PC Copilot Foundations

Description

This course will introduce finance professionals to the basics of Copilot, a generative AI-powered assistant, to enhance their productivity and decision-making in various Microsoft applications. Participants will learn about Copilot features and capabilities, and practice applying use cases with a focus on finance such as data analysis, research, document drafting, presentation creation, and email communication. This course includes best practices, tips and considerations of using Copilot including prompt engineering as well as ethical and security concerns.

What’s Included

• Instructor-led classroom training
• Ongoing instructor support
• Access to course materials, including data sets in CSV and Excel files
• Case study with step-by-step solution and completed files

Schedule

• Copilot Foundations is a 3-hour course.

Prerequisites

• Participants should have experience and working knowledge of using Microsoft applications such as Excel, Word, PowerPoint and Outlook.

Participants must have a paid subscription to Microsoft 365 Copilot.

What you will learn

Mastering Prompt Engineering

• Techniques for crafting initial and follow-up prompts to maximize output quality
• Strategies for eliciting the most relevant and accurate responses from Copilot

Navigating the Pitfalls

• Understanding the limitations of Copilot and how to prevent misinformation by recognizing and mitigating hallucinations

Practical Applications in Finance

• Technical Task Assistance: Utilizing Copilot for Excel for automating tasks such as data analysis, creating complex formulas for extracting data, generating insights, creating pivot tables and charts, performing what-if analysis
• Research Enhancement: Leveraging Copilot for Edge, Word and Microsoft 365 Chat for in-depth financial research and analysis
• Streamlining Daily Operations: Implementing Copilot for Word, Outlook, PowerPoint and Teams for drafting proposals and presentations, client communications, rewording and summarizing documents and meetings, and brainstorming innovative solutions

Finance Case Study

• The course includes a completed case study of using Copilot to automate and expedite the deal process of analyzing a portfolio company in the e-commerce sector and creating a draft investment memo presentation summarizing key trends in the industry, key insights from competitors and KPIs of the portfolio company’s sales

Whether you join us in-person or virtually, the classroom is a combination of micro-lectures and hands-on exercises that ensure retention levels are high and students stay engaged. You’ll use some of the most innovative Copilot and Microsoft 365 based learning tools available, providing instant performance feedback as well as the opportunity for as many “reps” as you need to be “desk ready”.