Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs
Live Virtual Seminar
2.00 Credits
Member Price $79.00
Price will increase by $50 on 11/14
Non-Member Price $139.00
Price will increase by $50 on 11/14
Overview
Microsoft 365 is one of the most widely used business application 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
- Program Content
- 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 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
Preparation
None
Leader(s):
Leader Bios
John Higgins, Strategic Technology Advisor, Higgins Advisory, LLC
John 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.
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.
John's accomplishments and experience include being an AICPA Business & Industry CPA Hall of Fame inductee, a Top 25 Thought Leader recognition by the CPA Practice Advisor magazine (2011 - 2025), a nationally recognized speaker of accounting technology, recipient of the Michigan Association of CPAs Innovative User of Technology award, co-author of 10 Steps to Digital Practice in the Cloud, published by the AICPA and a contributing author to The Insiders' Guide to Accounting Advisory Success.
Non-Member Price $139.00
Member Price $79.00