Artificial Intelligence – How to Unleash the Power of Microsoft Copilot for CPAs
Demonstration of the Microsoft 365 Copilot ecosystem that teaches how to reimagine workflows, practice the art of prompting, perform practical applications, and prepare an organization to use Copilot.
Format
Webcast
Date
Nov 21, 2025
NASBA Field of Study
Computer Software and Applications
Level
Basic
CPE Credits
1.5
Instructor
John Higgins
Availability
Product Number
WC5117577
This is a rebroadcast of a session from the 2025 AICPA & CIMA ENGAGE conference.
Discover how Microsoft 365 Copilot can revolutionize your workflows as a CPA offering tax, accounting, financial, tech, or other advisory services.
In this interactive session, learn practical applications of Copilot across tools like Excel, Outlook, Teams, SharePoint, Word and beyond.
We will demonstrate real-world examples, such as:
- Automating data analysis
- Streamlining client communication
- Enhancing report creation
- And more
Walk away with actionable insights to boost productivity, improve accuracy, and free up time for strategic work. Transform the way you manage your practice and deliver value to clients by harnessing the full potential of Microsoft 365 Copilot.
Key Topics
- Reimagining Workflow: A Conceptual Framework for Copilot Integration
- Microsoft 365 Copilot ecosystem overview
- The art of prompting
- Practical Copilot applications for CPAs
- Preparing your organization for Copilot
Learning Outcomes
- Identify ways you can put the AI features of Microsoft 365 Copilot to work today.
- Recognize the range of AI features that Microsoft 365 Copilot has to offer.
Who Will Benefit
CPAs, businesspeople
Group ordering for your team
2 to 5 registrants
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