Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course explores how Excel is evolving into an AI-powered decision engine. Participants will learn how to integrate ChatGPT, Claude CoWork, and Google Gemini with Excel to automate workflows, generate insights, and enhance financial analysis. Through practical demonstrations, accountants will transform spreadsheets into intelligent systems for modeling, reporting, and strategic advisory.
Note: Registration for this seminar closes July 22, 2026 at 3:00 p.m. (EDT).
Key Takeaways
Upon completion of this seminar, learners will be able to:
- Apply AI tools (ChatGPT, Claude, Gemini) to accelerate Excel workflows and automate repetitive tasks.
- Build dynamic financial models, dashboards, and scenario analyses using natural language prompts.
- Transform raw data into executive-ready insights, visualizations, and narratives.
- Implement AI governance, validation, and security best practices for Excel environments.
- Leverage voice, vision, and agent-based AI to interact with spreadsheets in entirely new ways.
- Develop a personal “Excel + AI” prompt library for ongoing productivity and innovation.
Who Will Benefit
CPAs, accountants, financial analysts, and advisors seeking to enhance Excel with AI. Suitable for beginner-to-intermediate Excel users looking to modernize workflows, as well as advanced professionals exploring AI-driven financial analysis.
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.
If available, course materials can be accessed 2 business days 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.