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Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs

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Virtual

2.00 Credits

Member Price $109.00

Non-Member Price $189.00

Overview

You could pay $0 for this course!

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.


This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-15239. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

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, Strategic Technology Advisor, Higgins Advisory, LLC

Meet John Higgins, CPA.CITP, the visionary behind Higgins Advisory, LLC, specializing in guiding CPAs and CFOs through digital transformation. Blending strategic advice, education, and coaching, John aims to not just navigate but master today’s digital landscape. He has founded and sold two CPA technology advisory startups in his career and now focuses exclusively on helping accounting professionals understand and apply emerging technologies. John is currently immersing himself in the application of artificial intelligence by accounting and finance professionals.

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Non-Member Price $189.00

Member Price $109.00