Course Detail(AI004 : Practical AI for Public Sector Finance Professionals)

AI004 : Practical AI for Public Sector Finance Professionals

7.00 CPE Hours (Category 5)
Classroom

This course is part of the Practical AI Series  by ISCA Academy and Skybots. Designed for Accountants by Accountants, it equips you with practical AI skills you can use from day one.

This one-day, hands-on programme equips audit, accounting, tax and finance professionals in the public sector with the practical AI skills they can apply immediately upon returning to the workplace. Participants will move beyond theory and work directly with Microsoft Copilot and Pair Chat  automating repetitive Excel tasks, extracting data from PDFs, cleaning messy datasets, building interactive dashboards, generating polished PowerPoint presentations, and constructing AI agents for work processes. By the end of the day, participants will have completed real, practical outputs they can bring back and deploy in their own roles  not just concepts, but actual working solutions.

Participants will be able to:

•    Use Pair Chat and Microsoft Copilot purposefully across core work activities, moving beyond surface-level use to unlock its full productivity potential
•    Automate repetitive Excel tasks and clean messy financial data using AI-assisted techniques
•    Extract, validate, and structure data from PDFs and unstructured documents
•    Build interactive dashboards and management-ready visualisations 
•    Generate professional PowerPoint presentations directly from data and written reports
•    Design and deploy AI agents for work processes
•    Build lightweight mini-applications to solve specific workplace problems
•    Evaluate and select the right AI tool  Copilot, ChatGPT, Claude, or Gemini for each use case
•    Integrate AI responsibly into professional workflows with appropriate ethical and confidentiality guardrails

Programme Outline

Module 1: AI Foundations & Responsible Use in Government Finance

▪    How Pair Chat and Copilot work across Word, Excel, PowerPoint, Outlook, and OneDrive
▪    Pair Chat and Copilot versions, access tiers, and core capabilities for finance officers
▪    AI limitations: hallucinations, numerical errors, and accuracy validation
▪    Data confidentiality, ethics, and compliance in professional environments

Module 2: Pair Chat & Copilot for Finance Communication & Presentations

▪    Prompting clearly with context, output format, and professional tone
▪    Drafting budget papers, finance circulars, management replies, and inter-agency correspondence
▪    Meeting summaries, action tracking, and finance committee documentation
▪    Converting financial data and analysis into leadership-ready PowerPoint presentations
▪    SOPs, finance process documentation and internal policies

Module 3: Pair Chat & Copilot for Excel ,Government Financial Data & Analysis

▪    Prompt Engineering for Excel in public sector finance workflows
▪    Cleaning and structuring budget, expenditure, and procurement data
▪    Consolidating data across departments, sub-heads, and financial years
▪    Approval matrix checks, commitment tracking, and expenditure variance flagging
▪    Formula generation, explanations, and VBA-assisted automation 

Module 4: Pair Chat & Copilot for PDF Extraction & Unstructured Document Automation

▪    Techniques for extracting data from structured vs unstructured government finance documents
▪    Using Pair Chat, Copilot, and approved tools to process invoices, claims, and contracts
▪    Exporting to structured Excel and reporting-ready formats for management and audit

Module 5: Pair Chat & Copilot for Interactive Dashboards and Mini Apps

▪    Trend, variance, and anomaly analysis on budget vs actual expenditure
▪    Building simple dashboards, visual summaries and mini apps
▪    KPI summaries, management dashboards, and executive narratives

Module 6: Pair Chat & Copilot AI Agents 

▪    Designing AI agents to handle repetitive finance and procurement workflows using Pair Chat and Copilot
▪    Defining agent roles, tasks, knowledge bases, and guardrails for public sector use
▪    Zero-shot, few-shot, and chain-of-thought prompting 
▪    Governance, accountability, and responsible AI deployment within finance divisions

Module 7: Pair Chat & Copilot Governance & AI Adoption Strategy

▪    AI security, data residency, and confidentiality for government financial information
▪    Identifying high-impact, low-risk AI use cases 
▪    Phased AI implementation roadmap 
▪    Change management, finance team upskilling, and building an AI-ready division culture

