Artificial Intelligence is transforming accounting faster than any other business function. With Microsoft Copilot, tasks once considered time-consuming — reconciliations, reporting, data analysis — are now completed in seconds. This has sparked an important question: Will Copilot replace accountants, or empower them to do more?
In this session, we’ll unpack how accountants can embrace Copilot not as competition, but as a partner. Attendees will evaluate how to offload repetitive, manual tasks and shift their focus toward higher-value activities like advisory, strategy, and decision support. We’ll explore real-world scenarios where Copilot streamlines audits, accelerates month-end close, and enhances financial insights. By the end of this session, finance and business leaders will be able to apply practical strategies for integrating Copilot into their organizations—empowering accountants to focus on judgment, relationships, and strategy while creating measurable business value.
Learning Objective 1: Analyze the accounting workflows most impacted by Copilot and AI-driven automation.
Learning Objective 2: Evaluate the strategic opportunities Copilot creates for accountants to deliver higher-value advisory services.
Learning Objective 3: Apply frameworks for integrating Copilot into finance processes to improve efficiency and insight.
Terms: All rights reserved by the speaker, AI Agent & Copilot Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.
Speakers
Dan Edwards Managing Director, Crowe LLP
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