Seminar
Live Replay WebinarBasic level
Practical Microsoft Copilot for Accounting and Finance Professionals
★★★★★
4.5 · 2 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.
Learning objectives
Upon completing this course, you should be able to:
- Evaluate the functional differences between Copilot Basic and Premium through the lens of financial data security and "commercial data protection."
- Construct technical prompts that incorporate financial context, specific reporting standards (GAAP/IFRS), and professional tone for stakeholder communication.
- Automate routine financial narratives, including drafting budget justifications, MD&A summaries, and audit response letters within Word and Outlook.
- Leverage Copilot in Excel and Teams to perform rapid variance analysis, extract action items from controller-level meetings, and summarize complex contract terms.
- Implement "Human-in-the-Loop" verification protocols to mitigate AI hallucinations in financial reporting and data analysis.
- Synthesize large volumes of regulatory or tax documentation using Copilot Notebooks and Agents to identify key changes impacting the organization.
Major topics
The Secure Finance AI Stack
Precision Prompting for Accountants
Workflow Deep Dives: Finance-Specific Use Cases
Research & Synthesis with Notebooks
Professional Skepticism & AI Ethics
Who this is for
Update this attribute value to the course desired audience.
Prerequisites: An active Microsoft 365 account
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 — Information Technology
- Field of study
- Information Technology
- Program level
- Basic
- Delivery method
- Group Internet Based
- Prerequisites
- An active Microsoft 365 account
- Advance preparation
- None
- Length
- 3h 20m
- Course number
- 26c01474
- 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].
Attendee feedback
4.5
2 attendee ratings
Attendee reviews
★★★★★
“The Microsoft Copilot course was very well presented, with clear explanations and effective demo files that made the learning experience engaging and practical. It provided valuable insights into both the current capabilities and future potential of Copilot. I’m excited to...”
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