Copilot for Finance Training
Practical Copilot for Finance training for finance teams. From first steps to advanced Copilot workflows, we help finance professionals apply Copilot to real finance processes.
Watch Copilot in Excel overview
©Microsoft
Which Copilot for Finance training is right for you?
Less than 5 people?
Our on-demand AI Academy helps individuals and small finance teams build practical Copilot for Finance skills at their own pace.
More than 20 people?
Our bespoke Copilot for Finance workshops are designed around your finance team, systems, and business challenges. Every workshop is tailored to your AI maturity, priorities, and finance processes, ensuring practical outcomes from day one.
Why GrowCFO for Copilot for Finance Training?
Rather than teaching generic AI, we teach finance professionals how to use Copilot within real finance workflows. Every workshop focuses on practical finance applications that teams can immediately apply.
Examples:
Month-end close
Board reporting
FP&A
Forecasting
Financial modeling
Business partnering
Process automation
Copilot for Finance
AI agents
Prompt engineering
AI governance
Prompt engineering
AI governance
Meet Our AI Facilitators
Our facilitators combine decades of finance, consulting and AI implementation experience. Each brings different
strengths, allowing us to match the right specialist to your objectives.
Guy Weaver
Best for
- Finance teams wanting to build AI agents
- Microsoft Copilot
- Finance workflow automation
- Scaling AI beyond prompting
- AI for fundraising and M&A
- Organizations ready to move from experimentation into implementation
Guy combines over 25 years of finance and training experience with hands-on expertise building AI agents and business automation systems.
Having spent 14 years at KPMG before founding his own ventures, Guy helps finance teams move beyond prompts to designing AI systems that automate real work. His workshops focus on practical implementation, showing teams how to build, test and refine AI agents using their own finance processes.
Oliver Deacon
Best for
- Executive finance leadership
- Business partnering
- Finance transformation
- Cloud finance and AI adoption
- Leadership coaching for finance teams
- Future Finance capability development
Oliver combines senior finance leadership experience with executive coaching, helping finance leaders strengthen commercial influence, leadership capability, and technology adoption. Having held Finance Director roles at Microsoft and worked extensively with finance professionals through ICAEW and executive coaching, Oliver helps finance teams embrace AI and digital transformation while building the leadership skills needed to drive business performance.
Mike Weston-Burt
Best for
- Executive education
- AI fundamentals
- Prompt engineering
- Responsible AI
- AI for fundraising and M&A
- Finance leadership teams
- Organizations beginning their AI journey
Mike was part of KPMG’s global AI team, helping simplify complex AI concepts for business leaders around the world.
His workshops translate rapidly changing AI technology into practical skills finance professionals can immediately apply. Mike specializes in prompting, AI adoption, governance, and helping leadership teams understand what matters without overwhelming them with technical detail.
Adam Winterflood
Best for
- Executive strategy
- AI transformation
- Digital change
- AI awareness
- Cross-functional leadership teams
- Discovery workshops
Adam has built and led businesses across finance, technology, publishing and investment.
With experience ranging from the London Stock Exchange to technology acquisitions and AI education, Adam helps organizations understand where AI can create the greatest business impact. His workshops are particularly valuable during discovery, helping leadership teams identify opportunities, assess capability gaps and build practical AI roadmaps.
Our Training
Approach
Every workshop is practical.
Participants don’t just learn about Copilot.
They use Copilot on real finance scenarios.
Where appropriate, participants work with their own finance processes and data so they leave with solutions they can continue using.
Workshops include:
- Live demonstrations
- Guided exercises
- Real finance scenarios
- Hands-on practice
- Team discussion
- Implementation planning
Copilot for Finance Training Topics
01
Copilot Foundations for Finance
02
Microsoft Copilot
03
Prompt Engineering for Copilot
04
AI for FP&A
05
AI for Board Reporting
06
AI Agents
07
Financial Modeling
08
Forecasting
09
Finance Automation
10
AI Governance
11
Copilot Productivity
12
Executive AI Strategy
Who We
Work With
Frequently Asked Questions
Yes. Every corporate workshop is tailored around your objectives, systems and level of AI maturity.
We’ll recommend the facilitator whose expertise best matches your objectives. Larger programs may include multiple facilitators.
For teams of fewer than five people, we generally recommend our AI Academy, which provides flexible, on-demand learning at a lower cost.
No. We deliver training for complete beginners through to advanced AI users.
Yes. Where appropriate, workshops are designed around your own reporting, planning and finance workflows.
Ready to build AI capability across
your finance team?
Whether you’re exploring Copilot for Finance for the first time or scaling adoption across your finance function, we’ll recommend the right training approach for your team.
Copilot for Finance Course Overview
Copilot for Finance is an innovative AI-driven course that aims to revolutionize the month-end financial close process. By harnessing the power of artificial intelligence, this course provides actionable financial insights and predictions, utilizing predictive analytics to forecast financial trends and identify potential risks. One of the key focuses of the course is intelligent reporting, where it generates comprehensive financial reports that reduce ambiguity and enhance decision-making.
