Microsoft Copilot for Finance Professionals 2025

Description

Join us to see Microsoft 365 Copilot in action across real-world finance scenarios. From drafting emails to analyzing campaign performance and summarizing financial trends, you'll learn how to streamline your workflow using AI in Outlook, Excel, and Word. Perfect for finance professionals ready to elevate their Copilot skills!

This webinar demonstrates how to perform a series of Use Case exercises that build their 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

From this webinar you will discover how you can use Artificial Intelligence within the Microsoft Office suite of products. 

SUITED TO

Finance professionals wanting to see how to increase productivity using Microsoft’s AI tool 

PRESENTER

Vicki Schroder, Microsoft Certified Trainer, ACE Training 

Vicki is a Microsoft Certified Trainer, training all Microsoft Office applications from entry to advanced levels, including Microsoft Power BI, Project, Visio and OneNote. Vicki is an experienced user and trainer of the Office 365 suite of products including OneDrive, SharePoint and Teams.  Being both a user and a trainer of the products she teaches, gives Vicki an excellent perspective on how to provide the best experience and outcomes for Ace clients, in a relaxed and informal manner.