Join the Manhattan/Bronx & Westchester Chapter in a 3 part series on how to leverage AI and improve productivity in the accounting field. This first session was designed for members to understand Copilot's core capabilities and limitations. Identify example use cases & Learn how to access and begin using Copilot immediately.
Learning Objectives
- Upon completion of this course, you'll be able to:
- Differentiate between the capabilities and limitations of Copilot.
- Navigate the integration of Copilot within the Microsoft 365 ecosystem.
- Apply Copilot to specific accounting workflows.
Major Topics
- What Copilot is and isn’t (AI basics, safety, hallucinations, responsible use).
- How to access Copilot in M365 (Word, Excel, Outlook).
- Use cases for accountants (SOX audits, internal audit, financial reporting).
