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ChatGPT x Excel


  • EVENT DATE:

    Apr 11, 2025

  • PRESENTER(s): Garrett Wasny

  • 1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 120 Minutes

  • Product Code::TL241



Description

This webinar provides a concise overview of integrating advanced Excel formulas with the capabilities of ChatGPT, tailoring these skills specifically for accountancy professionals. Dive deep into financial modeling, data analysis, and innovative problem-solving techniques using the combined power of Excel and artificial intelligence.

Designed explicitly with accountancy professionals in mind, this program does more than just skim the surface. We delve profoundly into the nuances of financial modeling, ensuring that participants acquire a robust understanding of modern techniques and methodologies. Coupled with this, the course illuminates the intricacies of data analysis, preparing professionals to handle vast volumes of information with ease and precision.

In a field as competitive as accountancy, staying ahead means constantly integrating the latest tools and approaches into your workflow. Seize this unparalleled opportunity to not only enhance your proficiency but also to redefine what's possible in the realm of finance. Join us, and let's shape the future of accountancy together. 

Learning Objectives:

  • Analyze complex financial data using Excel and ChatGPT
  • Evaluate real-world accounting challenges through innovative problem-solving techniques
  • Apply advanced Excel formulas tailored for specific accounting scenarios
  • Synthesize financial data for informed decision-making using AI-powered insights
  • Demonstrate proficiency in financial modeling, budgeting, and auditing simulations
  • Collaborate on financial projects using Excel integrated with ChatGPT
  • Critique and refine accounting processes for efficiency and accuracy

Key topics covered in this course:

  • Open-World Exploration in Excel: Navigating Financial Districts and Challenges
  • Journey & Transformation: Crafting Financial Storylines and Solutions
  • Technical Training: Integrating ChatGPT for Advanced Accounting Concepts
  • Problem-Solving Scenarios: Puzzles and Simulations in Financial Data
  • Hands-on Labs: Interactive Financial Modeling, Budgeting, and Auditing
  • Skill Building & Career Development: Leveling Up in Excel and ChatGPT
  • Customization & Personalization: Tailoring Excel and ChatGPT for Individual Accounting Needs

Credits and Other information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Taxes
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • Attendance Requirement:  Yes
  • Session Duration: 2 Hours
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference

Who Will Benefit:

  • CPA
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Attorneys
  • Other Tax Preparers
  • Finance professionals
  • Financial planners
  • Accountants 
  • Data Analysts
  • Project Managers 
  • Operations Managers
  • Marketing Analysts 
  • Sales Managers 
  • Supply Chain Managers 
  • HR Professionals  


Speaker Profile:
GARRETT WASNY, MA, CMC, CITP/FITP, is a Certified Management Consultant (CMC) and award-winning digital skills advisor to accountants, tax attorneys, enrolled agents, and tax preparers worldwide. His roles include webinar producer, Internet speaker, author, app developer, professional development leader, and former management consultant for Price Waterhouse.  He's published 50+ ebooks and courses on accounting technology and ethics, written hundreds of articles on Internet strategy, and delivered thousands of seminars and webinars to CPAs and accounting organizations in more than 40 countries.

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