Role-Based Programme
RB0304

Microsoft Copilot for Risk & Internal Audit

AI-Assisted Risk Research, Evidence Review & Audit Support

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Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how Microsoft Copilot can support risk research, audit preparation, policy review, evidence analysis, and management reporting.
  • Explore AI-assisted methods for summarising risk registers, policies, procedures, control descriptions, findings, and remediation information.
  • Experience structured prompting for identifying themes, information gaps, potential exceptions, and follow-up questions from supplied evidence.
  • Recognise how Researcher and Analyst can support deeper risk research and structured data analysis where available.
  • Apply confidentiality, evidence traceability, professional scepticism, human judgement, and responsible AI practices.

Tools covered

Microsoft CopilotCopilot ChatFile Upload & AnalysisResearcher AgentAnalyst AgentCopilot PagesMicrosoft Copilot Agents

Who should attend

  • Risk Managers
  • Internal Audit Managers
  • Internal Auditors
  • Risk Analysts
  • Audit Analysts
  • Enterprise Risk Management Professionals
  • Governance, Risk & Control Professionals
  • Operational Risk Professionals
  • Internal Control Professionals
  • Controls Assurance Professionals
  • Audit Coordinators
  • Risk & Internal Audit Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of risk-management or internal-audit processes
  • Familiarity with risks, controls, policies, audit evidence, findings, or remediation activities
  • Basic familiarity with generative AI is helpful but not mandatory
  • No programming expertise required
  • No previous Microsoft Copilot experience required
  • Researcher, Analyst, agents, and some advanced capabilities may depend on Microsoft licensing and organisational configuration
  • Organisational policies should be followed before using confidential, privileged, regulated, personal, or commercially sensitive information

TOC Modules

Concepts
  • Understanding Copilot as an AI assistant for research, analysis, summarisation, and knowledge work
  • Mapping risk and audit activities across Research → Review → Analyse → Validate → Report
  • Exploring Copilot Chat, file analysis, Researcher, Analyst, Pages, and agent-assisted workflows
  • Distinguishing AI-generated observations from verified evidence and professional conclusions
Practical activities
  • Exploring Copilot with a sample risk or audit question
  • Mapping common audit activities to relevant Copilot capabilities
  • Identifying suitable and unsuitable AI-assisted audit use cases

Scenarios

Control Evidence to Preliminary Audit Observation

Control Requirement → Policy / Procedure → Copilot File Analysis → Evidence Summary → Potential Gap / Exception → Auditor Validation → Preliminary Observation

Participants use Copilot to organise and analyse supporting information while retaining materiality assessment, finding formulation, and audit judgement with qualified audit professionals.

Emerging Risk to Audit Planning Input

Emerging Risk → Researcher → Source Review → Risk Themes → Business Impact → Audit Relevance → Risk / Audit Team Validation → Audit Planning Input

Participants use AI-assisted research to investigate an emerging risk and convert validated evidence into structured audit-planning input without delegating final risk assessment or audit-scoping decisions to Copilot.

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