Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs

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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

Fees

Credits

Level

Related Courses

Code

Vendor

Fields of Study

Leader(s):

John Higgins, Strategic Technology Advisor, Higgins Advisory, LLC

Leader Bios

John Higgins, Strategic Technology Advisor, Higgins Advisory, LLC

John Higgins is a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPE programs for thousands of CPAs over the past 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPE programs. He has presented “live” web CPE events for groups as large as 600+ participants, as well as many small groups. John assisted the Michigan Association of CPAs as an adviser in the development of their web based CPE model. John’s primary qualification is his passion for helping CPAs achieve greater success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country. John resides in Rochester, Michigan with his wife Karen and their two children. Qualifications and Experience: •Actively involved in working with local, regional and national CPA firms over the past 25 years. •Facilitated hundreds of planning sessions and retreats to develop strategic plans, technology plans, paperless work flow design, innovative client services and more. •Nationally recognized speaker and author on technology issues impacting the CPA profession. •Monthly host of Document Management to Go (DMS2Go) pod cast sponsored by CPA Technology magazine. •Former national consulting partner with a top 10 CPA firm. •Former CEO of technology training & consulting firm. •Member of the AICPA Business & Industry Hall of Fame. •Past Chair of the Michigan Association of CPAs. •Past member of the AICPA Council and CPE Advisory Committee. •MACPA Innovative User of Technology award.

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