Course

Microsoft Copilot Agents Workshop

Experiential Learning for Accountants, by Accountants — a hands-on, build-your-own-agent workshop this August
Reserve Your Spot
Course Fee
$ 295.00/seat
Schedule
August 6, 2026 & August 13, 2026
CPE credits earned
2 Sessions

About This Workshop

Ready to go beyond everyday Copilot? This hands-on workshop introduces the most advanced capabilities in the Microsoft 365 suite — pre-built and customizable "lite" agents that handle multi-step tasks for you. You'll see powerful agents in action, then build and test your own. This is a working session: you'll leave having actually created a Copilot agent tailored to a workflow you care about, with a plan to put it to work.
Curious what other people are building? This is your chance to hear it live and learn from what your peers are creating.
Please note this session focuses on lightweight, customizable agents within Microsoft 365 Copilot — not custom agents built in Copilot Studio.

When It Takes Place

Session 1- Thursday, August 6 (2- 3pm ET)
Optional Office Hours- Tuesday, August 11 (2- 3pm ET)
Session 2- Thursday, August 13 (2-3pm ET)

What You'll Learn & Do

Lite Agents
Understand what lite agents are and when to use them.
Agent Demos
See accounting-specific agents solve real workflow needs.
Build Agents
Configure instructions, knowledge sources, and prompts.
Test & Share
Refine accuracy and share agents responsibly.
Practice Ideas
Generate practical agent ideas and build one for a real workflow.
Training Details
What is the format?
Who Should Attend?
Do I need prior experience working with Copilot?
Will I get CPE Credit?
Will I receive materials for the session?
Can I schedule this training for my firm?
Will I be able to access a recording of the session?
What is the format?
Two 1-hour sessions with a hands-on build portion in between — you'll design an agent, test it against real examples, and come back ready to share what you built. Between the two sessions, we'll also host an optional 1-hour office hours for live support with your agent build.
Who Should Attend?
Anyone. While our demos and examples are drawn from accounting workflows (audit, tax, CAS, and operations), the skills translate to any profession — you do not need to be an accountant to take this course and get real value from it.
Do I need prior experience working with Copilot?
This is an advanced course. We recommend prior Copilot experience or a solid grasp of Copilot basics before attending — if you're brand new to Copilot, start with our Copilot Foundations course first to get the most out of this series.
Will I get CPE Credit?
Edgefied Group in partnership with The Growth Partnership provides CPE credits for earned CPE hours. Credits are earned for the sessions you attend — for example, if a course has 6 sessions and you attend 3, you'll earn credit for those 3. To receive credit for a session, you must respond to all in-session poll questions.
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The Growth Partnership is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Will I receive materials for the session?
Pre-session materials will be emailed before each session so you're ready to participate.
Can I schedule this training for my firm?
Yes! We work hand in hand with firms on private trainings. Visit our website Edgefield Group | AI Enablement for Accounting & Advisory Firms and click "Get in Touch" and let's talk.
Will I be able to access a recording of the session?
Session recordings will be granted for absences so you can catch up and review. Recordings are accessible only for the duration of the course and will not be available after it ends.

About Edgefield Group

Edgefield Group delivers experiential AI training for accountants, by accountants. We've worked hand in hand with CPA firms across the country, running live, hands-on programs built around real firm workflows that help teams adopt AI with confidence and see measurable results. This is the same training we've delivered directly to firms, now open for anyone to join, whether you're signing up on your own or bringing your team along.
Learn More
course

Additional Public Training Courses Available Now

Microsoft Copilot Foundations
Microsoft Copilot Cowork
Claude Foundations

Join Our Waitlist

Can't make this training? Leave your details below and we'll let you know as soon as new course dates are announced. You'll be added to our interest list for future AI training cohorts.

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Event Details & Logistics
Format
Group-Internet; Delivered live over Microsoft Teams — join from anywhere
Materials
Pre-session materials sent ahead of each session so you arrive ready to work
CPE
Up to 2 CPE hours. Edgefied Group in partnership with The Growth Partnership provides CPE credits for earned CPE hours. Credits are earned for the sessions you attend — for example, if a course has 6 sessions and you attend 3, you'll earn credit for those 3. To receive credit for a session, you must respond to all in-session poll questions.
Experience
Interactive sessions with discussion, live demos, hands-on activities, and light homework between sessions
Field of Study
Computer Software & Application
Program Level
Basic
Prerequisites
None
Advanced Prep
None

For more information regarding refund, complaint and/or program cancellation policies, please contact us at hello@edgefieldgroup.co

CLIENT TESTIMONIALS
"Edgefield built something repeatable for us. Every cohort comes out of the training using Copilot with confidence on real audit work, and that consistency is what makes this scalable across Assurance.”
Melodie Olson
BPM Managing Director of Assurance Operations
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