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