Event Overview

This intensive, one-day hands-on workshop is purpose-built for finance professionals seeking to accelerate daily workflows using Microsoft 365 Copilot. Moving beyond abstract AI theory, the session focuses on practical, real-world finance tasks—including number analysis, variance explanation, management commentary drafting, and presentation creation—all through natural language. By embedding Copilot directly into existing Excel, Word, and PowerPoint workflows, attendees will learn to reduce manual rework, streamline month-end and FP&A processes, and shift their focus from data gathering to strategic decision-making.

Event Outline

• Copilot Fundamentals: Where Copilot adds value in finance work vs. where to use caution.
• Prompting for Finance Work: Crafting questions that yield practical, usable outputs.
• Copilot for Excel: Exploring, summarizing, and explaining financial data using plain language.
• Copilot for Word & PowerPoint: Transforming numbers and notes into clear narratives and executive-ready slides.
• Accuracy, Governance & Judgement: Understanding Copilot’s limits, reviewing outputs, and applying professional judgment.
• Practical Finance Scenarios & Q&A: Real-world examples covering month-end close, FP&A, and business partner requests.

Key Takeaways

• Confidence using Copilot for common finance analysis and reporting tasks.
• Faster variance analysis with clear explanations versus budget or prior periods.
• Ability to draft first-cut management commentary and presentation slides.
• Practical prompt patterns for month-end reporting, forecasting, and ad-hoc queries.
• A clear understanding of how to sense-check Copilot outputs and apply professional judgment.

Who Should Attend

• Financial Analysts
• Accountants (GL, Management, Tax)
• Finance Business Partners
• Finance Managers & Controllers
• FP&A Professionals

Delivery & Requirements

• Instructor-led with live demonstrations and guided practice

• Participants must have a Microsoft 365 work account

• No paid Microsoft 365 Copilot licence is required

• No AI, technical, or programming background needed