Mastering Microsoft 365 Copilot for CPAs
Mastering Microsoft 365 Copilot for CPAs
CPE Credit:
2
Overview
Description:
Discover how Microsoft 365 Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of this AI-powered assistant. Learn how to leverage Copilot to enhance productivity, automate routine tasks, and improve collaboration within your team.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Field of Study:
Computer Software & Applications (2 CPE)
Instructor

Instructor:
John Higgins, CPA.CITP
Additional Details
Who should attend:
Anyone who uses Microsoft 365 and wants to understand how the Microsoft 365 Copilot AI tool can boost productivity and information quality.
Program Level:
Basic
Program Content:
The major topics that will be covered in this course include:
- Overview of Microsoft 365 Copilot features
- Automating tasks with AI assistance
- Enhancing content creation and data analysis
- Collaboration tools powered by AI
- Best practices for maximizing Copilot’s benefits
Learning Objectives:
After attending this presentation, you will be able to…
- Identify the many different ways in which you can apply the power of AI within your Microsoft 365 applications
- Recognize the potential to increase your productivity and quality of your information with Microsoft 365 Copilot
Prerequisites:
None
Advanced Preparation:
None
Developed By:
Higgins Advisory, LLC
Format:
Group-Internet-Based
Course Code:
HAJHMMC2
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NASBA Sponsor

Mastering Microsoft 365 Copilot for CPAs
Course Code:
HAJHMMC2
Program Level:
Basic
Description:
Discover how Microsoft 365 Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of this AI-powered assistant. Learn how to leverage Copilot to enhance productivity, automate routine tasks, and improve collaboration within your team.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Program Content:
The major topics that will be covered in this course include:
- Overview of Microsoft 365 Copilot features
- Automating tasks with AI assistance
- Enhancing content creation and data analysis
- Collaboration tools powered by AI
- Best practices for maximizing Copilot’s benefits
Learning Objectives:
After attending this presentation, you will be able to…
- Identify the many different ways in which you can apply the power of AI within your Microsoft 365 applications
- Recognize the potential to increase your productivity and quality of your information with Microsoft 365 Copilot
Who should attend:
Anyone who uses Microsoft 365 and wants to understand how the Microsoft 365 Copilot AI tool can boost productivity and information quality.
Developed By:
Higgins Advisory, LLC
Instructor:
John Higgins, CPA.CITP
CPE Credit:
2
Field of Study:
Computer Software & Applications (2 CPE)
Prerequisites:
None
Advanced Preparation:
None
Format:
Group-Internet-Based
OR
Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register
Price
Single Registration
$89.00
Upcoming Dates
- 5/22/2025 @ 1:00 PM
- 6/9/2025 @ 1:00 PM
- 6/27/2025 @ 12:30 PM
- 7/8/2025 @ 10:30 AM
- 7/25/2025 @ 12:00 PM
- 8/5/2025 @ 10:30 AM
- 8/22/2025 @ 2:30 PM
- 9/5/2025 @ 1:30 PM
- 9/17/2025 @ 1:00 PM
- 10/3/2025 @ 4:00 PM
- 10/6/2025 @ 10:30 AM
- 10/20/2025 @ 1:00 PM
- 11/4/2025 @ 3:00 PM
- 11/7/2025 @ 9:00 AM
- 11/20/2025 @ 10:00 AM
- 12/5/2025 @ 9:30 AM
- 12/8/2025 @ 9:00 AM
- 12/18/2025 @ 3:30 PM
- 1/5/2026 @ 4:00 PM
- 1/9/2026 @ 9:00 AM
- 1/23/2026 @ 3:00 PM
- 2/6/2026 @ 10:00 AM
- 2/10/2026 @ 3:00 PM
- 2/24/2026 @ 1:00 PM
- 3/6/2026 @ 1:30 PM
- 3/11/2026 @ 2:00 PM
- 3/24/2026 @ 2:30 PM
- 4/2/2026 @ 9:00 AM
- 4/9/2026 @ 3:00 PM
- 4/21/2026 @ 1:00 PM
All times are Eastern Time Zone