Role-Based Programme
RB0485

Copilot for Microsoft 365 for Risk & Internal Audit

Explore AI-Assisted Risk Analysis, Evidence Review & Audit Workflows

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

Programme Objectives

  • Understand how Copilot can support risk assessment, audit planning, evidence review, control documentation, and assurance reporting.
  • Explore AI-assisted summarisation and comparison of approved policies, reports, audit documents, meetings, and organisational information.
  • Use Copilot to structure risk registers, control information, audit observations, and follow-up actions.
  • Experience AI-assisted analysis, meeting intelligence, and management reporting across Microsoft 365 applications.
  • Recognise confidentiality, evidence validation, professional judgement, access-control, and responsible AI requirements in risk and internal audit.

Tools covered

Microsoft CopilotCopilot ChatMicrosoft WordExcelTeamsOutlookPowerPointOneDrive & SharePoint Content

Who should attend

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

Prerequisites & Participant Readiness

  • Basic understanding of risk management, internal audit, or internal controls
  • Familiarity with risks, controls, audit evidence, findings, and action tracking
  • Basic working knowledge of Microsoft 365 applications is helpful
  • General awareness of generative AI is beneficial
  • No programming expertise required
  • No previous Copilot experience required

TOC Modules

Concepts
  • Understanding Copilot across documents, spreadsheets, meetings, emails, and organisational information
  • Mapping AI assistance across Plan → Assess → Review → Report → Follow-Up
  • Understanding the difference between AI-generated observations and validated audit evidence
  • Recognising activities requiring qualified risk or audit judgement
Practical activities
  • Exploring representative risk and audit prompts across Microsoft 365
  • Mapping Risk / Audit Activity → Copilot Capability → Human Validation → Outcome

Scenarios

Risk Register to Management Review

Business Risk Data → Copilot-Assisted Analysis → Key Risk Themes → Control Information → Risk Owner Validation → Management Summary → Follow-Up Actions

Participants organise and analyse representative risk information and prepare a concise management review while keeping risk ratings and final conclusions under accountable risk ownership.

Audit Evidence to Structured Finding

Audit Objective → Approved Evidence → Copilot-Assisted Summary → Potential Observation → Auditor Validation → Finding → Management Action → Follow-Up

Participants use Copilot to accelerate evidence organisation and draft preparation while ensuring that audit findings, root causes, ratings, and final recommendations remain subject to professional auditor judgement.

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