An RIA CCO and COO need to know how to set up user security groups and site hierarchies, and a CEO should know how to ensure your firm meets its fiduciary obligations to protect clients’ personally identifiable information and financial data. At this session, we’ll show you SharePoint advanced settings to help make your firm more efficient and compliant: • Site Collections • The SharePoint admin panel • Security levels and roles • Controlling sharing • Team site for Intranet • Public-facing website • Formatting and customizing in SharePoint • Site Contents • SharePoint Store Office 365 Training for Advisors is series of 12 monthly classes, available 24/7, that teach advisors the features they need to know about it Office 365 to help manage a professional practice.