Copilot for GREAT Finance and Accounting Workshop
What You'll Learn in Copilot for GREAT Finance and Accounting Workshop
Course Length
Learning Objectives
- Simplify financial communication
- Analyze and summarize financial information
- Create repeatable documentation and reporting templates
- Use Copilot effectively with Excel workflows
Target Student
This workshop is designed for finance and accounting professionals who want to use Copilot Premium to simplify reporting, summarize financial information, draft clearer business communications, and support repeatable documentation workflows.
Prerequisite
Basic familiarity with Microsoft 365 apps such as Word, Excel, Outlook, and Teams is helpful. No prior Copilot experience is required.
Course Outline
This workshop introduces practical ways finance and accounting teams can use Copilot to save time, improve clarity, and support common workflows such as summarizing financial information, drafting reports, explaining formulas, and creating reusable templates.
Section 1: Finance Use Cases
Reporting
Budgeting & forecasting
Compliance documentation
Section 2: Drafting & Rewriting Financial Content
Clarifying complex text
Rewriting policies and procedures
Creating leadership summaries
Section 3: Excel‑Based Analysis
Explain formulas (free)
Summarize data trends using Copilot prompts
Generate visual charts from raw financial data
Section 4: Planning & Documentation
Month end checklists
SOPs
Audit readiness templates
Copilot for GREAT Finance and Accounting Workshop
Upcoming Classes
All Public classes are held onlinewith a live instructor
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PDF Reference Guide
Take your learning further with a digital Reference Guide you can access anytime. It’s practical, paper-free, and accessible on any device.
After-Training Support
Get 30 days of live 24/7 after-training support via phone, email and online chat to help apply what you've learned
Certificate of Completion
Boost your credentials with a Certificate of Completion, confirming the skills you’ve acquired with us.
Can I customize my course?
OF COURSE!
Customized to meet your unique needs
We can customize your training to fit your exact needs, whether it's making small adjustments or creating entirely new courses. From setting specific objectives and including your own files to addressing unique challenges, we're here to help. We can even tailor the training to align more closely with how you work and to fit perfectly into your schedule. Our goal is to provide training that's as unique as your goals.
Access to your recorded session for 60 days
You can request your private session be recorded. You can have access for 60 days to revisit what you’ve learned.