TechBytes: Microsoft 365 Copilot for CPAs- Practical AI You’ll Actually Use IN PERSON
1.8 Credits
Member Price $60.00
Non-Member Price $70.00
Overview
AI is everywhere, but most CPAs are still trying to sort out what is genuinely useful, what is safe, and what is just hype. This course is built for accounting professionals, solo practitioners, and small-firm leaders who want practical answers, not buzzwords. We will briefly explain the AI terms you keep hearing, including LLMs, tokens, prompts, and agents, and translate them into plain English and real business value. Then we will walk through live, working examples of Microsoft 365 Copilot for the kinds of tasks many attendees will likely want to use themselves. We will also show practical uses in Outlook, Word, and Teams for drafting, summarizing, and turning notes into deliverables. We will close with why licensing matters, including the added capabilities, data safeguards, and data processing protections you should expect from any AI platform.
Highlights
Practical uses for AI for CPAs
Prerequisites
None.
Designed For
CPAs, accounting professionals, and firm leaders looking for practical ways to leverage AI tools to enhance efficiency, communication, and client service.
Objectives
Understand the AI terms you keep hearing. Walk through live, working examples of Microsoft 365 Copilot. Explore practical uses in Outlook, Word, and Teams for drafting, summarizing, and turning notes into deliverables.
Preparation
None.
Notice
Agenda:
11:00 - 11:30 AM: Check-in and lunch order selection
11:30 AM: Guided presentation and discussion by ATTM Technologies begins
12:00 PM: Lunch served
12:45 PM: Q & A
1:00 PM: Event concludes
Leader(s):
Leader Bios
Alec Taylor, ATTM Technologies
Alec Taylor has 32 years of experience in information technology, cybersecurity and leadership. Alec spent 7 years at T-Mobile, managing systems engineering & information security, and 16 years as co-owner of IVOXY Consulting, focusing on building scalable, secure & high-performance platforms & systems for banks, hospitals, and state organizations. Alec now focuses his efforts in assisting businesses minimize digital risk, ensuring compliance with government information security laws, and improving their experience with technology.
Non-Member Price $70.00
Member Price $60.00