Seminar

Practical Microsoft Copilot for Accounting

★★★★★ 4.8 · 4 attendee ratings across these sessions

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....

DatesOct 13, 2026 (Eastern Time)
CPE CreditsUp to 4
Instructor Lavesh Chattlani
Fields of Study Information Technology
📅 Add to calendar: Apple/Outlook · Google · Outlook Web

Presented in partnership with K2 Canada.

On the agenda

1 session across 1 day, taught by Lavesh Chattlani — see the full agenda ↓

About this event

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.

Agenda

The full lineup — click any class to see its details. Registration for this event isn't handled on this page; register through the sponsoring state society.

Tuesday, October 13, 2026 · 12:00 – 4:00 PM · Lavesh Chattlani · 4 CPE Credits
Information Technology

Co-sponsored with your state society

Similar events — see how comparable events rate

Course details

Upcoming dates

Loading…