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Finance & Economics

Copilot for Finance Professionals (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
REQUIRED
Paid subscription to Microsoft 365 Copilot

Overview

This course will introduce finance professionals to the basics of Copilot, a generative AI-powered assistant, to enhance their productivity and decision-making in various Microsoft applications.


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants.

Course Description

Participants will learn about Copilot features and capabilities, and practice applying use cases with a focus on finance such as data analysis, research, document drafting, presentation creation, and email communication. The course will also cover best practices, tips, and limitations of using Copilot, including prompt engineering as well as some ethical and security considerations. 

Content

  • Mastering Prompt Engineering Techniques for crafting initial and follow-up prompts to maximize output quality 
  • Strategies for eliciting the most relevant and accurate responses from Copilot 
  • Navigating the Pitfalls: Understanding the limitations of Copilot and how to prevent misinformation by recognizing and mitigating hallucinations 
  • Practical Applications in Finance Technical Task Assistance: Utilizing Copilot for Excel for automating tasks such as data analysis, creating complex formulas for extracting data, generating insights, creating pivot tables and charts, performing what-if analysis 
  • Research Enhancement: Leveraging Copilot for Edge, Word and Microsoft 365 Chat for in-depth financial research and analysis 
  • Streamlining Daily Operations: Implementing Copilot for Word, Outlook, PowerPoint and Teams for drafting proposals and presentations, client communications, rewording and summarizing documents and meetings, and brainstorming innovative solutions 
  • Finance Case Study: The course includes a completed case study of using Copilot to automate and expediate the deal process of analyzing a portfolio company in the e-commerce sector and researching key trends in the industry

Course Dates & Registration

May 27, 2026
9:00AM - 12:00PM
Online Virtual
Training the Street
TRAINING THE STREET has offered targeted training courses to academic, corporate, and public enrollment clients since 1999. Training the Street provides unparalleled training and practical skills development in accounting, corporate finance, financial modeling, and valuation topics for finance professionals. By incorporating a mix of hands-on instruction, computer-based exercises, mini-lectures, group projects, visual presentations, and practical illustrations, they teach you real-world applications of finance theory in a way that brings finance fundamentals to life.
Past
Course Code: A62053A_OL
Feb 9, 2026
9:00AM - 12:00PM
Online Virtual
Training the Street
TRAINING THE STREET has offered targeted training courses to academic, corporate, and public enrollment clients since 1999. Training the Street provides unparalleled training and practical skills development in accounting, corporate finance, financial modeling, and valuation topics for finance professionals. By incorporating a mix of hands-on instruction, computer-based exercises, mini-lectures, group projects, visual presentations, and practical illustrations, they teach you real-world applications of finance theory in a way that brings finance fundamentals to life.
Past
Course Code: A52053B_OL
Dec 8, 2025
9:00AM - 12:00PM
Online Virtual
Eugene Suarez
Eugene Suarez, BA, MBA, began his banking career as an analyst at Credit Agricole’s Corporate & Investment Bank in NYC where he focused on providing balance sheet support across all parts of the capital structure for a wide range of corporate clients. He then moved to Dominick & Dickerman LLC where he worked as an M&A generalist providing transaction advisory for acquisitions as well as subordinated debt financings. Eugene then joined MediaMath as an Analyst for the Office of the CEO where he led various strategic and mission critical initiatives. Subsequently, he joined the tech start-up, Playbuzz, as the Chief of Staff working closely with the management team on strategy, operations, and corporate development. In 2020, Eugene founded Boost MBA which delivers a mobile first and fully interactive MBA curriculum designed for the technical business leader.
Past
Course Code: A52053C_OL
Oct 28, 2025
9:00AM - 12:00PM
Online Virtual
Training the Street
TRAINING THE STREET has offered targeted training courses to academic, corporate, and public enrollment clients since 1999. Training the Street provides unparalleled training and practical skills development in accounting, corporate finance, financial modeling, and valuation topics for finance professionals. By incorporating a mix of hands-on instruction, computer-based exercises, mini-lectures, group projects, visual presentations, and practical illustrations, they teach you real-world applications of finance theory in a way that brings finance fundamentals to life.
Past
Course Code: A52053A_OL

Improving Your Virtual Learning Experience

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Course Details
Cost
$210
Members
$235
Non-Members
Eligible Hours
3
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
5
Credits
Prerequisites
Prerequisites
Participants should have some experience and working knowledge of using Microsoft applications such as Excel, Word, PowerPoint and Outlook. Participants should have a paid subscription to Microsoft 365 CoPilot.
Special Notes
Participants should have a paid subscription to Microsoft 365 Copilot.
Credit Card Fee

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

Finance & Economics

Copilot for Finance Professionals (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
REQUIRED
Paid subscription to Microsoft 365 Copilot
Course Details
Cost
$210
Members
$235
Non-Members
Eligible Hours
3
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
5
Credits
Prerequisites
Prerequisites
Participants should have some experience and working knowledge of using Microsoft applications such as Excel, Word, PowerPoint and Outlook. Participants should have a paid subscription to Microsoft 365 CoPilot.

