Live Replay WebinarBasic level

Practical Microsoft Copilot for Accounting and Finance Professionals

★★★★★ 4.8 · 4 attendee ratings

For accounting and finance teams, the challenge of AI isn't just about "productivity"—it’s about accuracy, data security, and maintaining professional skepticism. This hands-on training moves beyond generic AI theory to deliver a results-first toolkit specifically for the M365 ecosystem. Participants will learn to leverage Microsoft Copilot to automate the "drudge work" of financial administration, from synthesizing complex tax updates and audit evidence to drafting variance explanations and refining Excel workflows. This session bridges the gap between basic AI access and professional-grade application, ensuring every "Quick Win" is grounded in financial accuracy and data privacy.

CPE Credits4
Field of Study Information Technology
Instructor Lavesh Chattlani

What's included

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

  • Course handout PDF
  • Demonstration & sample files ZIP

Course details

Recommended CPE credit
4
Field of study
Information Technology
Program level
Basic
Delivery method
Group Internet Based
Prerequisites
None
Advance preparation
None
Course number
26c01474

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].

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