Hyster-Yale Group, Inc. – Integrating AI Into Your Accounting Practice with Microsoft Copilot
Description
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.
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
Provider
Business Learning Institute
Course Level
Basic
Professional Area of Focus
Accounting & Auditing
CPE Field of Study
Accounting
3.0
Who Should Attend
Accountants interested in mastering Microsoft Copilot and discovering the potential of Artificial Intelligence (AI) to enhance their daily tasks and workflows.
