Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course equips CPAs with the practical skills to use Microsoft 365 Copilot confidently, responsibly, and effectively in their professional work. Go beyond the basics, learn how to work smarter, not harder, by integrating AI into your daily workflow with precision and professionalism.
Through interactive exercises, you’ll discover how Copilot transforms the way you work across Word, Excel, PowerPoint, Outlook, and Teams. Draft polished financial reports and engagement letters in minutes, analyze complex datasets with ease, create impactful presentations, manage email overload, and summarize meetings effortlessly.
But this course isn’t just about speed, it’s about doing it right. You’ll master the art of prompting, refine AI outputs for accuracy and clarity, and apply responsible AI principles like transparency, accountability, and security to protect client data and uphold professional standards. Learn how to guide Copilot through multi-turn scenarios, use prompt templates, and rephrase queries for optimal results, all while safeguarding confidentiality.
By the end of the course, CPAs will be equipped to confidently integrate Copilot into their workflows, leveraging its capabilities to streamline tasks, enhance client communications, and strengthen decision-making.
Topics Covered:
- Copilot Fundamentals: Grounding, Prompting, and Responsible AI
- Effective Copilot Chat Techniques
- Copilot for Word: AI-Assisted Document Drafting
- Copilot for Excel: AI-Assisted Data Analysis
- Copilot for PowerPoint: AI-Assisted Presentation Creation
- Copilot for Communication: Outlook and Teams
Copilot License
As part of this course, participants will receive a dedicated Microsoft 365 Copilot license within our secure training tenant.
- Full Feature Access
Explore every capability across Word, Excel, PowerPoint, Outlook, and Teams without organizational restrictions.
- Safe, Private Environment
Experiment freely with real-world scenarios while maintaining data security and confidentiality.
- Hands-On Learning
Practice advanced prompting, multi-turn interactions, and workflow integration without worrying about limitations.
- Confidence Building
Gain practical skills that you can take back and adapt to your work environment, even if it’s more restrictive.
This approach ensures you don’t just learn about Copilot, you experience its full power and leave ready to apply it responsibly and effectively in your professional practice.
This course isn’t just for current users, it’s perfect for professionals evaluating whether Copilot is right for their organization. By providing access to a fully licensed Copilot environment in our secure tenant, you’ll experience the platform’s complete capabilities without the limitations that may exist in your workplace.
Each session will follow a consistent format:
- Interactive Presentation & Demo (≈1 hour): The instructor introduces the Copilot features/topic area with slides and live demos in the relevant Microsoft 365 app. This portion covers what the tool can do, when to use it, and how it works. Demos use realistic CPA scenarios (e.g. drafting an engagement letter in Word or analyzing financial statements in Excel) to show features in action. Participants are encouraged to ask questions throughout.
- Hands-On Practical Exercise (≈45 minutes): Participants engage in guided exercises. They will be provided with exercise files they can use as they follow the instructor walk through tasks. This “learn by doing” approach helps cement their skills.
- Q&A and Group Discussion (≈15 minutes): Each session concludes with an open Q&A, allowing attendees to clarify doubts or explore how Copilot might apply to specific challenges they face.
- Take-Home Resources: Participants receive quick reference guides and sample prompt templates for the topic, along with links to official Microsoft “how-to” articles to help continue the learning beyond the classroom.
Speak to an Advisor
To speak to an advisor, please fill out this form.
Schedule
- February 24, 2026, 9:00 a.m. - 1:00 p.m.
- February 26, 2026, 9:00 a.m. - 1:00 p.m.
- March 3, 2026, 9:00 a.m. - 1:00 p.m.
Key Takeaways
Upon completion of this certificate, participants will:
- Understand Copilot’s capabilities and limitations at a fundamental level.
- Gain proficiency in conversing with Copilot, steering its responses, and redirecting.
- Use Copilot in Excel to generate formulas, explain calculations, create charts, and extract insights, with emphasis on validating outputs.
- Leverage Copilot in PowerPoint to accelerate presentation development, focusing on narrative and analysis while refining AI-generated slides.
- Employ Copilot in Outlook and Teams to streamline communication, draft professional emails, and capture meeting summaries, ensuring accuracy and professionalism.
Earn a Digital Badge
Our new collection of digital badges can be earned through the completion of any of our certificate programs offered in our professional development catalogue. Collect these digital badges to add to your website, social profiles, email signature and more. These badges are an easy way to visually communicate your skills and accomplishments to your peers and network. Digital badges will be awarded based on course completion requirements.
Who Will Benefit
This course is ideal for CPAs who want to integrate Microsoft 365 Copilot confidently and responsibly into their daily work or for members who are exploring Copilot to determine if this is a good fit for their organization.
Need Approval to Attend?
Attendance Requirements
To earn your CPD hours and Digital Badge, you must attend all live sessions. We understand that sometimes unplanned absences happen. Please reach out to our Operations Team if you're unable to attend a session as scheduled.
How to Access the Course
This is an instructor led virtual certificate program. To ensure a smooth experience, we recommend logging in five minutes before the scheduled start time of each session.
To help you prepare, please check Blackboard at least two business days before your course starts for the Zoom link, schedule, and materials.
You can find information on registration, cancellation, withdrawal and all other CPA Ontario PD policies here.
Speaker(s)
Mario Morel is a seasoned technology leader specializing in deploying and administering Microsoft 365 Copilot solutions at scale. With deep expertise in governance, security, and process optimization, Mario has successfully implemented Copilot across complex enterprise environments, ensuring seamless integration and measurable business impact. A passionate educator and mentor, Mario has delivered a wide range of training sessions on Copilot, empowering professionals to harness AI-driven productivity tools effectively. His training programs span diverse industries—including banking, healthcare, real estate, and manufacturing—where he tailors strategies to meet unique operational and compliance needs. His commitment to innovation and knowledge sharing positions him as a trusted advisor for organizations seeking to unlock the full potential of Microsoft 365 Copilot.