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Optimize your MS Outlook for Time, Projects and People Management

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


  • 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

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Certified Public Accountant
  • 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





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