| Central Time (CT) Online | January 19, 2026 | $895.00 + tax |
| Central Time (CT) Online | April 22, 2026 | $895.00 + tax |
Course Overview
Duration: 6.5 Hours (Full-Day Workshop Online or In Person for Organizations)
Format: Interactive Training with Hands-On Exercises, Case Studies, and Group Discussions
Course Summary:
As casework grows in volume and complexity, investigators face increasing pressure to manage data efficiently, generate consistent reports, and maintain policy compliance. This updated 6.5-hour course delivers a practical, hands-on approach to applying Microsoft Copilot and other AI platforms in your investigative workflows.
Using real-world scenarios, live Copilot demonstrations, and guided exercises, participants will learn to create
- effective prompts,
- extract insights from evidence, and
- produce professional investigation reports
— all while aligning with
- policy,
- privacy, and
- ethical guidelines.
Why Attend?
✅ Master Prompting Techniques: Learn how to write investigation-ready prompts for Microsoft Copilot and other platforms. How to get accurate information and minimizing inaccurate information so important in investigations. Pitfalls in thinking that AI will be a substitute for your intelligence and strategy.
✅ Streamline Your Workflow: Reduce time spent on emails, logs, interviews, and reporting
✅ Understand Policy & Privacy Compliance: Stay aligned with common industry standards and security constraints
✅ Build AI Literacy: Develop the skills needed to evaluate, test, and safely integrate AI into investigative work
✅ Take Home Tools: Leave with a ready-to-use prompt library, worksheet templates, and a reference handbook
Course Highlights
🔍 Investigator-Focused: Use of Copilot capabilities tailored to investigative tasks for private and public sector roles
🛠️ Hands-On Exercises: Practice with real case data (e.g., transcripts, access logs, code of conduct)
📄 Prompt Engineering Workshop: Build and refine prompts using step-by-step methodology
📈 Cross-Application Integration: Learn to use Copilot in Word, Excel, Outlook, and Teams
🧠 Knowledge You Can Use: Tools and examples you can apply immediately after the session
What You’ll Gain
- Fluency in Copilot features that support investigations
- Structured methodology for writing effective AI prompts
- Templates and examples for use in your organization
- A downloadable prompt reference guide and digital handbook
- Confidence to apply AI tools ethically, securely, and strategically
Who Should Attend?
- HR Investigators and Professionals
- Investigators with Case Oversight
- Compliance & Ethics Officers
- Case Review Teams
- Security, Risk, and Internal Audit Units
- Legal Advisors & Corporate Counsels
- Administrative Review Boards
- Managers with Investigative Oversight
- IT & Data Governance Officers
Training Session Outline
Module 1: Introduction to Copilot and AI in Investigations
- What is Microsoft Copilot?
- Common use cases
- Overview of AI tools in investigations workflows
- AI limitations, ethics, and human-in-the-loop review
Module 2: Prompt Engineering for Investigators
- Anatomy of an effective prompt
- Mistakes to avoid when prompting
- Application-specific prompt examples (Word, Excel, Outlook, Teams)
- Workshop: Building and refining prompts
Module 3: Using Copilot to Triage and Summarize Evidence
- Outlook: Complaint intake and issue triage
- Word: Interview summary generation
- Excel: Identifying access anomalies and inconsistencies
- Teams: Reviewing chat logs for misconduct
- Exercise: Analyze, summarize, and extract red flags from case files using prompts
Module 4: Drafting Reports with Copilot
- Building executive summaries
- Drafting factual findings from notes
- Flagging potential gaps or inconsistencies
- Report formatting and clarity refinement
- Exercise: Use Word to draft a case summary from provided evidence
Module 5: Ethical Use and Oversight of AI Tools
- Role-based access and content classification
- Prompt auditing and documentation
- Managing privacy risks and sensitive content
- Ethics in automation: where human review is essential
Module 6: Building Sustainable Copilot Workflows (45 minutes)
- Designing Copilot-assisted workflows
- Copilot capabilities per application
- Working within Microsoft 365 constraints (e.g., firewalls, permissions)
- Prompt logging and team prompt libraries
- Resource: Receive a reference glossary and prompt playbook
Module 7: Planning Ahead – Skills, Policy & Readiness
- Training plans and skill development
- Common Policy alignment and updates
- Privacy reviews and risk registers
- Internal enablement strategy
Closing Remarks & Q&A
- Summary of key concepts
- Final feedback and knowledge check
- Resource list and certification
Daniel Bertrand
Daniel is a highly skilled investigative professional with over 40 years of experience. He has a comprehensive investigative background that includes teaching, managing and conducting complex investigations.
Daniel is a pioneer using and understanding the value of Artificial Intelligence in investigations, intelligence collection and analysis, He has created AI tools and methodologies designed to identify, collect, analyze, and preserve electronic evidence. He is an expert in technologies and techniques that use AI for information gathering, analysis, and interpretation for investigations. He is proficient in social media, cyber, dark web, cryptocurrency and blockchain analysis,
He has multiple certifications in a variety of fields, including in Artificial Intelligence Developer and Prompt Engineering, MIT Artificial Intelligence for Business Strategy, Digital Forensic Examination and Blockchain Analysis & Cryptocurrency Investigations.
Daniel is fluent in French and English, and is a member of several organizations, including the Council of International Investigators (CII-Certified Member), the Council of Professional Investigators of Ontario (CPIO), the Association of Workplace Investigators (Canadian Chapter – Ottawa), the High Technology Crime Investigation Association (HTCIA – Ottawa Chapter), the Association for Intelligent Information Management (AIIM – Canada) and the Canadian Artificial Intelligence Association (CAIAC). He is also the recipient of the Webber Seavey Award for Quality in Law Enforcement awarded by the International Association of Chiefs of Police (IACP).