Instructor
Stephen Yoss
Instructor
This course provides a clear, practical comparison of Google Workspace and Microsoft 365, giving financial professionals the insight required to determine which platform best fits their organization’s operational needs. Building on the foundational distinctions outlined in the source material, such as collaboration features, file‑sharing structures, email tools, and real‑time editing capabilities, the course now incorporates the latest advances in AI‑powered productivity tools, including Microsoft Copilot and Google Gemini. Participants examine how these enhancements influence daily workflow, team communication, document creation, and small‑business scalability.
By the end of the program, attendees will be equipped to make a confident, well‑supported technology decision. The course emphasizes practical evaluation, including pricing considerations, usability, cloud‑storage behavior, security fundamentals, and the strengths and limitations of each suite for small and mid‑sized organizations. The focus remains on real‑world business requirements—helping teams choose the platform that delivers the best blend of productivity, collaboration, and long‑term value.
All K2 CPE courses require attendees to complete the registration process directly with K2 prior to the course. Please follow the instructions provided in your registration confirmation email to finalize your enrollment.
Secure Collaboration: Comparing Real-Time Editing and File Sharing
Business Email Optimized: Assessing Outlook vs. Gmail for Finance
Streamlining Workflow: Selecting Superior Word Processing and Spreadsheet Tools
Evaluating Productivity Suites: Performance and Price Analysis
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Financial professionals that would like to better understand Microsoft/Office 365 and Google Workspace