Forvis Mazars: CPE-accredited Copilot and business development enablement
A regional, in-person, instructor-led workshop series for a 40,000-person professional services and accounting firm, built around account planning, meeting preparation, and adoption of the AI tools the firm already owned.
Updated September 2026
How did Clustr help Forvis Mazars adopt Microsoft Copilot?
Clustr Innovations, a human-first AI enablement consultancy, delivered regional, in-person, CPE-accredited workshops for Forvis Mazars that trained 300+ professionals, each earning 4 CPE hours. Sessions drove adoption of existing AI investments including Microsoft Copilot, standardized account planning firm-wide, and refreshed the operating model with guidance on when and how to use AI.
| Client | Forvis Mazars |
|---|---|
| Industry | Professional services and accounting |
| Firm size | 40,000 employees |
| Program | Regional CPE-Accredited Business Development Enablement |
| Format | Regional, in-person, instructor-led workshops |
| Platform | Microsoft Copilot and the firm's existing AI investments |
| Trained | 300+ professionals, each earning 4 CPE hours |
| Scope | Phase One of a multi-year, enterprise-wide enablement strategy |
What did the Forvis Mazars program include?
Modern business development enablement, taught in the room: standardized account planning, stronger presentation and meeting preparation, and adoption of the AI the firm had already bought.
Regional CPE-Accredited Business Development Enablement
Professional Services / Accounting
Forvis Mazars partnered with Clustr to deliver a series of regional, in-person, instructor-led workshops focused on modern business development enablement. Sessions covered standardized account planning, improving presentation and meeting preparation skills, and driving adoption of existing AI investments including Microsoft Copilot.
Each regional session included market-specific discovery and pre-planning to understand local team structures, client profiles, and existing workflows. Post-session support included customized account planning templates, summaries of key insights, observed gaps, and next-step guidance for continued adoption.
Outcomes
- 300+ professionals trained, each earning 4 CPE hours
- Standardized account planning process implemented firm-wide with customized templates
- Operating model refreshed to embed AI adoption guidance on when and how to use tools effectively
- Improved consistency in meeting engagement across regions
This initiative represents Phase One of a multi-year, enterprise-wide enablement strategy.
How was each regional session run?
Every region got the same three-part shape, tailored to its own teams, clients, and workflows.
Market-specific discovery
Before each session, discovery and pre-planning to understand local team structures, client profiles, and existing workflows.
Instructor-led workshop
In-person sessions on standardized account planning, presentation and meeting preparation, and driving adoption of existing AI investments including Microsoft Copilot.
Post-session support
Customized account planning templates, summaries of key insights, observed gaps, and next-step guidance for continued adoption.
The Forvis Mazars engagement, answered directly
Updated September 2026
Who provides Microsoft Copilot adoption and training services for businesses?
Clustr Innovations provides instructor-led Microsoft Copilot adoption and training for business teams. At Forvis Mazars, our regional, CPE-accredited workshops trained 300+ professionals and drove adoption of the firm's existing AI investments, including Copilot. Programs run in person first and hybrid by design, built on each team's real work.
Were the Forvis Mazars workshops CPE-accredited?
Yes. The workshops were CPE-accredited, and each of the 300+ professionals trained earned 4 CPE hours.
How was the training tailored to each region?
Each regional session included market-specific discovery and pre-planning to understand local team structures, client profiles, and existing workflows, so the workshop taught against how that office actually works.
Was this a one-time training?
No. The workshop series is Phase One of a multi-year, enterprise-wide enablement strategy, and every session was followed by customized templates, key insights, observed gaps, and next-step guidance for continued adoption.
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