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AI for Accountants: ChatGPT & Excel Function Mastery
- ChatGPT Explained
- Uses - Examples
- ChatGPT Screen
- ChatGPT Options, Costs, Knowledge Base and Terms of Use
- Options & Customization
- Voice Conversations with ChatGPT - Live!
- Presenting Effective Questions to ChatGPT
- How to Document your next Question and ChatGPT Response
- Agent Mode Demystified
- Get ChatGPT to create a spreadsheet incorporating your chosen function
- Upload an Excel file for analysis in ChatGPT
- Download analyzed files from ChatGPT
- Get ChatGPT to create charts from your uploaded data
- TRIM – Removes extra spaces
- CONCATENATE – Legacy text join function
- FV – Future value
- IF – Returns one value if TRUE, another if FALSE
- ChatGPT Fundamentals for Finance Pros
- Understand how AI can enhance your Excel workflows
- Navigate the ChatGPT interface with confidence
- Discover cost-effective plans and customization options
- AI Meets Excel – Powerful Applications
- Live Demo: Voice conversations with ChatGPT for instant Excel help
- Upload Excel files for AI-powered analysis and visualization
- Generate charts and reports automatically from your data
- Create custom spreadsheets with embedded functions (FV, IF, TRIM, CONCATENATE)
- Pro Tips for Maximum Efficiency
- Craft the perfect questions to get accurate, useful responses
- Document your ChatGPT interactions for audits and compliance
- Master Agent Mode for complex, multi-step financial tasks
- Real-World Financial Use Cases:
- Automate data cleaning (TRIM, CONCATENATE) with AI assistance
- Build future value (FV) models in seconds instead of hours
- Create dynamic financial statements with error-proof IF formulas
- Generate client-ready charts and visualizations instantly
Overview of the webinar
The Future of Financial Analysis is Here – Discover How AI Can Supercharge Your Excel Skills
Tired of manual data cleaning, complex formulas, and repetitive tasks? Join Ray, a Microsoft Excel and AI expert, for this groundbreaking webinar that will revolutionize how you work with financial data. You'll learn how to seamlessly integrate ChatGPT with Excel to automate tasks, generate insights, and save hours every week.
Who should attend?
- Accountants
- Financial Analysts
- CFOs
- Auditors
- Bookkeepers
- Banking Professionals
- Controllers
- CPA's
Why should you attend?
Ray’s webinars replicate the in-person classroom experience and include a professional Learning Guide with practical hands-on exercise files, providing a superior learning and knowledge retention experience for participants.
- Harness the full potential of your software investment
- Time-Efficient Power Learning with Focused Topics
- Practical Hands-On Skill Enhancement with High Retention
- Supporting Resources, Learning Guide and Practice Files
- Improved Productivity, Quality and Error Minimization
- Up-to-Date Current Knowledge Transfer
- Professional Development Recognized for Career Advancement
- Interactive Experience Through Chat and Live Interaction
- Rapid Return on Investment
Faculty - Mr.Ray Evans
Ray’s professional and relaxed style reflects his thorough understanding of adult learning principles and is demonstrated through his diverse range of classroom, seminar, workshop, and online delivery services and instructional materials.
With Microsoft Certifications in Excel and Word, he has mastered over 2500 topics to an advanced level in Microsoft Excel, Access, Outlook, Project, PowerPoint, Word, Visio, and Publisher.
Ray has qualifications in Frontline Management, Accounting, Training, and Assessment and is certified in Six Sigma business improvement methodology.
Having trained over 30,000 students, business owners and executives since 1990 and authored a wide range of training and procedural documentation, complex reports and engaging internet content, Ray has demonstrated strong ability in key communication styles and knowledge transfer.