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Tuesday, March 24, 2026 Live Webcast

Mastering Microsoft 365 Copilot for CPAs (X2-55958)

2:30 PM - 4:30 PM EDT
webcast

Vendor Platform

2 CPE Credits in SK

OVERVIEW

Discover how Microsoft 365 Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of this AI-powered assistant.

DESIGNED FOR

Anyone who uses Microsoft 365 and wants to understand how the Microsoft 365 Copilot AI tool can boost productivity and information quality.

BENEFITS

After attending this presentation, you will be able to...

  • Identify the many different ways in which you can apply the power of AI within your Microsoft 365 applications
  • Recognize the potential to increase your productivity and quality of your information with Microsoft 365 Copilot

HIGHLIGHTS

The major topics that will be covered in this course include:

  • Overview of Microsoft 365 Copilot features
  • Automating tasks with AI assistance
  • Enhancing content creation and data analysis
  • Collaboration tools powered by AI
  • Best practices for maximizing Copilot's benefits

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

John Higgins

John H. Higgins, CPA.CITP

Strategic Technology Advisor

Higgins Advisory, LLC

John is the founder and CEO of Higgins Advisory, LLC, which helps CPAs, CFOs and other financial professionals successfully guide their firms and business organizations through a digital transformation that leverages the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more. He is a seasoned entrepreneur, having been the founder of two separate accounting technology advisory firms that were acquired by larger organizations, such as the co-founder of CPA Crossings, LLC, a national provider of CPA technology advisory and educational services, and a founder of Computools, Inc. a provider of financial and ERP solutions for small and mid-size businesses. In addition, he has experience with a local CPA firm and as a technology advisory practice leader partner in a national CPA firm. John shares his expertise as a nationally recognized thought leader, strategic advisor, and speaker on accounting technology through coaching and speaking engagements.