Excel Copilot for Finance
Master advanced Excel automation for finance professionals through Microsoft 365 Copilot integration. Enroll in our comprehensive training program tailored specifically for finance teams seeking to revolutionize their analytical workflows. Transform complex financial modeling, dashboard creation, and data reconciliation processes using artificial intelligence-powered automation techniques designed for modern finance operations.
- Available in:
- Malaysia

Corporate Pricing
Pax:
Training Provider Pricing
Pax:
Features
Subsidies

What you'll learn
- Automate data cleaning, validation, and reconciliation using AI-powered prompts
- Build advanced financial models for forecasting and scenario analysis automation
- Create multi-source data models using PivotTables and Power Query integration
- Develop audit tools and exception reporting using Copilot automation features
- Design interactive financial dashboards with dynamic visualizations and controls
- Configure and implement Microsoft 365 Copilot for finance-specific Excel workflows
- Master prompt engineering techniques for complex finance calculation workflows
Why should you attend?
This comprehensive training program transforms finance professionals into Excel power users by combining traditional spreadsheet expertise with cutting-edge Microsoft 365 Copilot artificial intelligence capabilities. Participants master the fundamentals of Copilot integration, learning prompt engineering techniques specifically designed for finance scenarios while exploring responsible AI implementation in professional environments. The curriculum progresses through essential data management skills, including workbook structuring, data validation, and automated error checking using Copilot assistance. Students gain hands-on experience with financial formula creation, reconciliation processes, and advanced lookup operations while leveraging AI to streamline complex calculations and variance analyses. Advanced modules focus on dashboard design principles, interactive visualization creation, and multi-source data modeling using PivotTables and Power Query. Participants develop expertise in financial modeling, forecasting, and scenario analysis, learning to automate cash flow projections, budget variance tracking, and investment decision support tools through intelligent prompting strategies. Real-world case studies anchor the learning experience, covering accounts receivable reconciliation, budget versus actuals analysis, and comprehensive dashboard development. The program culminates in participant-driven scenarios and a capstone project where students build fully automated finance dashboards, demonstrating mastery of both traditional Excel techniques and modern AI-powered automation workflows.
Course Syllabus
Day 1 - Copilot Foundations & Dashboards
Short Break
15 minsShort Break
15 minsRecap and Q&A
15 minsLunch
1 hourShort Break
15 minsShort Break
15 minsShort Break
15 minsRecap and Q&A
15 minsEnd of Day 1
Day 2 - Advanced Modeling & Automation
Short Break
15 minsShort Break
15 minsRecap and Q&A
15 minsLunch
1 hourShort Break
15 minsShort Break
15 minsShort Break
15 minsRecap and Q&A
15 minsEnd of Day 2
Ratings and Reviews
Instructor
Tasmeea Rahman is a highly skilled and versatile professional with a rich background in both academia and industry. Currently serving as a Freelance Corporate Trainer at Abundent in Kuala Lumpur, Malaysia, Tasmeea specializes in developing content and providing training on a wide array of subjects including Machine Learning, Data Analysis with Python, MS Excel, Power BI, Minitab, Jaspersoft, Apache Superset, TIBCO Spotfire, and various electrical and mechanical 2D/3D design tools such as AutoCAD and Autodesk Fusion 360. Her role also encompasses project management training. Previously, Tasmeea worked as an Adjunct Lecturer at Leading University in Sylhet, Bangladesh where she was involved in curriculum development and delivering engaging lectures on electrical and electronics courses. She has hands-on experience in teaching subjects like electrical circuits, VLSI design, digital signal processing, and microprocessors. Before her academic stint, she served as a Design Engineer at ALCOVE in Dhaka, Bangladesh where she was responsible for providing electrical and architectural drawings along with planning and executing projects. Tasmeea holds a Ph.D. in Project Management from Universiti Putra Malaysia with a perfect CGPA of 4.00/4.00. She also earned a Master of Engineering Management from the same university and an MBA in Marketing from the University of Dhaka. Her educational foundation is built on a Bachelor's Degree in Electrical and Electronics Engineering from United International University in Bangladesh. In addition to her formal education, Tasmeea has several certifications including Train the Trainer Certification from HRD Corp and Agile Project Management Certifications from Google via Coursera. She is proficient in multiple engineering software tools and programming languages including MATLAB, AutoCAD, C++, Assembly language, and Python. Fluent in both Bengali and English, Tasmeea is committed to continuous learning and professional development.