Module 8: AI Tool Landscape for Public Sector Finance

▪    ChatGPT, Claude, Gemini, Copilot, and Pair Chat: capabilities, costs, and suitability
▪    Free vs paid tools: getting maximum value with minimum spend
▪    Choosing the right AI tool for your team, budget, and use case

Training Methodology*

Workshop style with hand-on exercises
 
Closing Date for Registration*
1 Week before start of session


 

Intended For

• Public sector finance, budget and procurement officers • Corporate services and finance operations teams • Officers preparing submissions for ministries or audits

Competency Mapping

Category 5 = 7.00 Hours

Schedule & Fees

Date & Time

20 May 2026 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)


SGD pricing -

For Members: $ 490.50
For Non-Members: $ 588.60


Programme Facilitator(s)

Mr Daryl Aw

Venue

60 Cecil Street
ISCA House
Singapore 049709

Testimonial

Funding

No funding Available!

Programme Facilitator(s)


Daryl Aw
CA Singapore
3 Time UiPath Most Value Profesional (MVP)
 
 
Daryl Aw is the founder and Managing Director of Skybots Pte Ltd in Singapore. Skybots provides automation solutions for accounting, tax, audit, corporate secretarial, finance and sustainability processes, helping companies in their digital transformation journey. These solutions involve using Robotics Procession Automation (RPA), data analytics and Artificial Intelligence tools such as ChatGPT to automate tedious and repetitive processes for companies to successfully achieve significant productivity gains. These robots can be seen here: https://www.skybotssg.com/
 
He was previously a lecturer in Singapore Polytechnic leading the accounting faculty in RPA and Sustainability projects. He was the lead in Strategic Partnerships leading collaborations with the Singapore Accountancy Commission (SAC), the Institute of Singapore Chartered Accountants
(ISCA) and the National Council of Social Services (NCSS).
 
He has overseen the implementation of more than 100 robots for more than 300 organisations. In 2021, he emerged as the champion at the ISCA RPA Hackathon. In 2022, he was nominated for The President’s Awards for Teachers.
 
Before joining Singapore Polytechnic, he was an auditor with EY Singapore providing auditing services to public listed and private companies in various industries. He is a Chartered Accountant with ISCA.

This course is part of the Practical AI Series  by ISCA Academy and Skybots. Designed for Accountants by Accountants, it equips you with practical AI skills you can use from day one.

This one-day, hands-on programme equips audit, accounting, tax and finance professionals in the public sector with the practical AI skills they can apply immediately upon returning to the workplace. Participants will move beyond theory and work directly with Microsoft Copilot and Pair Chat  automating repetitive Excel tasks, extracting data from PDFs, cleaning messy datasets, building interactive dashboards, generating polished PowerPoint presentations, and constructing AI agents for work processes. By the end of the day, participants will have completed real, practical outputs they can bring back and deploy in their own roles  not just concepts, but actual working solutions.

Participants will be able to:

•    Use Pair Chat and Microsoft Copilot purposefully across core work activities, moving beyond surface-level use to unlock its full productivity potential
•    Automate repetitive Excel tasks and clean messy financial data using AI-assisted techniques
•    Extract, validate, and structure data from PDFs and unstructured documents
•    Build interactive dashboards and management-ready visualisations 
•    Generate professional PowerPoint presentations directly from data and written reports
•    Design and deploy AI agents for work processes
•    Build lightweight mini-applications to solve specific workplace problems
•    Evaluate and select the right AI tool  Copilot, ChatGPT, Claude, or Gemini for each use case
•    Integrate AI responsibly into professional workflows with appropriate ethical and confidentiality guardrails

Programme Outline

Module 1: AI Foundations & Responsible Use in Government Finance

▪    How Pair Chat and Copilot work across Word, Excel, PowerPoint, Outlook, and OneDrive
▪    Pair Chat and Copilot versions, access tiers, and core capabilities for finance officers
▪    AI limitations: hallucinations, numerical errors, and accuracy validation
▪    Data confidentiality, ethics, and compliance in professional environments

