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.
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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.