Instructor
Tarun Sukhani is a distinguished professional trainer and consultant with over 25 years of comprehensive industry experience spanning multinational corporations across the US, Europe, Asia, South America, and the Middle East. His extensive background encompasses senior executive roles including CIO/CTO, director, and board member positions at renowned organizations such as Dell, AMD, and Experian, as well as regional conglomerates like Indra in Asia Pacific. This diverse corporate experience provides him with unique insights into enterprise-level challenges and solutions across multiple business functions including HR, Finance, Operations, Sales, Risk Management, Engineering, and Accounting. As a highly sought-after trainer, Tarun specializes in an impressive array of cutting-edge technologies and methodologies. His expertise spans Agile/Scrum/SAFe frameworks, enterprise architecture (TOGAF/COBIT/ITIL), cybersecurity (CISSP/CEH/CISO), project management (PRINCE2/PMP), Big Data technologies (Hadoop/Spark), Data Science with Python and R, DevOps practices, Machine Learning/AI, cloud computing, blockchain technologies, and modern development frameworks. This comprehensive skill set enables him to deliver training across the entire technology spectrum, from foundational concepts to advanced implementations. His training delivery extends throughout the Asia Pacific region, including Malaysia, Indonesia, Philippines, Thailand, and Singapore, where he has successfully conducted workshops and training programs for both large enterprises and SMEs. Tarun's client portfolio includes industry leaders such as Dell, AMD, Western Digital, Singtel, CIMB, Digi, Tenaga Nasional, and Sime Darby, demonstrating his ability to work with diverse organizational cultures and technical requirements. Academically, Tarun holds exceptional credentials including an MSc in Information Systems and MBA in Finance and Operations Management from Loyola University Chicago, where he graduated summa cum laude with Beta Gamma Sigma and Alpha Sigma Nu honors. His educational foundation is further strengthened by Bachelor's degrees in Biology, Math, Computer Science, and Business Administration, plus advanced programs from MIT and Stanford in AI, Blockchain, and Entrepreneurship. His extensive certifications as an Agile/Scrum trainer, Java/.NET developer, Machine Learning specialist, and InfoSec expert validate his technical proficiency and commitment to continuous learning, making him an ideal trainer for organizations seeking comprehensive technology education and transformation guidance.'
Minimum Qualification
Target Audience
Methodologies
Instructor Reviews
Tasmeea was an excellent teacher. Very pleasant, willing to assist and answer concerns, and continuously asked how she could assist more. She made the course enjoyable as well as informative.
Thank you so much for your invaluable guidance. I really enjoyed it and appreciated how much fun you made it! I feel much more equipped to cope with difficult challenges.
The training was both fascinating and beneficial. Many members of the staff commented on how useful it was. Tasmeea delivers the topic with authority, wit, and passion.
He was indeed very skilled, knowledgeable and passionate in the data science realm. I was impressed with his business know-how (how the world economy works and how all things can be explain with data, with/without bias) and technical skills in converting data into insights. I will not hesitate to recommend Tarun for any data science related training as I would like to attend more classes myself to learn from the best of the best.
I attended one of Tarun's Data Science course in Jakarta (CDSS). He was a professional trainer & very knowledgeable in Data Science. In his course, Tarun gave many practical examples & valuable information regarding how to conduct Data Science & it's related components (e.g. Software & Deployment Architecture). In addition to those lessons, he also gave very useful insights on building a career as a Data Scientist.
Attended "Blockchain Training: An Overview for Business Professionals" conducted by Dr. Tarun. The reference materials are very comprehensive and an excellent means of conveying information. I was very impressed with how this technology works and adapted into business
He shared his professional insights on data science with a sense of humor that cleared up so many of my questions about the content and real-world applications. Information, tools, and resources given are very useful
His knowledge of multiple subjects exceeds far greater than that of any IT or non-IT person I have met or interacted with in a long time. The breadth and depth of the subject matter he has acquired is exemplary.
