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AI, Technology & Innovation

Increase Firm Productivity: Leveraging Power Automate and Copilot (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar

Overview

Increase your productivity by automating repetitive workflows. This course on Power Automate and Microsoft Copilot is designed specifically for accounting and finance professionals.


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants. BC registrants can access the course materials and virtual meeting link through CPABC's Learning Management System (LMS) as usual. Please note that this virtual seminar will be hosted by CPA Alberta. The seminar times noted here are already adjusted to BC time. If you have questions, please contact pdreg@bccpa.ca.

Course Description

You will learn to automate tasks like creating engagement letters and analyzing data from various documents. The course covers practical applications for both routine and complex tasks. Learn how Microsoft Copilot integrates with Power Automate to automate complex tasks. By the end of the course, you’ll automate data entry tasks, giving you the tools to focus on more valuable work. 

Applicable for

This course is designed for accounting and finance professionals looking to automate their workflows and increase productivity. 

Learning Objectives

  • Automate repetitive tasks: Focus your time on value-add billable work by automating routine tasks. 
  • Develop automated workflows: Learn to create efficient workflows for generating engagement letters and importing financial data. 
  • Up-skill your team: Provide your team with the knowledge to automate repetitive tasks to further improve performance.

Content

  • Power Automate 
  • Microsoft Copilot 
  • Automation 
  • AI integration 
  • Employee training 

Course Dates & Registration

Jul 15, 2026
11:00AM - 3:00PM
Online Virtual
Tomas Milo
Tomas Milo is a CPA and PhD candidate in Management (Accounting specialization) at McGill University, where he combines his accounting expertise with Data Science and empirical research. Previously, Tomas worked at KPMG in their Audit, Deal Advisory, and Data Science departments, where he developed his skills in analyzing financial data and automating accounting processes. Tomas is the principal consultant at Sigma Optimized, where he leverages AI and analytics tools to refine business processes for CPA firms, medical practices, and venture-funded start ups. Tomas is also a member of the United Nations Framework Classification (UNFC) Taskforce, and he presented his research at the United Nations Resource Management Week 2024 in Geneva.
Available
Register Now
Course Code: C62902A_OL
Nov 17, 2025
8:00AM - 12:00PM
Online Virtual
Tomas Milo
Tomas Milo is a CPA and PhD candidate in Management (Accounting specialization) at McGill University, where he combines his accounting expertise with Data Science and empirical research. Previously, Tomas worked at KPMG in their Audit, Deal Advisory, and Data Science departments, where he developed his skills in analyzing financial data and automating accounting processes. Tomas is the principal consultant at Sigma Optimized, where he leverages AI and analytics tools to refine business processes for CPA firms, medical practices, and venture-funded start ups. Tomas is also a member of the United Nations Framework Classification (UNFC) Taskforce, and he presented his research at the United Nations Resource Management Week 2024 in Geneva.
Past
Course Code: C52902B_OL
Aug 6, 2025
7:30AM - 11:30AM
Online Virtual
Tomas Milo
Tomas Milo is a CPA and PhD candidate in Management (Accounting specialization) at McGill University, where he combines his accounting expertise with Data Science and empirical research. Previously, Tomas worked at KPMG in their Audit, Deal Advisory, and Data Science departments, where he developed his skills in analyzing financial data and automating accounting processes. Tomas is the principal consultant at Sigma Optimized, where he leverages AI and analytics tools to refine business processes for CPA firms, medical practices, and venture-funded start ups. Tomas is also a member of the United Nations Framework Classification (UNFC) Taskforce, and he presented his research at the United Nations Resource Management Week 2024 in Geneva.
Past
Course Code: C52902A_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
$210
Members
$235
Non-Members
Eligible Hours
4
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
5
Credits
Prerequisites
Prerequisites
Not applicable
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

Increase Firm Productivity: Leveraging Power Automate and Copilot (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
Course Details
Cost
$210
Members
$235
Non-Members
Eligible Hours
4
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
5
Credits
Prerequisites
Prerequisites
Not applicable

Overview

Increase your productivity by automating repetitive workflows. This course on Power Automate and Microsoft Copilot is designed specifically for accounting and finance professionals.


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants. BC registrants can access the course materials and virtual meeting link through CPABC's Learning Management System (LMS) as usual. Please note that this virtual seminar will be hosted by CPA Alberta. The seminar times noted here are already adjusted to BC time. If you have questions, please contact pdreg@bccpa.ca.

Course Description

You will learn to automate tasks like creating engagement letters and analyzing data from various documents. The course covers practical applications for both routine and complex tasks. Learn how Microsoft Copilot integrates with Power Automate to automate complex tasks. By the end of the course, you’ll automate data entry tasks, giving you the tools to focus on more valuable work. 

Applicable for

This course is designed for accounting and finance professionals looking to automate their workflows and increase productivity. 

Learning Objectives

  • Automate repetitive tasks: Focus your time on value-add billable work by automating routine tasks. 
  • Develop automated workflows: Learn to create efficient workflows for generating engagement letters and importing financial data. 
  • Up-skill your team: Provide your team with the knowledge to automate repetitive tasks to further improve performance.

Content

  • Power Automate 
  • Microsoft Copilot 
  • Automation 
  • AI integration 
  • Employee training 

Course Dates & Registration

Jul 15, 2026
11:00AM - 3:00PM
Online Virtual
Tomas Milo
Tomas Milo is a CPA and PhD candidate in Management (Accounting specialization) at McGill University, where he combines his accounting expertise with Data Science and empirical research. Previously, Tomas worked at KPMG in their Audit, Deal Advisory, and Data Science departments, where he developed his skills in analyzing financial data and automating accounting processes. Tomas is the principal consultant at Sigma Optimized, where he leverages AI and analytics tools to refine business processes for CPA firms, medical practices, and venture-funded start ups. Tomas is also a member of the United Nations Framework Classification (UNFC) Taskforce, and he presented his research at the United Nations Resource Management Week 2024 in Geneva.
Available
Register Now
Course Code: C62902A_OL
Nov 17, 2025
8:00AM - 12:00PM
Online Virtual
Tomas Milo
Tomas Milo is a CPA and PhD candidate in Management (Accounting specialization) at McGill University, where he combines his accounting expertise with Data Science and empirical research. Previously, Tomas worked at KPMG in their Audit, Deal Advisory, and Data Science departments, where he developed his skills in analyzing financial data and automating accounting processes. Tomas is the principal consultant at Sigma Optimized, where he leverages AI and analytics tools to refine business processes for CPA firms, medical practices, and venture-funded start ups. Tomas is also a member of the United Nations Framework Classification (UNFC) Taskforce, and he presented his research at the United Nations Resource Management Week 2024 in Geneva.
Past
Course Code: C52902B_OL
Aug 6, 2025
7:30AM - 11:30AM
Online Virtual
Tomas Milo
Tomas Milo is a CPA and PhD candidate in Management (Accounting specialization) at McGill University, where he combines his accounting expertise with Data Science and empirical research. Previously, Tomas worked at KPMG in their Audit, Deal Advisory, and Data Science departments, where he developed his skills in analyzing financial data and automating accounting processes. Tomas is the principal consultant at Sigma Optimized, where he leverages AI and analytics tools to refine business processes for CPA firms, medical practices, and venture-funded start ups. Tomas is also a member of the United Nations Framework Classification (UNFC) Taskforce, and he presented his research at the United Nations Resource Management Week 2024 in Geneva.
Past
Course Code: C52902A_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. 

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.