Transform Your Month-End Close with Copilot for Finance Teams
- Delivery: Virtual
- Facilitators: Dan Stockdale
FACILITATOR
Dan Stockdale
Dan, a CIMA-qualified financial modeller and ex-PwC consultant. He is a Power BI Online Trainer and works as a financial modeller at London Business School.
Copilot Course Overview:
Copilot for Finance is an innovative AI-driven course designed to transform the month-end financial close process. By leveraging artificial intelligence, the course offers actionable insights, predictive analytics for forecasting trends, and comprehensive financial reports to enhance decision-making.
The course addresses common challenges faced by finance teams, such as Excel ambiguity, complex data analysis, and limited insights. It provides user-friendly, real-time AI-driven insights, making advanced data analysis accessible regardless of technical expertise.
COURSE 1
POWER QUERY
COURSE 2
POWER BI
COURSE 3
COPILOT
COURSE 4
PYTHON FOR EXCEL
Learning Outcomes
Course Reviews
Who is Copilot for Finance for
Finance Professionals:
The Copilot for Finance course is tailor-made for finance professionals looking to elevate their financial acumen and analytical skills. 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. 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:
This 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.
Meet Your Course Facilitator
Dan Stockdale
Lead Creator UK, Europe, Middle East and Africa
Dan is a Power BI Online Trainer who also works as a Financial Modeller for London Business School. He is an ex-PwC consultant specializing in strategic, operational and financial modelling.
He has delivered management accountant, financial analyst and commercial analyst roles at BBC Worldwide, WPP, Vue Entertainment and DAZN.
He is a CIMA qualified and currently trains finance professionals across the globe through a number of market leading financial training institutions.
Course Content
COURSE 1
POWER QUERY
In this first course, your team will learn to simplify and accelerate data transformation with Power Query. Mastering this powerful tool enables your team to establish robust data connections, ensuring seamless integration across various systems and enhancing the accuracy and reliability of your financial information. This course delves into advanced techniques for thorough data cleansing, removing inconsistencies and errors to guarantee pristine and trustworthy data. By mastering Power Query, your team will significantly improve the efficiency of financial operations, delivering precise and insightful analysis to support strategic decision-making.
Delivery:
On-Demand
12 Months Access
Video Based Format
COURSE 2
POWER BI
This second course will transform your team’s efficiency by implementing Power BI within hours. This powerful tool will drastically shorten your monthly close processes, allowing your team to draw deeper, more meaningful conclusions from your data. With Power BI, your team can generate self-serve, actionable insights that empower every member to make data-driven decisions swiftly and confidently. Our comprehensive training ensures your team can harness the full potential of Power BI, streamlining financial operations and enhancing overall productivity.
Delivery:
On-Demand
12 Months Access
Video Based Format
COURSE 3
COPILOT
The third course in the Automation Accelerator bundle is a game-changer for corporate finance teams looking to revolutionize their month-end financial close process. By mastering Copilot, an essential AI technology, your team can significantly enhance the efficiency and accuracy of financial operations. This course provides in-depth training on leveraging Copilot to automate routine tasks, reduce manual errors, and streamline workflows. With Copilot, your team will be equipped to handle complex financial data, generate insightful reports, and make data-driven decisions faster than ever before.
Delivery:
On-Demand
12 Months Access
Video Based Format
COURSE 4
PYTHON FOR EXCEL
The final course in the Automation Accelerator bundle is designed to equip your corporate finance team with the skills needed to streamline your month-end financial close using Python for Excel. This course focuses on automating finance functions to efficiently extract and process data, integrating customized functions tailored to your specific needs. Your team will learn to leverage Python's powerful capabilities to enhance data accuracy, reduce manual labor, and accelerate financial reporting. By mastering these techniques, your finance team can significantly improve operational efficiency, ensuring timely and precise month-end closes, and freeing up valuable resources for more strategic tasks.
Delivery:
On-Demand
12 Months Access
Video Based Format
Trusted and Accredited
Tools Your Team Will Learn
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.
After Completing the Copilot for Finance Course, Your Team will…
- 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.
Case Studies
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Case study title number 3
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Speak to Catherine or Shelly Today
to Book Your Team on this Course
Book a call with one of our finance team training directors to discuss your requirements and book your training.
Catherine Marks
Finance Team Training Director
Shelly Adams
Finance Team Training Director
