Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Increase your productivity by automating repetitive workflows. This exclusive course on Power Automate and Microsoft Copilot is designed specifically for CPAs and financial services professionals.
In this course you will learn how to customize and automate repetitive workflows to enhance operational efficiency and accuracy. From automating the generation of engagement letters to importing financial data from diverse documents, our session covers practical applications that span a wide spectrum of routine and complex tasks.
Seminar Sale: Login to save 30% (excludes passport).
Experience hands-on training with Microsoft Copilot, where you will learn to command AI to perform complex tasks, further increasing your productivity and creative capabilities.
By the end of this course, you will automate two repetitive data entry tasks using Power Automate, providing you with the tools to deploy them in your practice to allow you to focus on value-add billable work.
Key Takeaways
Upon completion of this course, you will be able to:
- Automate Repetitive Tasks: Focus your time on value-add, billable work by automating routine tasks.
- Develop Automated Workflows: Learn to create efficient workflows for generating engagement letters and importing financial data.
- Enhance Analytical Thinking: Apply high-level analytical skills to automate accounting operations effectively.
Who Will Benefit
This seminar benefits accountants and financial professionals seeking to automate low-level repetitive tasks in order to focus on high-value billable work.
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
Electronic material can be accessed one week prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Tomas Milo is a CPA and PhD candidate in Management (Accounting specialization) at McGill University, where he combines his accounting expertise with a strong interest in data science and empirical research. Previously, Tomas worked at KPMG in their Audit, Deal Advisory, and Data Science departments, where he developed his skills in analyzing financial data and automating accounting processes. He is the creator of XBRLInsights, a leading open financial data database that is used by researchers and practitioners alike.