This course directly addresses common challenges faced by finance professionals, such as Excel user ambiguity, complex data analysis, and delayed or limited insights. It eliminates these issues by providing AI-driven insights in a user-friendly manner, making advanced data analysis accessible to all participants, regardless of their technical expertise. Moreover, the course delivers real-time insights, ensuring that finance professionals have access to the latest information.
By equipping finance professionals with the skills to effectively leverage AI technology, Copilot for Finance is designed to future-proof finance careers. With its emphasis on AI-driven insights and predictive analytics, this course empowers finance professionals to make informed decisions, streamline financial processes, and drive success in an increasingly data-driven world.
Who the Copilot for Finance course is for
Finance Professionals: The Copilot for Finance course is tailor-made for finance professionals looking to elevate their financial acumen and analytical skills. Whether you're involved in budgeting, financial analysis, or financial reporting, this course equips you with the knowledge and tools to excel in your role. Learn to navigate financial data, create insightful reports, and automate repetitive tasks, allowing you to work more efficiently and make data-driven decisions. This course is designed to enhance your financial skill set and empower you to excel in the competitive finance industry.
Finance Leaders: For finance leaders, understanding and mastering the Copilot for Finance course is crucial to making well-informed decisions and effectively leading financial teams. This course provides you with the ability to harness advanced financial analytics, automate complex financial processes, and transform data into actionable insights. As a CFO, finance manager, or financial controller, this course will equip you to lead with confidence, streamline financial operations, and drive strategic financial decisions that impact your organization positively.
Data Analysts: Data analysts play a vital role in finance, and the Copilot for Finance course offers valuable insights and skills to data professionals. You will learn to navigate financial data more effectively, automate data extraction, and create advanced financial models. This course empowers you to explore and visualize data, enabling you to provide meaningful insights and support data-driven decision-making within the finance domain.
After completing this course, you will be able to:
- Harness the power of AI for actionable financial insights, transforming your decision-making process.
- Utilize predictive analytics to forecast financial trends and proactively identify potential risks.
- Generate intelligent financial reports that reduce ambiguity and enhance the clarity of financial information.
- Gain proficiency in advanced data analysis, making complex datasets more accessible for valuable insights.
- Access real-time insights, eliminating delays and providing a broader range of actionable information.
- Stay ahead in the finance industry with essential AI skills for the month-end financial close process.
The Skills You’ll Learn on the Copilot for Finance Course
AI Integration:
Integrate AI into your month-end close, leveraging algorithms and machine learning to automate analysis and generate insights.
Data Preparation:
Master data prep for AI, ensuring accuracy and compatibility with AI algorithms, emphasizing data quality and integrity.
AI-Driven Insights:
Harness AI for actionable insights, analyzing complex data and generating predictions for data-driven month-end decisions.
Automation Techniques:
Discover AI-driven automation for tasks like data entry, reconciliation, and reporting, saving time and reducing errors.
Predictive Analytics:
Develop expertise in using AI for forecasting financial trends and risk identification.
Real-Time Monitoring:
Utilize AI for real-time monitoring, anomaly detection, and proactive action.
Cloud Computing:
Discover cloud tech for efficient, cost-effective financial data storage, processing, and analysis.
Decision Support:
Interpret AI-generated insights for informed decisions during the month-end close.
Why Copilot?
Your revolutionary AI-driven insight generator.
Copilot revolutionizes the world of finance by embodying AI’s potential. This AI-driven insight generator transforms complex financial data into actionable intelligence, streamlining operations and aiding in informed decision-making.
With cutting-edge AI technology, Copilot leverages predictive analytics to provide valuable insights, reducing manual tasks and eliminating ambiguity. It’s a leap forward in financial data analysis, making it essential for professionals seeking a competitive edge.
By choosing Copilot, you embrace a future where AI becomes an indispensable partner, delivering transformative insights that redefine how you work with financial data. Embrace the power of AI and unlock new possibilities with Copilot.
Is Your Business Ready for AI?
Copilot: AI-Powered Financial Insights
Key Features
AI-Driven Insights
Copilot harnesses the power of AI to provide actionable financial insights and predictions.
Predictive Analytics
Utilize predictive analytics to forecast financial trends and potential risks.
Intelligent Reporting
Copilot generates intelligent financial reports, reducing ambiguity and enhancing decision-making.
Issues Solved
Excel User Ambiguity
Copilot offers clarity by providing AI-driven insights in a user-friendly manner.
Complex Data Analysis
Advanced data analysis becomes accessible, enabling finance teams to extract valuable insights from complex datasets.
Delayed & Limited Insights
Copilot delivers real-time insights, eliminating delays and offering a broader range of actionable information.
Meet Your Instructor
Dan Stockdale
Lead Facilitator
UK, Europe and US
UK, Europe and US
Hi, I’m Dan Stockdale.
I’m a Power BI Online Trainer who also works as a Financial Modeller for London Business School. I’m an ex-PwC consultant specializing in strategic, operational and financial modelling.
I’ve delivered management accountant, financial analyst and commercial analyst roles at BBC Worldwide, WPP, Vue Entertainment and DAZN.
I am CIMA qualified and currently train finance professionals across the globe through a number of market leading financial training institutions.
