STRINGFEST ANALYTICS – LIVE TRAINING FOR TEAMS
Turn finance ideas into useful tools with Copilot Code
Help your finance team move from an idea to a working prototype. In live, hands-on training with George Mount, participants use Microsoft Copilot Code to build small dashboards, calculators, and internal tools, then learn how to check and refine what AI creates.
We shape the workshop around your team’s work, experience, and available Copilot features.
Book a training conversation · Live online or onsite by arrangement
Finance-focused examples / Guided practice / Human review
Built for finance teams ready to try building
For finance, accounting, and FP&A professionals who work with spreadsheets and want to explore creating tools with AI. Introductory sessions require no coding experience. Bring your knowledge of the business problem; we practice translating it into a clear brief and a result you can evaluate.
The focus is the Code tab in Microsoft Copilot. For training centered on spreadsheets, explore Copilot training for Excel teams.
What your team will take away
A clearer project brief
Define who the tool is for, what it should do, the data it needs, and what a correct result looks like.
A practical building process
Plan a small first version, preview the result, and make focused changes without losing sight of the business need.
Confidence checking the work
Test calculations against known examples, inspect assumptions, and spot missing data or unexpected behavior.
A sensible next step
Identify a useful pilot and the review, ownership, and maintenance it needs before becoming part of everyday work.
Practice on a finance problem your team recognizes
We choose the project during scoping. Possible workshop examples include:
Variance explorer
Turn sample budget and actuals into a filterable view, with clear calculations and exceptions.
Scenario calculator
Help colleagues explore a few assumptions and compare outcomes in an interactive prototype.
Close tracker
Build a simple view of tasks, owners, deadlines, and status using fictional close data.
Exercises use sample or agreed practice data. We set the scope and expected outputs before the session.
Choose the training format that fits
Focused workshop
Explore one defined workflow through a demonstration, guided building, review, and questions.
Full training day
Allow more time to refine a prototype, test edge cases, and compare approaches as a team.
Multi-session program
Build shared habits with time to apply the learning and bring questions to the next session.
Available live online or onsite by arrangement. Agenda, duration, group size, materials, and fee are agreed before booking. Ongoing enablement support is also available.
Share the workshop overview
Bring a concise summary of the audience, outcomes, and delivery options to your internal planning conversation.
Led by George Mount
George Mount is the founder of Stringfest Analytics, a Microsoft MVP, an O’Reilly author, and a LinkedIn Learning instructor. His teaching connects analytics tools to the reporting, analysis, and modeling work business teams already do. Meet George.
Feedback on George’s training
George is a great teacher. He is very personable and makes it so everything is easy to understand.
Sherry B., Business Analyst
A look at George’s approach to teaching AI
What changes when Copilot enters the classroom
In this article on a live Excel training program, George discusses guided practice, experimentation, and the judgment learners need when working with AI.
Questions before we book
Do participants need to know how to code?
No coding experience is needed for an introductory workshop. Participants should be comfortable with spreadsheets and able to explain the business task they want to improve. We agree on the starting level when we plan the session.
What Copilot access does our team need?
For work accounts, confirm the required Microsoft Copilot license, Frontier access, and the Code tab with your administrator. Usage-based billing must cover the intended users and the Code service, with an appropriate billing method and spending limits. Windows deployment currently also involves the unified Copilot app and its Beta update channel.
We check access before a hands-on session and adapt the delivery to your environment. The product is in preview; requirements can change. Reviewed November 3, 2026.
Microsoft requirements · App setup · Billing setup · Spending policies
Can we use our own finance examples?
Yes. We can scope the session around a workflow your team recognizes and agree on suitable practice data in advance. Sample files are available when your team prefers to keep internal data out of the exercises.
Will our workshop prototype be ready for production?
The workshop develops skills and a scoped practice project. Using a tool in live finance work requires a separate review of its calculations, data access, permissions, reliability, and maintenance. We can discuss the next steps for an internal pilot.
Can you help us apply the learning after training?
Yes. We can discuss follow-up sessions, project reviews, and ongoing enablement support as part of the engagement.
Plan your team’s Copilot Code training
Tell me about your team, a finance workflow you want to improve, your current Copilot access, and preferred timing. We can clarify the scope even if you are still seeking internal approval.