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AI, Technology & Innovation
Unlock the Power of AI with Copilot in Excel (Live Webinar)
DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
Overview
Microsoft Copilot is transforming how professionals analyze data, automate tasks, and generate insights in Excel. This interactive webinar introduces the AI-powered capabilities of Copilot and demonstrates how they can enhance productivity, improve decision-making, and streamline common spreadsheet workflows. Through practical examples and real-world applications, participants will learn how to use Copilot to work more efficiently, uncover valuable insights, and maximize the value of their data analysis efforts.
Course Description
This practical course explores how Microsoft Copilot enhances Excel by combining familiar spreadsheet functionality with AI-powered assistance. Participants will learn how to automate routine tasks, analyze data more efficiently, generate insights, and improve reporting through practical demonstrations and real-world examples. By the end of the session, participants will be better equipped to incorporate Copilot into their workflows and use AI to support more effective data analysis and decision-making.
Applicable for
Excel users at all skill levels who want to explore AI capabilities using Copilot.
Learning Objectives
- Identify key features of Copilot in Excel and their applications in data analysis.
- Distinguish between traditional Excel workflows and AI-enhanced capabilities.
- Select appropriate AI-driven tools within Excel to streamline specific tasks.
Content
- introduction to Copilot in Excel
- automating tasks and enhancing productivity
- advanced data insights with Copilot
Course Dates & Registration
Dec 2, 2026
9:00AM - 11:00AM
Online Virtual
Bryan Smith
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BRYAN SMITH, CISA has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), he has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and has worked with multiple organizations to train and coach staff on proper data analysis techniques.
BRYAN SMITH, CISA has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), he has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and has worked with multiple organizations to train and coach staff on proper data analysis techniques.
Available
May 11, 2026
9:00AM - 11:00AM
Online Virtual
Bryan Smith
BRYAN SMITH, CISA has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), he has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and has worked with multiple organizations to train and coach staff on proper data analysis techniques.
BRYAN SMITH, CISA has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), he has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and has worked with multiple organizations to train and coach staff on proper data analysis techniques.
Past
Mar 17, 2026
9:00AM - 11:00AM
Online Virtual
Bryan Smith
BRYAN SMITH, CISA has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), he has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and has worked with multiple organizations to train and coach staff on proper data analysis techniques.
BRYAN SMITH, CISA has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), he has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and has worked with multiple organizations to train and coach staff on proper data analysis techniques.
Past
Dec 19, 2025
9:00AM - 11:00AM
Online Virtual
Bryan Smith
BRYAN SMITH, CISA has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), he has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and has worked with multiple organizations to train and coach staff on proper data analysis techniques.
BRYAN SMITH, CISA has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), he has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and has worked with multiple organizations to train and coach staff on proper data analysis techniques.
Past
Aug 6, 2025
9:00AM - 11:00AM
Online Virtual
Bryan Smith
BRYAN SMITH, CISA has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), he has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and has worked with multiple organizations to train and coach staff on proper data analysis techniques.
BRYAN SMITH, CISA has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), he has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and has worked with multiple organizations to train and coach staff on proper data analysis techniques.
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
Interested in similar content?
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
Unlock the Power of AI with Copilot in Excel (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 Copilot is transforming how professionals analyze data, automate tasks, and generate insights in Excel. This interactive webinar introduces the AI-powered capabilities of Copilot and demonstrates how they can enhance productivity, improve decision-making, and streamline common spreadsheet workflows. Through practical examples and real-world applications, participants will learn how to use Copilot to work more efficiently, uncover valuable insights, and maximize the value of their data analysis efforts.
Course Description
This practical course explores how Microsoft Copilot enhances Excel by combining familiar spreadsheet functionality with AI-powered assistance. Participants will learn how to automate routine tasks, analyze data more efficiently, generate insights, and improve reporting through practical demonstrations and real-world examples. By the end of the session, participants will be better equipped to incorporate Copilot into their workflows and use AI to support more effective data analysis and decision-making.
Applicable for
Excel users at all skill levels who want to explore AI capabilities using Copilot.
Learning Objectives
- Identify key features of Copilot in Excel and their applications in data analysis.
- Distinguish between traditional Excel workflows and AI-enhanced capabilities.
- Select appropriate AI-driven tools within Excel to streamline specific tasks.
Content
- introduction to Copilot in Excel
- automating tasks and enhancing productivity
- advanced data insights with Copilot
Course Dates & Registration
Dec 2, 2026
9:00AM - 11:00AM
Online Virtual
Bryan Smith
BRYAN SMITH, CISA has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), he has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and has worked with multiple organizations to train and coach staff on proper data analysis techniques.
BRYAN SMITH, CISA has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), he has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and has worked with multiple organizations to train and coach staff on proper data analysis techniques.
Available
May 11, 2026
9:00AM - 11:00AM
Online Virtual
Bryan Smith
BRYAN SMITH, CISA has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), he has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and has worked with multiple organizations to train and coach staff on proper data analysis techniques.
BRYAN SMITH, CISA has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), he has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and has worked with multiple organizations to train and coach staff on proper data analysis techniques.
Past
Mar 17, 2026
9:00AM - 11:00AM
Online Virtual
Bryan Smith
BRYAN SMITH, CISA has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), he has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and has worked with multiple organizations to train and coach staff on proper data analysis techniques.
BRYAN SMITH, CISA has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), he has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and has worked with multiple organizations to train and coach staff on proper data analysis techniques.
Past
Dec 19, 2025
9:00AM - 11:00AM
Online Virtual
Bryan Smith
BRYAN SMITH, CISA has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), he has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and has worked with multiple organizations to train and coach staff on proper data analysis techniques.
BRYAN SMITH, CISA has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), he has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and has worked with multiple organizations to train and coach staff on proper data analysis techniques.
Past
Aug 6, 2025
9:00AM - 11:00AM
Online Virtual
Bryan Smith
BRYAN SMITH, CISA has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), he has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and has worked with multiple organizations to train and coach staff on proper data analysis techniques.
BRYAN SMITH, CISA has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), he has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and has worked with multiple organizations to train and coach staff on proper data analysis techniques.
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.
Interested in similar content?
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.