Description
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
ORIGINAL BROADCAST DATE
4 August 2026
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.
To view Part 2 of this series please click here