Virtual
Mastering Microsoft Copilot for CPAs 25-26
Date: Aug. 18, 2025
Time: 9 – 11 a.m. PT
CPE: 2
Member
$99.00
Nonmember
$129.00
Members, log in to access your discount.
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 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.
Product Code
1000004282-134232
Credit Type
CPE: 2CPE-Non-Technical: 2Intended Audience
CPAs and other financial professionals who use Microsoft 365 and wants to understand how the Microsoft 365 Copilot AI tool can boost productivity and information quality.
NASBA Field of Study
Computer Software & Applications
Level of Difficulty
Basic
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- Overview of Microsoft 365 Copilot features
- Automating tasks with AI assistance
- Enhancing content creation and data a
- nalysisCollaboration tools powered by AI
- Best practices for maximizing Copilot's benefits
Other Dates
Additional Details
This prerecorded broadcast is provided through our partnership with Higgins Advisory, LLC. Instructor will be available via the chat feature.