RIA Responsibilities As A Fiduciary And Office 365 Administrator

RIA Responsibilities As A Fiduciary And Office 365 Administrator
Robert Clark
LucidPointe
Live CPA - 1 credit
Program Id: 120928395


The Administration Portal is the gateway to managing your organization in Office 365. RIA owners have a fiduciary responsibility to know the basics for controlling this key internal communication hub in your company. This unusually focused session for financial professionals helps ensure you know enough to make prudent decisions about your personal responsibilities as Admin of Office 365.

 

Office 365, for the first time, makes it possible for an RIA owner to be the Admin. Your firm controls email accounts and grants licenses to Office’s productivity suite—Word, Excel, PowerPoint and Outlook. At this session, you’ll learn how to manage these basic tasks yourself. You’ll decide how much you can do and want to delegate to staff. You may want to set up all new email accounts in your firm, or give that task to your CCO.

 

We’ll review the most-important admin tasks in Office 365, where to find the functions you need on a regular basis. This is “must-see TV” for RIA CEOs. If you’re a sole practitioner, you can save a lot of money and time by using Office 365’s Admin control panel. Even CEOs who have a CCO, CTO or COO day-to-day administrator should know how to control these settings to lower operational cost of maintaining client records securely. The admin panel makes sharing personally identifiable information internally. At this session, you’ll get step–by-step ideas for configuring the following:

 

 

 

Adding new email accounts

Adding new Office licenses (E3 and E1)

Password policies and management

Multi-factor authentication

Mobile device wipe

User/license methodology

Adding a user/license

When an accountholder leaves

Software management and sharing


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 eighth 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.

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First foray into Office 365 so it was a bit much to take in all at once. Will want to review the webinar.

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