Description
$150 (per person) includes an online webinar for 2 hours of CPE credit
Organizing government audit engagements can be challenging without the right tools.
This 2-hour webinar introduces Microsoft Planner, a user-friendly project management app within Microsoft 365. Government auditors will learn how to create plans, assign tasks, and track progress visually. By integrating Planner into their workflow, auditors can enhance team coordination, meet deadlines more effectively, and improve overall project outcomes.
Discussion Topics:
- Creating and organizing plans and tasks
- Assigning tasks and setting deadlines
- Integrating Planner with Microsoft Teams and Outlook
- Monitoring progress with charts and dashboards
- Collaborating with team members in real-time
Learning Objectives:
- Recognize the potential to leverage the Microsoft 365 Planner app to manage audit projects and engagements effectively and efficiently
- Identify all the features and functions the Planner app offers to successfully apply it in your government audit shop
- Determine best practices for deploying Microsoft Planner for your organization’s unique needs
Program Level: Basic
Field of Study: Auditing (Governmental)
Who Should Attend: Government auditors who want to understand how the Planner app can be used to plan and manage audit projects and engagements
Prerequisites: None
Advanced Preparation Required: None
Instructional Method: Webinar (Group Internet Based)
CPE Credit Hours: 2
Date: Tuesday, September 23, 2025
Time: 12:00 p.m. – 2:00 p.m. Central
Webinar Leader:
John H. Higgins, CPA CITP
John H. Higgins, CPA CITP is the founder and CEO of Higgins Advisory, LLC, established with the mission of helping CPAs, CFOs and other financial professionals to successfully guide their firms and business organizations through a successful digital transformation that leverages the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more.
John is a seasoned entrepreneur with experience as the founder of two separate accounting technology advisory firms that were acquired by larger organizations. In addition, he has experience with a local CPA firm and as a technology advisory practice leader partner in a national CPA firm.
John shares his expertise as a nationally recognized thought leader, strategic advisor, and speaker on accounting technology through coaching and speaking engagements. His primary contribution is his passion for helping the profession move forward through the understanding and adoption of emerging technologies.
Questions? You can find our FAQ here.
To see a breakdown of how many polls and minutes of attendance are required for this webinar, see this page.
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