This hands-on course helps CPAs and finance professionals leverage Microsoft Copilot directly inside Excel. With real-world examples, you'll learn how to clean data, write formulas faster, build dashboards, and save time on repetitive tasks. This course will also help CPAs get a first glimpse on how to use Copilot in Excel to write Python code and also write their first VBA macro.

We are in an era where AI is changing how financial work gets done. Every CPA should embrace AI in their day-to-day workflow to save precious hours.

This course gives CPAs practical, hands-on training with AI tools already built into Microsoft 365. It empowers them to write Excel formulas faster, improve data insights, and stay ahead in a fast-changing profession.

The course also briefly covers ChatGPT, a widely known AI tool that can help you complete Excel tasks more efficiently. Beyond Copilot and ChatGPT, the course will broaden your horizons with other AI tools you may have never heard of. These tools can help you do more with less.

This course is perfect for you if:

• you open Excel and freeze because you forgot the formula (again)
• you’ve seen the Copilot button but have no idea what to type
• you want to impress your boss with dashboards but don’t want to spend 8 hours on it
• you’re tired of copying/pasting from reports and just want a faster way to work
• you want practical AI skills that actually save time, not another boring theory

It is intended for CPAs, financial analysts, auditors, and controllers with beginner to intermediate Excel skills who want to learn how to use AI tools to save time and get the most out of Excel in a faster way. This course is not intended for advanced Excel users.

The majority of the course can be followed along using the free version of Copilot but a small portion will require the paid version.

By the end of this course, participants will be able to:

• understand what Copilot in Excel can do for CPAs, and where its limitations lie
• set up your Excel files properly so AI (Copilot & ChatGPT) can analyze data, spot outliers, and identify trends
• learn how to prompt effectively in Microsoft Copilot to get accurate and relevant results
• use Copilot in Excel to write formulas, build charts, and analyze your data
• master Excel Quick Wins that save CPAs valuable time on repetitive tasks
• explore other AI tools like ChatGPT and how they can boost your productivity

Course Content Created: May 2025

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About 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.

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.

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.