Microsoft Copilot for Finance Leaders: An Executive Briefing.
Microsoft Copilot for Finance Leaders: An Executive Briefing.
Microsoft Copilot for Finance Leaders: An Executive Briefing.
Microsoft Copilot and Finance Agents for Finance Leaders: An Executive Briefing
Event summary
Learn how CFOs and senior finance leaders can use Microsoft Copilot and Finance Agents to improve financial analysis, forecasting, reporting and day-to-day finance operations.
Hosted by Ashley Tarver from Microsoft in partnership with Open Future Forum, this executive briefing will focus on the practical opportunities, limitations and leadership decisions involved in bringing Microsoft AI into the finance function.
About the event
AI is changing how finance teams analyse information, prepare reports, manage workflows and support business decisions.
Microsoft is bringing finance-specific AI capabilities into the tools finance professionals already use, including Microsoft 365 Copilot, Excel and Outlook. Microsoft’s current Finance Agent is designed to connect financial data, surface insights and automate steps within core finance processes. Microsoft renamed Copilot for Finance as Finance agents as its capabilities became more agentic.
During this executive briefing, Ashley Tarver from Microsoft will explore how finance leaders can evaluate these capabilities, identify practical use cases and prepare their teams for adoption.
The discussion will cover where Microsoft Copilot and Finance Agents can create meaningful leverage, where human review remains essential and how CFOs should approach implementation, governance and return on investment.
This is an executive-level session focused on finance leadership and practical adoption, not a highly technical product demonstration.
What you will learn
How Microsoft Copilot and Finance Agents can support finance teams
Where AI can create the most immediate value in finance operations
How finance leaders can use AI in Excel, Outlook and Microsoft 365 Copilot
How AI may support budgeting, forecasting and financial analysis
How finance teams can improve reconciliation, reporting and data preparation
How to identify workflows that are suitable for automation
Where finance professionals should remain in control
How to approach security, governance and financial-data integrity
How CFOs can evaluate adoption, productivity gains and return on investment
Microsoft identifies finance use cases across planning and analysis, record-to-report, procure-to-pay, risk and compliance, budgeting and forecasting.
Discussion topics
Where can Microsoft AI create real leverage?
Which finance workflows are suitable for Copilot or agent support, and which still require experienced financial judgement?
What can finance teams do inside familiar Microsoft tools?
Finance Agent capabilities are being delivered through Microsoft 365 Copilot, Excel and Outlook, allowing finance professionals to work with financial data and processes inside tools they already use.
How should CFOs approach implementation?
How should finance leaders select an initial use case, prepare their data, involve IT and measure whether the deployment is producing meaningful value?
Where should humans stay in control?
How should finance teams review AI-generated analysis, commentary and recommendations before information reaches executives, investors or the board?
What does the agentic finance function look like?
How could finance agents change the division of work across FP&A, accounting, controllership and finance operations?
Who should attend
This executive briefing is designed for:
Chief Financial Officers
Controllers and Chief Accounting Officers
Vice Presidents of Finance
Heads of FP&A
Finance transformation leaders
Finance operations executives
CIOs and technology leaders supporting finance
AI and automation leaders
Senior executives responsible for Microsoft Copilot adoption
Featured speaker
Ashley Tarver
Microsoft
Ashley will share practical guidance for finance leaders evaluating Microsoft Copilot and Finance Agents and answer questions about adoption, use cases and implementation.
Hosted by
Microsoft, in partnership with Open Future Forum
Open Future Forum is a global executive community founded in Silicon Valley. Its network reaches tens of thousands of executives and investors worldwide. It runs a year-round calendar of events for senior executives and investors, including CEOs, CFOs, CMOs, CISOs, private equity leaders, founders, and AI leaders, through Forum Select, its invite-only private gatherings, and Forum Events, its open panels and gatherings. Beyond events, Open Future Forum convenes peer groups and executive boards and publishes original research built on first-party survey and qualitative data from its executive network.
Frequently asked questions
What are Microsoft Finance Agents?
Microsoft Finance Agents are purpose-built AI capabilities for finance teams. They are designed to provide analysis-ready financial data, surface insights and automate steps within finance processes through Microsoft tools including Copilot, Excel and Outlook.
Is Microsoft Copilot for Finance still the product name?
Microsoft announced in March 2025 that Copilot for Finance had been renamed Finance agents to reflect the addition of agentic capabilities.
What finance use cases will the session cover?
The session will discuss practical applications across financial analysis, planning, forecasting, reconciliation, reporting, data preparation and finance operations.
Is this a technical webinar?
No. This is an executive briefing for CFOs and senior finance and technology leaders. The focus will be on strategy, adoption, governance and business value rather than detailed technical configuration.
Will there be an opportunity to ask questions?
Yes. The briefing will include time for audience questions and practical discussion.
Short Luma preview
Learn how CFOs and finance leaders can use Microsoft Copilot and Finance Agents to improve analysis, forecasting, reporting and finance operations. Hosted by Ashley Tarver from Microsoft in partnership with Open Future Forum.