Course

Microsoft Copilot Foundations

Experiential Learning for Accountants, by Accountants — level up your AI knowledge this August
Reserve Your Spot
Course Fee
$ 545.00/seat
Schedule
August 4,2026 - August 20, 2026
CPE credits earned
6 Sessions

About This Course

Microsoft Copilot Foundations gives you a practical, hands-on command of Copilot across the Microsoft 365 tools you already use every day. Across six sessions built around real firm workflows, you'll learn to draft, summarize, analyze, and present faster — reinforced by weekly best-practice sharing and reflection. Over three short weeks in August, you'll turn Copilot from a curiosity into a daily productivity engine.
Six weekly 1-hour sessions (2 sessions per week over 3 weeks), each with live hands-on learning, a best-practices roundtable, and light homework between sessions.

When It Takes Place

Session 1- Tuesday, August 4 (1- 2pm ET)
Session 2- Thursday, August 6 (1-2pm ET)
Session 3- Tuesday, August 11 (1-2pm ET)
Session 4- Thursday, August 13 (1-2pm ET)
Session 5- Tuesday, August 18 (1-2pm ET)
Session 6- Thursday, August 20 (1-2pm ET)
Can't make every session? No problem! Join whichever of the six 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

Microsoft 365
Learn how Copilot works across Microsoft 365.
Outlook & Teams
Draft emails, summarize meetings, and track follow-ups.
Word Documents
Create and edit documents with AI assistance.
Excel Analysis
Clean, analyze, and visualize data with Copilot.
PowerPoint & More
Build presentations, automate tasks, and discover productivity tips.
Best Practices
Build lasting AI habits through hands-on practice.
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't make every session?
Can I schedule this training for my firm?
Will I be able to access a recording of the session?
What is the format?
Six weekly 1-hour sessions (2 sessions per week over 3 weeks), each with live hands-on learning, a best-practices roundtable, and light homework 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?
None required. We start from the beginning — no prior Copilot experience needed. You'll want access to Microsoft Copilot to follow along with the hands-on portions.
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 six 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! 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

Claude Foundations
Microsoft Copilot Cowork
Microsoft Copilot Agents Workshop

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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 6 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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