AI for CFOs, Finance Leaders & Finance Managers

Transform Finance with AI, Microsoft Copilot & Intelligent Automation

Smarter Decisions

Automate Processes

Boost Productivity

Reduce Risk & Improve Compliance

Course Objective

Equip finance leaders with practical AI and Microsoft Copilot skills to transform financial reporting, forecasting, automation, and decision-making.

Key Takewayaways

By the end of the workshop, participants will be able to

Course Outline

AI & COPILOT IN FINANCE

•AI, Generative AI & Copilot explained for finance leaders,
•Real-world finance transformation use cases

SMART FINANCIAL ANALYSIS

•Copilot in Excel for forecasting, variance & trend analysis
•AI-driven insights for better financial decisions

AUTOMATION IN FINANCE OPERATIONS

•Automating reporting, reconciliation & compliance tasks
• Copilot for financial reports and board-ready outputs

AI-POWERED CFO DASHBOARDS

•Hands-on: Turn raw financial data into insights using Copilot prompts

GOVERNANCE & RISK

•Responsible AI use in finance
• Data, compliance & audit considerations

IMPLEMENTATION ROADMAP

• Develop an actionable transformation plan to start AI adoption in your finance function

HANDS-ON EXPERIENCE

Excel Copilot

Leverage Copilot in Excel

Forecasting & Analysis

Create forecasts, analyze trends & variances

Automated Reporting

Generate reports, summaries & commentary

Actionable Insights

Make data-driven decisions faster

Out Come

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.

TOOLS YOU WILL WORK WITH

Microsoft Copilot

Excel

Power BI

WHO SHOULD ATTEND

•CFOs
• Finance Directors
• Finance Managers • Controllers
• FP&A Professionals
• Finance Leaders

HANDS-ON EXPERIENCE

1 DAY INTENSIVE

High-impact learning in just one day

EXPERT-LED

Learn from finance & AI experts

PRACTICAL HANDS

Real-world use cases & exercises

IMMEDIATE IMPACT

Apply learnings in your day-to-day work

AI for CFOs, Finance Leaders & Finance Managers

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.

Contact Us