How To Use Microsoft Copilot or Google Gemini to Spot Email Red Flags and Reduce Payment Fraud Risk

Vendor bank change and remittance address change requests continue to be one of the most successful ways fraudsters redirect electronic and check payments. While email security tools and awareness training help, they are not designed to catch every suspicious message, and Accounts Payable and Vendor Management teams are often left making high-risk decisions under pressure. No one can spot fraud 100% of the time, and now there are artificial intelligence (AI) tools that help to identify suspicious activity in email, reducing the risk of payment fraud.

In this hands-on webinar, you'll learn how to leverage Microsoft Copilot and Google Gemini as a "second set of eyes" to detect email red flags that may indicate a fraud attempt before that vendor request is processed. The webinar will demo both Microsoft Copilot and Google Gemini as tools so attendees can leverage either tool for fraud prevention.

Licensed access to Microsoft Copilot | Outlook and/or Google Gemini | Gmail is recommended to get full value from this session. 

What You Will Learn:

• Why email filters and cybersecurity awareness training alone are no enough to identify suspicious emails
• How fraudsters use AI in emails increasing the appearance of legitimacy and volume of fraud
• How to use Microsoft Copilot and Google Gemini to analyze emails for fraud indicators
• Prompting techniques that improve AI red flag detection results
• How to build reusable AI Agents that review your inbox for suspicious emails
• Security, governance, and compliance considerations when using AI in finance processes

Speaker:

Debra Richardson

Debra is an accounts payable speaker, consultant, and trainer with over 25 years of experience in AP, AR, general ledger, and financial reporting for Fortune 500 companies including Verizon, General Motors and Aramark.

For over a decade, Debra has focused on Global Vendor Maintenance and implemented a vendor self-registration portal for 140k+ global vendors across five ERPs. In her consultancy, she focuses on authentication techniques,  internal controls, best practices and vendor validations to prevent fraud in the vendor master file.  She is the President of the Central Atlantic Region IOFM Chapter and is the IOFM Ask the Expert for the Vendor Master File Category. 

A Certified Fraud Examiner (CFE), Debra works with accounts payable and vendor teams to pay the right vendor by offering consulting and vendor process training sessions to avoid fraud, fines and bad vendor data.

She has a YouTube channel where she posts vendor master file tips every Tuesday and hosts a weekly podcast:  “Putting the AP in hAPpy”.

Moderator:

Grace Berube
Senior Content Manager, IOFM

Grace is the Senior Content Manager at the Institute of Finance & Management (IOFM), where she has led content strategy and development since 2022. In this role, she oversees all aspects of IOFM’s digital and event-based content, ensuring it remains timely, relevant, and actionable for all financial operations professionals.

Grace manages IOFM’s robust library of site content, leads the organization’s editorial and member webinar programming, and hosts IOFM’s podcast series. She also oversees a team of subject matter experts who contribute thought leadership and educational articles. In additional, Grace curates and manages all speaker content for IOFM’s in-person and virtual events, ensuring consistency and quality across every touchpoint. With nearly three years in the role, Grace brings a deep understanding of the financial operations landscape and a passion for delivering content that empowers professionals to excel in their roles.

Continuing education credits available!

 Continuing Education for IOFM Certification

Receive 1 CEU toward maintaining a certification with IOFM! IOFM's premier certification programs are designed to establish standards for the industry and recognize financial operations professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the body of knowledge in their profession. Additional rules may apply, depending on your certification. See full guidelines here. 

Accessibility Information:

IOFM is committed to accessibility. Disability-related accommodation requests for the live event (such as providing live captioning) should be sent to [email protected] by close of business the day before the live webinar. A captioned recording of this webinar can be made available upon request to [email protected].

Cancellation policy:

To cancel your registration for this event, simply contact IOFM customer service at [email protected] (or call 207-842-5557) no later than 24 hours prior to the scheduled start of the event. You can choose to access the full recorded event, or, your credit may be applied toward the purchase of any IOFM product or interactive event. If for any reason you are not completely satisfied with this program, we will provide a full refund — no questions asked!

For more information:

Contact Customer Service:

Email: [email protected]