M365 Copilot for Executives: Strategic Finance Transformation

This course, "M365 Copilot for Executives: Strategic Finance Transformation," is tailored for senior finance leaders. It provides the strategic insights needed to leverage Microsoft Copilot for automating complex financial processes, enhancing data-driven decision-making, and leading a successful finance transformation.

Retail Price: $675.00

Next Date: Request Date

Course Days: 1


Request a Date

Request Custom Course


Objectives

Microsoft Copilot for Executives: Strategic Finance Transformation Course Objectives
• Understand the strategic application of M365 Copilot in finance
• Master effective techniques for generating financial insights and forecasts
• Learn to configure Copilot for advanced financial analysis and reporting
• Identify best practices for integrating AI within financial regulations and compliance frameworks 


Course Outline

1) Introduction to M365 Copilot
• The transformative potential of Copilot in finance

2) Copilot in Microsoft 365 Apps Finance Use Cases
• Automating financial reporting, enhancing budget forecasts, and optimizing cash flow management

3) Effective Prompting Techniques
• Crafting prompts for complex financial analysis and predictive modeling

4) FinanceSpecific Use Cases
• Case studies on strategic financial planning, risk assessment, and compliance monitoring

5) Setup and Readiness for M365 Copilot
• Implementing Copilot within finance systems, ensuring data security and regulatory compliance

6) Conclusion and Best Practices
• Ethical AI use, ongoing learning, and adapting to evolving financial landscapes with Copilot 



Sorry! It looks like we haven’t updated our dates for the class you selected yet. There’s a quick way to find out. Contact us at 502.265.3057 or email info@training4it.com


Request a Date