Microsoft Copilot, Including Agentic AI (On-Demand - CPABC)
Overview
This session shows how AI tools in Microsoft 365 - especially Copilot - can streamline workflows, enhance data analysis, and improve client service across Excel, Outlook, and Teams. Learn practical ways to automate tasks, generate insights, and collaborate efficiently while maintaining compliance and data integrity. Ideal for professionals preparing for the future of intelligent accounting.
This session was recorded from PD Nexus: Information Technology Insights (July 2026).Access expires 180 days from purchase date |
Content
Key topics:
- Incorporating Copilot with Excel, Word, PowerPoint, and Outlook
- Using Copilot to automate routine tasks and assignments
- Integrating Copilot with Agentic AI
- Identifying key privacy and security features in Copilot
- Understanding and deploying Agentic AI
Course Content Created: July 2026
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 While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur.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
Brian TankersleyAbout This Product
On-Demand Courses by K2E. For over three decades, the team of professionals at K2E has created and presented the finest in technology-focused education. Today, their focus remains unchanged – delivering outstanding value to customers with every interaction.
Please note that not all on-demand courses include downloadable materials such as course notes or 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
- 1.5
- 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.
Microsoft Copilot, Including Agentic AI (On-Demand - CPABC)
- 1.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 2
- Credits
Overview
This session shows how AI tools in Microsoft 365 - especially Copilot - can streamline workflows, enhance data analysis, and improve client service across Excel, Outlook, and Teams. Learn practical ways to automate tasks, generate insights, and collaborate efficiently while maintaining compliance and data integrity. Ideal for professionals preparing for the future of intelligent accounting.
This session was recorded from PD Nexus: Information Technology Insights (July 2026).Access expires 180 days from purchase date |
Content
Key topics:
- Incorporating Copilot with Excel, Word, PowerPoint, and Outlook
- Using Copilot to automate routine tasks and assignments
- Integrating Copilot with Agentic AI
- Identifying key privacy and security features in Copilot
- Understanding and deploying Agentic AI
Course Content Created: July 2026
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
Brian TankersleyAbout This Product
On-Demand Courses by K2E. For over three decades, the team of professionals at K2E has created and presented the finest in technology-focused education. Today, their focus remains unchanged – delivering outstanding value to customers with every interaction.
Please note that not all on-demand courses include downloadable materials such as course notes or 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.