Training with Tarun has been awesome. He’s super knowledgable, funny, empathetic and a great educator in general. As someone who didn’t come from a computer science background, his teachings didn’t make me feel stupid or impossible to eventually arrive at being a competent developer. I could understand him as he communicates well & has helped me see the big picture of the computer science field beyond the scope of syntaxes. If you similarly did not come from a CS background and hope to transition into the world of programming but struggle to learn on your own, understand all the foreign & abstract concepts and connect the dots, I think the right person to guide you on your journey would make a big difference. Having someone who’s deep in the field with many years of experience narrow and communicate the relevant areas to focus would also close a big gap from having to struggle and figure out a lot of things on your own. Being able to maintain your interest during your learning journey is important too, thus finding that someone is important. All in all, I would wholeheartedly recommend Tarun and the backend course I took.
Tarun is a results-driven & inspirational technology leader with a clear vision, direction, and broad-based technology expertise. He is passionate, intuitive, engaged, pragmatic, systematic, agile. His experiences span from small start-ups to complex, global companies, from being technical lead to technical strategist to being the leader of larger group of architecture and engineering teams. Much of his experiences are in the area of Java, Scala, Machine Learning, Neural Networks, Cloud Computing, Data Science and what not. I am truly amazed to experience his breadth & depth of technological expertise and pleasure to be part of his team.
Tarun is very passionate on the domains and gave numerous insights to support critical business decisions and develop data products to transform daily encounters and processes. He was a professional trainer & very knowledgeable in Data Science. His material is presented through a sequence of brief lectures, interactive demonstrations, great hands-on exercises, and discussions.
We’ve been collaborated many times in doing courses for the accountants. He spoke to quiet number of event in our company with various topic regards to accountants need. The collaboration was very smooth and his session definitely made a huge impact on our success. Mr Tarun is a great Professional!
Mr. Tarun is a driven, hardworking, and knowledgeable entrepreneur in his field." A broad-minded trainer who embraces change and inspires people to do better every day. Mr. Tarun sets a good example by being enthusiastic and dedicated, and he inspires and motivates others. I am delighted to be working for such personnel
FAQs
- Public pricing: applies for individuals signing up from different companies.
- Corporate pricing: applies if a company wants to have an intake for its employees only.
- Training provider pricing: applies only for other training providers looking to hire our trainers and use our content. Our content has a licensing fee.
Courses you may like
Why should you attend?
This comprehensive training program transforms finance professionals into Excel power users by combining traditional spreadsheet expertise with cutting-edge Microsoft 365 Copilot artificial intelligence capabilities. Participants master the fundamentals of Copilot integration, learning prompt engineering techniques specifically designed for finance scenarios while exploring responsible AI implementation in professional environments. The curriculum progresses through essential data management skills, including workbook structuring, data validation, and automated error checking using Copilot assistance. Students gain hands-on experience with financial formula creation, reconciliation processes, and advanced lookup operations while leveraging AI to streamline complex calculations and variance analyses. Advanced modules focus on dashboard design principles, interactive visualization creation, and multi-source data modeling using PivotTables and Power Query. Participants develop expertise in financial modeling, forecasting, and scenario analysis, learning to automate cash flow projections, budget variance tracking, and investment decision support tools through intelligent prompting strategies. Real-world case studies anchor the learning experience, covering accounts receivable reconciliation, budget versus actuals analysis, and comprehensive dashboard development. The program culminates in participant-driven scenarios and a capstone project where students build fully automated finance dashboards, demonstrating mastery of both traditional Excel techniques and modern AI-powered automation workflows.
What you'll learn
- Automate data cleaning, validation, and reconciliation using AI-powered prompts
- Build advanced financial models for forecasting and scenario analysis automation
- Create multi-source data models using PivotTables and Power Query integration
- Develop audit tools and exception reporting using Copilot automation features
- Design interactive financial dashboards with dynamic visualizations and controls
- Configure and implement Microsoft 365 Copilot for finance-specific Excel workflows
- Master prompt engineering techniques for complex finance calculation workflows
Course Syllabus
Day 1 - Copilot Foundations & Dashboards
Short Break
15 minsShort Break
15 minsRecap and Q&A
15 minsLunch
1 hourShort Break
15 minsShort Break
15 minsShort Break
15 minsRecap and Q&A
15 minsEnd of Day 1
Day 2 - Advanced Modeling & Automation
Short Break
15 minsShort Break
15 minsRecap and Q&A
15 minsLunch
1 hourShort Break
15 minsShort Break
15 minsShort Break
15 minsRecap and Q&A
15 minsEnd of Day 2
Instructor Reviews
Tasmeea was an excellent teacher. Very pleasant, willing to assist and answer concerns, and continuously asked how she could assist more. She made the course enjoyable as well as informative.
