Instructor
John Higgins
Instructor
John is the founder and CEO of Higgins Advisory, LLC, established with the mission of helping CPAs, CFOs and other financial professionals to successfully guide their firms and business organizations through a successful digital transformation that leverages the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more.
John is a seasoned entrepreneur with experience as the founder of two separate accounting technology advisory firms that were acquired by larger organizations. 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. His primary contribution is his passion for helping the profession move forward through the understanding and adoption of emerging technologies.
Some of John's notable accomplishments include: * Co-founder of CPA Crossings, LLC, a national provider of CPA technology advisory and educational services * Founder of Computools, Inc. a provider of financial and ERP solutions for small and mid-size businesses * Strategic technology advisor to CPA firms * AICPA Business & Industry CPA Hall of Fame inductee * Top 25 Thought Leader recognition by the _CPA Practice Advisor magazine_ (2011 - 2023) * Nationally recognized speaker on accounting technology * National technology advisory partner with BDO, LLP * Past Chair of the Michigan Association of CPAs * Michigan Association of CPAs Innovative User of Technology award * Co-author of _10 Steps to a Digital Practice in the Cloud_, published by the AICPA * Contributing author to _The Insiders' Guide to Accounting Advisory Success _on Amazon
Microsoft 365 is one of the most widely used business applications software suites used in business
today. Microsoft Copilot is the generative AI application that is integrated directly into the Microsoft 365
ecosystem. If your firm or business is a Microsoft 365 user, this is a course that teach how to use Copilot
AI to optimize the use of your Microsoft 365 apps. This course will provide a comprehensive review and
demonstration of how to put Microsoft Copilot AI to work for you and your clients. It is designed as a
"hands-on" course that facilitates you following along with the presenter to apply the features of
Microsoft Copilot on your computer. Practice files will be provided so that you don’t have to expose
your confidential data.
In partnership with Higgins Advisory, this program will be held on the Higgins Advisory learning platform. You will receive an access link in your confirmation email.
• Recognize the features and benefits of using Microsoft Copilot
• Identify practical applications for Microsoft Copilot in accounting, finance and tax
Program Content
• Getting started with Microsoft Copilot
• Tour of the Copilot app and how to use it
• Variety of hands-on case study examples for accounting, finance and tax
• Protecting your data privacy in Microsoft Copilot
• Advanced Microsoft Copilot features review
• Integration with Microsoft 365 apps
None
None
Anyone who wants to develop an understanding of how the power of Microsoft Copilot AI can be used
in business and accounting through hands-on instruction. Bring your laptop!