Live Replay WebinarIntermediate level

K2’s Microsoft Copilot, Including Agentic AI

Name: K2’s Microsoft Copilot, Including Agentic AI
Price: 50.00 USD
Availability: InStock
Rating: 4.83 (29 reviews)

★★★★★ 4.8 · 29 attendee ratings

Discover how artificial intelligence is transforming the accounting profession in this dynamic, intermediate-level CPE session. K2’s Microsoft Copilot, Including Agentic AI explores how AI-powered tools in Microsoft 365—like Excel, Outlook, and Teams—can streamline workflows, enhance data analysis, and improve client service. Learn how to harness Copilot to automate tasks, generate financial insights, and collaborate more effectively, while maintaining compliance and data integrity. Whether you're in public accounting, corporate finance, or advisory services, this course will equip you with practical strategies to integrate Copilot into your daily work and prepare for the future of intelligent accounting.

CPE Credits2

Length1h 40m

Field of Study Computer Software and Applications

Instructor Tommy Stephens

Learning objectives

Upon completing this course, you should be able to:

Identify key features of Microsoft Copilot within Excel, Outlook, and Teams that enhance productivity for accounting and financial professionals
Determine how to use Microsoft Copilot to automate routine accounting tasks such as data analysis, financial reporting, and reconciliation
Analyze the benefits and limitations of integrating Microsoft Copilot into existing accounting workflows, including considerations for data security and compliance
Apply Microsoft Copilot tools to interpret financial data and generate insights that support decision-making and strategic planning
Determine the potential impact of AI-driven tools like Microsoft Copilot on the future of the accounting profession, including ethical considerations and evolving skill requirements

Major topics

Incorporating Copilot with Excel, Word, PowerPoint, and Outlook Using Copilot to automate routine tasks and assignments Integrating Copilot with Agentic AI Identifying key privacy and security features in Copilot Understanding and deploying Agentic AI

Who this is for

Business professionals seeking to elevate their AI knowledge

Prerequisites: Fundamental knowledge of generative Artificial Intelligence tools

What's included

Every registration comes with the course materials — yours to keep.

Course handout PDF

Course details

Recommended CPE credit: 2 — Computer Software and Applications
Field of study: Computer Software and Applications
Program level: Intermediate
Delivery method: Group Internet Based
Prerequisites: Fundamental knowledge of generative Artificial Intelligence tools
Advance preparation: None
Length: 1h 40m
Course number: 26c-copilot
Provider: K2 Enterprises

CPE Today (Devmatics, LLC) 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 (Sponsor ID 167619). 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, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].

Every way to take this course

On its own

Live Replay Webinar Attend the next scheduled rebroadcast — full live CPE credit · 2 credits · 1h 40m

$50 Add to Cart

As part of a multi-day event

These seminars include this course on their agenda. One registration covers the event — you attend this course on its scheduled day, plus everything else that day offers.

Dec 1

Winter Multi-State Technology Conference Conference · Nov 30 – Dec 1, 2026 · Online · this course runs Dec 1, 2026 · event offers up to 16 credits

$250/day View event

Your instructor

Tommy Stephens

Partner · K2 Enterprises · ★ 4.6 instructor rating

Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began...

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