2026 AI Webinar Series for Modern Accounting Practices
Master Microsoft Copilot and strategic AI integration in this 4-session program led by Stephen Johnson, Co-CEO of Incredible AI. Learn practical applications, security essentials and how to leverage AI for competitive advantage in your practice.
Description
Master Microsoft Copilot and strategic AI integration in this 4-session program led by Stephen Johnson, Co-CEO of Incredible AI. Learn practical applications, security essentials and how to leverage AI for competitive advantage in your practice.
Session 1: AI Foundations & Security
- AI basics and strategy for accounting practices
- Data security and compliance essentials
- Risk management and client confidentiality considerations
Session 2: Copilot Core Applications + Prompt Engineering
- Word, excel, Outlook and Teams for accounting workflows
- Chat functionality and PDF analysis
- Prompt engineering fundamentals for better results
- What Copilot does well vs limitations
Session 3: Advanced Copilot Techniques
- Advanced prompt engineering for complex accounting tasks
- Cross-platform search across Microsoft stack
- Real accounting use cases and troubleshooting
Session 4: Building your AI toolkit
- Current state of Copilot integrations with Xero, FYI Docs (realistic assessment)
- Practical workarounds and what's actually available today
- Complementary tools (Fireflies, etc.) that work alongside Copilot
- Implementation roadmap for your practice
CPD Hours and Recordings
4 x 1 hour sessions (4 CPD points)
Presenters
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Stephen Johnson
Co-CEO, Incredible AI
From Fortune 50's to Y Combinator startups, Stephen has helped 100's of businesses solve complex problems with custom apps.