How to use CoPilot for CPAs and Finance Professionals
Id: 210154
Manish Gupta
This webinar will explain Microsoft CoPilot's function as a digital assistant for automating tasks, analyzing data, and generating business insights, enabling participants to enhance reporting efficiency and accuracy while concentrating on higher-value tasks in an AI-driven finance environment.
Overview
This session provides a practical introduction to Microsoft CoPilot for CPAs and finance professionals. We'll explore how CoPilot integrates with familiar Microsoft 365 applications such as Excel, Word, and Outlook to automate repetitive tasks, enhance data analysis, and support decision-making. The course will cover real-world scenarios, including automating financial reporting, preparing audit documentation, and generating client-ready presentations.
Participants will see live demonstrations of CoPilot in action, including how to prompt CoPilot for specific finance tasks, best practices for data security, and tips for maximizing productivity. We'll also discuss the limitations of current AI tools and how to ensure compliance with industry standards. By the end of the session, you'll have a clear understanding of how to start using CoPilot in your daily work, what pitfalls to avoid, and how to position yourself as a forward-thinking finance professional.
Why you should Attend
Are you worried about being left behind as AI transforms the finance industry? Do you feel overwhelmed by the pace of technological change and unsure how to integrate new tools into your daily workflow? Many CPAs and finance professionals are facing uncertainty about how AI will impact their roles, their firms, and their clients. The fear of missing out on efficiency gains, or worse, becoming obsolete, is real.
This webinar is designed to address those concerns head-on. We'll demystify Microsoft CoPilot and show you how it can become your trusted digital assistant helping you automate routine tasks, analyze data faster, and generate insights that drive better business decisions. You'll learn how to use CoPilot to streamline reporting, improve accuracy, and free up time for higher-value work. Don't let uncertainty hold you back. Join us to gain the confidence and skills you need to thrive in the new era of AI-powered finance.
Areas Covered in the Session
- Introduction to Microsoft CoPilot and its capabilities
- Integrating CoPilot with Excel, Word, and Outlook
- Automating financial reporting and analysis
- Enhancing client communications with AI-generated content
- Data privacy and compliance considerations
- Best practices and common pitfalls
Who Will Benefit
- CPA's
- Finance Managers
- Financial Analysts
- Controllers
- Accounting Managers
- Audit Professionals
Speaker Profile
As a Visiting Lecturer at Geneva Business School, Manish excels in teaching MBA subjects, skillfully bridging the gap between academic theories and their practical applications in business and finance. His expertise in Financial Management, Accounting, and Corporate Finance is particularly noteworthy.
At eHotel Management School, where he is the Founder and Lead Instructor, Manish imparts wisdom in Digital Marketing and Hotel Management. His unique approach combines his extensive industry experience with his educational background, offering students practical insights into the hospitality sector.
Manish's teaching philosophy centers around making complex subjects accessible and engaging. His dedication to student success is evident in the way he tailors his courses, ensuring they are relevant, insightful, and inspiring for aspiring professionals.
Access Recorded Version
One Attendee / Group Attendees
Unlimited Viewing Recorded Version for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)