Copilot in Excel Quick Wins (On-Demand - CPABC)
Former Title: AI-Powered Excel Quick Wins
Overview
This hands-on course shows CPAs and finance professionals how to let Copilot in Excel do the repetitive spreadsheet work, then review the result. Using one realistic case study and real practice files, you'll go from your first prompt to running and building Copilot skills that turn a monthly task into a single prompt.
Access expires 180 days from purchase date |
Course Description
This course closes that gap. CPAs spend hours every month on the same spreadsheet jobs: cleaning exports, matching lists, building variance reports and dashboards. Copilot can now do most of that work in minutes, while the CPA keeps the professional judgment: reviewing, checking and deciding. That frees up time for analysis and for the people they serve, inside their organization or with clients.
Skills are the newest part, and the most exciting one. A skill is a reusable set of instructions Copilot follows the same way every time. Participants install ready-made skills (budget vs actual analysis, a CFO dashboard, variance commentaries) and build their own, so a monthly task becomes one prompt they can reuse for years.
We teach with short demonstration videos on real files, one consistent case study across every lesson, downloadable practice files with the instructor's own result files to compare, a Handbook (PDF) with every prompt from the course, an action item at the end of each module to apply it to their own work, and a short quiz.
Applicable for
Learning Objectives
- Choose the right Copilot mode (Chat only, Plan or Allow editing) for a task and write prompts that get usable results in a workbook.
- Use Copilot to clean messy exports, create formulas, analyze data, and merge and compare Excel files without writing formulas by hand.
- Apply Microsoft's built-in Excel skills (Interactive Canvas, chart-design, check-model) to build dashboards, improve charts and audit a model.
- Install and run ready-made Copilot skills for month-end work: variance analysis, a dashboard and written commentary.
- Build, test and edit your own Copilot skill for a task you repeat every month, and check Copilot's output before relying on it.
Content
Course Content Created: October 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 While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur.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
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
- 3
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 5
- 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.
Copilot in Excel Quick Wins (On-Demand - CPABC)
Former Title: AI-Powered Excel Quick Wins
- 3
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 5
- Credits
Overview
This hands-on course shows CPAs and finance professionals how to let Copilot in Excel do the repetitive spreadsheet work, then review the result. Using one realistic case study and real practice files, you'll go from your first prompt to running and building Copilot skills that turn a monthly task into a single prompt.
Access expires 180 days from purchase date |
Course Description
This course closes that gap. CPAs spend hours every month on the same spreadsheet jobs: cleaning exports, matching lists, building variance reports and dashboards. Copilot can now do most of that work in minutes, while the CPA keeps the professional judgment: reviewing, checking and deciding. That frees up time for analysis and for the people they serve, inside their organization or with clients.
Skills are the newest part, and the most exciting one. A skill is a reusable set of instructions Copilot follows the same way every time. Participants install ready-made skills (budget vs actual analysis, a CFO dashboard, variance commentaries) and build their own, so a monthly task becomes one prompt they can reuse for years.
We teach with short demonstration videos on real files, one consistent case study across every lesson, downloadable practice files with the instructor's own result files to compare, a Handbook (PDF) with every prompt from the course, an action item at the end of each module to apply it to their own work, and a short quiz.
Applicable for
Learning Objectives
- Choose the right Copilot mode (Chat only, Plan or Allow editing) for a task and write prompts that get usable results in a workbook.
- Use Copilot to clean messy exports, create formulas, analyze data, and merge and compare Excel files without writing formulas by hand.
- Apply Microsoft's built-in Excel skills (Interactive Canvas, chart-design, check-model) to build dashboards, improve charts and audit a model.
- Install and run ready-made Copilot skills for month-end work: variance analysis, a dashboard and written commentary.
- Build, test and edit your own Copilot skill for a task you repeat every month, and check Copilot's output before relying on it.
Content
Course Content Created: October 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
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.