Overview

This course will introduce finance professionals to the basics of Copilot, a generative AI-powered assistant, to enhance their productivity and decision-making in various Microsoft applications.


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants.

Course Description

Participants will learn about Copilot features and capabilities, and practice applying use cases with a focus on finance such as data analysis, research, document drafting, presentation creation, and email communication. The course will also cover best practices, tips, and limitations of using Copilot, including prompt engineering as well as some ethical and security considerations. 

Content

  • Mastering Prompt Engineering Techniques for crafting initial and follow-up prompts to maximize output quality 
  • Strategies for eliciting the most relevant and accurate responses from Copilot 
  • Navigating the Pitfalls: Understanding the limitations of Copilot and how to prevent misinformation by recognizing and mitigating hallucinations 
  • Practical Applications in Finance Technical Task Assistance: Utilizing Copilot for Excel for automating tasks such as data analysis, creating complex formulas for extracting data, generating insights, creating pivot tables and charts, performing what-if analysis 
  • Research Enhancement: Leveraging Copilot for Edge, Word and Microsoft 365 Chat for in-depth financial research and analysis 
  • Streamlining Daily Operations: Implementing Copilot for Word, Outlook, PowerPoint and Teams for drafting proposals and presentations, client communications, rewording and summarizing documents and meetings, and brainstorming innovative solutions 
  • Finance Case Study: The course includes a completed case study of using Copilot to automate and expediate the deal process of analyzing a portfolio company in the e-commerce sector and researching key trends in the industry

Course Dates & Registration

May 27, 2026
9:00AM - 12:00PM
Online Virtual
Training the Street
TRAINING THE STREET has offered targeted training courses to academic, corporate, and public enrollment clients since 1999. Training the Street provides unparalleled training and practical skills development in accounting, corporate finance, financial modeling, and valuation topics for finance professionals. By incorporating a mix of hands-on instruction, computer-based exercises, mini-lectures, group projects, visual presentations, and practical illustrations, they teach you real-world applications of finance theory in a way that brings finance fundamentals to life.
Past
Course Code: A62053A_OL
Feb 9, 2026
9:00AM - 12:00PM
Online Virtual
Training the Street
TRAINING THE STREET has offered targeted training courses to academic, corporate, and public enrollment clients since 1999. Training the Street provides unparalleled training and practical skills development in accounting, corporate finance, financial modeling, and valuation topics for finance professionals. By incorporating a mix of hands-on instruction, computer-based exercises, mini-lectures, group projects, visual presentations, and practical illustrations, they teach you real-world applications of finance theory in a way that brings finance fundamentals to life.
Past
Course Code: A52053B_OL
Dec 8, 2025
9:00AM - 12:00PM
Online Virtual
Eugene Suarez
Eugene Suarez, BA, MBA, began his banking career as an analyst at Credit Agricole’s Corporate & Investment Bank in NYC where he focused on providing balance sheet support across all parts of the capital structure for a wide range of corporate clients. He then moved to Dominick & Dickerman LLC where he worked as an M&A generalist providing transaction advisory for acquisitions as well as subordinated debt financings. Eugene then joined MediaMath as an Analyst for the Office of the CEO where he led various strategic and mission critical initiatives. Subsequently, he joined the tech start-up, Playbuzz, as the Chief of Staff working closely with the management team on strategy, operations, and corporate development. In 2020, Eugene founded Boost MBA which delivers a mobile first and fully interactive MBA curriculum designed for the technical business leader.
Past
Course Code: A52053C_OL
Oct 28, 2025
9:00AM - 12:00PM
Online Virtual
Training the Street
TRAINING THE STREET has offered targeted training courses to academic, corporate, and public enrollment clients since 1999. Training the Street provides unparalleled training and practical skills development in accounting, corporate finance, financial modeling, and valuation topics for finance professionals. By incorporating a mix of hands-on instruction, computer-based exercises, mini-lectures, group projects, visual presentations, and practical illustrations, they teach you real-world applications of finance theory in a way that brings finance fundamentals to life.
Past
Course Code: A52053A_OL

Improving Your Virtual Learning Experience

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Special Notes
Participants should have a paid subscription to Microsoft 365 Copilot.
Credit Card Fee

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.