Course library

What AML is and the three main risks (laundering the proceeds of crime, terrorist financing, international sanctions). Client identification and KYC checks. Clients with a high-risk profile. Recognizing suspicious transactions. International sanctions in practice. Real-life situations and reporting procedures.

• Module 1 – PivotTables, analysis limits, building a dashboard
• Module 2 – Data Model, DAX language
• Module 3 – Importing data from CSV files, transformations
• Module 4 – Importing from databases, data sources, relationships
• Module 5 – Importing data from reports, transformations
• Module 6 – Measures, advanced DAX functions
• Module 7 – PivotCharts, data visualization

Module 1 - How to interact with Claude, the environment, licensing, options for using the internal environment

Module 2 - Advanced interactions, building long documents, using extended thinking

Module 3 - Creating custom assistants, projects, and other tools

Module 4 - Using Claude in M365

4 client types based on the combination of satisfaction and loyalty (Apostle, Mercenary, Hostage, and Terrorist). For each type: how to recognize it, which strategy to choose, and what to avoid.

• Microsoft OneDrive basics
• Sharing and syncing in Microsoft OneDrive
• Collaboration in Microsoft OneDrive
• Introduction to SharePoint
• Working with SharePoint sites
• News posts on SharePoint sites

How debt collection is different. The qualities you need for debt collection. The most common mistakes in debt collection. Negotiation styles and virtual negotiation. Self-discovery exercise: What is your negotiation style?

5 modules: Preparing for the Meeting, Needs and Potential, Proposing a Solution, Objections and Closing the Deal, Follow-Up and Referrals. Interactive training with four real-life clients. Client typology.

Block 1: Copilot as your personal analyst and researcher

We spend a lot of our working time searching for information. This block teaches participants how to cut that time to a minimum.

• The essentials: What users need to know to work with AI effectively and safely, without hours of training.
• Enterprise Search: How to pull facts from hundreds of emails and documents you have access to without having to open them.
• Prompting for business: How to assign tasks with clear context (e.g., “Act as a legal consultant and compare these two versions of the NDA”).
• Summarizing long threads: An instant briefing on an email conversation with 20+ messages – who promised what and what the deadline is.
• Copilot Pages: Creating shared knowledge bases for project teams directly from chat outputs.
• Basic or premium: What the basic and premium versions of Copilot can and cannot do, and how to choose the right one.

• Block 2: Meeting and communication management (Teams & Outlook)

An end to endless meetings and writing minutes. Let's use AI to speed up and simplify work.

• Meeting Efficiency: How to use Copilot to moderate the discussion (“What haven't we covered from the agenda yet?”) and to provide an instant summary for those who couldn't join.
• Action Items: Automatically generating tasks in Planner/To Do directly from the meeting context.
• Work email: Turning terse bullet points into a professional, diplomatic email to a client (and vice versa – summarizing an aggressive email into factual points). How to use AI for quick yet substantive replies.
• Coaching: Let AI check your email before sending – “Do I sound too confrontational?”.

• Block 3: Automating documentation and reporting (Word & Excel)

Focused on creating materials for management and analyzing data without needing to know a single function.

• Word: Drafting first versions of policies, reports, and proposals based on internal templates and data from other files.
• Excel for managers: “Create a PivotTable of sales by region and show me the TOP 5 most profitable products.” – visualizations and trends in plain language.
• Data cleaning and validation: Quickly fixing inconsistent data in tables (date formats, names, duplicates) using natural language.
• Cross-document analysis: “Find all the numbers in this Word document that don't match the table in Excel.”

• Block 4: Professional presentations, AI agents, and other M365 tools

How to present results to senior management and how to build your own workflow.

• PowerPoint: Transforming a Word document (e.g., an annual report) into a professional 10-slide presentation with a consistent visual style.
• Custom agents: A practical demo: creating an agent over the “Employee Handbook” – an employee asks about benefits and the agent answers based solely on internal rules.
• Compliance & Security: Explanation of why Copilot is more secure than public ChatGPT (data stays within the company's tenant).
• Best Practices for team rollout: How to share the best prompts among colleagues to standardize output quality.

• Word online
• The Excel online environment and collaboration
• Excel online tools
• PowerPoint online

• Module 1: Power Platform
• Module 2: Creating flows
• Module 3: Data model
• Module 4: Designing automation
• Module 5: Using PA in an approval process
• Module 6: Button-triggered flow
• Module 7: Scheduled automation
• Module 8: Event-triggered automation

• This course focuses on using Power Automate; participants will go through the entire lifecycle of building a process in Power Automate.
• During the course, we will design the automation of a sample process, try out various triggers, look at the actions available in Power Automate, and connect several services to our process. The outcome will include, among other things, setting up an automatic approval process that responds according to specified conditions.

An introductory module with a guessing game about the role of human error. Seven standalone courses: Moving Around the Workplace, Working with Passwords, Smartphones, Online Communication, Working with Files, Websites, Safe AI. A guide through the entire series, a game for the security shield, and two hidden deepfakes.

The story of a social engineer inside a company (video scenes). Tailgating and rules for letting people in. Tailgating by the numbers. Protecting your workstation: a locked office, a locked computer, no documents left on the desk. Planted devices: keylogger, Rubber Ducky, Wi-Fi Pineapple. The dropped USB drive experiment. Guide to Dynamic Lock in Windows (optional).

Fraudulent messages in chat, on social media, and in email. Quishing: QR code scams. Phishing, checking senders and links. Spear phishing and the misuse of publicly available information. Privacy settings on social media. A fraudulent call from a bank (audio scene) and how to defend against it.

The risks of entering company data into publicly available AI. Public, internal, and sensitive data: what to enter where. Company-approved tools, Shadow AI, and the EU AI Act. Data anonymization. Hallucinations, tokenization, and checking outputs. Fake AI apps and warnings from NÚKIB (the Czech National Cyber Security Agency). Deepfakes: the Ferrari case. Ten rules for safe AI use, available for download upon successful completion.

Screen lock: PIN, password, and biometrics, with a guide for Android and iOS. Sharing files without the internet: AirDrop and Quick Share. Connecting outside the office: mobile hotspot vs. public Wi-Fi. Fake Wi-Fi networks and turning off unused features. Downloading, choosing, and granting permissions to apps. App and operating system updates.

Fraudulent links and websites. HTTP and HTTPS: what the protocol protects and what it doesn't. Domains and subdomains. Safe and suspicious web addresses. Verifying a domain owner (CZ.NIC). Sponsored links in search engines. Typosquatting in web addresses. Ten rules for spotting a fraudulent website, available for download upon successful completion.

Warning signs in emails and attachments. Risky file types (macros, .EXE, ZIP archives). Malware and antivirus. Safe and risky ways to share files. OneDrive and SharePoint: sharing with a specific address vs. via a link, permissions. Encrypting Office documents and USB drives (BitLocker). Ten rules for working safely with files, available for download upon successful completion.

What makes a password strong. Passphrases and how to create them. A different password for every account. Safe and risky ways to store passwords. Password managers (KeePass, 1Password, Bitwarden). Multi-factor authentication in practice. Guide to activating Google Authenticator (optional). Ten rules for secure password use, available for download upon successful completion.

5 chapters: Communication Specifics in Debt Collection, Levels of Debt Collection, Debtor Manipulation, Debtor and Collector Typology, Hot Spots. More than 30 practice calls, self-discovery tests, and an audio game. A virtual gym for your debt collection muscles.

Basic types of debtors. How different types of debtors manipulate and which strategy to choose. Test: What type of collector are you? Basic types of collectors. How debtors and collectors of different types get along.