AI in Finance: Hands-On with Microsoft Copilot, AI Agents in Finance Workflows & the Finance AI Landscape

Explore how AI can support your everyday work in finance

Join the AI in Finance Association (AFA) for an interactive morning of practical AI exploration, hands-on Microsoft Copilot sharing, finance-focused examples, and conversations with peers.

Whether you’re just starting to explore AI or already using it in your work, this workshop is an opportunity to build practical skills, ask questions, and discover applications relevant to your role.

What we’ll explore

• Microsoft Copilot through hands-on sharing and finance-related examples

• AI agents and how they can be applied in finance workflows

• The global Finance AI landscape

• Opportunities to use AI in your own tasks and day-to-day challenges

• Ideas, experiences, and practical insights from fellow finance professionals

You’ll also meet the AFA team, learn more about our focus areas, and have the opportunity to help shape future workshops by sharing the topics, challenges, and use cases that matter most to you.

Lunch will be provided. Bring your laptop if you’d like, but no pressure if you simply want to listen and learn.

Every participant will receive an AFA badge, and there will also be gifts up for grabs in our lucky draw ^_^

Who is this for?

Finance and accounting professionals interested in building practical AI capability and connecting with others who are exploring how AI can support their work.

Agenda - Friday, 25 September 2026

9:30 am – 10:00 am | Registration and networking

10:00 am – 10:10 am | Welcome and introduction to AFA

10:10 am – 11:00 am | Hands-on Microsoft Copilot sharing - Winnie Chan

11:00 am – 11:30 am | Light lunch

11:30 am – 11:50 am | AI agents in finance workflows - Tristan Tan

11:50 am – 12:00 pm | Global Finance AI landscape - Angela Shi

12:00 pm – 12:10 pm | Feedback gathering and AFA member discussion

12:10 pm – 12:30 pm | Lucky Draw & Networking

Bring your questions, your experiences, and a finance task you’d like AI to help with.

With thanks to Hays for supporting and hosting this event.