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Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs (2 hours - late morning) [NT] - Webcast

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2.0 Credits

Member Price $95.00

Non-Member Price $130.00

Overview

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 is a course that teach 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 you 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.

Highlights

  • 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

Designed For

Anyone who wants to develop an understanding of how the power of Microsoft Copilot AI can be used in business and accounting through hands-on instruction.

Objectives

  • Recognize the features and benefits of using Microsoft Copilot.
  • Identify practical applications for Microsoft Copilot in accounting, finance and tax.

Leader(s):

Leader Bios

John Higgins, Higgins Advisory LLC

Meet John Higgins, CPA.CITP, the visionary founder of Higgins Advisory, LLC, specializing in guiding accounting, finance and tax professionals through digital transformation. By blending strategic advice, education, and coaching, John empowers these professionals to master today's rapidly evolving digital landscape. He began his career with a local CPA firm, then founded and sold two successful technology advisory startups, and served as a national technology practice partner at a top ten firm. Today, John is dedicated to helping professional firms navigate the disruptive application of artificial intelligence technologies.  He has been recognized as a Top 25 Thought Leader by the CPA Practice Advisor magazine for the past 15 years.

(3/4/2026)

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Non-Member Price $130.00

Member Price $95.00