| Central Time (CT) Online | May 11, 2026 | $895.00 + tax |
Course Overview
This course equips investigators with practical skills to manage and analyse large volumes of data using Microsoft Copilot in Excel. Learn how to transform raw data into actionable insights while maintaining compliance and oversight.
Duration: 6.5 Hours (Full-Day Workshop Online or In Person for Organizations)
Format: Interactive Training with Hands-On Exercises, Case Study, and Group Discussions
Course Highlights:
- Import and Prepare Data: Learn to import Teams logs and convert Outlook email data into CSV/XLS formats for analysis.
- Data Cleaning and Structuring: Use Copilot to remove duplicates, normalise datasets, and prepare data for investigative workflows.
- Anomaly Detection: Detect irregular login patterns, financial discrepancies, and other red flags using structured prompts.
- Visualisation and Reporting: Generate charts and visuals that highlight key trends and findings.
- Compliance and Auditability: Apply human-in-the-loop verification and maintain defensible audit logs.
Key Benefits:
- Reduce time spent on manual data review.
- Focus on anomalies and patterns that matter most.
- Ensure outputs are accurate, neutral, and defensible.
Outcome: Investigators will leave with practical skills to quickly identify red flags, streamline data analysis, and focus on actionable evidence.
Course Summary:
Course Objective
Enable investigators to use Microsoft Copilot in Excel to efficiently analyse large datasets, import and structure data from multiple sources, detect anomalies, and generate actionable insights—helping them focus on critical facts and ignore irrelevant noise.
Modules & Timing
Module 1: Introduction & Context (30 mins)
- Recap of Copilot fundamentals and its role in investigative efficiency.
- How Copilot helps filter noise and highlight key patterns in large datasets.
Module 2: Importing and Preparing Data (60 mins)
- Importing logs from collaboration tools (e.g., Teams) into Excel.
- Converting Outlook email data into CSV/XLS for analysis.
- Using Copilot to clean and structure imported data for investigative workflows.
Module 3: Advanced Prompt Engineering for Data Analysis (60 mins)
- Crafting structured prompts for anomaly detection and summarisation.
- Using constraints and formats for tabular outputs.
- Hands-on: Write prompts to identify anomalies in access logs.
Module 4: Anomaly Detection & Pattern Recognition (90 mins)
- Detecting irregular login patterns, financial discrepancies, or unusual behaviours.
- Using Copilot for trend analysis and risk scoring.
- Practical exercise: Analyse a large dataset for red flags and prioritise key findings.
Module 5: Visualisation & Reporting (60 mins)
- Generating charts and dashboards with Copilot.
- Formatting outputs for clarity and defensibility.
Module 6: Verification & Auditability (45 mins)
- Human-in-the-loop checks for flagged anomalies.
- Logging prompts and outputs for compliance and defensibility.
Module 7: Ethics & Governance (30 mins)
- Privacy safeguards when handling sensitive data.
- Aligning outputs with retention and organisational policies.
Wrap-Up & Knowledge Check (15 mins)
Daniel Bertrand
Daniel is a highly skilled investigative professional with a comprehensive policing background that includes teaching, leading and conducting complex investigations, using and understanding the value of formal interviewing techniques to advance investigations, intelligence collection and analysis, and developing and deploying technical skills to advance investigations and intelligence operations. Additionally, his knowledge, skills, and expertise in digital forensic examination makes him as an excellent leader and investigator.
What makes him a leader in his profession are his focus on and attention to understanding evolving and modern investigations and the skills, techniques, and strategies to advance them. His experience and knowledge include developing and employing digital tools and methodologies to collect, analyze, and preserve electronic evidence, technologies and techniques for information gathering, analysis, and interpretation for investigations. His proficiency with social media, cyber, dark web, cryptocurrency and blockchain analysis, and the development and use of artificial intelligence are just some of the innovative methods he deploys. Furthermore, Daniel’s knowledgeable in cybersecurity principles and practices ensures the integrity and confidentiality of sensitive information are maintained during investigations.
Daniel is strongly committed to professional development, either for himself, as a teacher or guest lecturer. He is continuously seeking and completing courses related to advanced investigations including interviewing, cybersecurity, digital forensics, and intelligence analysis (see below for an updated list of certifications and courses). Daniel also enjoys providing and sharing his expertise through customizable professional training to private and public sector organizations. He has many years of experience guest speaking, professional lecturing, and leading others through specialized training. In addition to Daniel’s many recognized certifications that reinforce his skills and abilities with integrating technologies for analysis and investigative planning and strategies, he is a licensed Private Investigator in Ontario, Canada. His certification in Cryptocurrency Investigations, Project Management Fundamentals, Forensic Examiner, and Artificial Intelligence Developer and Prompt Engineer are just some of the specialized skills and experience he offers to his clients.
Certifications
- Digital Forensic Examiner • Blockchain Analysis & Cryptocurrency Investigations Specialized Training & Courses • MIT Artificial Intelligence for Business Strategy
- Workplace & Harassment Investigations • Artificial Intelligence Developer & Prompt Engineer • Dark Web Investigator • Ontario Human Rights Code & Accessibility for Ontarians with Disabilities Act • Proceeds of Crime, Terrorist Financing & Financial Manipulations Investigations • Social Media & Cyber Intelligence Investigator • Network Intrusion, Detection & Investigations • Trauma-Informed Approach & Interview Training • Criminal Intelligence