Microsoft Copilot for Finance Leaders: An Executive Briefing
Register with organizerWhat to look forward to
Microsoft’s Ashley Tarver will brief CFOs and senior finance leaders on practical uses of Copilot and Finance Agents for analysis, forecasting, reporting, and finance operations. The executive session will also cover implementation, governance, ROI, and where human review remains essential.
Inside the event
Microsoft Copilot for Finance Leaders: An Executive Briefing. Microsoft Copilot for Finance Leaders: An Executive Briefing. Microsoft Copilot and Finance Agents for Finance Leaders: An Executive Briefing Event summary Learn how CFOs and senior finance leaders can use Microsoft Copilot and Finance Agents to improve financial analysis, forecasting, reporting and day-to-day finance operations. Hosted by Ashley Tarver from Microsoft in partnership with Open Future Forum, this executive briefing will focus on the practical opportunities, limitations and leadership decisions involved in bringing Microsoft AI into the finance function. About the event AI is changing how finance teams analyse information, prepare reports, manage workflows and support business decisions. Microsoft is bringing finance-specific AI capabilities into the tools finance professionals already use, including Microsoft 365 Copilot, Excel and Outlook. Microsoft’s current Finance Agent is designed to connect financial data, surface insights and automate steps within core finance processes. Microsoft renamed Copilot for Finance as Finance agents as its capabilities became more agentic. During this executive briefing, Ashley Tarver from Microsoft will explore how finance leaders can evaluate these capabilities, identify practical use cases and prepare their teams for adoption. The discussion will cover where Microsoft Copilot and Finance Agents can create meaningful leverage, where human review remains essential and how CFOs should approach implementation, governance and return on investment. This is an executive-level session focused on finance leadership and practical adoption, not a highly technical product demonstration. What you will learn How Microsoft Copilot and Finance Agents can support finance teams Where AI can create the most immediate value in finance operations How finance leaders can use AI in Excel, Outlook and Microsoft 365 Copilot How AI may support budgeting, forecasting and financial
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Last checked: Oct 27, 2026. Confirm current availability before making plans.