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 is a course that teach 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 you 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.
05/19/2026 | Online | KSCPA
Members: $89.00, Non-members: $139.00
CPE Categories: Specialized Knowledge & Applications (2 CPE)
Interest Areas: Technology
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 is a course that teach 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 you 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.
• 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
• Recognize the features and benefits of using Microsoft Copilot
• Identify practical applications for Microsoft Copilot in accounting, finance and tax
Anyone who wants to develop an understanding of how the power of Microsoft Copilot AI can be used
in business and accounting through hands-on instruction. Bring your laptop!
John H. Higgins, CPA.CITP
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