Section outline

    • Learning Objective: Gain hands-on experience with AI features in existing software (Microsoft/Google Suite).
    • Content:
      • Microsoft 365 Suite:
        • Excel: Forecast Sheet, Data Types (Stocks & Geography), Ideas.
        • Power Query: Automating data transformation and blending.
        • Power Point: Designer and AI-powered presentation tips.
      • Generative AI for Finance:
        • Responsible Use of ChatGPT & Copilot: For brainstorming, drafting reports, summarizing long documents (e.g., new accounting standards), and generating code for basic data analysis.
        • Critical Disclaimer: Data privacy, security, and hallucination. Never input sensitive, non-public company data.
      • Specialized FinTech: Brief overview of platforms like Vena Solutions (planning) or HighRadius (AR automation).