Copilot for Finance Professionals
Overview
Empower your Finance workforce with Microsoft 365 Copilot
This session demonstrates how to perform a series of Use Case exercises that build you and your staff’s Microsoft 365 Copilot skills in Finance-related business scenarios
In this demonstration, you will see how Copilot can assist with email, spreadsheets, and reports, including:
- Drafting an email to your insurance company requesting a meeting to discuss increases in your company’s medical insurance premiums.
- Analyzing a spreadsheet containing projected revenue and user engagements for your company’s Q1 marketing campaigns, then adding new calculations and charts to visualize the data.
- Creating a marketing campaign report based on the financial results from your company’s Q1 marketing campaigns.
- Summarizing your company’s financial statement results for the past five years, including trends, growth patterns, profitability analysis, and areas of concern
Learning Outcomes:
Attendees will discover how you can use AI within the Microsoft Office Suite of products to enhance and streamline your business practices
Suited to:
Finance professionals wanting to see how to increase productivity using Microsoft’s AI tool.
This On Demand recording Includes:
- Recording of the Live Webinar, which can be viewed multiple times, for as long as required
- Presenters contact details for follow up questions
- CPD Quiz
- CPD Certificate
- CPD Report – Logged automatically
- PowerPoint Presentation
- Verbatim Transcript, with Searchability
- Supporting Documentation
Course syllabus
3 lessons
- Video – Copilot for Finance ProfessionalsVideo
- Feedback Survey QuestionsSurvey
- Knowledge QuizTest
Your presenter
Vicki SchroderACE
has been with Ace Training for eleven years and has over twenty years of experience in the IT training industry. A self-confessed data geek, Vicki enjoys sharing tools, tricks, and tips that simplify working with applications. As both a user and trainer, she offers a well-rounded perspective that enhances client experiences.
She is a Microsoft Certified Trainer, delivering training across all Microsoft Office applications from entry to advanced levels, including Power BI, Access, Project, Visio, and OneNote. Vicki also trains on Office 365 tools like OneDrive, SharePoint, and Teams.