Copilot for CPAs: From Curiosity to Capability

Copilot for CPAs: From Curiosity to Capability

with Brennen Schmidt Cert PR, CUA

Date: Tuesday, November 18
Time: 1:30 p.m. – 2:20 p.m.
CPD: Up to 1 CPD hour

Cut through the hype and get hands-on with Copilot—the AI tool transforming how CPAs work. This session delivers exactly what you need to start using Copilot today, going well beyond theory into real-world application.

What you’ll learn
Through practical examples and case studies, Brennen will show you how to:

• Write effective prompts tailored for accounting tasks
• Save time on analysis and reporting using Copilot
• Apply lessons to help safely and securely use Copilot to prep files, create documents, and build Excel formulas
• Implement a secure, ethical framework to integrate AI into your work

Praised by past participants as a “game changer,” this session is practical, empowering, and immediately applicable—perfect for today’s CPAs ready to shape the future of the profession.