| Central Time (CT) Online | May 13, 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
Overview:
This course teaches investigators how to use Microsoft Copilot in Word to draft clear, neutral, and defensible reports quickly. Learn to manage interview data, identify discrepancies, and create structured summaries that withstand scrutiny.
Course Highlights:
- Handling Interview Statements: Summarise lengthy transcripts into factual bullet points and translate multilingual statements.
- Executive Summaries and Timelines: Draft concise summaries and build chronological timelines from case materials.
- Factual Findings and Discrepancy Analysis: Generate findings with source attribution and identify inconsistencies across documents.
- Formatting and Clarity: Refine readability while maintaining neutrality and factual integrity.
- Verification and Documentation: Maintain AI output verification logs and build prompt libraries for consistent reporting.
Key Benefits:
- Accelerate report drafting without sacrificing accuracy.
- Maintain neutrality and compliance in every report.
- Focus on verified facts and ignore irrelevant details.
Outcome: Participants will learn how to produce professional, defensible reports faster without sacrificing accuracy or oversight.
Why Choose These Courses?
- Hands-on Learning: Real-world scenarios and practical exercises.
- Enterprise Security: All workflows align with privacy and compliance standards.
- Efficiency & Focus: Reduce time spent on irrelevant data and concentrate on what matters most.
Both Courses are Ideal for: Investigators, compliance professionals, ombuds and regulatory teams seeking to integrate AI responsibly into their workflows.
Course Summary:
Course Objective
Equip investigators to use Microsoft Copilot in Word to draft clear, neutral, and defensible reports quickly focusing on verified facts, managing interview data effectively, and ignoring irrelevant details.
Modules & Timing
Module 1: Introduction & Context (30 mins)
- Recap of Copilot’s role in investigative reporting.
- How Copilot helps investigators maintain focus on essentials and reduce noise.
Module 2: Handling Interview Statements (60 mins)
- Importing and organising interview transcripts.
- Using Copilot to summarise interviews into factual bullet points.
- Translation of statements for multilingual investigations.
Module 3: Advanced Prompt Engineering for Report Writing (60 mins)
- Designing prompts for structured outputs (executive summaries, factual findings).
- Examples for creating timelines and summaries.
- Hands-on: Create prompts for different report sections.
Module 4: Drafting Executive Summaries & Timelines (90 mins)
- Techniques for concise, fact-based summaries.
- Building chronological timelines from interviews and evidence.
- Practical exercise: Draft a summary and timeline from case materials.
Module 5: Factual Findings & Discrepancy Analysis (60 mins)
- Generating findings with source citations.
- Using Copilot to identify inconsistencies between statements.
- Creating tables for discrepancies (Source, Statement, Conflict).
Module 6: Formatting & Clarity (45 mins)
- Refining readability while preserving factual integrity.
- Applying tone constraints (neutral, professional).
Module 7: Verification & Documentation (30 mins)
- Maintaining AI output verification logs.
- Building prompt libraries for report drafting and analysis.
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