Spokane Chapter Lunch and Learn Featuring TechBytes: Microsoft 365 Copilot for CPA Firms - 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 CPA firms are still trying to sort out what is genuinely useful, what is safe, and what is just hype. This session is built for solo practitioners and small-firm partners 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 in the context of CPA firms using 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 CPA firms should expect from any AI platform.
Highlights
Microsoft 365 Copilot for CPA workflows.
Prerequisites
None.
Designed For
Sole practitioners and small-firm partners.
Objectives
- Define and demystify core AI terminology.
- Identify and evaluate practical use cases for Microsoft 365 Copilot.
- Utilize AI features in Outlook, Word, and Teams.
- Assess critical AI licensing frameworks.
Preparation
None.
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