AI-Enhanced Financial Analysis & Forecasting: A Practical Hands-On Training Webinar
Overview
This hands-on AI CPE course is available individually or as part of our 5-, 10-, or 15-course AI bundles. Complete all 15 courses to earn your AI Professional Certificate for CPAs and 30 CPE credits.
This live, hands-on webinar offers an interactive look at how AI and Excel can transform financial statement analysis and forecasting. Instructors will guide participants through real-world applications of large language models (LLMs) like ChatGPT and Copilot to automate ratio analysis, peer benchmarking, and trend forecasting. Attendees will see firsthand how to combine AI efficiency with professional judgment to enhance reporting accuracy and decision support. You’ll learn how to:
- Automate key analysis and forecasting tasks to save time and improve precision
- Translate complex financial data into clear visual dashboards and insights
- Apply responsible AI practices to protect data integrity and uphold ethical standards
Objective
To equip CPAs and other finance professionals with practical, hands-on experience using AI and Excel to enhance financial statement analysis, forecasting, and decision-making while maintaining accuracy and ethical responsibility.
Emphasis
- Using ChatGPT, Copilot, and other LLMs to perform ratio analysis, benchmarking, and forecasting
- Strengthening FP&A and reporting decisions with AI-assisted analytics
- Automating financial data workflows in Excel for improved speed and accuracy
- Creating AI-assisted dashboards and reports for enhanced visualization and communication
- Applying professional judgment, ethics, and data governance in AI-supported financial analysis
View Dates
| Date | Time | Subscriptions | Register |
|---|---|---|---|
| Fri, Oct 30, 2026 Code WA454JCPR01126 | 10:00 AM – 12:00 PM ET | Register | |
| Fri, Nov 13, 2026 Code WA454KCPR01026 | 12:00 PM – 2:00 PM ET | Register | |
| Mon, Nov 16, 2026 Code WA454KCPR01126 | 11:00 AM – 1:00 PM ET | Register | |
| Wed, Nov 25, 2026 Code WA454KCPR03026 | 12:00 PM – 2:00 PM PT | Register | |
| Tue, Dec 1, 2026 Code WA454LCPR03026 | 10:00 AM – 12:00 PM PT | Register | |
| Mon, Dec 7, 2026 Code WA454LCPR01026 | 3:00 PM – 5:00 PM ET | Register | |
| Tue, Dec 29, 2026 Code WA454LCPR01126 | 12:00 PM – 2:00 PM ET | Register | |
| Wed, Jan 13, 2027 Code WA454ACPR01027 | 11:00 AM – 1:00 PM ET | Register | |
| Fri, Jan 22, 2027 Code WA454ACPR03027 | 10:00 AM – 12:00 PM PT | Register | |
| Mon, Jan 25, 2027 Code WA454ACPR01127 | 3:00 PM – 5:00 PM ET | Register | |
| Thu, Feb 11, 2027 Code WA454BCPR01027 | 2:00 PM – 4:00 PM ET | Register | |
| Thu, Feb 18, 2027 Code WA454BCPR01127 | 1:00 PM – 3:00 PM ET | Register | |
| Tue, Feb 23, 2027 Code WA454BCPR03027 | 3:00 PM – 5:00 PM PT | Register |