Getting started with Microsoft Copilot

Thursday, March 05, 2026
Time: 10:30 AM PST | 01:30 PM EST
Duration: 60 Minutes
IMG Derek Henry
Id: 9444
Live
Session
$119.00
Single Attendee
$249.00
Group Attendees
Recorded
Session
$159.00
Single Attendee
$359.00
Group Attendees
Combo
Live+Recorded
$249.00
Single Attendee
$549.00
Group Attendees

Overview:

This beginner-friendly program is a practical journey into Microsoft Copilot, the AI engine living inside the apps you use every day (Excel, PowerPoint, Word, Outlook, and Teams). We’ll focus on practical, real-world "day-in-the-life" scenarios.

You will discover how to treat Copilot as a digital collaborator that can compile information, compose messages, draft reports, summarize missed meetings, write elegant code and formulas, and turn raw data into professional presentations in seconds. We’ll also touch on ethical considerations like having a "human-in-the-loop" philosophy, teaching you how to critically review AI outputs to ensure accuracy and maintain your unique professional voice.

Why you should Attend:

Stop slogging through your inbox and start leading your day. Are you tired of losing hours to repetitive tasks, staring at blank pages, or wading through endless email threads? The world is changing, and AI is no longer a futuristic concept—it is the ultimate "time-hack" for the modern professional.  There are so many valuable AI use cases that anyone can leverage.

By attending this course, you will learn how to hand off the "boring stuff" to Microsoft Copilot so you can focus on your most impactful work. Whether you want to save 5+ hours a week, eliminate the "blank page syndrome," or finally get your data to tell a clear story, this course is your gateway. Don't just work harder; work smarter by jumping into the world of AI today.

Areas Covered in the Session:

  • Navigate the AI landscape: Define what Copilot is and understand how it securely interacts with your data.
  • Master the art of prompting: Use the "Goal, Context, Source, and Expectation" framework to write prompts that get the right result the first time.
  • Common use cases: Learn about some of the most common and impactful Copilot use cases that will make you more productive.
  • Reclaim your calendar: Use Copilot in Outlook and Teams to summarize long threads and catch up on meetings you missed in minutes.
  • Supercharge content creation: Instantly generate first drafts in Word and transform documents into polished PowerPoint decks.
  • Simplify data tasks: Analyze trends and create visualizations in Excel using natural language instead of complex formulas.
  • Work responsibly: Identify AI limitations like hallucinations, and apply best practices for fact-checking and ethical AI use.

Who Will Benefit:

  • Business professionals - Analysts 
  • Executive Assistants 
  • Managers 
  • Directors 
  • Vice Presidents 
  • Executives

Speaker Profile

Derek Henry has an extensive 20+ year background in Accounting and IT, having held roles in public/corporate accounting and technical sales. He helps accounting and finance teams optimize their processes in Excel and beyond with training, tools, consulting projects, and productivity coaching. He is passionate about efficiency and accountability.

Derek is a Certified Public Accountant and a Certified Fraud Examiner. He lives with his family in Arlington, TX. He is actively involved at church, and enjoys disc golf, softball, and having fun with his family.