Agentic AI for Finance & Analytics Teams: Practical Applications, Not Just Hype
A hands-on, 1-day in-person Masterclass with 5× Microsoft MVP Leon Gordon on what Microsoft has actually shipped for finance and analytics: Copilot in Excel, the Microsoft 365 Finance agent, Fabric data agents and custom agents in Copilot Studio, applied to 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 with the accuracy, auditability and governance finance demands. You'll leave with a 90-day plan to put one agent to work on your own team.
Other Sessions
A hands-on day automating a monthly Excel report with Claude. Attendees build it once and leave with a report that rebuilds from new data, with numbers that tie out every time.
A hands-on day building reusable finance tools with Excel, VBA, Power Query, Power Automate and Copilot to automate consolidations, reconciliations and burst reporting every month.
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Early Bird registration is open
18–19 May 2027 · London & Online. Save 20% – limited to 100 in-person and 100 online tickets.
