Course Details - Copilot for Finance Professionals

Overview

This course will introduce finance professionals to the basics of Copilot, a generative AI-powered assistant, to enhance their productivity and decision-making in various Microsoft applications.

Participants will learn about Copilot features and capabilities, and practice applying use cases with a focus on finance such as data analysis, research, document drafting, presentation creation, and email communication. The course will also cover best practices, tips, and limitations of using Copilot, including prompt engineering as well as some ethical and security considerations.

Mastering Prompt Engineering

Techniques for crafting initial and follow-up prompts to maximize output quality
Strategies for eliciting the most relevant and accurate responses from Copilot

Navigating the Pitfalls

Understanding the limitations of Copilot and how to prevent misinformation by recognizing and mitigating hallucinations

Practical Applications in Finance

Technical Task Assistance: Utilizing Copilot for Excel for automating tasks such as data analysis, creating complex formulas for extracting data, generating insights, creating pivot tables and charts, performing what-if analysis
Research Enhancement: Leveraging Copilot for Edge, Word and Microsoft 365 Chat for in-depth financial research and analysis
Streamlining Daily Operations: Implementing Copilot for Word, Outlook, PowerPoint and Teams for drafting proposals and presentations, client communications, rewording and summarizing documents and meetings, and brainstorming innovative solutions

Finance Case Study

The course includes a completed case study of using Copilot to automate and expediate the deal process of analyzing a portfolio company in the e-commerce sector and researching key trends in the industry

Edward has taught accounting, modeling, valuation, credit, and capital markets to finance professionals and consultants since 2000. His energetic and engaging classroom style and deep level of finance knowledge has enabled him to teach thousands of analysts and associates at the top investment banks, private equity funds and asset managers around the world. He also has a wealth of experience teaching at restructuring firms, consulting firms and corporations.

Prior to his teaching career, Edward worked at Goldman Sachs in London and New York, for their in-house product training team. During his time at Goldman, he traveled the world training and advising investment banking, equity research analysts and external clients on Goldman Sachs’ valuation methodologies. He also worked closely with the Goldman Sachs in-house valuation team.

Edward has experience auditing and building standard models for clients. He has also authored two books on financial modeling.

He has delivered training programs for clients such as Credit Suisse, Deutsche Bank, Goldman Sachs, UBS, Boston Consulting Group, Morgan Stanley, JP Morgan, and many others. He has taught programs for finance professionals in the U.S., Europe and in Asia. He has also been a visiting lecturer at London Business School and IE Business School in Madrid.

Education:

BA in Economics from the University of Sussex (United Kingdom)

Since 1999, Training The Street (TTS) offers targeted training courses to academic, corporate, and public enrollment clients. TTS provides unparalleled training and practical skills development in accounting, corporate finance, financial modeling, and valuation topics for finance professionals. By incorporating a mix of hands-on instruction, computer-based exercises, mini-lectures, group projects, visual presentations, and practical illustrations, we teach you real-world applications of finance theory in a way that brings finance fundamentals to life.

Training The Street acquired The Marquee Group in 2023.