Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This newly updated Microsoft Copilot Essentials: From AI Beginner to Proficient course equips CPAs with the skills to unlock Copilot’s full potential from foundational concepts to advanced productivity. Participants will learn secure AI practices, master prompt writing using the GCES formula, and apply Copilot across Excel, Word, PowerPoint, Outlook, and Teams. The experience concludes with building custom Copilot Agents that automate repetitive tasks and free up valuable time for strategic, high impact work.
Note:
- You can complete up to 70% of this course using the free version of Microsoft 365 Copilot Chat using a business email.
- To follow along and complete the full course (100%), you'll need a Microsoft 365 Copilot license. The free version does not support features like searching through your files or using Copilot in Teams, PowerPoint, Excel, and other Microsoft 365 apps.
- There is some overlap between this course and David’s Build Your First Microsoft Copilot Agent course.
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Key Takeaways
Upon completion of this course, you will be able to:
- Build a strong foundation in Microsoft Copilot, including licensing considerations, data security, and how AI operates behind the scenes.
- Apply the GCES prompting framework (Goal, Context, Expectation, Source) to consistently produce high quality results with Copilot.
- Explore advanced capabilities such as PDF analysis, HTML dashboard creation, image generation, and meeting transcript summarization.
- Use Copilot effectively across Microsoft 365 applications, including Excel, Word, PowerPoint, Outlook, and Teams.
- Understand Copilot Agents and create a first custom agent to automate repetitive tasks.
Who Will Benefit
This course is designed for CPAs, controllers, financial analysts, and accounting professionals who want to leverage Microsoft Copilot to increase productivity and automate workflows.
How to Access the Course
New mobile learning! Download Blackboard Learn from your app store (iOS or Android). Learn more.
To access the course on your computer please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
David Fortin is a Chartered Professional Accountant (CPA), a Microsoft MVP, and a LinkedIn Learning instructor. He shares practical insights on Microsoft Copilot on his YouTube channel, which has been viewed more than 4,000,000 times. With a background in Financial Planning & Analysis (FP&A) for a SaaS startup, David was instrumental in raising $30 million in venture capital funding and played a key role in the company’s successful exit, valued at hundreds of millions. Known for his dynamic and energetic personality, David is passionate about helping people through his online courses on Microsoft Copilot. What sets him apart is his ability to make learning fun and engaging, bringing a unique energy to his videos that truly resonates with his audience.