ACPEN: K2’s Microsoft Copilot, Including Agentic AI

Overview

Discover how artificial intelligence is transforming the accounting profession in this dynamic, intermediate-level CPE session. Microsoft Copilot for Accounting and Financial Professionals explores how AI-powered tools in Microsoft 365-like Excel, Outlook, and Teams-can streamline workflows, enhance data analysis, and improve client service. Learn how to harness Copilot to automate tasks, generate financial insights, and collaborate more effectively, while maintaining compliance and data integrity. Whether you're in public accounting, corporate finance, or advisory services, this course will equip you with practical strategies to integrate Copilot into your daily work and prepare for the future of intelligent accounting.

Highlights

• Incorporating Copilot with Excel, Word, PowerPoint, and Outlook
• Using Copilot to automate routine tasks and assignments
• Integrating Copilot with agentic AI
• Identifying key privacy and security features in Copilot
• Understanding and deploying agentic AI

Prerequisites

Fundamental knowledge of generative Artificial Intelligence tools

Designed For

Business professionals seeking to learn how to work with AI tools

Objectives

• Identify key features of Microsoft Copilot within Excel, Outlook, and Teams that enhance productivity for accounting and financial professionals
• Determine how to use Microsoft Copilot to automate routine accounting tasks such as data analysis, financial reporting, and reconciliation
• Analyze the benefits and limitations of integrating Microsoft Copilot into existing accounting workflows, including considerations for data security and compliance
• Apply Microsoft Copilot tools to interpret financial data and generate insights that support decision-making and strategic planning

Preparation

 None