Syncing Your Success...
Excel has evolved far beyond traditional spreadsheet management and now serves as a powerful AI-assisted analytics platform for business professionals, accountants, and financial decision-makers. Modern Excel tools such as Analyze Data and Copilot enable users to uncover trends, generate insights, automate repetitive tasks, and create visual reports using simple natural-language prompts.
This practical webinar is designed to help professionals understand how to use Excel’s built-in AI capabilities to transform raw, unstructured data into meaningful business intelligence quickly and efficiently—without requiring advanced technical or programming skills.
Participants will learn how to organize messy datasets, use AI-powered features to create charts and PivotTables, analyze trends through plain-English questions, and evaluate AI-generated outputs with greater confidence and accuracy.
The session will also provide practical guidance on refining prompts, reducing spreadsheet errors, automating repetitive workflows, and applying AI-assisted analysis techniques to real-world financial and operational datasets.
Through hands-on demonstrations, practical examples, and live walkthroughs using realistic sales data, attendees will gain actionable strategies they can immediately apply in their day-to-day Excel workflows.
Overview of Excel’s AI-powered analytics capabilities
Understanding how AI is transforming modern spreadsheet analysis
Using Excel’s Analyze Data feature to generate:
Leveraging Copilot within Excel for AI-assisted workflows
Transforming unstructured or messy datasets into organized tables
Using natural-language prompts to uncover business insights
Identifying patterns, trends, and performance indicators from sales data
Automating repetitive spreadsheet and reporting tasks
Using AI to explain formulas and reduce spreadsheet errors
Practical methods for improving data accuracy and interpretation
Evaluating AI-generated outputs and avoiding common misinterpretations
Refining prompts to improve AI-generated analysis results
Hands-on walkthrough using realistic business and sales datasets
Practical workflows for faster financial and operational reporting
Best practices for combining traditional Excel skills with AI tools
Common AI limitations and risk considerations in spreadsheet analysis
Strategies for improving productivity without advanced technical knowledge
Live demonstrations of modern Excel AI features and automation tools
Live Q&A session following the presentation
PowerPoint presentation materials provided for reference
CPAs and Accounting Professionals
Finance Professionals and Financial Analysts
Controllers and Accounting Managers
Business Professionals working regularly with Excel data
Managers and Decision-Makers seeking data-driven insights
Operational and Reporting Professionals
Business Analysts and Data Reporting Personnel
Professionals interested in AI-assisted spreadsheet workflows
Anyone seeking practical ways to combine Excel and AI tools for faster analysis
Users looking to improve reporting efficiency without becoming data scientists
IRS / CPE Credits: 1.0 Information Technology
Delivery Method: Group Internet-Based
Session Format: Live Virtual Webinar with Q&A
Program Level: Basic to Intermediate
Prerequisites: Basic familiarity with Microsoft Excel recommended
Attendance Requirement: Required for live CPE credit
Reference Materials: PowerPoint presentation included
LIVE means you can attend the class in real time on the scheduled date and time.
The link to join the class will be shared with you 30 minutes to 1 hour before the class begins.
On-Demand means you can watch the recorded class at your convenience.
The link to access the class will be shared 48 hours after the commencement date of the live class.
You can let us know your preferred date to receive the link.
Note: Once the link is shared, you can access the class for three (3) days.
Web Download allows you to download the class recording for offline viewing.
The download link will be shared with you within 48 working hours after the commencement of the class.
An e-Transcript is a written text version of the entire class session.
It is useful for note-taking, revision, and quick reference.
The e-Transcript download link will be shared within 48 working hours after the commencement of the class.
This option includes: