CPD Webinar - Unlocking Microsoft 365 Copilot

1 CPD Unit – Practice Management and Business Skills

Most professionals and businesses are always looking for an edge in how to improve office efficiency and productivity. Artificial Intelligence or “AI” is a common term that is thrown around in this context. However, as with many “latest things”, it is hard to separate the hype from the reality.

With the majority of Australian business offices already utilising some form of Microsoft products such as Windows and Office, it makes sense that many are curious about Microsoft’s AI solution called Microsoft 365 Copilot (or commonly just “Copilot”) and whether it is relevant to their practice.

In this Webinar, Unlocking Microsoft 365 Copilot, David Shine, takes you through Copilot, and how it can be utilised in professional practices and other office environments.

In this Webinar, David will cover:

• Introduction to Copilot: How AI can assist in daily tasks and decision-making.
• Why Free Solutions Can Be Tricky: Limitations and potential security risks.
• Work vs. Web Applications: Advantages of using Copilot in different environments.
• Real-Life Use Cases: Examples of driving growth and efficiency.
• Understanding Copilot Security Risks: Key security considerations.

This Webinar is suitable for business owners and professionals such as lawyers and accountants. It is designed to cut through the marketing hype and explain in simple terms how, where and when AI can be deployed.

Continuing Professional Development

Legal CPD:

WA legal practitioners (QA Provider ID 29250)

1 CPD Unit, CPD Obligation Field 1 – Practice Management and Business Skills. To ensure you receive your CPD Units for this event, please provide us with your Legal Practice Board Practitioner ID during registration. Note: CPD Units are only available for participation in the live webinar. At this time, webinar recordings (for those that are registered but unable to attend) are not eligible for WA Legal CPD Units.

Legal practitioners outside of WA

If you consider that this webinar satisfies your individual requirement, or is relevant to your immediate or long-term professional development needs, you may claim 0.5 CPD Units for every 30 minutes of attendance and participation.

Accounting CPD:

1 CPD Point

• 30/07/2025 - CPD Webinar - Unlocking Microsoft 365 Copilot

• 11/06/2025 - CPD Webinar - Tax and Cryptocurrency – A Square Peg in a Round Hole

• 10/06/2025 - CPD Webinar - UPEs and Div 7A – Implications of the Recent Bendel Decision

• 28/05/2025 - CPD Webinar - End Of Financial Year Tax Rollup 2025

• 27/05/2025 - CPD Webinar - End Of Financial Year SMSF Planning 2025

• 7/05/2025 - Webinar On Demand - When Directors are Personally Liable

• 8/04/2025 - Webinar On Demand - Drafting Estate Planning Documents to meet Litigation Risks

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• 27/11/2024 - Webinar On Demand - AI in Professional Practices - Risks and Benefits

• 26/11/2024 - Webinar On Demand - Advising on Family Trusts in the 21st Century

• 19/11/2024 - Webinar On Demand - Family Law and Trusts

• 18/09/2024 - Webinar On Demand - Professional Advisers as Appointor of their Client’s Family Trust

• 31/07/2024 - Webinar On Demand - Sexual Harassment Laws in Australia

• 30/07/2024 - Webinar On Demand - Testamentary Trusts 101

• 12/06/2024 - Webinar On Demand - Trust Distributions and Section 100A

• 29/05/2024 - Webinar On Demand - Tax & Family Trusts

• 28/05/2024 - Webinar On Demand - Employee Share Schemes

• 7/05/2024 - Webinar On Demand - Recent Changes in Family Law

Presenter: David Shine

David Shine
Business Development Manager, Office Information Australia

David has been with OIA since 1997 initially as a Systems Engineer in the Technical Service Group (TSG) and quickly moving into the Senior Systems Engineer role. From 2002 David was elevated to the Technical Service Manager role overseeing the TSG team. In 2009 he progressed into the Business Development Manager (BDM) role and continues to drive new business, sales, presales, and project planning as well as technical assistance to the team. David has overseen the gradual change from traditional IT services delivered with on premises hardware through to the evolution of cloud services for hardware and software solutions such as Microsoft Office 365, hosted servers, disaster recovery planning and integration between systems. These changes have required a dynamic view to servicing clients as they transition their traditional software packages, providing agile change to reporting, cyber security, helpdesk, and health monitoring systems.