Microsoft Copilot for CPAs ON DEMAND
Available Until
Your Desk
3.0 Credits
Member Price $87.00
Non-Member Price $100.00
Overview
This course equips accounting professionals with a framework for using Microsoft Copilot to improve efficiency while preserving professional judgment, accountability, and ethical standards. This course explains how Copilot works inside Excel, Word, PowerPoint, Outlook, and Teams. Learn how to apply prompt engineering, validation techniques, and governance controls to real-world accounting, audit, tax, and advisory tasks using Copilot’s AI tools to improve your workflows. This course is tailormade specifically for CPAs to help you leverage Copilot’s versatile AI tools as a productivity multiplier in your practice.
Highlights
Technical foundations of Microsoft Copilot. Security, privacy, and data governance considerations. Prompt engineering. Microsoft Copilot in Excel. Microsoft Copilot in Word. Microsoft Copilot in PowerPoint. Microsoft Copilot in Outlook and Teams. Copilot use cases in accounting. Copilot use cases in auditing and assurance. Copilot use cases in tax planning and compliance. Copilot use cases in advisory and consulting services. Professional judgment and ethics in copilot use. Implementing Microsoft Copilot in a CPA firm.
Prerequisites
None.
Designed For
CPAs, CEOs, CFOs, controllers, and other financial managers.
Objectives
Recognize how Copilot is an advancement over other accounting automation tools. Recall the risks associated with using Copilot. Recognize the factors impacting Copilot responses. Specify how contextual grounding impacts the effectiveness of Copilot. Recall why prompt constraints are applied in accounting applications. Recognize how Copilot interacts with internal controls. Recall the need for documenting how Copilot is used in some applications. Recognize the best ways to use Copilot within Excel. Specify the limitations of Copilot for generating forecasts. Recall why tone control is needed when using Copilot for client communications. Recognize how Copilot can be used to draft accounting memoranda. Recall the benefits of using context layering when prompting Copilot. Recognize the need for retention policies when using Copilot. Specify the ethical responsibilities of a CPA when using Copilot.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Steven Bragg, Western CPE
Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast.
Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with Deloitte & Touche. He holds an MBA from Babson College, a Master of Finance from Bentley College, and a BA from the University of Maine (summa cum laude).
Non-Member Price $100.00
Member Price $87.00