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Finance and Accounting Professionals: Organize and Conquer Workloads with Microsoft Outlook (OUT282H)

Presented by: Karla Brandau, CSPPS
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Event Description

Learn to Use MS Outlook as a Partner with Financial Software to Increase Productivity

Would it be beneficial if your team of finance and accounting professionals was able to stay on top of the closeout deadlines every month? As a finance/accounting 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. Microsoft Outlook is a critical partner for your financial software and it deserves specific instruction to help team members use it to decrease stress and increase their productivity.

Help your team get more done in less time by joining this session where expert speaker Karla Brandau will teach the details of using Microsoft Outlook for increased productivity. This session will cover all of the Outlook features that can make your team more productive. With this session, from a production point of view, 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 session, they will be able to work with increased 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!

Becoming a more effective finance and accounting professional can become a reality as each team member will learn to implement the strategies discussed in this session, letting the technology of Microsoft Outlook do the heavy lifting of their workload.

Session Highlights

This session takes an integrated approach to the Outlook folders and teaches finance professionals how to:

  • Clear your Inbox every day
  • Organize and search for emails you need to keep
  • Use reminders effectively so assignments don’t slip through the cracks
  • Understand how to navigate the Ribbon in 2016 (works in 2010 and 2013 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

You will also learn how to process email and benefit from instruction on:

  • Expanded click and drag techniques
  • Innovative ways to use signatures
  • Grouping conversation topics with “Show As Conversations”
  • Using “Quick Steps”

Who Should Attend

  • Finance executives
  • Accounting executives
  • Finance managers
  • Accounting managers
  • Financial team members
  • Accounting team members
  • Administrative personnel working with finance or accounting 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: Finance and Accounting Professionals: Organize and Conquer Workloads with Microsoft Outlook
    Presenter(s): Karla Brandau, CSPPS

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