Increase Productivity: Understanding & Building Your First Copilot Agents (On-Demand - CPABC)
Overview
In this session, we will discuss Copilot 365 Agents. Whether you know what an agent is or not, or if you already have experience creating your first agent, the instructor will share insights to help you get more while working less, with the help of your agent!
Access expires 180 days from purchase date |
Content
- Understand what a Copilot Agent is and how it differs from regular Copilot
- Analyze practical examples for finance, accounting, and team workflows
- Understand the step-by-step process to build a Copilot Agent from scratch
- Understand how to fine-tune your agent’s instructions and add relevant knowledge
- Become inspired in developing and deploying a Copilot Agent in the workplace
Course Content Created: November 2025
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
David Fortin, CPAAbout This Product
On-Demand Courses by CPABC are recordings from live seminars, made available with any corresponding handout material, where available. These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
- 1.25
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 2
- 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.
Increase Productivity: Understanding & Building Your First Copilot Agents (On-Demand - CPABC)
- 1.25
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 2
- Credits
Overview
In this session, we will discuss Copilot 365 Agents. Whether you know what an agent is or not, or if you already have experience creating your first agent, the instructor will share insights to help you get more while working less, with the help of your agent!
Access expires 180 days from purchase date |
Content
- Understand what a Copilot Agent is and how it differs from regular Copilot
- Analyze practical examples for finance, accounting, and team workflows
- Understand the step-by-step process to build a Copilot Agent from scratch
- Understand how to fine-tune your agent’s instructions and add relevant knowledge
- Become inspired in developing and deploying a Copilot Agent in the workplace
Course Content Created: November 2025
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
David Fortin, CPAAbout This Product
On-Demand Courses by CPABC are recordings from live seminars, made available with any corresponding handout material, where available. These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
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.