Microsoft 365 Copilot in Finance

microsoft 365 copilot in finance

Featured EventMicrosoft 365 Copilot in Finance

Event Date17 December, 2026 - 17 December, 2026
Event Time10:00 AM- 12:00 PM( Dubai )

Event Summary

Finance teams spend significant time checking data, reviewing documents, summarising meetings, preparing reports, and building presentations for leadership. Microsoft 365 Copilot can support many of these activities, helping finance professionals analyse information faster, identify meaningful patterns, and turn complex financial material into clear business outputs.
This four-hour live webinar provides a guided demonstration of Microsoft 365 Copilot across realistic finance workflows using Excel, Word, PowerPoint, Outlook, and Copilot Chat. Participants will see each task performed live, with the prompts shown on screen to demonstrate how structured instructions can improve the quality and relevance of results.
The session will explore how Copilot can analyse financial data, identify cost drivers, trends, and anomalies, and create management-ready summaries and charts. Participants will also explore scenario and what-if modelling, including comparing a base case with alternative scenarios to support leadership discussions.
Through practical demonstrations, attendees will see how Copilot can review long documents and contracts, compare terms, identify financial and operational risks, and turn analysis into executive-ready reports and presentations. The session will also demonstrate how a finance analysis can be transformed into a leadership presentation and clear stakeholder communication.
The webinar concludes with practical guidance on verification and governance, helping finance professionals understand where Copilot can add value, where human review remains essential, and how confidential financial information should be handled responsibly.

Key Takeaways:
• Create effective finance prompts using a structured approach
• Analyse financial data and identify trends, anomalies, and cost drivers
• Build what-if scenarios and compare financial outcomes
• Review long documents and contracts for financial and operational risks
• Turn financial analysis into management-ready reports and presentations
• Draft clear communications for leadership and stakeholders
• Verify Copilot outputs before they reach decision-makers
• Apply responsible practices when working with confidential financial information

Agenda

Copilot in the Finance Function

Where Copilot works across the applications finance teams use every day
Understanding which finance activities Copilot can support and which remain manual
Understanding what Copilot can and cannot access within organisational information
Live demo: Answering a finance question across three Copilot surfaces

Prompting: The Skill That Decides Everything

The four elements of an effective prompt: goal, context, sources, and expectations
Using Chat-style Copilot for thinking and drafting versus in-place editing within a file
Following up and refining outputs instead of starting over
Live demo: Running the same finance request using a weak prompt and a strong prompt

Financial Data Analysis in Excel

Profiling unfamiliar datasets and identifying missing or inconsistent data
Identifying cost drivers, trends, and anomalies
Producing management-ready summaries with supporting charts
Live demo: Analysing a cost dataset from raw data to a summary of key cost drivers

Scenario and What-If Modelling

Building scenarios on top of an existing financial model
Visualising the magnitude and timing of financial impact
Comparing a base case with alternative scenarios for leadership discussions
Live demo: Building multiple what-if scenarios with supporting charts

Reviewing Long Documents and Contracts

Extracting structure and key terms from long business and financial documents
Comparing contracts based on terms that carry cost and risk
Identifying financial and operational risk exposure
Live demo: Comparing two supplier contracts and developing a risk and negotiation summary

Executive Reporting and Communication

Generating presentations from existing financial analysis
Controlling presentation structure, slide order, and content placement
Drafting and refining communications for leadership
Live demo: Creating an executive presentation and covering email from contract analysis

Verification, Governance, and Next Steps

Identifying what to verify before Copilot-generated numbers reach leadership
Understanding where Copilot can assist and where outputs require human review
Handling confidential financial material responsibly
Live demo: Conducting a verification pass over outputs produced during the session

More About Trainer

Mohamed DorghamAI Software Engineer and Robotics Trainer

Experienced AI Engineer and Trainer in AI, Robotics, and Computer Vision, with a strong focus on designing, training, and deploying ML and DL models and web applications. Actively involved in mentoring through both research and instructional roles, consistently driving innovation and delivering impactful solutions.