Webcast: Using Microsoft OneNote as a MAP Handbook Tool (WBONMAP516)
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When: 12/14/2016
1:00 PM until 3:00 PM
Where: Webcast
United States
Presenter: John H. Higgins, CPA, CITP

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Acronym WBONMAP516
CPE 2 hours
Vendor AICPA
Level Basic
Yellow Book No
Prerequisite None
Who should attend Anyone who wants to establish an organized system for managing notes
Members $99
CPA Non-Members $129

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.


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 webcast will teach you how to leverage the power of OneNote, with an emphasis on using it as a practice management tool. We will demonstrate how to use it as a supplement to the AICPA's MAP (Management of an Accounting Practice) handbook.


Upon completion of this course 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 tasks


The topics that will be covered in this course 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