AI in Finance: Hands-On with Microsoft Copilot, AI Agents in Finance Workflows & the Finance AI Landscape

Explore how AI can support your everyday work in finance. Join the AI in Finance Association (AFA) for an interactive morning of practical AI exploration, hands-on Microsoft Copilot sharing, finance-focused examples and conversations with peers. Whether you’re just starting to explore AI or already using it in your work, this workshop is an opportunity to build practical skills, ask questions and discover applications relevant to your role. What we’ll explore • Microsoft Copilot through hands-on sharing and finance-related examples. • AI tools beyond Copilot and how they can be applied in finance. • Opportunities to use AI in your own tasks and day-to-day challenges. • Ideas, experiences and practical insights from fellow finance professionals. You’ll also meet the AFA team, learn more about our focus areas, and have the opportunity to help shape future workshops by sharing the topics, challenges and use cases that matter most to you. Who is this for? Finance and accounting professionals interested in building practical AI capability and connecting with others who are exploring how AI can support their work. Agenda - Friday, 25 September 2026 9:30 am - 10:00 am | Registration and networking 10:00 am - 10:10 am | Welcome and introduction to AFA 10:10 am - 11:10 am | Hands-on Microsoft Copilot sharing with Winnie Chan 11:10 am - 11:40 am | AI tools beyond Copilot and discussion with Angela Shi 11:40 am - 11:50 am | Feedback gathering and AFA member discussion 11:50 am - 12:30 pm | Group photos, networking 12:30 pm - 1:00 pm | Informal wrap-up and departure Bring your questions, your experiences, and a finance task you’d like AI to help with. With thanks to Hays for supporting and hosting this event.