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Thursday, November 12, 2026 Live Webcast

Microsoft Copilot for CPA Firms: From Experimentation to Enterprise Adoption (E2611933)

9:00 AM - 4:30 PM EST

Registration: 8:45 AM EST

webcast

Vendor Platform

8 CPE Credits in SK

OVERVIEW

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.

DESIGNED FOR

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

BENEFITS

  • 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.

HIGHLIGHTS

Participants will leave the program with a practical framework for:
  • Evaluating where Microsoft Copilot can deliver meaningful value
  • Identifying and prioritizing firm-specific Copilot use cases
  • Developing more effective prompts and reusable prompt resources
  • Redesigning workflows around AI capabilities
  • Establishing appropriate AI governance and acceptable-use standards
  • Managing the professional risks associated with Generative AI
  • Launching controlled Copilot pilot initiatives
  • Developing a 90-day Microsoft Copilot adoption roadmap

COURSE LEVEL

Basic

PREREQUISITES

  • 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

ADVANCE PREPARATION

None

INSTRUCTOR

John Higgins

John H. Higgins, CPA.CITP
(4.8)

Strategic Technology Advisor

Higgins Advisory, LLC

Read bio

PRICING

$299.00 - Member

$449.00 - Nonmember

Register Today


Note: Online pre-registration will close on November 12 at 9:00 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Higgins Advisory, LLC