CCH Learning NZ

Microsoft Copilot for Finance Professionals 2026 – Part 1

Online |
  • $175.00 excl. GST

Description

Note: this webinar is the first of a two-part series.  You can save 10% by purchasing both webinars together.

To browse this option, click here

Discover how Microsoft 365 Copilot can help finance professionals work smarter—summarising emails, analysing spreadsheets, and creating compelling PowerPoint presentations in minutes

This webinar demonstrates how to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Finance-related business scenarios.

This demonstration shows how Copilot can support common finance tasks, including:

  • Managing correspondence
    • Finding finance-related information across files and correspondence
    • Summarising email threads and identifying relevant action items
  • Analysing spreadsheets
    • Identifying insights and key themes
    • Spotting patterns and trends
  • Creating PowerPoint presentations
    • Turning numbers into clear visuals

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.

 

1 CPD Hour

Microsoft Copilot for Finance Professionals 2026 – Part 1

  • $175.00 excl. GST
Aug 04
Tue, 2:30 PM NZST - Tue, 3:30 PM NZST
Online |
  • $175.00 excl. GST