Course

Microsoft Copilot Cowork

Experiential Learning for Accountants, by Accountants — an advanced, hands-on series this Fall Season
Reserve Your Spot
Course Fee
$ 495.00/seat
Schedule
November 10, 2026 - November 19, 2026
CPE credits earned
4 Sessions

About This Course

Copilot Cowork is where Copilot stops being an assistant you prompt step-by-step and becomes a digital colleague you delegate real, multi-step work to. This hands-on, workflow-driven series teaches you to hand Cowork complete jobs across your apps and files — then review and approve the finished result. Over two focused weeks in August, you'll build the confidence to put a capable digital teammate to work on the tasks that eat your day.
Four weekly 1-hour sessions (2 sessions per week over 2 weeks), with real-world testing between sessions.

When It Takes Place

Session 1: Tuesday, November 10 (1–2 PM ET)
Session 2: Thursday, November 12 (1–2 PM ET)
Session 3: Tuesday, November 17 (1–2 PM ET)
Session 4: Thursday, November 19 (1–2 PM ET)
Can't make every session? No problem! Join whichever of the four sessions fit your schedule and earn CPE credit for each one you attend live. Miss one for PTO or a deadline? You're still welcome at the rest. Sign up and come to as many as you can.

What You'll Learn

Getting Started
Learn how Cowork works and delegates tasks securely.
Chat vs. Cowork
Know when to use Chat, Microsoft apps, or Cowork.
Delegate Work
Assign multi-step workflows and review the results.
Skills & Connections
Create reusable skills and connect Microsoft tools.
Automation & Governance
Automate workflows while managing security and costs.
Training Details
What is the format?
Four weekly 1-hour sessions (2 sessions per week over 2 weeks), with real-world testing between sessions.
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't make every session?
No problem! Join whichever of the four sessions fit your schedule and earn CPE credit for each one you attend live. Miss one for PTO or a deadline? You're still welcome at the rest. Sign up and come to as many as you can.
Can I schedule this training for my firm?
Yes! Firms may register up to (8) eight participants for this public course.

If you’d like to enroll more than eight people, we also offer private training tailored to your firm.

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.
What Microsoft Copilot license do I need for this course?
You will need a paid Microsoft 365 Copilot license assigned through your organization. The free Microsoft 365 Copilot Chat does not include all the features used in this hands-on course. Please ask your IT administrator to confirm that your license is active at least three business days before the first session. The license cost is separate from the Edgefield Group course fee.

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.
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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 4 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
Please make sure you have a paid account before the course begins. If you have any questions or do not have access yet, please contact your IT team. If needed, we can also help guide you through the setup process.
Advanced Prep
None

Please make sure to read our Terms and Conditions. For more information 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