Mastering Microsoft 365 Copilot for CPAs
Overview
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 event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Delivery Method: Individual webcast
CPE Credit: Computer software & applications
Program Level: Basic
This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Highlights
The major topics that will be covered in this course include:
- 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
After attending this presentation, you will be able to...
- 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
Leader(s):
Leader Bios
John Higgins, Founder & CEO, Higgins Advisory, LLC
John is the founder and CEO of Higgins Advisory, LLC, established with the mission of helping CPAs, CFOs and other financial professionals to successfully guide their firms and business organizations through a successful digital transformation that leverages the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more.
John is a seasoned entrepreneur with experience as the founder of two separate accounting technology advisory firms that were acquired by larger organizations. In addition, he has experience with a local CPA firm and as a technology advisory practice leader partner in a national CPA firm.
John shares his expertise as a nationally recognized thought leader, strategic advisor, and speaker on accounting technology through coaching and speaking engagements. His primary contribution is his passion for helping the profession move forward through the understanding and adoption of emerging technologies.
Some of John’s notable accomplishments include:
• Co-founder of CPA Crossings, LLC, a national provider of CPA technology advisory and educational services
• Founder of Computools, Inc. a provider of financial and ERP solutions for small and mid-size businesses
• Strategic technology advisor to CPA firms
• AICPA Business & Industry CPA Hall of Fame inductee
• Top 25 Thought Leader recognition by the CPA Practice Advisor magazine (2011 – 2023)
• Nationally recognized speaker on accounting technology
• National technology advisory partner with BDO, LLP
• Past Chair of the Michigan Association of CPAs
• Michigan Association of CPAs Innovative User of Technology award
• Co-author of 10 Steps to a Digital Practice in the Cloud, published by the AICPA
• Contributing author to The Insiders’ Guide to Accounting Advisory Success on Amazon
John delivers over 100 presentations annually on a wide range of accounting technology topics. Some of the current popular topics include:
• ChatGPT and generative AI
• Blockchain technology
• Bitcoin and other virtual money
• Big Data and data analytics
• Communicate, collaborate, and share knowledge with Office 365 and Teams
• KPI Dashboards: The New Financial Reporting Model
• Artificial intelligence (AI) and robotic process automation (RPA)
• How to Build a Virtual Accounting Practice
• And many more
Non-Member Price $89.00
Member Price $89.00