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Copilot & Excel Essentials for Accounting and Finance Professionals
- 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
Overview of the webinar
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.
Who should attend?
- Accountants (General / Corporate)
- Financial Controllers
- Certified Public Accountants
- Audit Professionals (Internal & External)
- Director of Finance
- Finance Managers
- Head of Accounting
- Financial Reporting Manager
- Senior Accountant
- Management Accountants
- Accounting Manager
- Audit Manager
- Internal Audit Manager
- Tax Manager
- Tax Professionals
- Financial Reporting Specialists
- Compliance Manager
- Compliance & Governance Professionals
- Risk Management Professionals
- Risk & Controls Manager
- Finance Business Partners
- Systems Accountant
- Accounting Systems Specialists
- ERP Finance Lead
- ERP (Enterprise Resource Planning – integrated financial systems) Analysts
- FP&A Professionals (Financial Planning & Analysis – budgeting, forecasting, modelling)
- Accounting Educators & Trainers
- Forensic Accountants
- Public Sector / Government Accountants
- Non-Profit Finance Professionals
- Small Practice / Boutique Firm Owners
- Graduate & Early-Career Accounting Professionals
- Practice Principal / Managing Partner (Accounting Firm)
- Forensic Accounting Manager
- Finance Transformation Lead
- Accounting Educators & Trainers
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 Minimization
- Up-to-Date Current Knowledge Transfer
- Professional Development Recognized for Career Advancement
- Interactive Experience Through Chat and Live Interaction
- Rapid Return on Investment
Faculty - Mr.Ray Evans
Ray blends a professional, easy-going style with a strong grasp of adult learning—demonstrated across classroom, seminar, workshop, and live-online delivery, supported by practical, high-retention instructional materials.
Backed by Microsoft certifications, Ray teaches more than 2,500 topics spanning Microsoft Excel, Access, Outlook, Project, PowerPoint, Word, Visio, and Publisher—and is one of very few presenters delivering expert-level webinars across all six leading AI cognitive engines: Claude, ChatGPT, Copilot, Grok, Gemini and DeepSeek.
He holds qualifications in Frontline Management, Accounting, Training and Assessment and is certified in Six Sigma business-improvement methodology.
Since 1990, Ray has trained over 40,000 students, business owners, and executives, and authored extensive training documentation, complex reports, and engaging web content—consistently demonstrating exceptional communication and knowledge transfer.
Ray's webinars replicate the in-person classroom experience and include:
- A comprehensive step-by-step Learning Guide
- Demonstrations and practical exercises
- Exercise files
- Productivity techniques, tips and shortcuts