Microsoft Copilot for risk management professionals
About the course
New course
Ahead of the course, a free webinar will be held on 28 September, hosted by Manoj Kulwal, Chief Risk and AI Officer at Risk Spotlight. Manoj will provide an overview of the course curriculum, highlight the key themes to be explored, and demonstrate the types of practical risk and AI scenarios participants will work through during the programme.
GenAI integration is revolutionising the financial industry by streamlining processes and increasing efficiency. With the focus on many courses being on bias and transparency, users are left under-utilising the capabilities of GenAI programs, such as Microsoft Copilot.
This course covers the extensive range of Copilot and how they can be utilised in a variety of risk management use cases.
Participants will be guided through uses cases in Excel, Word and Powerpoint, equipping them with the skills to prepare content for risk reports and update policies with increased efficiency. Use cases will provide participants with the tools to utilise GenAI to alleviate the redundancy of routine tasks, allowing them to shift their focus to high-impact priorities and complex decision making.
Topics covered:
• Introduction to Mircosoft Copilot
• Selecting risk management use cases for AI use
• Identifying relevant and key risks
• Documenting high quality controls
• Preparing risk reports and dashboards
• Using AI agents
Learning objectives
- Understand the difference between AI and GenAI, and where Microsoft Copilot fits in
- Explore the benefits of utilising GenAI for risk management
- Master prompt engineering principles to extract high-quality outputs
- Build AI Agents for risk management use cases
- Identify operational risks related to business processes
- Document controls and design control assessment and testing scripts
- Prepare PowerPoint presentations and risk committee reports
- Conduct risk and control self-assessments (RCSAs) more efficiently
- Extract insights from risk related data in Excel
- Draft and refresh policies and risk related documents in Microsoft Word
Who should attend
- Second line risk management team members
- First line risk and control owners
- Heads of Operational Risk
- Heads of Non-Financial Risk
- Chief Risk Officers
- Risk transformation and risk technology leaders
- Compliance Management team members
- Internal Audit team members
- Consultants and trainers advising on operational risk
Agenda
Tutors
Manoj Kulwal
RiskSpotlight
Chief risk and AI officer
Manoj Kulwal is the Chief Risk & AI Officer at RiskSpotlight. He has 20 years of experience in delivering operational risk management framework, processes and IT systems related initiatives across financial services firms globally. He is leading global expert and thought leader on utilising Generative AI technologies for operational risk management. He regularly publishes videos on this topic on the RiskSpotlight YouTube channel. Manoj has successfully completed the AI Mastery course from Mindvalley and earned certification of “AI Mastery” and “AI Evangelist” at the end of the course. He also won the Mindvalley award for “Best Use of AI For Transforming Business”. He has trained over 1,000 operational risk professionals through his classroom and online training courses. Manoj is involved in industry initiatives such as development of “Certificate in Operational Risk Management” by The Institute of Operational Risk (IOR) and revision of the international risk management standard “ISO 31000”. He completed Executive MBA from Bayes Business School (LondonCh, UK) and Certificate in Strategic Decision and Risk Management from Stanford University (USA).
Registration
November 17–18, 2026
Online
13:30 BST
$2,499
Enquire about:
- Agenda and registration process
- Group booking rates
- Customisation of this programme
- Season tickets options
Accreditation
This course is CPD (Continued Professional Development) accredited. One credit is awarded for every hour of learning at the event.
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