Microsoft Copilot for Forecasting, Budgeting & Financial Reporting: A Practical Hands-On Training Webinar

To provide CPAs, accountants, finance professionals, and business leaders with practical guidance for integrating Microsoft AI tools into forecasting, budgeting, and reporting through hands-on demonstrations and repeatable workflows while maintaining appropriate governance, verification, and professional judgment. 

• Microsoft AI tools across Excel, Power BI, and Dynamics 365 Sales for integrated forecasting, budgeting, and reporting workflows
• Building connected, repeatable finance processes that link sales data, revenue forecasting, budgeting, variance analysis, and management reporting
• Practical forecasting methods and driver-based models that finance professionals can confidently explain and defend
• Using CRM pipeline data to improve revenue forecasting and evaluate forecast reliability
• Hands-on demonstrations showing how to:
  – Prepare and analyze sales history using Copilot in Excel
  – Build driver-based forecasts and translate them into revenue budgets
  – Incorporate CRM pipeline information into forecast adjustments
  – Create budget-to-forecast reporting dashboards in Power BI
  – Draft management reports and apply review controls before distribution
• AI-assisted reporting workflows that improve efficiency while maintaining transparency, version control, and reviewer accountability
• Governance, documentation, and professional judgment practices for reviewing AI-generated financial analyses and narratives
• Practical guidance for determining when spreadsheet-based processes are no longer sufficient and how Microsoft AI tools support more mature financial reporting environments
• Reusable Copilot prompts, reporting templates, controls checklists, and workflow frameworks that participants can immediately apply

Tracie Miller, PhD, CPA

Wendy Tietz, PhD, CPA, CGMA, CITP