Microsoft 365 Copilot - Get Ready to Boost Your Productivity
Overview
Join us for a transformative presentation on Microsoft 365 Copilot, an innovative tool revolutionizing the way CPAs and financial professionals create and manage digital content. Discover how Copilot enhances the efficiency and creativity of your emails, PowerPoint presentations, and Word documents. Tailored specifically for CPAs in the private sector, including controllers and CFOs, as well as those in accounting firms serving clients, this session will introduce you to the technology, showcasing its capabilities to streamline workflows and elevate the quality of your professional communication. Don’t miss this opportunity to advance your digital proficiency with Microsoft 365 Copilot.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Highlights
The major topics that will be covered in this course include:
- Explore the nature of generative AI and how Microsoft is harnessing it in the Microsoft 365 ecosystem
- How Copilot will help you compose emails and email responses and automate the management of your email organization
- How Copilot will assist you in composing documents and reports that more effectively convey your information and message with less effort
- How Copilot will assist you in creating more engaging PowerPoint presentations with ease
- Steps you can do to prepare your firm or business to take full advantage of the Copilot AI technology.
Prerequisites
None
Designed For
Anyone who uses Microsoft 365
Objectives
After attending this presentation, you will be able to...
- Recognize the potential for Microsoft Copilot to transform the way you use every day applications.
- Identify the steps you can take to prepare your firm or business to leverage the full value of Copilot.
Preparation
None
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by CPA Crossings.
Leader(s):
Leader Bios
John Higgins, CPA Crossings LLC
John Higgins is a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPE programs for thousands of CPAs over the past 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPE programs. He has presented “live” web CPE events for groups as large as 600+ participants, as well as many small groups. John assisted the Michigan Association of CPAs as an adviser in the development of their web based CPE model. John’s primary qualification is his passion for helping CPAs achieve greater success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country. John resides in Rochester, Michigan with his wife Karen and their two children. Qualifications and Experience: •Actively involved in working with local, regional and national CPA firms over the past 25 years. •Facilitated hundreds of planning sessions and retreats to develop strategic plans, technology plans, paperless work flow design, innovative client services and more. •Nationally recognized speaker and author on technology issues impacting the CPA profession. •Monthly host of Document Management to Go (DMS2Go) pod cast sponsored by CPA Technology magazine. •Former national consulting partner with a top 10 CPA firm. •Former CEO of technology training & consulting firm. •Member of the AICPA Business & Industry Hall of Fame. •Past Chair of the Michigan Association of CPAs. •Past member of the AICPA Council and CPE Advisory Committee. •MACPA Innovative User of Technology award.
Non-Member Price $85.00
Member Price $55.00