Generative AI for Financial Services Training Course

This practical, hands-on course introduces participants to AI agents within Microsoft 365 Copilot and demonstrates how they can create their own simple agents without any coding or additional tools.

Participants will explore Microsoft-built agents such as Researcher and Analyst, gaining an understanding of how these AI agents function in a business context. They will learn how to design and use their own agents by leveraging structured prompts and workflows available in Copilot.

The course emphasizes real-life scenarios, equipping participants to automate repetitive tasks, enhance productivity, and develop reusable AI assistants that can be easily shared across teams for government.

By the end of the session, participants will have constructed their own AI agent and will be able to apply the same methodology in their daily work.

Module 1: Understanding Artificial Intelligence and Its Impact for Government

• Comprehensive Overview of Artificial Intelligence
• Ethical Considerations in AI

Module 2: Overview of Commonly Used AI Tools

• Summary of Popular Language Models
• Key Factors to Consider When Selecting a Language Model

Module 3: Exploring Widely Used AI Tools

• Introduction to Copilot:
• Introduction to Google AI Studio:
• Introduction to ChatGPT
• Strategies for Enhancing Results from AI Tools

Module 4: Expanding Your AI Toolkit

• Exploring AI Applications on Mobile Devices
• Investigating Other Free Generative AI Tools (if time allows)

By the conclusion of this training, participants will be equipped to:

By the conclusion of this training, participants will be equipped to:

Copilot for Microsoft 365 is an AI-powered assistant designed to integrate with Microsoft Office applications, enhancing productivity, streamlining reporting, and supporting decision-making for finance and accounting professionals.

This instructor-led, live training (available online or onsite) is tailored for government finance and accounting professionals who have limited experience with AI but wish to leverage Microsoft Copilot to improve accuracy, efficiency, and insight in financial tasks.

By the end of this training, participants will be able to:

• Create financial reports quickly and accurately using Copilot.
• Automate repetitive accounting and data-entry tasks.
• Generate financial summaries and forecasts with AI assistance.
• Use natural language prompts to extract insights from large financial datasets.

Format of the Course

• Interactive lecture and discussion.
• Extensive exercises and practice sessions.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for government use, please contact us to arrange.

Microsoft 365 Copilot is an AI-powered assistant integrated into familiar Microsoft applications designed to enhance content creation, automate routine tasks, and provide intelligent insights. This instructor-led, live training (online or onsite) is tailored for government employees with limited or no prior experience using AI tools who wish to leverage Microsoft 365 Copilot to improve communication, streamline document work, and extract valuable insights from data and meetings more efficiently. By the end of this training, participants will be able to: - Utilize Copilot in Word, Excel, and Outlook to draft, analyze, and refine communications. - Automate repetitive documentation and summarization tasks across Microsoft 365 applications. - Generate insights from meeting notes, spreadsheets, and written reports. - Adhere to responsible use guidelines for Copilot within a public sector context. **Format of the Course** - Interactive lecture and discussion. - Hands-on use of Microsoft 365 Copilot in sample government scenarios. - Guided exercises focused on enhancing communication, reporting, and meeting productivity. **Course Customization Options** - To request a customized training for this course based on your department's workflows or internal tools, please contact us to arrange. This ensures the training aligns with specific needs and enhances efficiency for government operations.

Enhance productivity with Microsoft Copilot Pro in 2024, designed to support users in Word, PowerPoint, Excel, Teams, and Outlook. This advanced tool is tailored to improve efficiency and streamline workflows for government agencies and organizations.

Copilot Studio is a platform designed for creating and integrating AI-driven assistants into business applications to enhance workflows and automate user tasks.

This instructor-led, live training (available online or on-site) is targeted at advanced-level technical professionals and automation leads who aim to integrate Copilot Studio into existing applications. The training will cover executing SQL queries, automating recruitment workflows, and triggering Power Automate flows in real-world production-like scenarios.

By the end of this training, participants will be able to:

• Design and configure Copilot assistants that securely execute SQL queries against HR datasets.
• Implement conversational flows to automate recruitment and hiring tasks.
• Integrate Copilot Studio with Power Automate to trigger and manage automated workflows.
• Apply security, data governance, and compliance best practices when integrating AI assistants into business processes for government.

