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Live Webcast Replay

K2’s Top Ten Productivity Booster Apps In Microsoft 365


Total Credits: 2 including 2 Computer Software & Applications - Non-technical

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Categories:
ACPEN Industry Institute |  Technology
Faculty:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Overview
Duration:
2 Hours
License:
Expires 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

This two-hour CPE course is designed for accounting professionals and technology enthusiasts seeking to enhance productivity through Microsoft 365's versatile applications. Participants will explore ten key apps - including Shared Mailboxes, Planner, Lists, To Do, Stream, Viva Learning, Forms, Bookings, Approvals, and Places - and learn to integrate them effectively into their workflows. The course emphasizes practical applications within accounting contexts, aiming to streamline operations and foster collaboration.

Basic Course Information

Learning Objectives
  • Identify and describe the basic functionalities of at least three of the ten productivity apps discussed in this session
  • Explain how Shared Mailboxes and Groups enhance team communication and help manage departmental emails more effectively
  • Identify at least two of the three applications that can be used to manage tasks and/or projects available in business and enterprise versions of Microsoft 365

Major Subjects
  • Enhancing communication and collaboration: Shared Mailboxes, Groups, and Places
  • Optimizing task and project management: Planner, Lists, and To Do
  • Streamlining training and workflow automation: Stream, Viva Learning, Forms, Bookings, and Approvals

Course Materials

Faculty

Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related Seminars and Products

Shareholder

K2 Enterprises


Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.

During his professional career, Tommy has gained valuable experience in a variety of positions, including:

Working as an auditor and technology consultant for an Atlanta-based public accounting firm;

Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;

Serving as a Chief Financial Officer for an international engineering organization; and

Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses

In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-nine years, Tommy has presented over 3,200 educational sessions to over 82,000 participants throughout the United States and Canada.

Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the AICPA and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.


Dates

Fri, Jun 20, 2025 - 09:00am to 11:00am MDT
Mon, Jun 30, 2025 - 11:00am to 01:00pm MDT
Fri, Jul 11, 2025 - 01:00pm to 03:00pm MDT
Thu, Jul 24, 2025 - 05:00pm to 07:00pm MDT
Fri, Aug 08, 2025 - 07:00am to 09:00am MDT
Thu, Aug 28, 2025 - 09:00am to 11:00am MDT
Sat, Sep 06, 2025 - 11:00am to 01:00pm MDT
Thu, Sep 25, 2025 - 01:00pm to 03:00pm MDT
Wed, Oct 08, 2025 - 03:00pm to 05:00pm MDT
Wed, Oct 29, 2025 - 07:00am to 09:00am MDT
Tue, Nov 04, 2025 - 09:00am to 11:00am MST
Mon, Nov 24, 2025 - 11:00am to 01:00pm MST
Sat, Dec 06, 2025 - 01:00pm to 03:00pm MST
Mon, Dec 15, 2025 - 03:00pm to 05:00pm MST
Mon, Dec 22, 2025 - 07:00am to 09:00am MST
Fri, Jan 09, 2026 - 09:00am to 11:00am MST
Tue, Jan 27, 2026 - 05:00pm to 07:00pm MST
Fri, Feb 06, 2026 - 01:00pm to 03:00pm MST
Wed, Feb 25, 2026 - 03:00pm to 05:00pm MST
Sat, Mar 14, 2026 - 07:00am to 09:00am MDT
Wed, Mar 25, 2026 - 09:00am to 11:00am MDT
Tue, Apr 07, 2026 - 11:00am to 01:00pm MDT
Thu, Apr 23, 2026 - 01:00pm to 03:00pm MDT
Thu, May 07, 2026 - 03:00pm to 05:00pm MDT
Thu, May 28, 2026 - 11:00pm to Fri, May 29, 2026 - 01:00am MDT

Additional Info

Basic Course Information

Prerequisites Basic understanding of Microsoft 365 applications and their use in professional settings
Advanced Preparation  None
Designed For Business professionals seeking enhance their ROI on Microsoft 365
Original Recording Date

2025

 


Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 04/2025

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. 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


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


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