Navigating the AI Frontier Series: Mastering Microsoft Copilot for CPAs

Overview

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Discover how Microsoft 365 Copilot can revolutionize your daily tasks as a CPA. Dive into the specific 
features and functionalities of this AI-powered assistant. Learn how to leverage Copilot to enhance 
productivity, automate routine tasks, and improve collaboration within your team.
This course is one of a four-part series on AI technology for CPAs. We recommend you attend all five 
presentations to develop a complete understanding of AI and its potential in accounting, tax and 
finance.

Instructor
John H. Higgins, CPA.CITP, Higgins Advisory, LLC

Highlights

Specific topics that will be covered:

• Overview of Microsoft 365 Copilot features
• Automating tasks with AI assistance
• Enhancing content creation and data analysis
• Collaboration tools powered by AI
• Best practices for maximizing Copilot's benefits

Prerequisites

None

Designed For

Anyone who uses Microsoft 365 and wants to understand how the Microsoft 365 Copilot AI tool can 
boost productivity and information quality.

Objectives

• Identify the many different ways in which you can apply the power of AI within your Microsoft 
365 applications
• Recognize the potential to increase your productivity and quality of your information with 
Microsoft 365 Copilot

Preparation

None

Notice