITP, CPA Crossings

    OneNote is rapidly becoming one of the most popular applications in the Office 365 product suite. The reason for this becomes 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 session will provide a thorough review of all the features of OneNote, so you can master them to organize all your activities and communications in one central place. You will be amazed at how powerful, yet simple to use, this application is.


  2. Take Your Office on the Road with the Office 365 Online and Mobile Apps

    John Higgins, CPA, CITP, CPA Crossings

    One of the unique advantages of Office 365 is the introduction of the Office online apps. These are versions of the popular Office apps, such as Excel, Word, PowerPoint, Outlook and OneNote, that are designed to be accessed through your browser instead of installing them on your local PC. They don’t replace the desktop apps, they extend them, along with the mobile Office apps. This session will review how you can fully leverage the online apps in your daily work and how they interact with the desktop and mobile Office applications.

3:15-3:25 P.M. Networking Break

It's time to network with colleagues and visit sponsor tables.

3:25-4:15 P.M. Closing General Session

Office 365 Permissions and Security Fundamentals

Bryan Smith, CPA, CISA, CITP, CPA Crossings

One of the most important aspects of deploying Office 365 in your organization is ensuring that you have addressed the appropriate level of security controls to prevent unauthorized access to your data. This session will provide a review of the authentication tools and the permission setting tools to control who has what type of access to selected data.

4:15 P.M. Adjourn

Don't forget to turn in your CPE form at the registration desk. Look for an event survey; please give us your feedback so we can create another great conference next year!