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AI, Technology & Innovation

Mastering Microsoft Copilot for CPAs (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar

Overview

Microsoft 365 Copilot is transforming how professionals work by integrating AI directly into familiar productivity tools. This webinar introduces CPAs to the capabilities of Microsoft 365 Copilot and demonstrates how it can support everyday tasks across communication, analysis, content creation, and collaboration. Participants will gain practical insights into using AI to improve efficiency, enhance the quality of information, and streamline workflows within the Microsoft 365 environment.

Course Description

This practical session explores how CPAs can leverage Microsoft 365 Copilot to automate routine tasks, improve productivity, and enhance collaboration. Participants will learn how AI-powered features can be applied across Microsoft 365 applications to support more efficient work processes, stronger decision-making, and improved professional outcomes.

Applicable for

Anyone who uses Microsoft 365 and wants to understand how the Microsoft 365 Copilot AI tool can boost productivity and information quality.

Learning Objectives

  • Identify the many different ways in which AI capabilities can be applied within Microsoft 365 applications.
  • Recognize opportunities to improve productivity and enhance information quality using Microsoft 365 Copilot.

Content

  • overview of Microsoft 365 Copilot features
  • automating tasks with AI assistance
  • enhancing content creation and data analysis
  • collaboration tools powered by AI
  • best practices for maximizing Copilot's benefits

Course Dates & Registration

Dec 14, 2026
10:00AM - 12:00PM
Online Virtual
John Higgins
John Higgins John Higgins, CPA.CITP, serves as a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPD programs for thousands of CPAs for more than 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPD programs.
Available
Feb 26, 2026
9:00AM - 11:00AM
Online Virtual
John Higgins
John Higgins John Higgins, CPA.CITP, serves as a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPD programs for thousands of CPAs for more than 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPD programs.
Past
Nov 13, 2025
9:00AM - 11:00AM
Online Virtual
John Higgins
John Higgins John Higgins, CPA.CITP, serves as a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPD programs for thousands of CPAs for more than 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPD programs.
Past
Jul 29, 2025
9:00AM - 11:00AM
Online Virtual
John Higgins
John Higgins John Higgins, CPA.CITP, serves as a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPD programs for thousands of CPAs for more than 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPD programs.
Past

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
$120
Members
$130
Non-Members
Eligible Hours
2
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
3
Credits

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.

AI, Technology & Innovation

Mastering Microsoft Copilot for CPAs (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
Course Details
Cost
$120
Members
$130
Non-Members
Eligible Hours
2
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
3
Credits

Overview

Microsoft 365 Copilot is transforming how professionals work by integrating AI directly into familiar productivity tools. This webinar introduces CPAs to the capabilities of Microsoft 365 Copilot and demonstrates how it can support everyday tasks across communication, analysis, content creation, and collaboration. Participants will gain practical insights into using AI to improve efficiency, enhance the quality of information, and streamline workflows within the Microsoft 365 environment.

Course Description

This practical session explores how CPAs can leverage Microsoft 365 Copilot to automate routine tasks, improve productivity, and enhance collaboration. Participants will learn how AI-powered features can be applied across Microsoft 365 applications to support more efficient work processes, stronger decision-making, and improved professional outcomes.

Applicable for

Anyone who uses Microsoft 365 and wants to understand how the Microsoft 365 Copilot AI tool can boost productivity and information quality.

Learning Objectives

  • Identify the many different ways in which AI capabilities can be applied within Microsoft 365 applications.
  • Recognize opportunities to improve productivity and enhance information quality using Microsoft 365 Copilot.

Content

  • overview of Microsoft 365 Copilot features
  • automating tasks with AI assistance
  • enhancing content creation and data analysis
  • collaboration tools powered by AI
  • best practices for maximizing Copilot's benefits

Course Dates & Registration

Dec 14, 2026
10:00AM - 12:00PM
Online Virtual
John Higgins
John Higgins John Higgins, CPA.CITP, serves as a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPD programs for thousands of CPAs for more than 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPD programs.
Available
Feb 26, 2026
9:00AM - 11:00AM
Online Virtual
John Higgins
John Higgins John Higgins, CPA.CITP, serves as a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPD programs for thousands of CPAs for more than 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPD programs.
Past
Nov 13, 2025
9:00AM - 11:00AM
Online Virtual
John Higgins
John Higgins John Higgins, CPA.CITP, serves as a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPD programs for thousands of CPAs for more than 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPD programs.
Past
Jul 29, 2025
9:00AM - 11:00AM
Online Virtual
John Higgins
John Higgins John Higgins, CPA.CITP, serves as a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPD programs for thousands of CPAs for more than 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPD programs.
Past

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. 

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.