With Evolving Fraudster Email Tactics
You Can No Longer Be A Human Firewall
An AI Agent Can Help You

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Build a Copilot Agent For Outlook to Spot Vendor Bank Change Red Flags

  • Live Dates:  Tuesday, May 26, 2026
  • Time:  2:00 pm - 4:00 pm ET 
  • On-Demand Access:  Within 24 Hours
  • Trainer: Debra R Richardson, MBA, CFE, APPM, APM, CPRS
  • IOFM CEUs: 2   ACFE CPEs:  2

session description

In this session, participants will learn how to design a Copilot-powered agent that helps identify red flags in vendor bank change emails in Outlook.  Attendees will walk through how to structure an AI-assisted review process that flags suspicious indicators such as unusual sender details, urgency language, new contact information, missing documentation, mismatched vendor details, and requests to bypass normal procedures.  The goal is to help teams use Copilot as a first-level risk review assistant to find indicators of fraud in emails that may be manipulated to not be seen by the human eye, or that can be easily missed by team members that are rushed or distracted.  

Licensed access to Microsoft Copilot and Microsoft Outlook is recommended to get full value from this session. 
Disclaimer:  This tool is designed to assist with risk identification and workflow support. It does not determine whether fraud has occurred, does not replace callback confirmation, and does not approve vendor banking changes. Final decisions must be made by authorized personnel following the organization’s internal controls.  Clients are responsible for ensuring that any AI use complies with their internal policies, data privacy requirements, cybersecurity standards, and applicable laws.

After this session participants will be able to:
  1. Understand how to build and implement a Microsoft Copilot Agent for use in Microsoft Outlook emails
  2. Use the Microsoft Copilot Agent to spot red flags in Outlook emails requesting bank changes
  3. Edit the Microsoft Copilot Agent to stay aligned with evolving fraudster email tactics

To enroll in this training session:
  1. Click the "PURCHASE" or "ACCESS" button above.
  2. Click the link in the first section to register separately for the live training session(s).
  3. Watch On-Demand: Access the recording and handouts sections.


Additional Information

  • Session Recording:  On-demand recordings will be available within 24 hours of the live session.  The last recorded session will remain available until the next live session recording replaces it. 
  • IOFM CEU Credit(s) is (are) earned for live, in-person or recorded sessions after the successful completion of the exam.
  • ACFE CPE Participant Credit(s) is (are) earned for live or in-person after the successful completion of the exam.
  • ACFE CPE Self-study Credit(s) is (are) earned for or recorded sessions after the successful completion of the exam. 
  • Session Access:  Access is available for one year from original enrollment date, or at the expiration of a Training Pass membership.
  • Prerequisites:  None
  • Who Should Attend:  This training session is for employees that perform vendor adds or changes based on requests received via email. 
  • Advanced Preparation:  None
  • Program Level:  Beginner
  • Delivery Method:  Group Internet,  Self-Study,  In-Person
  • Field of Study:  Fraud Prevention and Deterrence
  • Live Attendance:  All students attending live sessions must log on within the first 20 minutes.  Debra R Richardson LLC reserves the right to end any scheduled live training session after 20 minutes if no registered students have logged into the session.
  • Refunds and Cancellations:  Requests for refunds must be received in writing.  A full refund is available for any training session not attended or recording not viewed.  Rescheduling to a future session is available at no cost up to one year after the original purchase.  Vendor Process Training Pass Members will not be subject to a refund nor a cancellation fee as this session is included in the cost of the training pass, and the member will have access until the expiration date of the training pass. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 313-572-1598.

  • Download:  PDF of the Presentation
  • Download:  Implementation Checklist
  • Download:  Desktop Procedure
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Debra R Richardson is as Certified Fraud Examiner (CFE) through the Association of Certified Fraud Examiners (ACFE) and offers training to other CFEs.  CFEs can earn both Participant Credit(s) and Self-Study Credits.  Trainings offered fall under one of two categories acceptable by the ACFE:  1) ACFE Category > Fraud Prevention and Deterrence; and/or 2) NASBA Recognized Category> Production. 

Earned ACFE CPE Credits:  2
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Debra R Richardson LLC is registered with IOFM as a sponsor of continuing education credit for any Accounts Payable or Procure-to-Pay Certification. These Certifications are designed to establish standards for the profession and recognize accounts payable and procure-to-pay professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the financial operations body of knowledge. IOFM holds final authority on the acceptance of individual courses.

Earned IOFM CEUs: 2

 session content

Trainer

Debra R Richardson, MBA, CFE, APM, APPM, CPRS

With over 20 years at Fortune 500 companies including Verizon, General Motors, and Aramark, she trains you and your team with the authentication techniques, internal controls, best practices and vendor validations to avoid fraud, fines and bad vendor data. 

A Certified Fraud Examiner (CFE), Debra has extensive experience with many of the most prevalent ERPs, including SAP, PeopleSoft, NetSuite, Intacct and Munis, and have helped those in the private or public sector prevent internal and external fraud.

She serves on the NACHA ACH Network Advisory Board, is the Ask The Expert for vendor master file questions with IOFM, is the Chapter President for the Central Atlantic Region IOFM Chapter, and was named one of the Top 10 AP Influencers three years by the AP Association.  

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