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The ISCPA office will close at 2 p.m. on Nov. 27 and will be closed Nov. 28-29 for the Thanksgiving holiday. For questions on CPE access during our short break, refer to your email confirmation or the webcast resources page.

Improving Excel Productivity with AI 2024

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Webinar

1.00 Credits

Member Price $49.00

Non-Member Price $59.00

Overview

This course will introduce AI platforms and how they can be used to understand and create Excel formulas, understanding and writing VBA code for Macros, and much more. We’ll explore the free ChatGPT service as well as Microsoft’s built-in AI Excel features.

Highlights

  • Using ChatGPT to write Excel formulas
  • Using Excel for Web's built-in AI capabilities
  • VBA Workbook coding

Prerequisites

None

Designed For

CPAs, professional staff, Excel users, and anyone wanting to better understand the intersection of AI and Excel.

Objectives

  • Determine ways to use AI to increase Excel efficiency
  • Identify ChatGPT prompts as they pertain to Excel
  • Recognize the different AI platforms available for Excel users

Preparation

None

Notice

This course is offered by a 3rd party vendor. Login instructions will not be accessible in the My CPE Tracker section of the ISCPA website. Login instructions will be emailed directly to you by California Education Foundation (CalCPA).

Leader(s):

Leader Bios

Jeff Lenning

Jeff Lenning is in charge of the day-to-day management and operations of Click Consulting. He is a nationally recognized speaker, author, and trainer, and provides Microsoft Excel and Access training to enterprise clients and provides continuing education to CPAs on technology related topics including Excel and Access. The Journal of Accountancy and other publications have featured many of his technology related articles. Lenning is heavily involved in the accounting profession. He is a former chair of the California CPA State Technology Committee, the co-chair of the California CPA OCLB Chapter Technology Committee, a Board Member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. He is a Microsoft Office Certified Excel Expert. He began his career at Arthur Andersen in the Orange County office in the audit practice. He then worked at Gateway computers as a Senior Financial Analyst, and then at Interpore Cross International as the Accounting Manager. In 2000, he started Click Consulting, a technology consulting firm which specializes in network support and web-application development.

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Non-Member Price $59.00

Member Price $49.00

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