CPE & Events Catalog

INCPAS On-Demand: 2025 CPA Trends Forum Session - Cybersecurity of AI

This session will focus on preparing the technology ecosystem for AI as well as practical examples of AI in use for various roles including Financial, Operational and Executive. Specifically, how Microsoft's CoPilot can be used and flows through the M365 ecosystem to provide measurable and attainable results safely regardless of organizational role. Keep your data safe within your ecosystem, leverage trusted data sources, all while improving the user experience and efficiency inside your organization.

Learning Objectives

By the end of this session, participants will be able to:

Identify common cybersecurity gaps that can hinder AI adoption and learn actionable steps to address them, including password policies, cloud security, and monitoring.
Explain the importance of unified security and identity access management in supporting safe and effective AI integration, referencing CIS Controls and best practices for M365 environments.
Describe how to leverage Microsoft Copilot within the M365 ecosystem to automate tasks, enhance decision-making, and improve organizational efficiency across various business functions.
Develop a roadmap for AI readiness that includes data management, security controls, and continuous staff training to ensure compliance and resilience.

Highlights

Building a Secure AI-Ready Ecosystem - Learn the critical steps to prepare your organization’s technology environment for AI adoption, including unified security, identity access management, and robust data governance.
Practical AI Applications Across Roles - See real-world examples of how Microsoft Copilot and M365 tools can drive efficiency and measurable results for financial, operational, and executive roles, while maintaining data security and compliance.
Protecting Data and Enhancing User Experience - Discover strategies to keep your data safe within your ecosystem, leverage trusted data sources, and improve user experience and productivity through secure, AI-powered workflows.

Event Level: Intermediate

Field of Study: Information Technology

Advanced Prep

None

Who Should Attend

Business leaders and executives responsible for technology strategy, Professionals seeking to understand the intersection of cybersecurity, data governance, and AI, Organizations planning to implement or expand Microsoft Copilot and M365 solutions

Required Knowledge