Equip finance leaders with practical AI and Microsoft Copilot skills to transform financial reporting, forecasting, automation, and decision-making.
By the end of the workshop, participants will be able to
•AI, Generative AI & Copilot explained for finance leaders, •Real-world finance transformation use cases
•Copilot in Excel for forecasting, variance & trend analysis •AI-driven insights for better financial decisions
•Automating reporting, reconciliation & compliance tasks • Copilot for financial reports and board-ready outputs
•Hands-on: Turn raw financial data into insights using Copilot prompts
•Responsible AI use in finance • Data, compliance & audit considerations
• Develop an actionable transformation plan to start AI adoption in your finance function
Leverage Copilot in Excel
Create forecasts, analyze trends & variances
Generate reports, summaries & commentary
Make data-driven decisions faster
Participants leave with practical AI & Copilot skills, ready-to-use finance use cases, and a clear roadmap to start AI transformation in their day to day work immediately.
•CFOs • Finance Directors • Finance Managers • Controllers • FP&A Professionals • Finance Leaders
High-impact learning in just one day
Learn from finance & AI experts
Real-world use cases & exercises
Apply learnings in your day-to-day work
Our training and advisory solutions focus on strengthening financial leadership capabilities, including risk management, financial reporting, cash flow optimization, and data-driven decision-making. These skills enable finance managers to provide valuable insights that contribute to organizational success.
Finance leaders are increasingly expected to leverage advanced technologies, business intelligence tools, and financial analytics to improve operational efficiency and identify new growth opportunities. We equip professionals with practical knowledge to adapt to evolving market demands and digital transformation.
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