Description

As email is becoming out of control and less secure, new methods of communicating are needed for both internal and external firm communication. In this session, you will learn how a small firm uses Microsoft Teams for their internal communication and structure as well as how to use it to collaborate with clients.

Learning Objectives:

• Identify ways to utilize Teams within the firm.
• Recognize how a firm can securely collaborate with their clients.

Speaker(s):

• Shayna Chapman, CPA.CITP, CGMA, Founder and Chief Strategist, Shaynaco LLC