Mobile Edition

Using Microsoft OneNote as a MAP Handbook Tool (AIUMOA03)

Date:Monday, September 16, 2019
Time:11:00AM - 1:00 PM
(Registration at 10:30AM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Instructor: John Higgins, CPA, CIPT
Course Level:Basic
Early Bird Price:$99.00 FICPA Members, $129.00 Non-Members


OneNote is one of the most practical software tools to come out of Microsoft in a long time. OneNote offers a wide variety of features to record, organize and manage notes of all types. Because it is directly integrated with Outlook and the other Office applications it serves as a central hub for managing all of your activities and communications: to do list, appointments, email follow-up, etc. This course will teach you how to leverage the power of OneNote, with an emphasis on using it as a practice management tool. We will show how to use it as a supplement to the AICPA's MAP (Management of an Accounting Practice) handbook.


Upon completion of this webcast, you will:

- Be familiar with all of the functionality that OneNote has to offer

- Learn tips and tricks for managing all of your notes

- Understand how you can use OneNote in conjunction with the MAP Handbook to help your manage all of your administrative

Major Topics:

The topics that will be covered in this webcast include:

- Overview of the OneNote interface and features set

- Establishing a strategy for organizing your notebooks and notes

- Linking OneNote to email messages, appointments and calendars

- Accessing Excel, Word, PDF and other file types from OneNote

- Linking OneNote to do items to Outlook Task Manager

- Linking to content in the MAP Handbook

- Sharing Notebooks internally and externally

- Accessing OneNote from your smartphone and tablet

Who Should Attend:
Anyone who wants to establish an organized system for managing notes


If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.