Office 365 And SharePoint For RIAs: Beyond Basics

Office 365 And SharePoint For RIAs: Beyond Basics
Robert Clark
07/22/15 4 PM EST
Live CPA
Program Id: 132351883
5.0
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An RIA CCO and COO need to know how to set up user security groups and site hierarchies, and a CEO should know how to ensure your firm meets its fiduciary obligations to protect clients’ personally identifiable information and financial data.

 

At this session, we’ll show you SharePoint advanced settings to help make your firm more efficient and compliant:

 

Site Collections

The SharePoint admin panel

Security levels and roles

Controlling sharing

Team site for Intranet

Public-facing website

Formatting and customizing in SharePoint

Site Contents

SharePoint Store

 

Office 365 Training for Advisors is series of 12 monthly classes, available 24/7, that teach advisors the features they need to know about it Office 365 to help manage a professional practice.

All 12 classes show you how to leverage Microsoft's enterprise platform to share IP and personal information securely with clients and colleagues, to make you operate more efficiently.

This is the seventh class in the series and instructor Robert Clark, an Office 365 consultant and advisor marketing whiz, is averaging a 4.6-star rating from attendees.


This webinar is eligible for 1 live 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.

User reviews

4 reviews

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5.0  (4)
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(Updated: July 21, 2015)
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(Updated: July 21, 2015)
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5.0

Starting to get beyond what I am interested in tackling for myself. I'll have to play and see if I can apply what was covered. I just want one team site with different document libraries. I am now confused as to where I go to access my one drive vs Sharepoint.

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(Updated: July 21, 2015)
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5.0

these are great - the general overview is terrific - need some more specifics on a practical implementation & use

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(Updated: July 21, 2015)
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5.0

Months ago I reviewed a 650 page Microsoft Step by Step SharePoint 2013 book and learned nothing. Robert's presentation saved me hours of tutorial research by showing me exactly what I needed to do without making a mistake.

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