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 While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur.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
CPABC On-Demand Courses offer self-paced learning through recorded sessions from previously delivered live seminars. Where available, accompanying materials such as handouts or course notes are included. On-demand courses are eligible for verifiable CPD hours upon successful completion, and a certificate will be made available for download for your records.
Please note that not all on-demand courses include downloadable materials such as handouts, course notes or presentation slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
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
CPABC On-Demand Courses offer self-paced learning through recorded sessions from previously delivered live seminars. Where available, accompanying materials such as handouts or course notes are included. On-demand courses are eligible for verifiable CPD hours upon successful completion, and a certificate will be made available for download for your records.
Please note that not all on-demand courses include downloadable materials such as handouts, course notes or presentation slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
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.