Microsoft Outlook – Organizing the Inbox Webcast | 4183624A

Date :
June 14, 2018 2:00 PM - 3:40 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 2.00
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This session is designed to help Outlook users better organize and manage their email communications.

Microsoft Outlook is the most utilized business application in the world today, but for many users dealing with Outlook is the most frustrating part of their day. This course will help attendees learn how to reduce e-mail interruptions; triage the Inbox rapidly; find related messages quickly and easily; organize the Inbox with folders, categories, and rules; and use drag-and-drop to create new tasks and appointments. The information provided in this session will ease your frustration and improve your productivity in using Microsoft Outlook.


  • Identify related messages quickly and easily using Conversation View.
  • Create Quick Steps to automate routine, recurring processes.
  • Employ drag-and-drop to create new appointments, tasks, or contacts from email messages.
  • Use folders and categories to organize messages.
  • Apply rules to automate email processes.
  • Describe how AutoArchive automates the process of cleaning the Inbox.

Major Subjects:

  • Conversation View
  • Quick Steps to automate routine, recurring processes
  • Drag-and-drop to create new appointments, tasks, or contacts from email messages
  • Organize messages
  • Automate email processes
  • AutoArchive

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Level of Difficulty:

Fundamental knowledge of computer operations.

Designed For:

CPAs, staff, business and financial professionals.


Thomas G. Stephens, Jr, CGMA, CITP, CPA

Thomas G. Stephens, Jr. received a bachelor of business administration (accounting) from Auburn University in 1985. Upon graduation, Stephens began working for an Atlanta-based public accounting firm. After earning his designation as a CPA, Stephens worked for BellSouth Corporation in Atlanta as an internal auditor. After two years as an auditor, he was promoted to staff manager and then operations manager of the internal audit group. In 1991, he transferred to the comptrollers’ department of BellSouth and served as manager of the cost accounting organization. While working full-time at BellSouth Corporation, Stephens also attended graduate school, earning a master’s degree in finance from Georgia State University in 1992.

Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. As part of his practice, he developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he began authoring and presenting continuing professional education (CPE) courses to accounting and finance professionals. In 2003, Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past 19 years, Stephens has presented in excess of 1,800 educational sessions to over 55,000 participants nationwide.

Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, he enjoys an active personal life as well. His hobbies include snow skiing, fishing, and running. Additionally, he maintains professional memberships with the AICPA and the Georgia Society of Certified Public Accountants, and is a past member of the Institute of Internal Auditors.

No Agenda or Materials posted.