Copilot for finance Professional

Copilot can drastically speed up workflows in Office 365

Designed for finance professionals by finance professionals, our AI & Large Language Models (LLM) curriculum now includes Copilot training, a powerful AI-driven assistant operating within the Microsoft 365 ecosystem. From data analysis to document drafting, participants will explore how Copilot can revolutionize their workflow, enhance productivity, and drive informed decision-making in finance-related tasks.

Through hands-on exercises, practical use cases, and real-world examples, participants will gain the skills and knowledge needed to maximize the potential of Copilot in their daily operations.

Our Copilot and AI training programs are designed to showcase how to quickly realize value in your everyday workflows. Our flexible curriculum can be tailored to both the experience level and learning objectives of your team.

Harness the power of AI and Copilot and unlock your career potential. 

Copilot PowerPoint Slides Example

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Practical Copilot Applications in Finance

Technical Task Assistance: Utilizing Copilot for Excel can automate tasks such as data analysis, creating complex formulas for extracting data, generating insights, creating pivot tables and charts, and performing what-if analysis.

Research Enhancement: Leverage Copilot for in-depth financial research and analysis with Edge, Word, and Microsoft 365.

Streamlining Daily Operations: Implementing Copilot for Word, Outlook, PowerPoint and Teams for drafting proposals and presentations, client communications, rewording documents and summarizing meetings, and brainstorming innovative solutions.

Why Choose TTS Copilot Training for Your Team?

  • Industry-Leading Expertise: Tap into Training The Street’s unparalleled expertise in finance training, ensuring a curriculum that aligns with industry best practices and emerging trends in AI and Copilot technology.
  • Real-World Application: Benefit from Training The Street’s focus on practical applications, where AI and Copilot training is tailored specifically to finance professionals, offering hands-on experience and case studies using real-world finance scenarios.
  • Competitive Advantage: AI and Copilot training provides finance professionals with a competitive advantage in an increasingly competitive landscape. Organizations that leverage these technologies effectively can streamline operations, improve decision-making, and ultimately outperform their competitors in terms of efficiency and profitability.
  • Adaptation to Technological Shifts: The finance industry is undergoing rapid technological transformation, with AI and automation playing a central role. By investing in AI and Copilot capabilities, finance professionals can stay ahead of these technological curves, ensuring they remain relevant and valuable in an evolving industry landscape.

Copilot Training Key Topics:

Introduction and Overview of AI and Copilot

  • Techniques for crafting initial and follow-up prompts to maximize output quality
  • Strategies for eliciting the most relevant and accurate responses from Copilot to avoid hallucinations
  • Ensuring corporate data remains private, protected and secure
  • Avoiding common generative AI errors and risks, including model hallucinations

Data Analysis with Copilot in Excel

  • Analyzing data, creating formulas, generating insights, and performing what-if analysis
  • Using Copilot to suggest and create pivot tables and charts
  • Automating tasks and workflows in Excel

Research with Copilot in Edge

  • Expediating industry and company research on the web
  • Summarizing and extracting information from web pages and PDFs
  • Translating documents and web pages

Streamlining Daily Operations with Copilot in Microsoft 365 Chat

  • Using Copilot to access information from other Microsoft 365 apps (Outlook, Calendar, Teams, files on shared drives)
  • Summarizing and extracting information from files on OneDrive and emails in Outlook
  • Chatting with Copilot in different modes (Web vs Work) and with different plugins
  • Using the Notebook feature for prompt engineering and testing

Research and Automation with Copilot in Word

  • Summarizing and extracting information from documents
  • Drafting and rewriting new content based on source documents or topics
  • Translating documents and changing the tone and length of the text
  • Visualizing data and information as tables and charts

Drafting Presentations with Copilot in PowerPoint

  • Drafting a presentation from scratch or with a reference document or template
  • Organizing and improving a presentation by adding slides, such as executive summary, table of contents, or custom content
  • Summarizing and extracting information from a presentation

Communicating with Clients and Team Members with Copilot in Outlook

  • Summarizing and translating email chains
  • Drafting, editing, and rewriting emails
  • Using Copilot to get coaching and feedback on draft emails
  • Asking specific questions about email chains or scheduled meetings

Running and Managing Effective Meetings with Copilot in Teams

  • Using Copilot to summarize and transcribe meetings
  • Creating chapters by topic of recorded videos
  • Drafting meeting agendas before a meeting and key action items after a meeting
  • Summarizing team members’ participation in meetings

Finance Case Study Practical Application

  • A practical case study using Copilot to automate and expediate the deal process of analyzing a portfolio company in the e-commerce sector
  • Creating a draft investment memo presentation summarizing key trends in the industry, key insights from competitors and KPIs of the portfolio company’s sales

Build Your Copilot Program Today

Empower your team to navigate the ever-changing AI landscape and provide your organization with a competitive edge. Regardless of experience or skill level, Training The Street can configure the perfect Copilot learning experience for your company.

For more information about our offerings and how you can streamline your operations with AI, click below to contact us. We are happy to discuss content and training options to provide a tailored solution that fits your team’s needs