Using GenAI Tools to Advance Your Excel Skills: A 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 training webinar will go above and beyond the usual CPE experience to demonstrate generative AI’s vast potential to enhance your Excel capabilities. Our expert instructors will provide a unique training experience by sharing screens with attendees, watching and personally guiding them through the process. They’ll explain how to:
- Seamlessly integrate AI tools into your Excel workflow
- Streamline data preparation, analysis, and reporting
- Use AI assistance to enhance problem-solving and reduce manual effort
- Identify opportunities to apply GenAI across common accounting and finance tasks
Objective
To provide a unique, hands-on education for CPAs and other finance professionals on how generative AI can enhance Excel efficiency, accuracy, and analytical capabilities.
SPEAKERS:
Dr. Tracie Miller, CPA, is the program chair for the Accounting Department at Franklin University and has extensive teaching experience including multiple faculty appointments. Dr. Miller received her doctoral degree from Texas A&M University and she has previous public accounting experience with Deloitte Tax LLP.
Dr. Wendy Tietz, CMA, CSCA, CPA, is an accounting professor at Kent State University in Ohio where she teaches introductory financial and managerial accounting, advanced management accounting, advanced accounting analytics and technology. Dr. Tietz has won several teaching awards and is the co-author of three introductory accounting textbooks. She also regularly presents at conferences on various topics including AI, data analytics, and engagement strategies.
Emphasis
- ChatGPT basics: starting a chat, understanding responses, and prompting engineering best practices
- Using ChatGPT to:
– Write, explain, and debug Excel formulas
– Create visualizations and charts
– Create macros
– Clean and analyze data - Built-in AI features in Excel:
– Worksheet analysis
– Dynamic array formulas
– Power queries
– Data types
– Forecast sheets
– Alt text - Introduction to the Microsoft Copilot AI assistant
View Dates
| Date | Time | Subscriptions | Register |
|---|---|---|---|
| Thu, Nov 5, 2026 Code WA440KCPR01026 | 11:00 AM – 1:00 PM ET | Register | |
| Fri, Nov 20, 2026 Code WA440KCPR03026 | 10:00 AM – 12:00 PM PT | Register | |
| Wed, Nov 25, 2026 Code WA440KCPR01126 | 1:00 PM – 3:00 PM ET | Register | |
| Thu, Dec 10, 2026 Code WA440LCPR01026 | 10:00 AM – 12:00 PM ET | Register | |
| Fri, Dec 18, 2026 Code WA440LCPR01126 | 2:00 PM – 4:00 PM ET | Register | |
| Tue, Dec 22, 2026 Code WA440LCPR03026 | 12:00 PM – 2:00 PM PT | Register | |
| Mon, Jan 4, 2027 Code WA440ACPR01027 | 10:00 AM – 12:00 PM ET | Register | |
| Fri, Jan 22, 2027 Code WA440ACPR01127 | 3:00 PM – 5:00 PM ET | Register | |
| Mon, Jan 25, 2027 Code WA440ACPR03027 | 12:00 PM – 2:00 PM PT | Register | |
| Fri, Feb 5, 2027 Code WA440BCPR01027 | 11:00 AM – 1:00 PM ET | Register | |
| Fri, Feb 19, 2027 Code WA440BCPR01127 | 12:00 PM – 2:00 PM ET | Register | |
| Wed, Feb 24, 2027 Code WA440BCPR03027 | 1:00 PM – 3:00 PM PT | Register |