Optimize your MS Outlook for Time, Projects and People Management

  • Accountant
  • CPA (CA)
  • CFE
  • CGFM
  • CPM (CA)
  • CPA (US)
  • CA - ICAEW
  • PCP
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: December, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Five keys functions in MS outlook
    9 mins
  • Let's Talk e-mail the Harsh reality
    24 mins
  • The definitive clutter buster!
    27 mins
  • Taming E-mail decision tree
    46 mins
  • Your responsibilities Current projects, clients, activities
    67 mins

Course Description

In this popular program on “GETTING THE MOST FROM YOUR MS OUTLOOK" for MS Outlook Users, Randy Dean, author of the recent Amazon e-mail bestseller, Taming the E-mail Beast, shows how to expand your capabilities with the market-leading Microsoft Outlook e-mail and professional organization software.

Randy delves into Outlook-specific strategies for many of the most common areas of productivity loss (and possible gain!) afflicting many busy professionals today. These strategies includes :

  • Managing multiple projects & tasks
  • Maintaining “traction” when dealing with tasks and interruptions
  • Clearing the clutter in your mind for better focus
  • Keeping staff on task tracking “who owes you what” & getting that information on time, and better managing your calendar and contacts for better time and relationship management.

His goal is to help stressed out performers learn several new and immediately useful Outlook strategies for finding a few minutes on e-mails, tasks, activities, and actions you are already doing, leading to at least an extra hour of productivity every day. Get more from all five of the key Outlook functions: Calendar, Contacts, Tasks, E-mail, and Notes; for greater productivity, sanity, efficiency, and work-life balance.

Kindly note this webinar features demonstrations of Microsoft Outlook in the Windows Operating System.

Learning Objectives

  • To recognize key “bigger picture” time management principles –including your current active projects and life roles–and how they can be integrated into your MS Outlook software
  • To identify and discussion on the critical survival skill of “effective prioritization”, and how Outlook can help.
  • To identify ways of fully integrating your MS Outlook software into your time, project, people, and e-mail/info management systems, and getting the most usability and functionality out of your software, including:
  • To recognize the steps of setting up your “Tasks” function for prioritized project/client action
  • To identify the strategies of managing your Calendar to increase personal and professional effectiveness

Recommended For

  • This Online CPE webinar is recommended for CPAs who desire to help their clients with time and people management

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Certified Public Accountant (CPA)
  • Chartered Accountant
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • VP Accounts
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 CPE Credit for Certified Government Financial Manager (CGFM)
  • 2 CPE Credit of Communications & Marketing for Certified Public Accountants (CPA-US)
  • 2 CPE Credit for Certified Payroll Managers (CPM)
  • 2 CPE Credit for Payroll Compliance Practitioner (PCP)
  • 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 2 CE Credit for Certified Wealth Strategist (CWS)
  • 2 General Credit for Accountant/Bookeeper
  • 2 CPD Credit for CA - ICAEW
  • 2 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 2 CPD Credit for Chartered Accountants - Scotland
  • 2 CPD Credit for CPA - Ireland
  • 2 CPD Credit for Chartered Certified Accountants (ACCA)
  • 2 CPD Credit of Communication for Chartered Professional Accountant (CPA Canada)
  • 2 CPE Credit of Communications & Marketing for Certified Fraud Examiner (CFE)

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Randy Dean, MBA

, Randall Dean Consulting

Randy Dean, The E-mail Sanity Expert®, is a professional speaker and expert on time & e-mail management, effective organization, and the related use of technology. For more than 25 years, Randy has been leading training and speaking programs for major corporate, university, association, and government audiences. Obsessed with time management and personal productivity, he left a successful career as a graduate program admissions director, professional marketer, and manager to become a leading speaker and trainer. The author of the recent Amazon bestseller, Taming the E-mail Beast, he has led programs for thousands of satisfied and inspired students, managers, and professionals on being more productive with their time and life. His highly informative and entertaining speaking and training programs leave audience members with immediately-usable tools, strategies, and skills on how to better manage their time, technology, and information overload following their program experience.

Randy is best known for his programs on time, project, people, and especially e-mail management using popular tools like Microsoft Outlook, Gmail/Google apps, and smart phones & tablets. His speaking and training programs are consistently some of the highest-rated programs for the many clients he speaks for, including major conferences/conventions, Fortune 500 organizations, top universities, governmental agencies, and leading nonprofits -- basically anyone struggling to better manage their time, e-mail, smart phone/tablet devices, Google productivity apps, and/or Microsoft Outlook. (And he makes these topics fun and engaging too!)

He has previously been interviewed by the Washington Times, Detroit News, The Globe and Mail, Business Week Online, and numerous other media outlets, including radio, television, newspaper, and blog sites. He is a member of the National Speakers Association (NSA) and Michigan Society of Association Executives.


About Company

Randall Dean Consulting

www.randalldean.com/index.html

Randy Dean, The E-mail Sanity Expert®, is a professional speaker and expert on time & e-mail management, effective organization, and the related use of technology. For more than 25 years, Randy has been leading training and speaking programs for major corporate, university, association, and government audiences. Obsessed with time management and personal productivity, he left a successful career as a graduate program admissions director, professional marketer, and manager to become a leading speaker and trainer. The author of the recent Amazon bestseller, Taming the E-mail Beast, he has led programs for thousands of satisfied and inspired students, managers, and professionals on being more productive with their time and life. His highly informative and entertaining speaking and training programs leave audience members with immediately-usable tools, strategies, and skills on how to better manage their time, technology, and information overload following their program experience.

Randy is best known for his programs on time, project, people, and especially e-mail management using popular tools like Microsoft Outlook, Gmail/Google apps, and smart phones & tablets. His speaking and training programs are consistently some of the highest-rated programs for the many clients he speaks for, including major conferences/conventions, Fortune 500 organizations, top universities, governmental agencies, and leading nonprofits -- basically anyone struggling to better manage their time, e-mail, smart phone/tablet devices, Google productivity apps, and/or Microsoft Outlook. (And he makes these topics fun and engaging too!)

He has previously been interviewed by the Washington Times, Detroit News, The Globe and Mail, Business Week Online, and numerous other media outlets, including radio, television, newspaper, and blog sites. He is a member of the National Speakers Association (NSA) and Michigan Society of Association Executives.


Faq

FAQs content

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Ratings and Review

5

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JC

Jackie Compton, CPA (US), CGMA

Oct 31st, 2021

This was the first CPE I have taken from my-CPE and it was great. I look forward to implement lots of the tips.

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