Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs

Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs

CPE Credit:
2

Overview

Description:
Microsoft 365 is one of the most widely used business applications software suites used in business today. Microsoft Copilot is the generative AI application that is integrated directly into the Microsoft 365 ecosystem. If your firm or business is a Microsoft 365 user, this course will teach you how to use Copilot AI to optimize the use of your Microsoft 365 apps. This course will provide a comprehensive review and demonstration of how to put Microsoft Copilot AI to work for you and your clients. It is designed as a “hands-on” course that facilitates following along with the presenter to apply the features of Microsoft Copilot on your computer. Practice files will be provided so that you don’t have to expose your confidential data. 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 wants to develop an understanding of how the power of Microsoft Copilot AI can be put to use in business and accounting through hands-on instruction. Bring your laptop!
Program Level:
Basic
Program Content:

The major topics that will be covered in this course include:

  • Getting started with Microsoft Copilot
  • Tour of the Copilot app and how to use it
  • Variety of hands-on case study examples for accounting, finance and tax
  • Protecting your data privacy in Microsoft Copilot
  • Advanced Microsoft Copilot features review
  • Integration with Microsoft 365 apps
 
Learning Objectives:

After attending this presentation, you will be able to…

  • Recognize the features and benefits of using Microsoft Copilot
  • Identify practical applications for Microsoft Copilot in accounting, finance, and tax
Prerequisites:
None
Advanced Preparation:
None
Developed By:
Higgins Advisory, LLC
Format:
Group-Internet-Based
Course Code:
HAJHMCD2

Registration:

$89.00

Attendee Information

Please select one of the following options to register for this webinar:

Our Partners

NASBA Sponsor

Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs

Course Code:
HAJHMCD2
Program Level:
Basic
Description:
Microsoft 365 is one of the most widely used business applications software suites used in business today. Microsoft Copilot is the generative AI application that is integrated directly into the Microsoft 365 ecosystem. If your firm or business is a Microsoft 365 user, this course will teach you how to use Copilot AI to optimize the use of your Microsoft 365 apps. This course will provide a comprehensive review and demonstration of how to put Microsoft Copilot AI to work for you and your clients. It is designed as a “hands-on” course that facilitates following along with the presenter to apply the features of Microsoft Copilot on your computer. Practice files will be provided so that you don’t have to expose your confidential data. 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:

  • Getting started with Microsoft Copilot
  • Tour of the Copilot app and how to use it
  • Variety of hands-on case study examples for accounting, finance and tax
  • Protecting your data privacy in Microsoft Copilot
  • Advanced Microsoft Copilot features review
  • Integration with Microsoft 365 apps
 
Learning Objectives:

After attending this presentation, you will be able to…

  • Recognize the features and benefits of using Microsoft Copilot
  • Identify practical applications for Microsoft Copilot in accounting, finance, and tax
Who should attend:
Anyone who wants to develop an understanding of how the power of Microsoft Copilot AI can be put to use in business and accounting through hands-on instruction. Bring your laptop!
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

Registration:

$89.00

Attendee Information

Please select one of the following options to register for this webinar:

OR

Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register

Price

Single Registration
$89.00

Upcoming Dates

  • 5/11/2026 @ 9:00 AM
  • 5/28/2026 @ 11:30 AM
  • 6/11/2026 @ 11:00 AM
  • 6/24/2026 @ 11:00 AM
  • 7/7/2026 @ 10:30 AM
  • 7/23/2026 @ 1:00 PM
  • 8/4/2026 @ 4:00 PM
  • 8/20/2026 @ 3:30 PM
  • 8/31/2026 @ 1:00 PM
  • 9/14/2026 @ 9:00 AM
  • 9/29/2026 @ 12:30 PM
  • 10/13/2026 @ 1:30 PM
  • 10/27/2026 @ 2:30 PM
  • 11/13/2026 @ 11:00 AM
  • 11/25/2026 @ 10:00 AM
  • 12/7/2026 @ 10:30 AM
  • 12/22/2026 @ 3:00 PM
  • 1/8/2027 @ 1:00 PM
  • 1/18/2027 @ 10:00 AM
  • 2/3/2027 @ 4:00 PM
  • 2/16/2027 @ 11:00 AM
  • 3/1/2027 @ 9:30 AM
  • 3/15/2027 @ 2:00 PM

All times are Eastern Time Zone

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