Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course introduces CPAs to the power of Microsoft Copilot, focusing on practical skills and real-world applications. Learn how to write effective prompts, use Copilot in Excel for smarter analysis, and explore the concept of Copilot agents. By the end of this course, you’ll be able to build your first agent and apply it in an accounting context.
Note: You will need a Microsoft 365 Copilot License to participate in this course (not a Copilot Pro for individuals license).
Key Takeaways
Upon completion of this course, learners will be able to:
- Understand the core principles of writing effective prompts.
- Explore practical use cases for Copilot in Excel and learn how to apply it efficiently in spreadsheet tasks.
- Gain foundational knowledge of Microsoft Copilot Agents and their capabilities.
- Learn how to build a Copilot Agent and discover accounting-focused applications tailored to CPA workflows.
Who Will Benefit
This course is designed for CPAs, controllers, financial analysts, and accounting professionals with basic to intermediate Excel skills who want to increase productivity using Microsoft Copilot.
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.
If available, course materials can be accessed 2 business days 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)
David Fortin is a Chartered Professional Accountant (CPA), a 2024 Microsoft MVP and a LinkedIn Learning instructor. 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 Microsoft Copilot and Excel. 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.