Introduction to Microsoft Copilot
Hands-on Workshop
Friday, 27 March 2026, 11:00 AM – 3:00 PM AEDT | Hands-on Workshop
What is Introduction to Microsoft Copilot?
This workshop is your reset: a calm, practical way to try what Copilot can and cannot do, see where it genuinely helps in your work, and learn how to use it so people actually change how they work.
Move from “we have Copilot” to “we are getting measurable value”, with working prompts, templates, advanced features and safe‑use patterns you can roll out across your team.
TRUSTED BY:
How it Works
4 hours, Online, Interactive, with breaks and Q&A
Live online session hosted by Inbal Rodnay
Live hands‑on workshop with demonstrations and guided exercises
Price: $490 - $50 early bird coupon
Coupon: EARLYAICOPILOT
Coupon End Date: March 5
Who Should Attend
This is for you if:
You have access to Microsoft Copilot, but you are not sure that you are making the most of it in your everyday workflows.
You want clear, practical examples of how others use Copilot in their day.
You prefer a hands‑on session where you can try things, ask questions and get feedback, rather than watch a feature tour.
You want prompts, templates and simple patterns you can take back to your work straight away.
You have a team who wants to learn together and apply Copilot in shared workflows (contact us for multi-seat pricing).
What you will leave with
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A clear picture of what Copilot can realistically do today across the different Copilot apps, including which ones work well and which are better to avoid for now.
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A set of tested prompts and templates for common tasks so you are not starting from a blank page.
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Practical guidelines on risk, privacy and verification, so you know how to use Copilot safely and answer questions from your leaders.
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A curated pack of prompts, use cases and simple agent ideas collected from the whole group, so you can see what is working for others and borrow what fits your role.
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Confidence in your knowledge of the more advanced capabilities people often miss, so you can get deeper value from Copilot instead of just surface‑level answers.
This is not a generic Copilot feature tour. It is a hands‑on session focused on how people actually work in Microsoft 365. You will see real examples, try prompts and patterns during the workshop, and learn in a group where you can share ideas, see how others are using Copilot, and leave with practical resources you can take straight back to your team.
Why this matters now?
Many organisations switched Copilot on in 2025, but many staff are still using it for one‑off experiments, not as part of their real workflow.
Copilot licences are a real investment, so leaders need to see that people are using it in day‑to‑day work, not just “having a play”.
Copilot can speed up drafting, research, analysis and follow‑up, but it also has limits and risks around data access, accuracy and over‑reliance if you do not know how to use it properly. When we understand the risks, we can confidently manage them.
What we will cover in 4 hours
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Where Copilot lives, what it can see and do.
Common myths and mistakes that hold teams back.
Simple checks so you are not over‑relying on AI output.
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Email, meetings and documents: practical examples end‑to‑end.
Turning messy notes and threads into clear next steps.
Using Copilot to speed up, not skip, critical thinking.
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Prompt structures your team can reuse across roles.
Templates for recurring tasks (reports, updates, summaries).
Intro to simple agent‑style patterns using Copilot and connectors.
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What to check in your settings, access and data.
How to talk about limits and risks without scaring people off.
A 30–90 day rollout plan you can adapt to your organisation.
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Bring your questions, examples and “can we do this?” ideas.
Speaker
Keynote Speaker | Automation and AI | Technology Adoption Expert
Inbal Rodnay
Inbal is Australia’s leading voice on AI adoption in accounting, working across APAC.
She is the lead author of the CAANZ Certificate in AI Fluency.
Her workshops for CA ANZ, CPA ANZ and Law Australasia are known for being hands-on, energetic and grounded in the real pressures of professional services touching equally on capability and risk.
Up until 2022, Inbal was Head of Technology and Innovation at BlueRock, where she lead teams through automation, streamlining and building tech confidence from the inside out.
This experience shapes her approach today: practical, human and built for busy firms. She is the author of AI Magic - 6 Steps to AI Mastery in Your Firm, a number 1 Amazon bestseller in 2025, a LinkedIn Top Voice in AI, and a 2025 Stevie Award Winner for Thought Leadership.
Inbal has been recognised as:
Australia's Fintech Leader of the Year 2025 Winner
Stevie's Most Influential Women in Tech 2025 Silver Medalist
What people are saying…
Jason Staats
LinkedIn’s #1 Voice For Accounting Firm Owners
Aaran Stone
Chartered Accountants Australia New Zealand
Joyce Ong
Founder, Tax Nuggets Academy
Aaron Thompson
Lower North Island Regional Manager at Chartered Accountants Australia New Zealand
What Others Say
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"Very practical and helpful to understand the possibilities and the practicalities of bringing the whole team along for the AI journey"
Amanda Kenafake, CEO, Power Tynan
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“Loved the innovative thinking and real life examples
Greg Feutrill, Partner, Smith Feutrill
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“Inbal was a fantastic presenter and was one of the highlights of our annual conference.”
Cathy Boyd, CEO, PKF NZ
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“Inbal never fails to add assurance, confidence and care to any conversation. Her insights go beyond the questions asked, and allow me to advance my skills as a manager implementing new systems.”
Anna Fitzgibbon, Partner, The Breakthrough Office
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“Inbal is a fantastic presenter, great energy and great experience in working with firms.”
Geraldine Magarey, General Manager International Development, CAANZ
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“Inbal was definitely a 4.8888 out of 5! I thought she was excellent. I spoke to several people at drinks afterwards and they said she was the best speaker at the conference.”
Kim Hyde, CPA Australia
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"An eye opener on what's possible with AI. We need to be ready for these changes and alerted to their impacts within a relatively short period of time."
CPA Congress
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"Very engaging and entertaining. Great to see so many new options for accountants in the AI space."
CPA Congress
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"What a great presenter - more of these!!!! I got a very good understanding of the software and that we all have to get a grip quickly on AI technology of all sorts!!"
CA ANZ Accounting Conference
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“I loved Inbal's suggestions for our team and her knowledge of AI and how it can work for us. We will put some new processes and AI apps into place.”
Jane Bedggood, Business Manager, Sue Anderson
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"I enjoyed Inbal's session very much... I've now started to incorporate a couple of her suggestions into my daily work."
Rob Power, RBP Tax Advisory
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"We found the series riveting... The whole program and assistance on how to deal with AI that you have been rolling out is really great. It's really got us thinking about how we can use it in a positive way rather than looking at it as a negative and, like most people, fearing where AI can take us. We are certainly finding your offerings really useful and we're looking forward to the next one."
CA ANZ Workshop Series
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"Best session of the CPA Week."
CPA Week Australia
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"Love your practical advice Inbal Rodnay. Keep it coming! you are certainly helping me explore new ways to leverage AI regularly!"
Tammy Freadman, nbn® Australia
Frequently Asked Questions
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Yes, absolutely. Let us know that you are a complete beginner and we will make sure to give you special attention so that you are not left behind.
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Absolutely. We offer a 10% discount for bookings of more than one person and a 20% for bookings of ten or more.
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Most attendees will be from the accounting and legal world. Others are welcome too, but be aware that most of our examples will be from those professions.
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You will be able to follow all the activities if you have a Microsoft Copilot for 365 licence. If you don’t, the bare minimum is access to a Microsoft business account, if you only have this, you will be able to follow many of the activities, but not all.
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Yes, but only for internal purposes, we will not share the complete recording publicly.
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This is an online event, so we allow cancellation up to the day before the event. We will provide a full refund less a $50+GST admin fee.