CFA Society Calgary

SOLD OUT Workshop: Copilot for Finance Professionals

REGISTRATION NOTE: Unlike our webinars, this workshop has limited capacity, due to the interactive nature of the course. Register early to secure your spot. A waitlist will open all available spots have been filled. This 3-hour course will introduce finance professionals to the basics of Copilot, a generative AI-powered assistant, to enhance their productivity and decision-making in various Microsoft applications. Participants will learn about Copilot features and capabilities, and practice applying use cases with a focus on finance such as data analysis, research, document drafting, presentation creation, and email communication. The course will also cover best practices, tips, and limitations of using Copilot, including prompt engineering as well as some ethical and security considerations. Strategies for eliciting the most relevant and accurate responses from Copilot   Understanding the limitations of Copilot and how to prevent misinformation by recognizing and mitigating hallucinations   Techniques for crafting initial and follow-up prompts to maximize output quality     Best practices for using Copilot in Excel, Word, PowerPoint, Outlook, and Teams, including streamlining daily operations with Copilot  Practical applications in finance, such as leveraging Copilot for in-depth research and due diligence of companies and industries, data analysis, drafting proposals and presentations, brainstorming innovative solutions, and performing daily administrative tasks  While this session is based in Copilot, the course approach is platform-agnostic by design. We understand that platform access, regional availability, and internal controls vary widely. The exercises are structured so they work across major LLMs,  e.g., Copilot, ChatGPT, internal firm tool. Registration Information: Please note, if you continue onto the registration process you will be directed to log into your CFA Institute account. If you do not have an account yet, you can create one here .  

Career Conversations featuring Chioma Ilekuba CFA, CTP

Join us on  June 30  from 12:00–1:00 PM for our next Career Conversations session featuring Chioma Ilekuba, CFA, CTP. REGISTER HERE   Whether you're considering a career pivot, new to Canada, or looking to build your professional path in a new environment, this session will offer valuable insights. Originally trained as a Mechanical Engineer, Chioma built a successful 17-year career in banking across Nigeria and Canada, specializing in trade finance, transaction banking, and working capital solutions. After relocating to Canada, she successfully transitioned her career to the North American financial services market and will soon join a leading Canadian financial institution as Director, Trade Finance. In this conversation, Chioma will share her journey of navigating both a career change and an international move, including the challenges and opportunities she encountered as a newcomer to Canada, and the strategies that helped her continue to grow and advance her career.