Live Replay WebinarBasic level

Practical Microsoft Copilot for Accounting and Finance Professionals

Name: Practical Microsoft Copilot for Accounting and Finance Professionals
Price: 100.00 USD
Availability: InStock
Rating: 4.75 (4 reviews)

★★★★★ 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

PublishedApr 16, 2026

NASBA sponsor ID103648

$100

Add to Cart — Live Replay Webinar What's a Live Replay? Start it whenever you like and earn live credit — see how it works → 100% Satisfaction Guarantee 30-day money back — no fine print Save up to $20.00 with a bundle or a credit pass

Member of a state CPA society or professional organization? Many offer K2 programs to their members, so it's worth checking with yours. Member pricing may be available.

4 NASBA-sponsored CPE credits
Live Replay — the original webinar as a class you start anytime, full live CPE credit
No in-person dates currently scheduled — offered online only right now
Instant certificate on completion

📜 Fast certificates, stored in your account
🎓 NASBA Sponsor 167619

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Ways to save

Bundle & save $20.00

Get this course and 2 more in the Microsoft 365 & Copilot Bundle: 12 credits for $310.00, instead of $330.00 separately.

Add the bundle See the bundle →

Save $11.12 with a credit pass

At the 40-Credit Pass rate ($22.22 a credit with the bonus), this 4-credit course comes to about $88.88: $11.12 less than buying it on its own.

Or start smaller: the 10-Credit Pass ($275.00) pays for it and leaves you 6 credits for more.

Year-end bonus: up to 5 free credits through Dec 31.

Certain conditions apply: not valid for the Federal Tax Update. Pass terms

Add the 10-Credit Pass Compare passes →

What's included

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

Demonstration & sample files ZIP
Additional course files PDF

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].

Your instructor

Lavesh Chattlani

President at Scalene AI Inc. | AI Strategy, Enablement & Governance · Scalene AI Inc.

Lavesh Chattlani is the President of Scalene AI, where he helps accounting and finance teams adopt AI responsibly and turn it into measurable ROI. He brings more than a decade of senior leadership in North American fintech, including nine years at Intuit, where he helped build the Canadian Professional Services Division, and most recently as Senior Director of Sage's Canadian Accountant Business Unit. Trained as...

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