Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs
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 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.
Highlights
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
Prerequisites
None
Designed For
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!
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
Preparation
None
Leader(s):
Leader Bios
John Higgins, Owner, Higgins Advisory, LLC
John H. Higgins, CPA.CITP is the founder and CEO of Higgins Advisory, LLC, established with the mission of helping CPAs, CFOs and other financial professionals to successfully guide their firms and business organizations through a successful digital transformation that leverages the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more.
John is a seasoned entrepreneur with experience as the founder of two separate accounting technology advisory firms that were acquired by larger organizations. In addition, he has experience with a local CPA firm and as a technology advisory practice leader partner in a national CPA firm.
John shares his expertise as a nationally recognized thought leader, strategic advisor, and speaker on accounting technology through coaching and speaking engagements. His primary contribution is his passion for helping the profession move forward through the understanding and adoption of emerging technologies.
Non-Member Price $109
Member Price $89