STRINGFEST ANALYTICS – LIVE TRAINING FOR TEAMS
Put Copilot Cowork to work in your finance team
Live, hands-on Copilot Cowork training helps finance, accounting, and FP&A teams apply AI to reporting, analysis, and meeting preparation. In workshops with George Mount, your team practices turning a business request into useful work across files, then checking the result before it is shared.
We build the session around the work your team does and the Copilot features your organization can access.
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Finance-focused examples / Guided practice / Human review
Built for finance teams with work to get done
This training is for analysts, accounting teams, FP&A professionals, and finance managers who want a practical way to use Copilot Cowork in recurring business work. Participants should be comfortable working with spreadsheets and reports; introductory sessions do not require coding experience.
Cowork can coordinate tasks across Microsoft 365 tools and files. The training focuses on giving it useful context, guiding the work, and applying your team’s judgment to the output. For a program centered on Excel, explore Copilot training for Excel teams.
What your team will gain
Clearer requests
Practice describing the outcome, audience, source materials, and limits so Cowork has a useful brief to work from.
More connected work
Explore how to bring spreadsheets, supporting documents, and reporting requirements together in one task.
A reliable review process
Check calculations, trace claims to source material, and separate supported findings from assumptions that need a person’s input.
A path to everyday use
Identify a workflow worth repeating, clarify who reviews it, and decide where Cowork fits alongside your existing tools and processes.
Practice on familiar finance work
We choose examples during scoping so the exercises connect to your team’s priorities. Possible workshop scenarios include:
Monthly reporting
Use budget and actuals to develop a variance analysis and draft management commentary, with attention to the calculations and evidence.
Forecast reviews
Bring assumptions and supporting notes together into a draft briefing, a change log, and questions for the review meeting.
Close coordination
Turn a close tracker and status notes into an exception summary and a draft update for the team.
The agenda can include Finance for Cowork skills where they are available. We agree on the examples and expected outputs before the session.
Choose the training format that fits
Focused workshop
A practical introduction around a defined finance workflow, with demonstrations, guided exercises, and time for questions.
Full training day
More room to work across files, refine requests, compare outputs, and practice reviewing the work together.
Multi-session program
Sequenced practice for teams developing shared working habits, with time to apply what they learn between sessions.
Delivery is available live online or onsite by arrangement. We agree on the agenda, duration, group size, materials, and fee before booking. For help applying the work over time, explore ongoing support.
Share the workshop overview
Planning a conversation with your manager or team? Download a one-page overview of the audience, learning goals, and delivery options.
Led by George Mount
George Mount is the founder of Stringfest Analytics, a Microsoft MVP, an O’Reilly author, and a LinkedIn Learning instructor. He brings experience in reporting, analytics, and modeling to practical instruction for business teams.
Meet George and read participant feedback.
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
See a finance workflow through George’s eyes
One analysis, several audiences
Explore George’s example of adapting variance commentary for different stakeholders with Cowork and reusable skills.
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 working with spreadsheets and reports. We agree on the starting level and learning goals when we plan the session.
What Copilot access does our team need?
We confirm the Cowork experience and plugins available to participants before a hands-on session. For work accounts, Microsoft’s current requirements include a Microsoft 365 Copilot license and usage-based billing, with a spending policy covering Cowork and the intended users. Your administrator manages those settings; the agenda reflects your environment.
For your administrator: Microsoft’s current requirements and Cowork access controls.
Can we use our own finance examples?
Yes. Bring a reporting, analysis, or coordination task your team wants to improve. Exercises can use sample files, or we can agree on suitable data and handling arrangements for your own examples in advance.
How do we check the work Cowork produces?
Review is part of the practice: check calculations, trace claims to source material, and identify assumptions that need a person’s input. We discuss where human judgment and your organization’s approval process belong before an output is shared or reused.
Can you help us apply the learning after training?
Yes. We can discuss follow-up sessions, workflow reviews, and ongoing enablement support as part of the engagement.
Plan your team’s Copilot Cowork training
Share your approximate group size, current finance workflows, Copilot access, preferred timing, and whether you are considering virtual or onsite delivery. If you are still seeking internal approval, we can start by clarifying the scope.
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