IA Academy: The Budget Avengers with Copilot

Training Theme

Budget management requires rigorous method : Structuring data, identifying gaps, and turning analysis into clear scenarios for decision-makers. Let us guide you through this journey step by step using Microsoft Copilot as a helping tool.. 

Using Microsoft 365 tools, you’ll learn to structure budgets in Excel, create clear summaries, produce effective presentations, write reliable reports, and run financial scenarios.

Designed for finance and management professionals, This training shows how Copilot supports methodology without replacing business expertise.

Training Objectives

By the end of this training on Microsoft Copilot, you will be able to:

• Structure and optimize a provisional budget with Copilot
• Synthesize financial data for decision-making bodies
• Design a clear budget presentation that is tailored to your audience
• Formalize a budget meeting in minutes using Copilot
• Simulate different financial scenarios and project their impacts

Prerequisites and Target Audience

Target Audience: For professionals involved in budgeting and decision-making.
Starting Level: Intermediate
Prerequisites: Be comfortable with Microsoft 365 tools (Word, Powerpoint, Excel) and have a basic understanding of budget management

Educational Methods Used

• E-learning Modules: A selection of videos that will help you achieve the defined educational objective

Training Content

5 tutorial videos on Copilot and budget management: 

• Prepare a manageable and trackable budget with Copilot and GPT-5 
• Summarize budget data with Copilot and GPT-5 
• Present a budget with Copilot in PowerPoint 
• Structure discussions into a meeting report with Copilot Chat 
• Explore financial scenarios with Copilot in Excel 

Learn More About Copilot and budget management:

The finance function is evolving rapidly, with growing expectations around analytics, reliability, and responsiveness. Beyond budget monitoring, finance teams are expected to anticipate risks, support strategic decisions, and communicate clearly with stakeholders. Intelligent tools like Microsoft Copilot within Microsoft 365 create new opportunities to work more efficiently and accurately.