From Curiosity to Confidence: A Friendly Step-By-Step Guide to Bringing Microsoft Copilot to Your Association
Course Description:
AI doesn’t have to be overwhelming, and you don’t need an IT department to start benefiting from it.
In this gentle, step-by-step webinar designed for nonprofit and association professionals, we’ll walk you through how to thoughtfully adopt Microsoft Copilot—even if you’re not a tech expert. Whether you’re curious about what it can do, worried about where to begin, or unsure how to make it stick, this session is here to meet you where you are.
You’ll leave with a clear, jargon-free roadmap that includes:
- What you need to get started (think: licenses, privacy, and simple setup)
- How to introduce Copilot to your team without fear or confusion
- Tips for starting small with a pilot, then growing at your own pace
- Ways to measure success and keep improving without extra burden
Our goal is to make sure you walk away feeling empowered, informed, and inspired—with a practical “cookbook” of steps you can start using right away.
Whether you’re just AI-curious or ready to take the first step, this session will give you the confidence (and comfort) to begin.
Learning Objectives:
Describe the foundational requirements for implementing Microsoft Copilot, including licensing, privacy, and initial setup.
Explain how to introduce Copilot to staff in a way that reduces fear and encourages adoption.
Design a small-scale pilot approach for rolling out Copilot at your own pace.
Evaluate success metrics for Copilot adoption and identify ways to iterate without adding burden.
Apply practical steps to begin using Microsoft Copilot in everyday association tasks.
To Watch this Webinar on the Media Library CLICK HERE!
As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.
U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
(National Registry Sponsor Nr: 138278)
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