Microsoft Copilot Studio Lunch and Learn for CFOs

Join Intech Hawaii for an exclusive Lunch and Learn event focused on harnessing Microsoft Copilot AI to revolutionize financial decision-making. Held at the "Purple Box" at Entrepreneurs Sandbox, this 90-minute gathering is designed for CFOs seeking innovative tools to streamline IT budgeting and enhance operational efficiency.

The lunch and learn will include a 45-minute hands-on presentation by Terence Tang, Vice President of Strategy at Intech Hawaii, demonstrating the creation of a custom Copilot bot from scratch using Copilot Studio. We'll use sample organizational data to train the model, culminating in the generation of a comprehensive IT budget tailored to real-world scenarios. The remaining time will include a gourmet lunch, interactive Q&A, and networking, providing actionable insights on integrating AI into financial workflows while addressing security, compliance, and ROI considerations. This event aims to empower CFOs with practical knowledge to leverage AI for strategic advantage, fostering collaboration among Hawaii's financial leaders.

Microsoft Copilot Studio is a low-code platform that enables users to build custom AI-powered agents, or copilots, integrated with Microsoft 365 and other secure data sources, allowing for the creation of tailored solutions using natural language processing and automation tools without extensive coding expertise. For CFOs, this tool can be highly impactful by streamlining financial operations, such as automating data analysis in Excel for budgeting and forecasting, generating insights from complex datasets to inform strategic decisions, and reducing manual tasks like report generation or compliance checks, ultimately saving time, minimizing errors, and enhancing productivity in finance teams.