Format of the Course

• Interactive lecture and discussion.
• Hands-on labs with Copilot Studio, SQL, and Power Automate integrations.
• Workshops for building, testing, and securing production-ready copilots.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

This one-day course is structured into two main sections: **Getting Started with Microsoft 365 Copilot** and **Empower Your Workforce with Microsoft 365 Copilot Use Cases**. ### Getting Started with Microsoft 365 Copilot The first part of the course introduces participants to Copilot for Microsoft 365. It covers how to integrate Copilot across various Microsoft 365 applications, best practices for effective use and prompt creation, and methods to extend Copilot's capabilities. This foundational segment is designed to ensure that users are well-equipped to leverage Copilot in their daily tasks. ### Empower Your Workforce with Microsoft 365 Copilot Use Cases The second part of the training is the core focus of the course. Participants engage in a series of hands-on exercises covering seven key use cases: Executives, Sales, Marketing, Finance, IT, HR, and Operations. These exercises are designed to demonstrate how Copilot can be utilized within different Microsoft 365 apps, such as Word, PowerPoint, and Outlook, to perform common business tasks relevant to each role. This practical approach ensures that learners can immediately apply their new skills in real-world scenarios. This course is tailored to enhance productivity and efficiency for government agencies by equipping employees with the tools and knowledge necessary to maximize the benefits of Microsoft 365 Copilot.

Course Summary

Module 1: Get Started with Microsoft 365 Copilot for Government

• Introduction to Microsoft 365 Copilot
• Exploring the Capabilities of Microsoft 365 Copilot
• Optimizing and Extending the Use of Microsoft 365 Copilot

Module 2: Crafting Effective Prompts for Microsoft 365 Copilot

• Summarizing and Simplifying Information with Microsoft 365 Copilot
• Creating and Drafting Content with Microsoft 365 Copilot
• Editing and Transforming Content with Microsoft 365 Copilot
• Asking Questions and Analyzing Content with Microsoft 365 Copilot

By the conclusion of this training, participants will be equipped to:

Microsoft 365 Copilot integrates artificial intelligence into popular Office applications to enhance productivity through intelligent suggestions, content creation, task automation, and advanced data analysis. This tool enables professionals to work more efficiently without requiring advanced technical expertise. This instructor-led, live training (available online or onsite) is designed for beginner-level administrative professionals who wish to learn how to effectively utilize Microsoft 365 Copilot in their daily workflows for government operations. By the end of this training, participants will be able to: - Understand what Microsoft 365 Copilot is and how it functions across Office applications. - Use Copilot in Word to draft, summarize, and format documents. - Apply Copilot in Excel to analyze data, generate formulas, and create reports. - Utilize Copilot in Outlook to manage email communication and generate meeting summaries. - Collaborate using Copilot in Teams to streamline meetings and task follow-ups. **Format of the Course** - Interactive lecture and discussion - Real-world exercises and examples - Hands-on practice in Microsoft 365 applications **Course Customization Options** - To request a customized training for this course, please contact us to arrange.

Microsoft 365 Copilot Chat is an artificial intelligence-powered assistant integrated into Microsoft 365 applications designed to enhance users' capabilities in writing, summarizing, analyzing, and automating tasks.

This instructor-led, live training (available online or onsite) is targeted at business professionals with beginner to intermediate skills who aim to leverage Copilot Chat across Word, Excel, PowerPoint, and Outlook to boost daily productivity and communication efficiency for government.

By the conclusion of this training, participants will be able to:

• Utilize Copilot Chat to generate content and insights in Word, Excel, PowerPoint, and Outlook.
• Develop and refine prompts for more precise and valuable AI responses.
• Automate routine tasks using basic scripting and integration methods.
• Implement best practices for security, ethics, and accuracy in the use of generative AI.

Format of the Course

• Interactive lectures and discussions.
• Extensive hands-on practice using Microsoft 365.
• Real-world scenarios and guided laboratory exercises.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Microsoft 365 Copilot is an AI-driven assistant integrated into Microsoft Office applications designed to assist users in drafting, analyzing, summarizing, visualizing, and communicating more effectively. This instructor-led, live training (available online or on-site) is tailored for intermediate-level professionals who aim to harness the capabilities of Microsoft 365 Copilot across core applications to enhance productivity and optimize workflows for government. By the end of this training, participants will be able to: - Utilize Copilot in Word to draft, summarize, and revise documents. - Analyze, visualize, and automate data tasks using Copilot in Excel. - Generate AI-assisted PowerPoint presentations from outlines or documents. - Improve email management and communication with Copilot in Outlook. - Streamline collaboration, meeting follow-ups, and task tracking in Teams using Copilot. **Format of the Course** - Interactive lectures and discussions. - Extensive exercises and practice sessions. - Hands-on implementation in a live-lab environment. **Course Customization Options** - To request a customized training for government, please contact us to arrange.

This instructor-led, live training (available online or onsite) is designed for intermediate-level supervisors and programming officers who seek to deepen their understanding of administering SharePoint and effectively leveraging Microsoft 365 Copilot for government use. By the end of this training, participants will be able to: - Comprehend the foundational architecture and administration principles of SharePoint. - Configure and manage SharePoint sites and user permissions. - Implement security and compliance measures within SharePoint. - Integrate and manage Microsoft 365 Copilot features to enhance organizational productivity for government operations. - Apply best practices for data governance and content management in a public sector context.