K2's Top Ten Productivity Booster Apps in Microsoft 365

K2's Top Ten Productivity Booster Apps in Microsoft 365

K2’s Top Ten Productivity Booster Apps in Microsoft 365

Computer Software and Applications
2 CPE Credits
Course - K2's Top Ten Productivity Booster Apps in Microsoft 365
25c-appms365
In-Person, Webinar
Live
Overview
100 Minutes
Topics Learning Objectives Description Compliance

Major Topics

  • 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

Learning Objectives

  1. Identify and describe the basic functionalities of at least three of the ten productivity apps discussed in this session
  2. Explain how Shared Mailboxes and Groups enhance team communication and help manage departmental emails more effectively
  3. 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

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.

Compliance Information

Business professionals seeking enhance their ROI on Microsoft 365 None Computer Software and Applications 2 Credits January 1, 2025
Topics

Overview

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.

Course Details

  • Fraud in small business environments
  • Internal control options in small business accounting software
  • Understanding the need for application controls and general controls
  • Common challenges associated with implementing appropriate internal controls in small business environments

  1. Cite internal control fundamentals, including definitions and concepts, types of internal control activities, and the need for internal controls
  2. Identify common small business control deficiencies and issues, including concentration of ownership and inadequate segregation of duties, and list five key risk areas for small businesses
  3. Recognize the common types of fraud schemes occurring in small businesses and implement internal control measures to reduce the threat of becoming a victim
  4. List the objectives and common deficiencies of small business accounting systems
  5. Define the purpose of general controls and list examples of typical control techniques in small businesses
  6. Implement technology tools to prevent and detect occupational fraud
  7. List opportunities to enhance security over information systems and sensitive data

Intended Audience — Business professionals responsible for internal control and fraud prevention and detection

Advanced Preparation — None

Field of Study — Auditing

Credits — 8 Credits

IRS Program Number –

Published Date – November 2, 2022

Revision Date –

Course Authors

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