ENG2529. Artificial Intelligence – How to Unleash the Power of Microsoft Copilot for CPAs (TCH, NAA, PFP, FMA)

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’ll demonstrate real-world examples, such as automating data analysis, streamlining client communication, and 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.

Learning Objectives:

• 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.