Boost Efficiency with Copilot

Date: Thursday, August 14, 2025
Time: 02:00 PM ET / 01:00 PM CT / 12:00 PM MT / 11:00 AM PT [Prevailing Time]
Presenters: Ian Gallimore, Supervisor, Managed IT Cloud Infrastructure, RSM US LLP, Valter Herman, Intelligent Applications, Technical Specialist, Microsoft
Moderator: Wayne Sine, CPA, Education Director, National Society of Accountants for Cooperatives
Learning Objectives:
• Identify key features and functionalities of co-pilot technologies that enhance productivity and support financial analysis and reporting in cooperative settings.
• Apply practical strategies to customize and integrate co-pilot tools into accounting and finance workflows to streamline routine tasks and improve collaboration.
• Understand the foundational security considerations for implementing co-pilot tools, including best practices for protecting sensitive financial data.
Field of Study: Computer Software & Applications
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based
Prerequisite(s): No advanced preparation or prerequisites are required for this course.

Course Description

Unlock the potential of co-pilot to streamline your work and boost productivity. This session is designed to equip you with practical tips, insights, and strategies for leveraging co-pilot technologies to simplify complex tasks, enhance collaboration, and save valuable time. Dive into the features and functionalities of co-pilot tools that can revolutionize workflows, from automating routine processes to providing intelligent suggestions for financial analysis and reporting. Learn how to customize these tools to align with the unique demands of cooperative accounting and finance.
In addition, we’ll cover the critical foundations of setting up and maintaining security for these tools, ensuring that your organization’s sensitive financial data remains protected.
Join us to explore how technology can transform your day-to-day operations, allowing you to focus on driving value and innovation in your cooperative.

Presenter and Moderator Bios

Presenter: Ian Gallimore, Supervisor, Managed IT Cloud Infrastructure, RSM US LLP

Ian is an infrastructure consultant and solutions architect with experience ranging from end user desktop support, new system configuration (from end user OOBE desktop to Windows Server), and Azure/Entra/Office 365 administrative knowledge. Ian excels in the Microsoft Power Platform, including SharePoint, Power Automate, Power Apps, PowerShell and their associated Admin Centers. He also has focused knowledge with the Google application programming interface (API) and Node.js.

Ian brings value through helping ensure smooth day-to-day operations for clients and exploring continual improvement and automation opportunities. He has been known to bring unique solutions through solving nonstandard problems and lowering workflow overhead, such as an automated user management platform to streamline administrative user tasks without the need for a technical resource, or a calendar management application to deploy holidays to employee calendars based on usage location.

Professional affiliations and credentials

  • ITIL v4 Foundation certification
  • Meraki CMNA
  • Microsoft 365 Enterprise administrator
  • Microsoft PL-600
  • Microsoft PL-900

Education

  • Bachelor of Business Administration, management information systems, business analysis, cum laude, Texas Tech University

Presenter: Valter Herman, Intelligent Applications, Technical Specialist, Microsoft

Valter Herman is a technical specialist for all things low-code at Microsoft. He brings 20+ years of successful Dynamics CRM, Power Platform and Systems Engineering experience with him to customers today focused across Retail and Consumer Good industries. With the advent of Copilot Studio Valter has been focused on enabling customers across many disciplines to create Generative AI experiences with this low-code platform. Valter resides in Kansas City, MO and finds joy in cycling, BBQ, watching the Chiefs and cheering on Sporting Kansas City.

Moderator: Wayne Sine, CPA, Education Director, National Society of Accountants for Cooperatives

After retiring as Tax Director of a regional supply cooperative on the East Coast, Wayne Sine was asked to serve as Education Director for NSAC. As an active and long-term member of NSAC, Wayne previously served as Chair of NSAC’s Tax Committee, President of the Atlantic Chapter, and was a recipient of NSAC’s Silver Bowl Award. In addition to his work with NSAC, Wayne has also served on the Legal, Tax, and Accounting (LTA) Committee of the National Council of Farmer Cooperatives, Chaired the Tax Committees for both the Virginia Chamber of Commerce and the Virginia Manufacturers Association, served on the Tax Policy Committee of the Virginia Society of CPAs, and served as Region Vice President for Tax Executives Institute.

Cost
Free for NSAC Members / $56.00 for Non-Members

  Online Registration

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the CLN’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line and each guest must provide their name and email address to participate. All NSAC members may register for free. Non-members may register for a nominal fee.

Refund Policy

NSAC will not issue refunds for CLNs. If a registrant is unable to participate in the CLN and provides notification to info@nsacoop.org 48 hours prior to the session, a credit will be provided for a future CLN. Alert the NSAC staff member monitoring the CLN if technical difficulties are encountered and technical support will be provided to eliminate problems with future CLNs.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to document your active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the CLN recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits. Those eligible for credits will receive their certificate by email with 7 business days.

For more information regarding NSAC CLNs or administrative policies such as complaint and refund, contact the NSAC Headquarters, 7946 Clyo Road, Suite A, Centerville, OH 45459, 937-222-6707, or info@nsacoop.org.

What is NSAC's Cooperative Learning Network?
The NSAC Cooperative Learning Network is a live, interactive webinar, and you can attend from any location with internet and/or telephone access. NSAC members can attend an unlimited number of CLNs at no charge!

Each Cooperative Learning Network will have one or more speakers who are recognized experts on the topic. CLNs typically include a Q&A session where participants can ask questions live or by chat. No advance preparation or prerequisites are required, unless otherwise stated in the course information. Attendees are able to download copies of the slides and/or handouts and are provided a link to view the recording (unless the description states the session will not be recorded). These tools help continue your learning experience after the session.

CPE Credits
The National Society of Accountants for Cooperatives (NSAC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor (#103068) 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 addressed to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Delivery Method: Group-Internet Based.

Why NSAC Cooperative Learning Networks?

Fast.
No wasted time. Get right to the heart of the matter in a course designed to easily fit into your busy schedule.

Convenient.
No travel. No time out of the office. Listen and follow along from the comfort and convenience of your desk, device or conference room.

Easy.
A device with an Internet connection is all you need. If your device does not have sound capabilities, the ability to dial in from a telephone is available.

Ideal for multiple attendees.
Use a speakerphone and projector/monitor and invite as many people as you want to participate - at no extra cost to you.

Affordable.
NSAC Cooperative Learning Networks are free for members and available to non members at a fraction of the cost of travel and attendance fees for other high-priced conferences or seminars.