May 18, 2026


Vendor Webinar


1 CPE Credit

K2's Six Essential Teams Features 26-27

K2's Six Essential Teams Features 26-27

May 18, 2026
Vendor Webinar
1 CPE Credit

K2's Six Essential Teams Features 26-27

K2's Six Essential Teams Features 26-27

  • View Bio

    Instructor

    Tommy
    Stephens

    View Bio

Learning Objectives

• Identify steps for creating effective Teams and Channel structures
• Determine how to establish file management columns for more information within Teams
• Select examples of how to work with Microsoft Planner within Teams
• Identify how Lists work and why they can be better than spreadsheets
• Select examples of situations suitable for incorporating Power Automate into Teams
• Determine opportunities for using Microsoft Forms within Teams

Major Topics

• Learn how to set up Teams for successful collaboration
• Create a filing system that does not include endless sub-folders
• Manage staff delegation and follow-ups with ease
• Define what Lists need to be available to your Team
• Discover how to create automatic Flows that can notify others of updates
• Utilize survey Forms or questionnaires from within Teams

CPE Credits Available

1 CPE Credit
1
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Basic knowledge of Microsoft Teams

Provider

CalCPA California Society of CPAs

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