Empowering Secured Finance with AI & Automation: From Copilot to Salesforce Integration
September 15 to 17, 2025
Date and Time
September 15-17, 2025
2:00 p.m. - 5:00 p.m. ET each day
Description
Join us for a three-day, hands-on training led by industry veteran Joy Hanawa, designed specifically for professionals in secured lending. Day one focuses on unlocking AI productivity with Microsoft Copilot, while days two and three dive into integrating loan servicing software with Salesforce—even without APIs. Walk away with practical tools, best practices, and automation workflows that streamline operations and elevate your client engagement strategy.
Day 1: Unlocking Productivity with Microsoft Copilot for Business
Learn to work smarter, not harder, with Microsoft’s AI assistant across Outlook, Excel, Word, and Power Automate.
Key Topics:
- AI vs. RPA: Understanding what’s real and what’s hype
- Data privacy essentials for financial services
- Prompt engineering: How to talk to Copilot
- Automating reports and tasks in Power Automate
- Building basic AI agents with Copilot Studio
Days 2 & 3: No APIs, No Problem – Integrating Loan Servicing Software with Salesforce
Learn how to build a scalable, report-driven Salesforce integration—without the need for APIs.
Key Topics:
- Structuring Salesforce for loan-level data with custom objects and record types
- Normalizing LSS output using Excel scripts and SharePoint
- Automating data ingestion with Power Automate
- Creating centralized monitoring and exception tracking logs
Who Is This Training For?
This course is designed for SFNet business professionals, including operations staff, account managers, underwriters, and portfolio managers, who are looking to leverage Co-pilot to automate workflows and enhance efficiency. The ideal participant is a non-programmer who is highly comfortable working with business data and systems. If you regularly use spreadsheets to manipulate data, create formulas, and apply business logic, and you want to learn how to connect your LSS or other systems to automate your daily tasks, this training is for you. This course focuses on practical, no-code solutions for business automation.
Instructor
Joy Hanawa, Founder, Technology Enabled Business
Refund/Cancellation Policy
The Secured Finance Network reserves the right to cancel any program due to insufficient enrollment.
We recognize that plans can change due to business priorities, and we will work with you to find another workshop date that better suits your schedule. In order to receive a refund, you must submit written notification no less than five business days prior to the program start date.
Registration
Member Price: $960
Non-Member Price: $1015
Register
