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Finance and accounting professionals are asked to adapt to a rapidly changing workplace. Existing tools like Copilot and ChatGPT can automate tasks and improve workflows with minimal cost and complexity.  Join Tomas Milo (Director – Sigma Optimized) for this applied workshop, as he walks through practical examples, such as using Copilot in Excel as a personal Excel assistant, ChatGPT to improve firm-wide documentation, and look at open-source LLMs for customized solutions. We will also see how to combine AI tools with ‘traditional’ Robotic Process Automation (RPA) tools like Power Automate. By the end of this session, you’ll have the skills to integrate AI tools into your workflows.

Agenda:

  • Using Copilot in Excel
  • Standardize internal processes with LLMs
  • Learn about open-source LLMs for custom solutions
  • Develop a roadmap for AI implementation
  • Combine AI with Robotic Process Automation (RPA) tools like Power Automate

Learning Objectives:

  • Learn to use Copilot in Excel
  • Develop skills to standardize internal processes and documentation with LLMs
  • Introduction to open-source LLMs to create customized AI solutions
  • Learn how to combine AI with RPA tools
  • Learn to design a roadmap to implement AI in your organization.

This event is currently only available for users in the following groups: everyone.
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The information, analysis and opinions expressed in the webinars, podcasts and/or congress presentations are solely those of the presenter/author, are not reviewed by the Institute as to content or accuracy, and are not endorsed by CBV Institute or any of its Members.

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