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Most finance professionals feel unsure about AI, both in general and within Excel specifically. At the same time, there's often pressure from management to start using it and prove its value, especially once a Copilot licence has already been purchased for the finance team.
In this session, you'll get an overview of the market-leading AI tools available today and the risks and controls worth considering before you rely on them for finance work. We'll focus in particular on Copilot in Excel, looking at how it can help you analyze, review, and build spreadsheet solutions, along with its key caveats.
What you'll learn
Understand the core capabilities of Microsoft Copilot for finance teams
This gives finance teams a clear lay of the land before narrowing in on what Excel itself now offers.
Gain firsthand experience using generative AI within Excel
Live demos of Copilot show you exactly how it fits into everyday finance and spreadsheet work.
Apply Copilot in Excel to analyze, review, and build spreadsheet solution
You'll see it in action on real finance-style tasks, alongside the caveats worth keeping in mind.
Understand the main risks and limitations when using AI tools
Knowing the guardrails up front means you can use AI output on financial data with the right amount of caution.
Who should join this workshop?
Finance professionals who want to get up to speed with Microsoft Copilot
Excel power users on finance teams who haven't yet explored the AI functionality built into the tool
Finance team members who've been handed a Copilot licence by their employer and need to start showing value from it
Prerequisites
Access to a Premium Copilot licence (to use Excel's in-app Copilot tool)
Excel or Microsoft 365 license is recommended to follow along
Giles Male
Co-Founder, Full Stack Modeller Ltd
Giles is one of the founding partners of Full Stack Modeller, an award-winning training platform and global community of finance professionals. He is a CIMA qualified management accountant, career financial modeller, and member of The FAST Standard’s Moderation Board.
