Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
The Microsoft Copilot Essentials: From AI Beginner to Proficient course is designed for finance professionals and other business professionals who want to increase their awareness of AI. This course will empower you to master AI techniques to save hours of work, whether it's effortlessly summarizing meetings you missed, drafting professional emails in no time, creating stunning PowerPoint presentations in seconds, or streamlining complex Excel tasks with ease. What sets this course apart is its focus on real-life use cases, ensuring the skills you learn are practical and immediately applicable to your day-to-day challenges. You'll learn how to leverage AI to make your tasks a real breeze.
Topics Include:
Copilot Basics and Foundations
Overwhelmed by all these AI tools and worried that you’ll be left behind the curve? Learn how Copilot works and discover how it can save you precious hours at work.
- Master the fundamentals: Learn what Copilot is as an AI tool so you can revolutionize your workflow.
- Explore Copilot versions: Understand the different versions of Copilot and identify the one that best fits your business needs.
- Set up for success: Apply essential housekeeping rules to maximize Copilot’s potential and ensure you use it whenever possible. Develop the habit of relying on this handy tool at all times.
The Prompt School
Are you asking questions to AI without knowing there is an actual framework and formula to do so? This module is all about you getting the BEST results from the questions you ask opilot.
- Master the ideal prompt formula: Learn how to ask the right questions to get the best, most accurate answers.
- Understand Copilot's best practices and pitfalls: Not knowing how a tool work can lead to disastrous results. Discover how to avoid mistakes and get reliable results every time.
- Apply Copilot to real-life scenarios: Save time by using Copilot to prepare for important meetings, draft impactful emails, and handle other key tasks quickly and efficiently.
Game-Changer Features
In this module, you'll learn about Copilot's features that you didn't even know existed. Get ready to transform your productivity and workflow.
- Make Your Slides Shine: Easily generate PowerPoint presentations in seconds with AI. From AI-generated images to a complete outline, perfect for a solid first draft.
- Use AI to read your handwritten documents: Effortlessly digitize your handwritten documents and transform them into Excel spreadsheets in no time.
- Save Time with Summaries: Missed a meeting? Let Copilot summarize it for you instantly, delivering the key takeaways without the need to sift through lengthy notes.
- Email management: Let Copilot become your new best friend for managing and searching through emails. Say goodbye to blank page syndrome faster than you ever imagined.
- Copilot on the Go: Seamlessly switch between your computer and mobile device to stay connected with Copilot. Effortlessly keep up with conversations and tasks, no matter where you are.
Copilot in 365 Apps
Microsoft 365 apps are loaded with hidden and complex features. Copilot makes it all easy.
- Build PowerPoints in a Click: In a rush for a presentation? Copilot can generate a solid draft in seconds.
- Excel Made Easy: Struggling with spreadsheet formulas? Just ask Copilot and get quick, accurate answers. What about data analysis and charts? Of course, the tool has you covered!
- Master Text with Copilot: Whether drafting documents in Word, writing emails in Outlook, or organizing notes in OneNote, Copilot helps you summarize and create text effortlessly. Say goodbye to blank page syndrome and hello to productivity.
Bonus Material: 6 High Quality Cheat Sheets
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Key Takeaways
By the end of the course, you will be able to:
- Explain what Microsoft Copilot is and understand the fundamental concepts of artificial intelligence, simplifying complex ideas for easier comprehension.
- Assess Copilot’s capabilities, including summarizing meeting notes, digitizing handwritten documents, and streamlining email management, to determine their relevance in your specific use cases.
- Utilize proven frameworks to create precise and effective prompts for Copilot, ensuring more accurate results for tasks such as drafting emails, preparing for meetings, and organizing information.
- Evaluate Copilot’s strengths and limitations, enabling you to make informed decisions on when and how to use it effectively.
- Apply Microsoft Copilot in programs like PowerPoint, Excel, Word, Outlook, and OneNote to efficiently handle tasks like data analysis, presentation creation, and text organization.
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) and a 2024 Microsoft MVP. He runs Piggy Bank Accountant, a YouTube channel where he shares practical insights on Excel and Microsoft Copilot. 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 all about helping people which he does with his online courses on Excel and Copilot. What sets David apart is his ability to make learning fun and engaging, bringing a unique energy to his videos that resonates with his audience.