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  • AI for Outlook: Mastering Email Productivity

AI for Outlook: Mastering Email Productivity


Co-Sponsored by the National Association of Certified Valuators and Analysts®  (NACVA
®)

Arrow Program Description Arrow Take Away Register Now
Arrow How You Will Benefit Arrow Schedule
       

Program Description
In today's fast-paced professional environment, efficient e-mail management is crucial for productivity. This course offers a practical guide to leveraging Microsoft Outlook's AI-powered Copilot features to revolutionize your e-mail workflow. Participants will learn how to utilize Copilot to effortlessly draft professional and impactful e-mails, ensuring clarity and conciseness in their communication. We will explore techniques for effectively organizing inboxes, prioritizing critical messages, and streamlining communication threads. Furthermore, the course will cover how to optimize scheduling through AI assistance, minimizing conflicts and maximizing time management. By automating repetitive yet time-consuming e-mail-related tasks, attendees will be empowered to refocus their energy on higher-value activities and strategic initiatives. This presentation assumes a basic familiarity with Microsoft Outlook but requires no prior experience with AI-powered productivity tools.

How You Will Benefit
After completing this course, attendees will be able to:

  • Describe the core AI-powered features of Microsoft Outlook's Copilot designed for e-mail productivity
  • Identify how to use Copilot to efficiently draft professional and well-structured e-mails for various business communications
  • Select AI tools within Outlook to effectively organize and prioritize e-mail communication
  • Differentiate methods for implementing Copilot functionalities to optimize meeting scheduling and manage calendars effectively
  • Identify ways to automate repetitive e-mail-related tasks using Outlook's AI capabilities to save time and reduce manual effort
  • Recognize best practices for leveraging AI in e-mail communication to enhance clarity and professionalism
  • Determine the potential impact of AI-powered tools on overall communication efficiency and time management within Outlook
Take Away
Participants will gain practical skills in using Microsoft Outlook's AI Copilot to significantly enhance their e-mail productivity. They will learn how to draft professional e-mails quickly, organize their communication more effectively, and streamline their scheduling processes. By mastering these AI-powered features, attendees will be able to automate routine tasks, reduce the time spent managing e-mails, and ultimately focus on more strategic and impactful aspects of their professional responsibilities.

Who Should Attend
This course is designed for all professionals who regularly use Microsoft Outlook for email communication and are looking to enhance their productivity. This includes business valuation analysts, financial analysts, consultants, managers, and any individual seeking to optimize their email workflow and improve time management through the use of AI-powered tools. The content is relevant for all levels of Outlook users who want to work smarter, not harder.

Presenter
Nick Mears

Contact Member/Client Services at (800) 677-2009 for questions or registration assistance.

Virtual Course Schedule
Dates   Time   10% Early Registration
Discount Deadline
June 25, 2025 2:00–3:00 p.m. ET Register 5/31/2025

Pricing 

Non-Member

Member

Virtual Course (1 Hr CPE) $103 $93

CPE Hours

Delivery Method

Group Internet-Based

Program Level

Basic

Advanced Preparation

None

Prerequisites

Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.

  Computer Software and Applications 1

Total CPE Hours

 

1


For NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, click here.


  • Virtual Course Schedule
  • Artificial Intelligence (AI) Webinar Series
    • AI Data University
    • AI Prompt Engineering: How to Get Better Results from AI for Your Consulting Practice
    • Your AI Valuation Assistant: How to Build It
    • AI for Outlook: Mastering Email Productivity
    • Custom AI for Trial and Mediation Success
    • AI Meets Compliance: Customizing AI for Report Review
    • Writing Smarter: AI for Microsoft Word
    • Excel Unleashed: AI for Valuation and Forensic Professionals
  • Advanced Learning Series
  • Around the Valuation World®
  • Around the Valuation World® International
  • EconAssist® Orientation
  • Free Virtual Courses
  • CPE On-Demand Courses
  • Self-Study Courses
  • Important Virtual Course Information—FAQs
  • Virtual Course Cancelation Policy

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2025 Business Valuation and Financial Litigation Super Conference

NCCA | ANAB Accreditation

NACVA’s Certified Valuation Analyst® (CVA®) and Master Analyst in Financial Forensics® (MAFF®) designations are the only valuation and financial forensic credentials accredited by the National Commission for Certifying Agencies® (NCCA®), the accreditation body of the Institute for Credentialing Excellence™ (ICE™). The CVA designation is also accredited by the ANSI National Accreditation Board® (ANAB®).

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