Use this Copilot for Excel workshop outline and downloadable brochure to discuss sample topics with your manager or learning and development team. For delivery options, learning goals, and planning your program, start with Copilot training for Excel teams.
Help your team use Microsoft Copilot in Excel with clearer prompts, practical exercises, and a repeatable process for checking results. Stringfest Analytics provides hands-on training for finance, accounting, and operations teams, led by George Mount. Practice using AI to support everyday spreadsheet work while keeping human judgment and verification central to the process.
Workshops focus on tasks your team recognizes: explaining formulas, exploring data, communicating findings, and reviewing AI-generated suggestions. We scope the exercises around your goals and the Copilot features available in your Microsoft 365 environment.
Choose a focused workshop or a multi-session program, delivered live online or onsite. Request Copilot training for your team and share your audience, current Excel workflows, and what you would like participants to do more confidently.
Organizations I’ve worked with include:
What people are saying
George is a great teacher. He is very personable and makes it so everything is easy to understand.
Sherry B., Senior Business Analyst, Medical Equipment Manufacturer
Clear, concise instruction that lead to major skill improvement in Excel without having to invest a significant amount of time..
Ashley B., Research Associate, Nonprofit Foundation
Very good presenter who explains the topic in an easy to understand way. Find all of George’s topics very useful.
Jorge C., Sales Analyst, Cloud Software Provider
Well-structured lessons, efficient, and learning objectives are clearly set and achieved during the class. Instructor was friendly and made the lesson understandable for all attendees.
Jason R., People Analytics, Staffing & Recruiting Agency
What do my trainings look like?
You can gain insight into my teaching approach through the numerous complimentary presentations I offer to the broader community. In these workshops, I strive to connect with learners at their current level and guide them step by step, from the basics to a completed project. This method ensures that participants can confidently utilize Excel by the end of the session.
Below are examples of past presentations I have conducted for a community meetup and a charity event, respectively:
Meet your instructor
Hi, I’m George Mount, the founder of Stringfest Analytics. With over 10 years of experience in data analytics, I hold master’s degrees in both finance and information systems from Case Western Reserve University. I am widely recognized as an expert in the fields of data analysis and Microsoft Excel and authored Advancing into Analytics: From Excel to Python and R (O’Reilly Media, 2021). I am also honored to be a recipient of Microsoft’s Most Valuable Professional (MVP) award for my technical excellence and community contributions in Excel.
My expertise extends to reporting, analytics, and modeling, and I am a respected trainer in these areas. I provide training for companies across North America and beyond.
What topics are covered?
These sample topics are a starting point for the workshop agenda. We confirm the Copilot features available in your organization before selecting exercises, and pair each task with checks against the workbook and source data:
- Exploring the Copilot editor and forming initial impressions
- Applying formatting and conditional formatting to Excel tables
- Crafting formulas and functions
- Developing data visualizations
- Streamlining data analysis and producing insights
Get started
Ready to get the most out of AI-powered Excel for your team? Drop me a line below and I’ll be in touch shortly to get started.
