Dates and location
Hours
Dates and location
Hours
Description
Learn anywhere, anytime with audio learning from your trusted source for Professional Development.
Get up to speed in an hour on critical topics for CPAs such as AI, Ethics, Finance, Cybersecurity, Audit, Tax, Sustainability and more.
- Convenient 60-minute audio courses in our new app.
- Flexible format allows you to listen and learn on the go at your own pace.
- Relevant and trending topics affecting CPAs to help you stay at the forefront of the profession.
As CPAs, we must embrace technology to work more efficiently and help our clients make better use of it. The rise of artificial intelligence has already transformed the accounting profession. ChatGPT reached one million users in just five days, shocking the world. Microsoft, a company well known to every CPA, is playing a major role in this shift, significantly impacting how we work. This audio learning course will guide you through the current capabilities (April 2025) of Microsoft Copilot and share how you can leverage it in your practice.
Lesson Breakdown:
- Introduction
- What is Microsoft Copilot?
- The Difference between Microsoft Copilot vs ChatGPT
- Data Security Concerns
- Prompting Best Practices for Optimal Results
- Copilot Licensing and Copilot Chatbot
- Effective Time Saving Use Cases with Copilot
- Copilot in Excel: What it Can and Can’t Do
- Copilot in PowerPoint: A Potential Gold Mine
- Copilot in Word, Outlook and Teams
- Other AI Tools for Accountants
- Zebra BI
- Spreadsheets Tools
- Perspective on the Artificial Intelligence in an Accounting World
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Key Takeaways
Upon completion of this course, you will:
- Understand what Microsoft Copilot is and what you can do with it for accounting tasks.
- Understand the Shift to AI in the professional world.
- Understand what you can do with Copilot in Excel and what you can’t do.
- Gain a clear perspective on how artificial intelligence is reshaping the accounting industry.
- Understand the impact of AI tools like Microsoft Copilot, ChatGPT, and other emerging technologies.
Who Will Benefit
CPAs and finance professionals looking to stay ahead of the curve by understanding how AI, and specifically Microsoft Copilot, is transforming the accounting industry.
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.