AI Unboxed: Using AI and Excel
Overview
Master the powerful combination of artificial intelligence (AI) and Excel. Learn how to enhance your Excel skills with AI-driven tools to automate tasks, analyze data, and uncover hidden insights. Find out how AI can supercharge your spreadsheets, streamline workflows and improve decision-making by transforming complex data into actionable intelligence. Whether you’re handling large datasets or looking to simplify routine tasks, this course will help you harness the full potential of AI and Excel to boost your productivity and efficiency!
This session is part two of the four-part AI Unboxed Series. Sessions can be purchased individually, or save $50 when purchasing the bundle webinar package (see below).
Highlights
- AI and Excel integration
- Automating tasks with AI in Excel
- AI-enhanced data analysis in Excel
- AI for predictive modeling and forecasting in Excel
- Data visualization with AI in Excel
Prerequisites
- Fundamental understanding of basic AI concepts
- The ability to create AI prompts
- Understanding of the key differences between the most common AI platforms
Designed For
Accounting and financial professionals seeking to learn how to use artificial intelligence to improve business processes.
Objectives
- Learn how AI tools and features are incorporated into Excel to enhance its functionality and usability.
- Gain skills to automate repetitive tasks such as data entry, trend recognition and insights generation in Excel.
- Understand how AI-enhanced Excel tools can be applied to accounting and finance.
Notice
- This series is offered in partnership with and is administered by the Minnesota Society of CPAs.
This event is part of the following bundles:
Leader(s):
Leader Bios
Jennifer Elder, Founder, The Sustainable CFO, Jennifer H Elder Dba/The Sustainable CFO
Jennifer Elder, CSP, CPA, CGMA, CSCA is an executive coach who helps smart professionals transform from technically talented to strategically savvy. If you want to be more productive, have more of an impact, and maintain your organization’s ethical standards, Jennifer can deliver interactive and engaging training sessions. In 2022, Jennifer received the Women Who Count award in education by the Accounting and Financial Women’s Alliance (AFWA). In 2018, Jennifer earned the designation of Certified Speaking Professional (CSP). Making her one of only 15 people worldwide who hold both the CPA and CSP designations. CPA Practice Advisor named Jennifer one of the Top 25 Women in Accounting in 2018. She currently volunteers on the boards of several organizations including the New Hampshire Board of Accountancy, the Northeast Regional Council of the IMA, and Jennifer chairs the CSP Committee of the National Speakers Association.
Thomas Stephens, Shareholder, K2 Enterprises LLC
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
• Working as an auditor and technology consultant for an Atlanta-based public accounting firm; • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; • Serving as a Chief Financial Officer for an international engineering organization; and • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,900 educational sessions to over 73,000 participants throughout the United States and Canada.
Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
Non-Member Price $105.00
Member Price $75.00