Thank you so much for your invaluable guidance. I really enjoyed it and appreciated how much fun you made it! I feel much more equipped to cope with difficult challenges.
The training was both fascinating and beneficial. Many members of the staff commented on how useful it was. Tasmeea delivers the topic with authority, wit, and passion.
He was indeed very skilled, knowledgeable and passionate in the data science realm. I was impressed with his business know-how (how the world economy works and how all things can be explain with data, with/without bias) and technical skills in converting data into insights. I will not hesitate to recommend Tarun for any data science related training as I would like to attend more classes myself to learn from the best of the best.
I attended one of Tarun's Data Science course in Jakarta (CDSS). He was a professional trainer & very knowledgeable in Data Science. In his course, Tarun gave many practical examples & valuable information regarding how to conduct Data Science & it's related components (e.g. Software & Deployment Architecture). In addition to those lessons, he also gave very useful insights on building a career as a Data Scientist.
Attended "Blockchain Training: An Overview for Business Professionals" conducted by Dr. Tarun. The reference materials are very comprehensive and an excellent means of conveying information. I was very impressed with how this technology works and adapted into business
He shared his professional insights on data science with a sense of humor that cleared up so many of my questions about the content and real-world applications. Information, tools, and resources given are very useful
His knowledge of multiple subjects exceeds far greater than that of any IT or non-IT person I have met or interacted with in a long time. The breadth and depth of the subject matter he has acquired is exemplary.
Training with Tarun has been awesome. He’s super knowledgable, funny, empathetic and a great educator in general. As someone who didn’t come from a computer science background, his teachings didn’t make me feel stupid or impossible to eventually arrive at being a competent developer. I could understand him as he communicates well & has helped me see the big picture of the computer science field beyond the scope of syntaxes. If you similarly did not come from a CS background and hope to transition into the world of programming but struggle to learn on your own, understand all the foreign & abstract concepts and connect the dots, I think the right person to guide you on your journey would make a big difference. Having someone who’s deep in the field with many years of experience narrow and communicate the relevant areas to focus would also close a big gap from having to struggle and figure out a lot of things on your own. Being able to maintain your interest during your learning journey is important too, thus finding that someone is important. All in all, I would wholeheartedly recommend Tarun and the backend course I took.
Tarun is a results-driven & inspirational technology leader with a clear vision, direction, and broad-based technology expertise. He is passionate, intuitive, engaged, pragmatic, systematic, agile. His experiences span from small start-ups to complex, global companies, from being technical lead to technical strategist to being the leader of larger group of architecture and engineering teams. Much of his experiences are in the area of Java, Scala, Machine Learning, Neural Networks, Cloud Computing, Data Science and what not. I am truly amazed to experience his breadth & depth of technological expertise and pleasure to be part of his team.
Tarun is very passionate on the domains and gave numerous insights to support critical business decisions and develop data products to transform daily encounters and processes. He was a professional trainer & very knowledgeable in Data Science. His material is presented through a sequence of brief lectures, interactive demonstrations, great hands-on exercises, and discussions.
We’ve been collaborated many times in doing courses for the accountants. He spoke to quiet number of event in our company with various topic regards to accountants need. The collaboration was very smooth and his session definitely made a huge impact on our success. Mr Tarun is a great Professional!
