The Microsoft Productivity & Applied AI for Accounting Professionals program provides CPAs with a practical pathway to modernize how they work. Rather than focusing on high-level AI trends, the program emphasizes real tools and workflows accountants use every day—helping professionals improve productivity, automate routine tasks and responsibly integrate AI into their work. By combining hands-on learning with professional judgment and oversight, the program delivers immediate value while helping CPAs stay relevant as technology continues to reshape the profession.
This program focuses on practical skills that help accounting professionals modernize how work gets done, including:
• improving workflow efficiency
• reducing repetitive manual work
• strengthening data analysis and insight
• applying AI tools responsibly
• enhancing professional judgment and oversight
Each session is two hours in length and may be taken individually or combined into progressive learning tracks that build skills over time.
Date: April 15 & 16, 2026
Format: Online Only
Event Code: SPVC01W26
Registration Fees (per session):
$149 Member
$199 Nonmember
Participants can build their skills through structured learning tiers or focused learning paths designed around specific interests or professional roles. For those seeking targeted knowledge, individual sessions are also available.
While program tiers guide participants through a structured skill progression, learning paths allow professionals to focus on the tools most relevant to their role or professional interests.
Program Tiers are designed for professionals who want to build skills progressively, starting with foundational tools and advancing to automation and applied AI.
Designed for broad appeal across accounting and audit professionals, these sessions focus on immediate productivity gains and stronger Excel competency using tools accountants rely on every day.
Courses include:
These sessions focus on reducing repetitive work and improving workflow efficiency while maintaining oversight, documentation and control.
Courses include:
This tier focuses on helping accounting professionals design structured, repeatable workflows that improve efficiency while maintaining professional oversight.
These courses move beyond awareness into practical implementation of AI within real accounting workflows.
Courses include:
These sessions emphasize verification, documentation and professional skepticism, ensuring AI tools support — rather than replace — professional judgment.
Choose Individual Sessions
If you’re looking to build a specific skill or explore a particular tool, you can register for individual sessions based on your immediate learning needs.
CTA: Browse Individual Sessions
Learning Paths organize courses around professional interests and workflow needs, helping participants focus on the tools most relevant to their role or responsibilities.
Designed for professionals who want to improve everyday efficiency and strengthen core Excel and Microsoft 365 skills.
Courses include:
For professionals looking to reduce repetitive work and design more efficient data workflows.
Courses include:
Designed for professionals who want to apply artificial intelligence responsibly within audit and accounting workflows.
Courses include:
For professionals interested in advanced data analysis techniques and AI-assisted financial insights.
Courses include:
This program is designed for:
• CPAs in public practice
• corporate accounting professionals
• auditors and assurance professionals
• tax professionals
• firm technology leaders
• accounting professionals interested in AI and automation
No advanced programming experience is required.
Artificial intelligence, automation and modern productivity tools are changing how accounting work gets done. The Microsoft Productivity & Applied AI for Accounting Professionals program helps you build practical skills you can apply immediately using tools like Excel, Microsoft 365 and emerging AI technologies.
Whether you want to follow a structured progression, choose a path aligned with your role, or focus on a specific skill, TXCPA offers flexible options to help you stay current, work more efficiently and apply new technology responsibly.
Participants will gain practical skills to:
• use AI tools within Excel and Microsoft 365
• automate repetitive accounting workflows
• analyze data more efficiently
• evaluate AI tools responsibly
• improve productivity across audit, tax and advisory work
These sessions are designed specifically for accounting and finance professionals, not general technology audiences.
Members: $$
Non-Member: $$$