Role-Based Programme
RB0306

Microsoft Copilot for Risk & Internal Audit

Strengthen Risk Analysis, Control Assurance & Audit Workflows with AI

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in using Microsoft Copilot across risk assessment, internal audit planning, control evaluation, evidence analysis, issue management, and reporting.
  • Build reusable AI-assisted workflows for risk registers, control matrices, audit documentation, findings, root-cause analysis, and remediation tracking.
  • Apply Copilot, Excel, and Analyst to identify trends, exceptions, anomalies, and risk indicators while independently validating conclusions.
  • Use Researcher and Microsoft 365 information sources to support structured risk and regulatory research.
  • Maintain audit independence, professional judgement, confidentiality, evidence integrity, traceability, and human accountability throughout AI-assisted workflows.

Tools covered

Microsoft CopilotCopilot ChatResearcherAnalystMicrosoft ExcelWordTeamsOutlookPowerPointMicrosoft 365 Organisational Data

Who should attend

  • Risk Managers
  • Enterprise Risk Management Professionals
  • Internal Audit Managers
  • Internal Auditors
  • Risk Analysts
  • Audit Analysts
  • Risk & Control Professionals
  • Internal Control Professionals
  • Governance, Risk & Compliance Professionals
  • Operational Risk Professionals
  • Technology Risk Professionals
  • Audit & Assurance Professionals
  • Risk and Internal Audit Team Leads

Prerequisites & Participant Readiness

  • Working understanding of risk management or internal-audit processes
  • Familiarity with risk registers, controls, audit evidence, findings, and remediation activities
  • Basic proficiency with Microsoft 365 applications
  • Familiarity with spreadsheets and business data is recommended
  • General awareness of generative AI is beneficial
  • No previous Microsoft Copilot course completion required

TOC Modules

Concepts
  • Understanding Copilot across research, documents, spreadsheets, meetings, communication, and analytical workflows
  • Mapping AI assistance across Risk Identification → Assessment → Control → Assurance → Reporting → Remediation
  • Understanding organisational grounding, permissions, and controlled access to business information
  • Differentiating AI-generated analysis from professional risk and audit judgement
Practical activities
  • Exploring representative risk and audit activities with Copilot Chat
  • Mapping Risk / Audit Activity → Copilot Capability → Human Validation → Assurance Outcome
  • Identifying suitable activities for AI assistance versus mandatory specialist review

Scenarios

Risk Register to Control Assurance & Management Action

Business Risks → Copilot-Assisted Risk Review → Control Mapping → Excel / Analyst Exception Analysis → Evidence Review → Control Gap → Root-Cause Analysis → Remediation Plan → Management Reporting

Participants analyse a representative risk portfolio, evaluate relevant controls and data, identify evidence-supported control concerns, and develop traceable management actions while retaining professional risk judgement.

Internal Audit Evidence to Governed Audit Finding

Audit Objective → Risk-Based Scope → Control Testing → Document & Data Evidence → Exception Identification → Finding Development → Management Response → Remediation Tracking → Audit Report

Participants complete an integrated audit workflow using Copilot across planning, evidence analysis, findings, meetings, and reporting while maintaining evidence integrity, audit independence, human validation, and accountable sign-off.

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