Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
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. The course will also cover best practices, tips, and limitations of using Copilot, including prompt engineering as well as some ethical and security considerations.
The course includes a Finance case study of using Copilot to automate and expediate the deal process of analyzing a portfolio company in the e-commerce sector and researching key trends in the industry.
Participants should have a paid subscription to Microsoft 365 Copilot to attend.
Topics Include:
- Mastering Prompt Engineering
- Navigating the Pitfalls
- Practical Applications in Finance
- Technical Task Assistance
- Research Enhancement
- Streamlining Daily Operations
Key Takeaways
By the end of this course, you will understand:
- Techniques for crafting initial and follow-up prompts to maximize output quality.
- Strategies for eliciting the most relevant and accurate responses from Copilot.
- The limitations of Copilot and how to prevent misinformation by recognizing and mitigating hallucinations.
- How to use Copilot for Excel to automate tasks like data analysis, creating complex formulas, generating insights, and performing what-if analysis.
- Ways to leverage Copilot for Edge, Word, and Microsoft 365 Chat for in-depth financial research and analysis.
- How to implement Copilot for Word, Outlook, PowerPoint, and Teams for drafting proposals and presentations, client communications, rewording and summarizing documents and meetings, and brainstorming innovative solutions.
Who Will Benefit
Participants should have some experience and working knowledge of using Microsoft applications such as Excel, Word, PowerPoint and Outlook.
Prerequisite(s)
Participants should have a paid subscription to Microsoft 365 Copilot.
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
Electronic material can be accessed one week prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
The Marquee Group is Canada’s leading provider of financial modeling training programs. Since 2002, Marquee has trained thousands of professionals globally at financial institutions, corporations, professional organizations and universities. Marquee’s principals are experienced financial practitioners with investment banking, equity research and management backgrounds who are passionate about teaching.