Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course provides a concise overview of how ChatGPT and other AI platforms can be leveraged to enhance Excel productivity and analysis capabilities. The integration of AI with Excel creates powerful synergies that streamline complex tasks, automate formula creation, and transform data visualization and reporting processes. Through practical demonstrations and hands-on examples, participants will learn how to use conversational AI to simplify Excel workflows, improve data handling, and generate high-quality financial narratives.
Topics Covered:
- Understanding AI's comprehensive knowledge of Excel functions and global standards.
- Comparing top AI platforms for Excel integration (ChatGPT, Claude, Gemini, etc.).
- Using natural language "just talk it out" approaches for Excel formula creation.
- Executing advanced Excel data analysis with AI assistance.
- Creating dynamic dashboards and visualizations through AI prompting.
- Transforming images and photos into structured Excel data.
- Generating professional financial narratives and reports from Excel data.
Note: This course now includes new insights and features related to the latest ChatGPT updates.
Schedule
- July 2, 2025, 1:00 p.m. - 5:00 p.m.
- July 4, 2025, 1:00 p.m. - 5:00 p.m.
Key Takeaways
By the end of this course, you will be able to:
- Evaluate how AI's comprehensive training enhances Excel productivity and accuracy.
- Compare different AI platforms to select the optimal solution for specific Excel tasks.
- Create complex Excel formulas using natural language prompts.
- Analyze Excel data using AI-assisted techniques for deeper insights.
- Design dynamic Excel dashboards and visualizations with AI guidance.
- Transform visual data into structured Excel formats through AI vision capabilities.
- Generate professional financial narratives and reports from Excel data with AI assistance.
Who Will Benefit
This course is designed for accounting professionals, financial analysts, business managers, and Excel users seeking to enhance their productivity and analytical capabilities through the integration of AI technologies with spreadsheet workflows.
Prerequisite(s)
Basic proficiency with Excel and an interest in learning how AI can enhance spreadsheet functionality; no prior AI or programming experience is required.
CPA Ontario AI Paper
In our thought leadership paper, Trust in New Frontiers: Putting AI Governance into Practice we examine how CPAs, guided by technical expertise and high ethical standards, can lead the charge in strengthening AI governance and building public trust.
Discover how CPAs can champion responsible AI governance and help organizations to embrace AI with confidence and integrity.
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
Electronic material can be accessed one week prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Garrett Wasny, MA, CMC, CITP/FITP, is an award-winning Internet analyst, professional development technologist and former Price Waterhouse management consultant. He's authored three books, published 100+ articles and delivered more than 1,000 seminars and webinars on Internet search to accounting organizations worldwide. Full disclosure: Garrett is an independent practitioner who provides objective information and is not affiliated with any vendor.