What you will learn
This session walks through five practical ways internal audit can use Microsoft Copilot to make your work faster and more effective. We’ll look at real examples like analyzing data, creating RCMs, and preparing planning memos with Copilot’s help. You’ll see where Copilot fits into the audit workflow and where human judgment is still essential. We’ll also talk about common pitfalls, controls, and guardrails to keep in mind when using AI in an audit environment.
Objectives :
- Identify five specific internal audit activities where Copilot can be used to save time or improve quality.
- Describe basic controls and governance practices for using Copilot in an internal audit setting.
- Evaluate when it is appropriate to rely on Copilot output and when additional validation or review is needed.
- Outline first steps to pilot Copilot within their own internal audit function.
Field: Auditing | Delivery Method: Self Study | CPE Hours: 1.0
Align CoPilot's top internal audit use cases with enterprise risk and assurance priorities.
Accelerate planning, testing, and reporting with AI-driven workflows across the top five use cases.
Anticipate risks, strengthen controls, and deliver continuous assurance using five high-impact CoPilot scenarios.
Curriculum
Your instructor
Trent Russell is the founder of Greenskies Analytics. Previously at EY in IT Risk Assurance and the Financial Services Office, he helped build data analytics procedures across industries. At Greenskies he partners with internal audit teams to design and operationalize analytics and AI—often with Microsoft Copilot—that actually get adopted and move functions up the maturity curve.
I’m passionate about making Copilot useful, safe, and repeatable for auditors. In this course I’ll share the top use cases I’ve implemented with clients—from planning and risk assessment to control testing, sampling, workpaper/report drafting, and continuous monitoring—plus the prompts, guardrails, and adoption tips that make them stick. I also host The Audit Podcast and lead quarterly analytics roundtables, so the examples come straight from the field. Learn more at: https://greenskiesanalytics.com/