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AI, Technology & Innovation

Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
NEW SEMINAR

Overview

Microsoft 365 is one of the most widely used business applications software suites used in business today. Microsoft Copilot is the generative AI application that is integrated directly into the Microsoft 365 ecosystem. If your firm or business is a Microsoft 365 user, this is a course that teach how to use Copilot AI to optimize the use of your Microsoft 365 apps.

Course Description

This course will provide a comprehensive review and demonstration of how to put Microsoft Copilot AI to work for you and your clients. It is designed as a "hands-on" course that facilitates you following along with the presenter to apply the features of Microsoft Copilot on your computer. Practice files will be provided so that you don’t have to expose your confidential data.

Applicable for

Anyone who wants to develop an understanding of how the power of Microsoft Copilot AI can be used in business and accounting through hands-on instruction.

Learning Objectives

  • Recognize the features and benefits of using Microsoft Copilot
  • Identify practical applications for Microsoft Copilot in accounting, finance and tax

Content

  • Getting started with Microsoft Copilot
  • Tour of the Copilot app and how to use it
  • Variety of hands-on case study examples for accounting, finance and tax
  • Protecting your data privacy in Microsoft Copilot
  • Advanced Microsoft Copilot features review
  • Integration with Microsoft 365 apps

Course Dates & Registration

Jul 8, 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.
Available
Register Now
Course Code: C61836A_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
$120
Members
$130
Non-Members
Eligible Hours
2
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
3
Credits
Prerequisites
Prerequisites
As this is a bootcamp-style course, it will be delivered as a highly interactive workshop. Please ensure you are prepared to follow along with the hands-on activities.
Special Notes
As this is a bootcamp-style course, it will be delivered as a highly interactive workshop. Please ensure you are prepared to follow along with the hands-on activities.
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.

AI, Technology & Innovation

Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
NEW SEMINAR
Course Details
Cost
$120
Members
$130
Non-Members
Eligible Hours
2
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
3
Credits
Prerequisites
Prerequisites
As this is a bootcamp-style course, it will be delivered as a highly interactive workshop. Please ensure you are prepared to follow along with the hands-on activities.

Overview

Microsoft 365 is one of the most widely used business applications software suites used in business today. Microsoft Copilot is the generative AI application that is integrated directly into the Microsoft 365 ecosystem. If your firm or business is a Microsoft 365 user, this is a course that teach how to use Copilot AI to optimize the use of your Microsoft 365 apps.

Course Description

This course will provide a comprehensive review and demonstration of how to put Microsoft Copilot AI to work for you and your clients. It is designed as a "hands-on" course that facilitates you following along with the presenter to apply the features of Microsoft Copilot on your computer. Practice files will be provided so that you don’t have to expose your confidential data.

Applicable for

Anyone who wants to develop an understanding of how the power of Microsoft Copilot AI can be used in business and accounting through hands-on instruction.

Learning Objectives

  • Recognize the features and benefits of using Microsoft Copilot
  • Identify practical applications for Microsoft Copilot in accounting, finance and tax

Content

  • Getting started with Microsoft Copilot
  • Tour of the Copilot app and how to use it
  • Variety of hands-on case study examples for accounting, finance and tax
  • Protecting your data privacy in Microsoft Copilot
  • Advanced Microsoft Copilot features review
  • Integration with Microsoft 365 apps

Course Dates & Registration

Jul 8, 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.
Available
Register Now
Course Code: C61836A_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
As this is a bootcamp-style course, it will be delivered as a highly interactive workshop. Please ensure you are prepared to follow along with the hands-on activities.
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.