Role-Based Programme
RB0305

Microsoft Copilot for Risk & Internal Audit

AI-Assisted Risk Analysis, Audit Evidence & Control Review

IMAGE REQUIRED
Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build practical capability in using Microsoft Copilot for risk identification, audit preparation, evidence review, control analysis, and management reporting.
  • Use Copilot to summarize policies, procedures, risk registers, audit evidence, control descriptions, and business information.
  • Apply structured prompting to develop risk statements, audit questions, control mappings, findings, and remediation summaries.
  • Use AI-assisted research and analysis to support risk reviews, audit planning, issue investigation, and management communication.
  • Apply confidentiality, source validation, audit independence, professional judgement, human approval, and responsible AI practices.

Tools covered

Microsoft CopilotCopilot ChatWeb-Grounded ResearchFile & Document AnalysisAI-Assisted WritingSummarizationData InterpretationStructured AnalysisPresentation Support & Risk / Audit Prompting

Who should attend

  • Internal Audit Managers
  • Internal Auditors
  • Risk Managers
  • Enterprise Risk Professionals
  • Operational Risk Professionals
  • Risk Analysts
  • Controls & Assurance Professionals
  • Governance Professionals
  • Business Control Professionals
  • Audit Analysts
  • Technology Risk Professionals
  • Risk & Internal Audit Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of risk management, internal audit, or control-assurance processes
  • Familiarity with policies, risk registers, audit evidence, controls, or management reporting
  • Basic experience working with business documents and spreadsheets
  • Basic familiarity with generative AI is helpful
  • Awareness of confidentiality and audit-independence requirements
  • No programming expertise required
  • No previous Microsoft Copilot experience required

TOC Modules

Concepts
  • Understanding Copilot as an AI assistant for research, analysis, summarization, and professional productivity
  • Identifying use cases across risk assessment, audit planning, control review, evidence analysis, and reporting
  • Understanding the difference between AI assistance and professional risk or audit judgement
  • Recognising information sensitivity, permissions, and authoritative-source requirements
Practical activities
  • Exploring Copilot through common risk and audit activities
  • Testing basic prompts for summarization, analysis, and review
  • Mapping Risk / Audit Activity → Copilot Support → Human Review → Outcome

Scenarios

Risk Register to Management Action

Business Process → Existing Risk Register → Copilot-Assisted Review → Risk & Control Gaps → Management Questions → Updated Risk View → Human Risk Review → Action Plan

Participants use Microsoft Copilot to improve the structure and completeness of risk information while keeping final ratings, treatment decisions, and risk acceptance under qualified human ownership.

Audit Evidence to Validated Finding

Audit Objective → Control Requirement → Evidence Review → Copilot-Assisted Gap Analysis → Draft Finding → Auditor Validation → Corrective Action → Follow-Up

Participants use Copilot to organize evidence and structure audit findings while ensuring evidence sufficiency, final conclusions, and remediation validation remain under professional auditor judgement.

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