Overview:

Option 1 - Professional & Practical: In today’s finance world, accuracy and efficiency are everything.

Join Ray as he demonstrates how Microsoft Copilot can transform the way accountants, bookkeepers, and finance professionals work with Excel. From installing and accessing Copilot to comparing it with ChatGPT, you’ll learn practical techniques to streamline data analysis, reduce errors, and save valuable time.

Ray will cover key tools such as PivotTables, VLOOKUP/XLOOKUP, file comparisons, and PDF analysis, while also showing how Copilot can assist with automation through VBA macros. This session is designed to give you hands-on skills that deliver immediate productivity gains in your daily work.

Option 2 - Engaging & Results-Driven: Managing financial data requires speed, precision, and insight. In this engaging webinar, Ray reveals how Copilot and Excel together can deliver all three. You’ll discover why Copilot doesn’t work with standalone Excel, how to choose between free and paid versions, and how to get started step by step.

More importantly, you’ll see how finance professionals can use Copilot to compare financial documents, remove duplicates, analyze PDFs, and automate repetitive reporting tasks. Packed with time-saving tips and real accounting examples, this session will help you spend less time on manual processes and more time delivering value to clients, colleagues, and stakeholders.

Option 3 - Strategic & Future-Focused: AI is reshaping the finance and banking industries, and Excel is at the center of it. In this forward-looking session, Ray explores how Microsoft Copilot can give accountants and finance professionals a strategic edge. You’ll gain a clear understanding of Copilot’s terminology, techniques for asking the right questions, and how it compares with ChatGPT.

Ray will then dive into high-impact use cases from building PivotTables and reconciling data with XLOOKUP to analyzing contracts in PDF form and comparing Word documents. Whether you’re in auditing, corporate finance, or day-to-day bookkeeping, this session will show you how to work smarter, reduce risk, and prepare for the AI-driven future of financial reporting.

Why should you Attend:
Ray’s webinars replicate the in-person classroom experience and include a professional Learning Guide with practical hands-on exercise files, providing a superior learning and knowledge retention experience for attendees.

• Harness the full potential of your software investment
• Time-Efficient Power Learning with Focused Topics
• Practical Hands-On Skill Enhancement with High Retention
• Supporting Resources, Learning Guide and Practice Files
• Improved Productivity, Quality and Error Minimisation
• Up-to-Date Current Knowledge Transfer
• Professional Development Recognised for Career Advancement
• Interactive Experience Through Chat and Live Interaction
• Rapid Return on Investment

• Free Microsoft Copilot vs. Paid Copilot
• Install and Access Copilot - Options Step by Step
• Will CoPilot will work with Standalone Excel?
• Copilot Screen Tour
• Compare ChatGPT and Copilot
• Copilot Terminology
• Copilot Question Techniques & Tips for Best Responses
• Tips and Tricks to Improve Productivity
• Microsoft Copilot use Cases for Professionals
• Analyze a PDF
• Compare Two Uploaded PDF Documents with Copilot
• Compare and highlight differences in 2 uploaded MS Word documents
• Remove Duplicates in Data
• Vlookup/Xlookup Functions

• PivotTables Tutorial
• Excel Formulas and Functions
• VBA Code for Macro to Subtotal Data

• Anyone using Artificial Intelligence and Microsoft Office from fields including Government, Business, Education, Accounting, Banking, Finance, Investment, Bookkeeping, Consulting, Tourism, Hospitality etc