Copilot-Header-image-no-type-no-logo

AI Is Already in Your Business – Take Control with Copilot: Finance Session

Live Workshop | Sharpen Financial Decision-Making

Imagine cutting time‑consuming tasks by almost half, and giving your team AI-powered tools in the apps they already use. Microsoft 365 Copilot unlocks productivity across your organisation – empowering your people to work smarter, not harder.

AI can dramatically reduce manual analysis, reporting cycles and compliance overhead. Join us for this 90-minute briefing session, where we explore how to move from unmanaged “shadow AI” to a secure, scalable Microsoft AI strategy:

 ◆ Replace uncontrolled public AI with Microsoft Copilot Chat (free and secure).
 ◆ Unlock productivity with Microsoft 365 Copilot, grounded in your tenant.
 ◆ Move from individual assistance to AI Agents that automate processes.
 ◆ Build governance, data boundaries and compliance controls from day one.

This in-person session is strategic, practical and forward-looking – designed for leaders responsible for security, compliance, productivity and digital transformation.

Complimentary refreshments will be provided.

Who Should Attend:

 ◆CIOs
 ◆IT Managers
 ◆Security & Compliance Leads
 ◆Digital Transformation Leaders
 ◆Functional Heads (Finance, HR, Legal)

Real-World Use Cases:

Cashflow Variance Analysis & Narrative Reporting

 ◆Analyse cashflow variances across large datasets in Excel.
 ◆Identify drivers and trends automatically.
 ◆Generate board-ready narrative commentary in minutes.

Accounting Policy Amendment Comparisons

 ◆Compare new accounting standard amendments to current policies.
 ◆Highlight changes and potential reporting impacts.
 ◆Produce audit-ready documentation summaries.

Key Takeaways:

 ◆ Cashflow variance analysis and automated narrative reporting.
 ◆ Accounting policy amendment comparison and impact summaries.
 ◆ Using Microsoft 365 Copilot securely across Excel, Outlook and Teams.

Why It Matters:

 ◆ Faster close cycles.
 ◆ Stronger financial storytelling.
 ◆ Audit-ready documentation in a fraction of the time.

Browse all sessions and supporting materials

Our Speakers

Ian Gard

Presales Consultant, Tecala

Event details:

  • Date:
    Wednesday, April 15, 2026
  • Time:
    3:00 pm – 4:30 pm
  • Location:
    Tecala Office
    Level 8, 66 Clarence St,
    Sydney, 2000 NSW