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Tax and Accounting

Office Series 2020 - An Introduction to Microsoft Teams

Office Series 2020 - An Introduction to Microsoft Teams

At the end of this webinar you will be familiar with:

  • The Microsoft Teams interface
  • Creating teams and adding members
  • Sending, receiving, editing, and deleting messages
  • Using chats for private messages
  • Managing and deleting teams, channels, and team members
  • Scheduling a meeting and inviting attendees
  • Sharing files
  • Customising channel tabs
  • Adjusting user settings
  • Using the mobile app for iOS and Android

CPD POINTS: 1.25

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Recruiting for High Performance (even in a virtual world)

Whilst there are lots of written references and webinars available on recruiting, it remains one of the most difficult and disliked leadership tasks. That’s because the investment in time, energy and cost is huge and the risks of recruiting the wrong person are high.

In this webinar you will learn proven, simple techniques you can apply to both increase effectiveness and reduce risk through every step of the recruitment process.

In this webinar Deb will bring together 25 years of recruitment leadership practice with the latest research, thinking and best-practice in this field including how to recruit virtually.

This workshop will help leaders and managers build practical skills to find, select and onboard talented, motivated and engaged people into your team.

CDP Points: 1

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Recruiting for High Performance (even in a virtual world)
Late Invoices? How to encourage your client to pay with grace and ease

Late Invoices? How to encourage your client to pay with grace and ease

2020 has provided many challenges. Accountants and other professional advisers have been in the hot seat to understand new fast-tracked legislation, dramatically different economic environment, and help clients under pressure.

Accountants and advisers have stepped up and acted with a sense of urgency and a duty of care. They have often done a great deal more work for troubled clients. However, client payments aren’t always keeping up and invoices are running late. Every professional knows that cash is king, but no-one wants to damage long standing relationships.

In this webinar, you will discover how to:

  • Have a courageous conversation with your client with grace and ease
  • Strengthen your relationship with your client
  • Use one (or more!) of seven effective strategies that help bring your client payments current
  • Use these same strategies to help your clients with their own cash flow situation

CDP Points: 1

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Office 2020 - Microsoft Teams working with SharePoint and OneDrive

Join us in this webinar to find the answers to these questions and to explore deeper functionality and more key features of Microsoft Teams.

The Teams apps that we will explore:

  • Polly – An app to Survey and poll your team.
  • Lists – the new way to track and use Information.
  • Planner - a versatile project/task management tool.

Webinar Learning Outcomes:

  • Where should a file “live” – SharePoint, OneDrive, or Teams.
  • Moving a file from one location to the other?
  • Working offline
  • Using the Files tab in Teams
  • OneDrive
  • SharePoint
  • Using Apps in Teams
  • Additional tips and tricks with teams

CDP Points: 1

Office 2020 - Microsoft Teams working with SharePoint and OneDrive