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Agentic AI: practical applications, not just hype
Agentic AI has moved from slideware to something finance and analytics teams can genuinely use, but the gap between a polished demo and a workflow you'd trust at month-end is where most teams get stuck.
This hands-on 6-hours online masterclass cuts through the hype and shows what Microsoft has actually shipped for finance and analytics work, Copilot in Excel, the Microsoft 365 Finance agent, Fabric data agents over your governed data, and custom agents built in Copilot Studio applied to real scenarios like variance analysis, commentary, forecasting and reconciliations.
You'll see where agents save real hours, where they can't yet be trusted, and how to deploy them safely with the accuracy, auditability and governance finance demands. You'll leave with a clear-eyed view of the 2026 toolset and a 90-day plan to put one agent to work on your own team.
What you'll learn?
- What "agentic" actually means, the spectrum from assisted to autonomous, and how to tell production-ready capability from hype
- How to drive Copilot in Excel (edit, plan and chat modes) to build models, analyses and forecasts from plain English and where its hard limits are
- How the Microsoft 365 Finance agent and Fabric data agents extend AI from a single workbook to your governed enterprise data
- How to build and automate your own finance/analytics agent in Copilot Studio, including a real month-end workflow
- How to handle the parts that actually matter in finance, accuracy, auditability, human-in-the-loop, governance and cost
This training will take place on 8 & 9 Sep (5:00-8:00 pm BST) online via Zoom. It is available as a single Masterclass or as part of our Premium Online Global Excel Summit Blind ticket.
What's included
Who is it for
Suitable for individual contributors through to finance and analytics team leads weighing up where agents fit. Typical attendees include:
- Finance and analytics professionals
- FP&A
- Controllers
- Accountants
- Finance business partners
- BI professionals
- Data analysts
- Excel users, who are confident in Excel and want to move from "I've heard about AI agents" to "I can use them, safely, on real work."
Download Course Brochure
About your trainer
Leon Gordon
Leon Gordon is a Microsoft Data Platform MVP and the founder of Onyx Data. He specialises in the Microsoft Data Platform, Microsoft Fabric, Foundry, Power BI and Azure SQL and works at the intersection of data analytics and agentic AI for global enterprise and finance teams.
Leon designs and delivers engaging, hands-on masterclasses, in person and online, that turn the platform's fast-moving capabilities into skills people can use the next day. His focus is practical and outcomes-driven, not features for their own sake, but what actually works in production.
What people think of
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Event package contents
Leon Gordon
Training requirements
Users should already be comfortable with day-to-day Excel use.
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