Mr. Tarun is a driven, hardworking, and knowledgeable entrepreneur in his field." A broad-minded trainer who embraces change and inspires people to do better every day. Mr. Tarun sets a good example by being enthusiastic and dedicated, and he inspires and motivates others. I am delighted to be working for such personnel
Corporate Pricing
Pax:
Training Provider Pricing
Pax:
Features
Subsidies

Ratings and Reviews
Instructors
Tasmeea Rahman is a highly skilled and versatile professional with a rich background in both academia and industry. Currently serving as a Freelance Corporate Trainer at Abundent in Kuala Lumpur, Malaysia, Tasmeea specializes in developing content and providing training on a wide array of subjects including Machine Learning, Data Analysis with Python, MS Excel, Power BI, Minitab, Jaspersoft, Apache Superset, TIBCO Spotfire, and various electrical and mechanical 2D/3D design tools such as AutoCAD and Autodesk Fusion 360. Her role also encompasses project management training. Previously, Tasmeea worked as an Adjunct Lecturer at Leading University in Sylhet, Bangladesh where she was involved in curriculum development and delivering engaging lectures on electrical and electronics courses. She has hands-on experience in teaching subjects like electrical circuits, VLSI design, digital signal processing, and microprocessors. Before her academic stint, she served as a Design Engineer at ALCOVE in Dhaka, Bangladesh where she was responsible for providing electrical and architectural drawings along with planning and executing projects. Tasmeea holds a Ph.D. in Project Management from Universiti Putra Malaysia with a perfect CGPA of 4.00/4.00. She also earned a Master of Engineering Management from the same university and an MBA in Marketing from the University of Dhaka. Her educational foundation is built on a Bachelor's Degree in Electrical and Electronics Engineering from United International University in Bangladesh. In addition to her formal education, Tasmeea has several certifications including Train the Trainer Certification from HRD Corp and Agile Project Management Certifications from Google via Coursera. She is proficient in multiple engineering software tools and programming languages including MATLAB, AutoCAD, C++, Assembly language, and Python. Fluent in both Bengali and English, Tasmeea is committed to continuous learning and professional development.
Tarun Sukhani is a distinguished professional trainer and consultant with over 25 years of comprehensive industry experience spanning multinational corporations across the US, Europe, Asia, South America, and the Middle East. His extensive background encompasses senior executive roles including CIO/CTO, director, and board member positions at renowned organizations such as Dell, AMD, and Experian, as well as regional conglomerates like Indra in Asia Pacific. This diverse corporate experience provides him with unique insights into enterprise-level challenges and solutions across multiple business functions including HR, Finance, Operations, Sales, Risk Management, Engineering, and Accounting. As a highly sought-after trainer, Tarun specializes in an impressive array of cutting-edge technologies and methodologies. His expertise spans Agile/Scrum/SAFe frameworks, enterprise architecture (TOGAF/COBIT/ITIL), cybersecurity (CISSP/CEH/CISO), project management (PRINCE2/PMP), Big Data technologies (Hadoop/Spark), Data Science with Python and R, DevOps practices, Machine Learning/AI, cloud computing, blockchain technologies, and modern development frameworks. This comprehensive skill set enables him to deliver training across the entire technology spectrum, from foundational concepts to advanced implementations. His training delivery extends throughout the Asia Pacific region, including Malaysia, Indonesia, Philippines, Thailand, and Singapore, where he has successfully conducted workshops and training programs for both large enterprises and SMEs. Tarun's client portfolio includes industry leaders such as Dell, AMD, Western Digital, Singtel, CIMB, Digi, Tenaga Nasional, and Sime Darby, demonstrating his ability to work with diverse organizational cultures and technical requirements. Academically, Tarun holds exceptional credentials including an MSc in Information Systems and MBA in Finance and Operations Management from Loyola University Chicago, where he graduated summa cum laude with Beta Gamma Sigma and Alpha Sigma Nu honors. His educational foundation is further strengthened by Bachelor's degrees in Biology, Math, Computer Science, and Business Administration, plus advanced programs from MIT and Stanford in AI, Blockchain, and Entrepreneurship. His extensive certifications as an Agile/Scrum trainer, Java/.NET developer, Machine Learning specialist, and InfoSec expert validate his technical proficiency and commitment to continuous learning, making him an ideal trainer for organizations seeking comprehensive technology education and transformation guidance.'
Minimum Qualification
Target Audience
Methodologies
FAQs
- Public pricing: applies for individuals signing up from different companies.
- Corporate pricing: applies if a company wants to have an intake for its employees only.
- Training provider pricing: applies only for other training providers looking to hire our trainers and use our content. Our content has a licensing fee.
Courses you may like
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