Figure 1:The Essence of AI: A Microsoft Copilot Master Class for BankUnited · Dr. Ernesto Lee
1The Essence of AI: A Microsoft Copilot Master Class for BankUnited¶
A corporate training master class for BankUnited professionals
By Dr. Ernesto Lee
BankUnited is the largest independent depository institution headquartered in Florida — built on a culture of excellence, client focus, and forward-thinking leadership. This master class brings that same standard to AI education.
This is not a general AI overview. Every concept, every exercise, and every example has been designed for the specific realities of banking at BankUnited — commercial lending, relationship management, operations, compliance, and executive leadership.
By the time you complete this program, you will not just understand AI. You will be using it — every day, for real work — in ways that measurably improve your performance and your value inside this organization.
1.1What You Will Learn¶
The conceptual foundations of AI — explained clearly, without jargon
How Microsoft Copilot actually works and what it can do for you
Context engineering — the most important skill in the AI era
How to configure your AI persona and become 10x more effective
Meta-prompting — how to learn anything from an expert AI
How your BankUnited data is already connected to your AI
How to build your first AI agent — a synthetic employee, configured by you
1.2📥 Session Decks¶
⬇ Session 1 — The Essence of AI with Microsoft Enterprise Copilot (PDF)
⬇ Session 3 — AI as Culture: The BankUnited Advantage (PDF)
⬇ Session 4 — From Pilot to Enterprise (PDF)
⬇ Session 7 — The Analyst Inside the Spreadsheet (PDF)
⬇ Advanced Copilot in Excel (PDF)
1.3📁 Chapter Resources¶
Download the files for each chapter below.
1.3.1Chapter 6: Copilot in OneNote¶
| File | Type | Download |
|---|---|---|
| Chapter 6 — Copilot in OneNote | ⬇ Download |
1.3.2Chapter 7: Copilot in Excel¶
| File | Type | Download |
|---|---|---|
| BankUnited Copilot Excel Masterclass Demo Workbook | Excel | ⬇ Download |
| Hands-On Lab: Building an AI-Assisted Banking Analytics Workflow in Excel | ⬇ Download | |
| Step-by-Step Live Demo Guide: AI-Assisted Data Analytics in Excel | ⬇ Download |
1.3.3Chapter 13: Advanced Copilot in Excel¶
| File | Type | Download |
|---|---|---|
| BankUnited Training — Branch Exception Review | Excel | ⬇ Download |
1.4Available Chapters¶
LLMs, tokens, context engineering, the Flashlight Theory, personas, meta-prompting, tools, and agents — your complete AI foundation.
From Task Doer to AI Orchestrator. The inner work that determines whether everything that follows actually sticks.
Leading and sustaining AI transformation inside BankUnited — Kotter, ADKAR, Champions, the 100-day playbook, and the governance line between protection and paralysis.
From pilot to enterprise. The regulatory landscape, Microsoft’s compliance architecture, risk frameworks, the AI CoE, and the economics that make the case.
The five prompting techniques — Role-Based, Chain-of-Thought, Few-Shot, Reverse, and Sparring Partner — that separate average Copilot users from power users. Grounded in how Microsoft 365 Copilot actually works.
Drafting, summarization, tone adjustment, and the verification discipline — how BankUnited professionals use Copilot in Word to produce credit memos, compliance briefs, lease summaries, and client memos faster and more accurately.
Formula generation, natural-language charts, Pivot Tables, trend identification, outlier detection, and the verification discipline — the complete Copilot-in-Excel toolkit for BankUnited professionals.
From working doc to boardroom deck in minutes — board prep, loan committee packages, examiner-ready briefings, and client presentations using Copilot in PowerPoint.
Meeting intelligence, real-time summaries, action item extraction, the two Copilot modes, organizer controls, consent and transparency, and BankUnited workflows for loan committees, deal reviews, examiner meetings, and client calls.
Notes that think with you — summarizing meeting notes, rewriting rough captures, generating action item lists, drafting new content, and building structured Client Discovery, Deal Review, and Exam Prep notebooks for BankUnited professionals.
Where knowledge lives — and how AI makes it findable. Permission inheritance, the oversharing risk every bank must understand, content governance for Copilot readiness, and practical workflows for BankUnited teams.
Automation, anomaly detection, and scenario modeling for banking analytics. Copilot in Excel for ALCO-ready dashboards, transaction analysis, and building analytical systems — not just answering questions.