Module 2: Pair Chat & Copilot for Finance Communication & Presentations

▪    Prompting clearly with context, output format, and professional tone
▪    Drafting budget papers, finance circulars, management replies, and inter-agency correspondence
▪    Meeting summaries, action tracking, and finance committee documentation
▪    Converting financial data and analysis into leadership-ready PowerPoint presentations
▪    SOPs, finance process documentation and internal policies

Module 3: Pair Chat & Copilot for Excel ,Government Financial Data & Analysis

▪    Prompt Engineering for Excel in public sector finance workflows
▪    Cleaning and structuring budget, expenditure, and procurement data
▪    Consolidating data across departments, sub-heads, and financial years
▪    Approval matrix checks, commitment tracking, and expenditure variance flagging
▪    Formula generation, explanations, and VBA-assisted automation 

Module 4: Pair Chat & Copilot for PDF Extraction & Unstructured Document Automation

▪    Techniques for extracting data from structured vs unstructured government finance documents
▪    Using Pair Chat, Copilot, and approved tools to process invoices, claims, and contracts
▪    Exporting to structured Excel and reporting-ready formats for management and audit

Module 5: Pair Chat & Copilot for Interactive Dashboards and Mini Apps

▪    Trend, variance, and anomaly analysis on budget vs actual expenditure
▪    Building simple dashboards, visual summaries and mini apps
▪    KPI summaries, management dashboards, and executive narratives

Module 6: Pair Chat & Copilot AI Agents 

▪    Designing AI agents to handle repetitive finance and procurement workflows using Pair Chat and Copilot
▪    Defining agent roles, tasks, knowledge bases, and guardrails for public sector use
▪    Zero-shot, few-shot, and chain-of-thought prompting 
▪    Governance, accountability, and responsible AI deployment within finance divisions

Module 7: Pair Chat & Copilot Governance & AI Adoption Strategy

▪    AI security, data residency, and confidentiality for government financial information
▪    Identifying high-impact, low-risk AI use cases 
▪    Phased AI implementation roadmap 
▪    Change management, finance team upskilling, and building an AI-ready division culture

Module 8: AI Tool Landscape for Public Sector Finance

▪    ChatGPT, Claude, Gemini, Copilot, and Pair Chat: capabilities, costs, and suitability
▪    Free vs paid tools: getting maximum value with minimum spend
▪    Choosing the right AI tool for your team, budget, and use case

Training Methodology*

Workshop style with hand-on exercises
 
Closing Date for Registration*
1 Week before start of session


 

Intended For

• Public sector finance, budget and procurement officers • Corporate services and finance operations teams • Officers preparing submissions for ministries or audits

Competency Mapping

Category 5 = 7.00 Hours

Programme Facilitator(s)

Daryl Aw
CA Singapore
3 Time UiPath Most Value Profesional (MVP)
 
 
Daryl Aw is the founder and Managing Director of Skybots Pte Ltd in Singapore. Skybots provides automation solutions for accounting, tax, audit, corporate secretarial, finance and sustainability processes, helping companies in their digital transformation journey. These solutions involve using Robotics Procession Automation (RPA), data analytics and Artificial Intelligence tools such as ChatGPT to automate tedious and repetitive processes for companies to successfully achieve significant productivity gains. These robots can be seen here: https://www.skybotssg.com/
 
He was previously a lecturer in Singapore Polytechnic leading the accounting faculty in RPA and Sustainability projects. He was the lead in Strategic Partnerships leading collaborations with the Singapore Accountancy Commission (SAC), the Institute of Singapore Chartered Accountants
(ISCA) and the National Council of Social Services (NCSS).
 
He has overseen the implementation of more than 100 robots for more than 300 organisations. In 2021, he emerged as the champion at the ISCA RPA Hackathon. In 2022, he was nominated for The President’s Awards for Teachers.
 
Before joining Singapore Polytechnic, he was an auditor with EY Singapore providing auditing services to public listed and private companies in various industries. He is a Chartered Accountant with ISCA.

Upcoming Schedule

Date & Time

20 May 2026 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)


SGD pricing -

For Members: $ 490.50
For Non-Members: $ 588.60


Programme Facilitator(s)

Mr Daryl Aw

Venue

60 Cecil Street
ISCA House
Singapore 049709