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Webinar

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Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs

Tuesday, Aug. 4, 2026
3-5 p.m. Central
2 CPE (2 non-technical)

Course code: 26WX-2713
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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 course will teach you how to use Copilot AI to optimize the use of your Microsoft 365 apps. 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 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.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

  • 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.

Learning objectives

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

Who should take this program?

  • Anyone who wants to develop an understanding of how the power of Microsoft Copilot AI can be put to use in business and accounting through hands-on instruction. Bring your laptop!.

Pricing

Standard Member Fee $89.00
checkmark Standard Nonmember Fee $89.00
Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Register Me     Register Multiple

Firm administrators: Please log in before starting the employee registration process.

More program information

Instructor John Higgins, CPA, CITP
Location Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (2.0)
Level Basic
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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