Office 365 Overview: Getting Ready To Get Set

Office 365 Overview: Getting Ready To Get Set
Robert Clark12/12/14 4 PM ESTLive CPA IWIProgram Id: 134830147

Microsoft Office 365 allows a sole practitioner as well as an RIA staff to better exploit ideas — your advice, research, unique abilities, and what makes you different.

Office 365 is the best system for professionals to share information securely with families, committees, other professionals, and vendors. A team of two or 10, while on a conference call, can all work on the same Word document or PPTX presentation concurrently, for example, and an RIA owner can control information-sharing rights with everyone you work with.

But using Office's 365 to collaborate involves a steep learning curve. So Advisors4Advisors has teamed up with Robert Clark, an Office 365 consultant, to teach advisors how to use this powerful small business tool.

 

 

At this free webinar, you will learn about:

• Choosing the right license
• Exchange online
• SharePoint online
• Lync online
• Yammer
• OneDrive for Business
• Moving email to Office 365
• Moving documents and data to Office 365

 

 

Robert Clark is Managing Principal of LucidPointe, LLC, based in Darien, CT. He has over 30 years of experience advising small and medium-sized businesses, Fortune 50 companies, nonprofits, associations, and industry groups on operations, strategy, international trade, information technology, marketing, and sales. Robert has an MBA with a concentration in Finance from the University of Connecticut. LucidPointe is an experienced Microsoft Cloud Partner, specializing in helping small businesses migrate to Office 365. LucidPointe’s Office 365 clients are in the U.S., Canada, Ireland, and the U.K.


This webinar is eligible for IMCA® CE credit and CPA CPE credit.

 

 


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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Not sure if Office 365 works with all the data that we are capturing through our CRM system or how it integrates with it!

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