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Outlook for Finance Professionals (OUT161A)

Presented by: Karla Brandau, CSPPS
(*) Single User Price. For multiple users please call 1-844-384-4744
Pre Recorded Webinar
60 minutes
Event Description
See the sneak peek before you buy!

Let Your Finance Team Stay on Top of Their Closeout Deadlines with These Awesome Ms Outlook Skills!

Would it be beneficial if your team of finance professionals were able to stay on top of their closeout deadlines every month? Help them get more done in less time by signing them up for this webinar that teaches the details of using Microsoft Outlook for increased productivity. Microsoft Outlook is a critical partner for your financial software and it deserves specific instruction to help team members use it to decrease their stress and increase their productivity.

As a finance professional, you know how much the Outlook software costs to install on every computer, and if your team is using it only for email, they are leaving about 80-85 percent of the power of Outlook unused.  This webinar by expert speaker Karla Brandau will teach your team to use all of the Outlook features that can make them more productive.

With the skills acquired in this webinar, your entire team will stop spinning their wheels in less important activities and start feeling more in control of all daily tasks and assignments. Using the principles taught in this 60-minute session, your team members will work with efficiency and a calmness that accompanies the new control they will have as they anticipate deadlines, finish tasks on time and clean out their Inbox!

Does this sound too good to be true? Becoming a more effective finance professional can become a reality as each team member implements the strategies taught in this webinar, letting the technology of Microsoft Outlook do the heavy lifting of their workload. Sign your entire team up today and see productivity hit the roof!

Session Highlights:

This webinar will teach finance professionals how to:

  • Clear their Inbox every day
  • Organize and search for emails they need to keep
  • Use reminders effectively so assignments don’t slip through the cracks
  • Understand how to navigate the Ribbon in 2013 (works in 2010 as well)
  • Distinguish between the To-Do List, the To-Do Bar, and Tasks
  • Turn urgent requests coming to them via email into tasks or calendar items
  • Prioritize tasks and assignments
  • Use the calendar to manage the daily work flow and keep track of month end closeouts  
  • Estimate the time tasks take and complete work in the set time frames
  • Set up categories to help sort information in the calendar, contacts, and email
  • Customize column headings
  • And more!


Your entire team of finance professionals will work faster and smarter as you process email and benefit from instruction on:

  • Expanded click and drag techniques
  • Innovative ways to use signatures
  • Using conversation features such as "Ignore," "Clean Up" and Junk mail settings
  • Grouping conversation topics with "Show As Conversations"
  • Using "Quick Steps"

The more each financial professional knows about the Inbox, the Calendar, and the amazing features of Outlook, the more efficient and effective the team will be. Greater efficiency leads to meeting project deadlines and keeping the finances of the organization moving in a steady forward direction.

Who Should Attend

  • Finance executives
  • Finance managers
  • Financial team members
  • Administrative personnel working with financial professionals
About Our Speaker(s)

Karla Brandau | Outlook Time Management Tips SpeakerKarla Brandau CSPPS
Karla Brandau is a leading authority on time management and team productivity in the workplace. She specializes in combining the power of time management with technology, especially using Microsoft Outlook as a tool to help individuals “get it all done” in less time. She is the CEO of Workplace Power Institute (www... More info

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    Event Title: Outlook for Finance Professionals
    Presenter(s): Karla Brandau, CSPPS

Our Accreditation Partners Protection Status

Dear Valued Customers,

We regret to announce that ProEdTech LLC and all its affiliate brands will cease operations on April 1, 2019.

We are no longer able to fulfill online orders. We will fullfill all DVD and book orders already placed.

Customers of canceled webinars and subscription products may request a refund at (800) 223-8720 or You must do so by April 1, 2019.

Thank you for your business and loyalty over the years. We sincerely apologize for any inconvenience caused.

Best regards,
The ProEdTech Team