Make Your Team AI-Ready: What Changes When Every Accountant Can Build an Agent Webinar starts in 19 days
Information Technology

Make Your Team AI-Ready: What Changes When Every Accountant Can Build an Agent

By Uttam Pai, CPA

1.5 Credits

Watch a working AI agent for an accounting task built live in Microsoft Copilot Studio, and earn 1.5 CPE.

14 Oct '26 · 4:00 PM CUT

Secure Your Seat

Sign up below and we'll save your spot for "Make Your Team AI-Ready: What Changes When Every Accountant Can Build an Agent".

Once you're registered, the Zoom link and calendar invite are on their way to your inbox.

Uttam Pai, CPA

VP - Founder’s Office, Miles Education

Course Description

A quick snapshot of what this Masterclass covers!

Make Your Team AI-Ready: What Changes When Every Accountant Can Build an Agent is for accounting professionals, from associate to partner, who want to see what building an AI agent actually involves and what it changes in a firm. In this webinar, participants watch a working AI agent for an accounting task come together in Microsoft Copilot Studio, step by step: choosing the job, writing its instructions, adding knowledge, and testing it. The session then looks at what shifts when every accountant can build one: capacity, review, controls and roles across audit, tax and CAS. It is framed around the Miles AI-in-Accounting Competency Framework. Participants leave knowing how an agent is built, which tasks suit a first agent, and what a firm needs to adopt agents responsibly. Attendees earn 1.5 NASBA-approved CPE credits and a co-branded Allinial Global × Miles Masterclass badge on Credly. Free for Allinial Global member firms.

Learning Objectives

Discover the key takeaways and skills you'll build throughout this Masterclass!

  • •⁠ ⁠Identify the parts of an AI agent in Microsoft Copilot Studio: its job, instructions, knowledge and testing.
  • •⁠ ⁠Recognize accounting tasks across audit, tax and CAS that suit a first agent.
  • •⁠ ⁠Describe what changes in review, roles and controls when accountants build their own agents.

Certifying Organizations

National Association of State Boards of Accountancy (NASBA)

NASBA Logo
  • Continuing Professional Education Credit (CPE): 1.5
  • Fields of Study:
    Information Technology1.5 CPE
  • Sponsor Identification number: 149174
  • Instructional Delivery Method: Group Internet based
  • Program Level: Basic
  • Prerequisite Education: There are no prerequisites for this course
  • Advanced Preparation: There is no advance preparation required for this course
  • Created on: 14 Oct 2026
  • Reviewed on: 14 Oct 2026
  • Updated on: 14 Oct 2026
  • Video Duration: 1 hr 30 min

To earn CPE credits, the learner is expected to:

  • Answer 6 poll questions during the webinar
  • Attend at least 0 sec of the 1 hr 30 min webinar

If you undertake this course for CPE credits, you can leave final comments in the Feedback.

Miles Masterclass Inc. 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 web site: www.nasbaregistry.org

For course refund policy, issue resolution, and additional info please refer to the FAQs on the Overview tab. For more information regarding administrative policies such as complaint and refund, please contact our offices at support@milesmasterclass.com

Miles Masterclass Inc.

To earn the Miles Learning Certificate, the learner is expected to complete all videos and chapter quizzes