Description

Generative Artificial Intelligence (AI) has moved well beyond the experimentation stage. Most firms have explored tools such as Microsoft Copilot, ChatGPT, and Claude. The opportunity now is to move from individual experimentation to a structured firmwide strategy that produces measurable business value while protecting client information and maintaining professional standards.

Microsoft Copilot for CPA Firms: From Experimentation to Enterprise Adoption is an intensive, practical program designed to help accounting professionals develop a roadmap for deploying Microsoft Copilot effectively and responsibly throughout their firms.

Rather than focusing only on Copilot features, this program addresses the larger questions firms must answer: Where should we use Copilot? Which workflows offer the greatest opportunity? How should we protect confidential information? How do we maintain professional judgment? How should we govern its use? And how do we turn Copilot adoption into measurable return on investment (ROI)?

John Higgins, CPA, Certified Information Technology Professional (CITP), is a nationally recognized strategic technology advisor to the accounting profession. Throughout this program, John will guide participants through a practical framework for developing a Microsoft Copilot adoption strategy. Demonstrations, case studies, exercises, and planning tools will help participants translate what they learn into actionable initiatives for their firms.

Learning Objectives

• Analyze CPA firm workflows to identify opportunities where Microsoft Copilot can improve productivity, client service, capacity, and employee experience.
• Apply Microsoft Copilot capabilities within Microsoft 365 applications and accounting workflows to support research, analysis, communication, and document-intensive activities.
• Determine appropriate prompting, grounding, validation, and human-review techniques for improving the accuracy and reliability of Copilot-generated output.
• Differentiate appropriate and inappropriate uses of Microsoft Copilot based on confidentiality, data security, professional judgment, verification, and firm governance considerations.

Program Content

• From AI Experimentation to a Microsoft Copilot Strategy
• Building Your Microsoft Copilot Ecosystem
• Harnessing the Power of Copilot in Excel
• Getting Better Results: Prompt Development and Management
• Redesigning the CPA Workflows with Microsoft Copilot
• Responsible Copilot Use, Professional Judgment, and Firm Goverance
• Creating Your Firm's 90-Dy Microsot Copilot Adoption Roadmap

Who Should Attend

Anyone who is involved in the adoption of Microsoft within an accounting practice.

Prerequisites

Participants will receive the greatest benefit from the program if they have:
• General familiarity with the Microsoft 365 ecosystem of applications
• Basic familiarity with Generative AI tools such as Microsoft Copilot, Anthropic Claude, or ChatGPT
• A licensed version of Microsoft Copilot 365 Premium