Course ID: INTAIAP

Integrating AI Into Your Accounting Practice with Microsoft Copilot

Embrace innovation and stay ahead in the fast-evolving world of accounting by seamlessly integrating Copilot, a powerful AI tool, into your workflows. Learn how to employ Copilot to enhance your reports and presentations, automate some key accounting tasks, and derive meaningful insights from your spreadsheet data.

In-person CPE credits: 6.0
Live webcast CPE credits: 6.0

Learning Objectives

After completion of this course participants will be able to:

Recognize the transformative power of AI for their accounting practice.
Utilize Copilot, a powerful AI tool, across Microsoft applications, including Excel, Outlook, PowerPoint, and Word.
Automate key accounting tasks with Copilot to enhance efficiency and save time.
Leverage Copilot to extract meaningful insights from their data.

Major Topics

Module 1. Introduction to Artificial Intelligence (AI)

What is AI?
The current AI landscape (and a little bit of history).
How can AI transform your accounting practice (capabilities)?
What are AI’s boundaries: risks, challenges, and limitations?

Module 2. Prompt Engineering

What are prompts, and why are they important?
Basic techniques for crafting effective prompts.
Advanced prompting techniques.

Module 3. Microsoft Copilot Overview

Introduction to Copilot
Leveraging Copilot in Word, PowerPoint, and Outlook

Module 4. Employing CoPilot in Excel

Creating formulas
Sorting and filtering data
Creating charts
Analyzing data

Module 5. Developing your own agents

Introduction to Copilot Studio
Developing customized AI agents with Copilot Studio

Module 6. Use Case

Advanced Preparations

None

Who Should Attend

Accountants interested in mastering Microsoft Copilot and discovering the potential of Artificial Intelligence (AI) to enhance their daily tasks and workflows.

Fields of Study

Accounting

Prerequisites

None

Provider

Business Learning Institute

CPE Credits

6.0

Level

Basic

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