Most firms have an AI mandate. Almost none have an AI-ready team. This session closes that gap in the most direct way possible by building a working AI agent for a real accounting workflow, live and from scratch. No coding background is required, just a practical understanding of what AI agents can and cannot do across audit, tax, and advisory today.
Along the way, we will cover how to identify which workflows in your practice are worth automating first, where the build versus buy decision actually falls within an accounting firm, and the CAIRA (Certified AI-Ready Accountant) AI Competency Framework, a three-level pathway from using AI in day-to-day work, to building AI agents and workflows, to operating a governed firm-wide AI model.
Attendees will leave having watched an AI agent go from a blank screen to a working solution, along with a practical framework for prioritising AI use cases and a clear next step toward making their teams AI-ready. This session will qualify for 1.5 CPE NASBA-approved credits.
The session is delivered by Miles Masterclass, a practitioner-led AI learning platform created specifically for accounting professionals enabling firms to build durable AI capability.
Learning objectives
By attending this session, participants will be able to:
- Identify how AI is transforming accounting workflows across CPA firms, finance teams, audit, tax, and advisory functions.
- Explain the Miles AI-in-Accounting Competency Framework and its progression from individual AI-readiness to applied AI across functions and firm-wide AI operating models.
- Describe the building blocks of an agent in Microsoft Copilot Studio, including agent instructions, knowledge sources, topics, and actions, and what each one controls.
- Outline the steps required to build and test an accounting agent in Copilot Studio, including where human review belongs in the workflow.
- Evaluate accounting use cases and determine where Copilot Studio and Power Automate can improve efficiency, visibility, controls, and decision support.
Your trainers
Varun Jain
Uttam Pai Umesh
Wordly, our AI translation tool, will be available during the webinar for anyone who requires translation support.
CPE information
Delivery method: Group Internet-Based
Field of study: Information Technology – Technical
Knowledge level: Basic
Prerequisites: None
Advance preparation: None
CPE credits: 1.5
Program description: Build a practical understanding of AI in accounting through Miles’ framework, Copilot tools, automation, analytics, and agents.
Registration requirements: Open to all MGI member firms and their staff.
Attendance/CPE requirements: Participants must remain present throughout the webinar and respond to at least 5 of the 7 polling questions presented during the session to qualify for full CPE credit.
Complaint resolution policy: Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Cancellation / refund policy: Cancellation can be made at any time via the Member Portal. This is a free event so no refund is applicable.
NASBA sponsor statement: 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.
