Microsoft 365 Copilot for Finance Professionals

This finance-focused course teaches finance professionals how to leverage Microsoft 365 tools and Copilot to enhance financial analysis, improve reporting accuracy, and streamline financial processes.

Learning Objectives

By the end of this course, participants will be able to:

• Use Copilot Chat for financial analysis and reporting assistance
• Create professional financial presentations and board reports
• Perform advanced financial modeling and analysis using Excel
• Develop financial documentation and compliance reports
• Collaborate effectively on financial projects and audits
• Manage financial communications and stakeholder relations

Course Agenda

Module 1: Microsoft 365 Copilot for Finance (60 minutes)

• Financial applications of Microsoft 365 Copilot
• Copilot Chat for financial analysis and insights
• Hands-on Lab: Use Copilot to analyze financial variances and create explanations

Module 2: PowerPoint for Financial Presentations (90 minutes)

• Creating board presentations and financial reports
• Using Copilot to generate financial narratives
• Hands-on Lab: Build a quarterly financial results presentation
• Budget presentations and variance analysis
• Hands-on Lab: Create a capital expenditure request presentation

Module 3: Excel for Financial Modeling (90 minutes)

• Advanced financial modeling and forecasting
• Using Copilot for complex financial analysis
• Hands-on Lab: Create a three-year financial forecast model
• Financial dashboards and KPI tracking
• Hands-on Lab: Build a financial performance dashboard with key metrics

Module 4: Word for Financial Documentation (75 minutes)

• Creating financial policies and compliance reports
• Using Copilot for financial content generation
• Hands-on Lab: Draft a financial controls policy document
• Audit documentation and regulatory reporting
• Hands-on Lab: Create a management letter response template

Module 5: Teams for Finance Collaboration (75 minutes)

• Managing finance team projects and month-end close
• Collaborating with auditors and stakeholders
• Hands-on Lab: Set up a month-end close Team workspace
• Financial review meetings and presentations
• Hands-on Lab: Conduct a budget review meeting simulation

Module 6: Outlook for Finance Operations (75 minutes)

• Managing financial communications and approvals
• Using Copilot for financial correspondence
• Hands-on Lab: Create approval workflow email templates
• Financial calendar management and deadline tracking
• Hands-on Lab: Set up automated financial reporting schedules

Module 7: Financial Process Integration (45 minutes)

• Creating integrated financial workflows
• Internal controls and compliance considerations
• Hands-on Lab: Design a purchase approval and tracking workflow
• Best practices for financial technology adoption