Leverage MS Copilot to Innovate Your Audit Workflow
Dates : 13-14 April 2026
The training is 2x1/2 day from 13:00 to 16:30
Language : English
CPE Points : 7
Deadline to register : 1 April 2026
Trainer name: Dr. Dominik Förschler
Type of session (Online training/ In-Person Training / Webinar): Online training
Overview
Embrace the power of AI to revolutionize your internal audit practice. This hands-on training introduces participants to Microsoft Copilot, the advanced AI assistant, specifically adapted for internal auditing functions within Microsoft Office tools, such as Excel, Word, PowerPoint, and Outlook. Discover how MS Copilot can streamline and enhance daily audit tasks, from data analysis in Excel to audit report automation in Word. Participants will explore the underlying technology behind MS Copilot, understand its training process, and practice applying it across various stages of the audit cycle to improve efficiency, accuracy, and data-driven insights. Learn how to safely integrate MS Copilot into your audit workflows, optimize collaboration, and enhance decision-making while upholding ethical standards and accuracy.
Learning Objectives
- Understand Microsoft Copilot’s AI-driven capabilities and their application in internal audit.
- Identify and apply Copilot functions within Excel, Word, PowerPoint, and Outlook to automate repetitive audit tasks.
- Enhance audit planning and documentation with data-driven insights from Copilot.
- Use MS Copilot to design, streamline, and conduct audit interviews and control tests.
- Improve audit risk assessment by leveraging Copilot’s analytical capabilities.
- Design and review audit reports with Copilot to ensure clarity, accuracy, and speed.
- Foster collaboration within audit teams using AI-powered features in MS Office.
Who should attend?
Audit professionals, Audit managers
Course description
Audit Training Agenda:
1. Introduction to Digital Transformation in Auditing
Role of AI in the evolution of internal audit
Overview of digital audit tools and the impact of AI on audit workflows
Practical overview of MS Copilot’s AI features
2. Exploring Microsoft Copilot
Introduction to AI-powered tools and their place in internal auditing
Understanding Copilot’s underlying technology, training model, and ethical considerations
3. Microsoft Copilot in Action: Office Applications for Audit
Excel for Data Analysis: Simplifying complex data analytics, risk assessments, and sampling techniques
Word for Documentation: Automating audit documentation, drafting summaries, and structuring audit reports
PowerPoint for Reporting and Audit Engagement Presentations: Building AI-assisted audit presentations for effective communication
Outlook for Collaboration: Facilitating email communication, scheduling, and reporting with AI support
4. Integrating Copilot into the Internal Audit Process
Practical Use Cases: Mapping MS Copilot’s role across audit sub-processes
Aligning audit procedures with AI functionalities in MS Office applications
Ethical guidelines and best practices for responsible AI in auditing
5. Best Practices for Leveraging Copilot in Audit
Practical applications across the audit value chain
Enhancing risk assessments, control evaluations, and reporting processes
Case studies: Successful Copilot integrations in audit scenarios
6. Hands-on Exercises and Live Demonstration
Live demonstrations of MS Copilot in Excel, Word, PowerPoint, and Outlook
Interactive exercises for real-time practice with MS Copilot
7. Conclusion and Future Outlook
Summarizing key takeaways and practical steps for adoption
Future of AI in internal audit and opportunities for advanced AI integration
Useful precondition: Participation in Part 1 “Effective Use of ChatGPT in Internal Audit”
Trainer bio
Dr. Dominik Foerschler
Managing Director | Senior Equity Partner
Audit Research Center | ARC-Institute
Chairman of the Digital Transformation Board
Dr. Dominik Foerschler was awarded by Richard Chambers in 2021 as one of the Top 12 influencers as Global Internal Audit Thought Leader.
In over 25 years of professional experience at Deutsche Bank, Canadian Imperial Bank CIBC and BMW in responsible management positions, with international assignments in Toronto, Chicago, New York, Madrid and London, Dominik is today the author of numerous expert books and articles in the field of Internal Audit, GRC and human resources development in renowned professional journals as well as the editor of a book series.
After holding various management positions and working as executive assistant to the President of the University of Frankfurt am Main, Germany and faculty member of the Management Research Center, Dominik now heads the Audit Research Center | ARC Institute as Managing Director. As Chairman of the Digital Transformation Board, he is also responsible for the development of new learning methods such as serious business games training as well as the developed Digital Stress Test as an audit methodology concept, which has become very well-known across Europe.