self-paced course
Microsoft Copilot Essentials for Accountants
A hands-on Microsoft Copilot course for CPAs, CMAs and FP&A teams. You'll master a four-part prompting framework, then apply it to clean reports, run budget-vs-actuals, build ratios, and ship a board deck — the real work, on a real case study.
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Taught by David Fortin, CPA
Microsoft MVP — Excel and Copilot
What you'll be able to do
Master one prompting framework.
Apply it to four real finance workflows.
Clean and reformat messy cost reports
Fix date formats, dedupe categories, and convert currencies in one Copilot + Power Query workflow. The prep work you used to lose your morning to.
Identify the ratios that matter to your CFO
Discover the right financial ratios for your business, then benchmark them against named competitors using Copilot's web-sourced data. Not generic templates.
Budget vs. actuals with variance investigation
Build pivots, calculate variances, and prompt Copilot to brainstorm causes when the numbers don't match plan — commentary you can paste into the board memo.
Build presentation drafts in minutes
Generate an outline, convert it to PowerPoint via Word, and import your Excel charts — a first-draft deck before lunch, not 3 hours of slide-wrangling.
What You'll Learn
Course Description:
Who Should Take This Course?
Management Accountants
This course is designed for management accountants who want to integrate AI tools into their workflow, enhancing their ability to provide strategic insights and streamline financial processes.
Finance
Professionals
Finance professionals will find this course invaluable for mastering AI-driven tools that optimize data analysis, reporting, and decision-making processes.
Accountants
Accountants looking to stay ahead in the industry will benefit from this course by learning how to use AI to automate routine tasks, improve accuracy, and enhance productivity.
FP&A
FP&A specialists can leverage this course to harness the power of AI for more accurate forecasting, budgeting, and financial modeling, enabling them to deliver deeper insights with greater efficiency.
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SNEAK PEEK
Don't take our word for it.
Watch two real lessons.
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Meet Your Instructor
David Fortin, CPA
From Public Accounting to FP&A in 2019, David forged a dynamic path in finance. In late 2020, he actively contributed on his first fundraising journey, successfully securing $31M. Now, he’s on a new path - teaching Excel & Microsoft Copilot. In 2024, David was given the highly coveted Microsoft MVP award for his outstanding work in Excel and Copilot.
Frequently Asked Questions
Will this actually count for my CPE requirement?
Yes. The course is registered with NASBA (National Registry of CPE Sponsors #149952) for 3 credits, QAS Self-Study, and accepted toward CPA, CMA, CIA, and most other certifications.
How many CPE credits can I earn?
The course will provide 3 NASBA-approved CPE credits upon completion.
Are there any prerequisites for this course?
No, there are no prerequisites. The course is designed for a basic knowledge level, making it accessible to beginners.
How is the course structured?
The course offers self-paced learning with video lectures, reading materials, formula guides, practical exercises, and quizzes for comprehensive understanding and skill development.
Are the lessons live or pre-recorded?
Our entire video library is pre-recorded making asynchronous learning possible for students from various time zones.
Will my firm reimburse this?
Most firms reimburse NASBA-approved CPE courses. You'll get an itemized receipt at checkout and a NASBA-stamped completion certificate to submit to your procurement department. Please check with them first to ensure there's a professional development reimbursement plan.
one last thing
You won't just watch Copilot work.
You'll run the analysis with it.
For your records - and for your state board
DELIVERY METHOD
FIELD OF STUDY
CPE CREDITS
KNOWLEDGE LEVEL
PREREQUISITES
ADVANCED PREP
