ChatGPT x Excel: The Ultimate Toolkit for 21st Century Accountants (Live Webinar)
Overview
Artificial intelligence and Excel together can significantly enhance the way accounting professionals analyze data, solve problems, and improve productivity. This course explores how ChatGPT can be used alongside Excel to streamline workflows, strengthen analytical capabilities, and support more effective decision-making. Participants will learn practical techniques for combining AI and spreadsheet tools to improve efficiency, simplify complex tasks, and create greater value in their accounting and finance work.
Course Description
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|
Applicable for
Learning Objectives
- Apply ChatGPT's AI expertise to enhance Excel skills for accounting tasks
- Analyze and optimize complex Excel formulas with AI guidance
- Create tailored Excel cheat sheets for efficient data management
- Simplify intricate Excel functions using the ELI5 approach
- Customize ChatGPT prompts for diverse accounting specializations
- Develop and implement advanced financial models in Excel
- Innovate accounting practices by integrating AI and Excel technologies
Content
- Integrating ChatGPT with Excel: a new paradigm in accounting
- Advanced Excel formulas and functions through ChatGPT guidance
- Creating dynamic Excel cheat sheets with ai assistance
- Simplifying complex Excel concepts with the ELI5 method
- Optimizing and cleaning Excel formulas using ChatGPT
- Customizing prompts for specialized accounting needs
- Developing advanced financial analysis models in Excel with ChatGPT
Course Dates & Registration
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Garrett Wasny, MA, CMC, CITP/FITP is a Certified Management Consultant, AI educator, and digital transformation advisor specializing in the accounting profession. An award-winning instructor recognized with the 2025 MYCPE Award for innovation in professional education, Garrett has trained tens of thousands of CPAs and accountants in more than 60 countries. His programs focus on practical applications of artificial intelligence, helping financial professionals strengthen judgment, governance, and decision-making in an AI-driven world. Garrett Wasny, MA, CMC, CITP/FITP is a Certified Management Consultant, AI educator, and digital transformation advisor specializing in the accounting profession. An award-winning instructor recognized with the 2025 MYCPE Award for innovation in professional education, Garrett has trained tens of thousands of CPAs and accountants in more than 60 countries. His programs focus on practical applications of artificial intelligence, helping financial professionals strengthen judgment, governance, and decision-making in an AI-driven world. Garrett Wasny, MA, CMC, CITP/FITP is a Certified Management Consultant, AI educator, and digital transformation advisor specializing in the accounting profession. An award-winning instructor recognized with the 2025 MYCPE Award for innovation in professional education, Garrett has trained tens of thousands of CPAs and accountants in more than 60 countries. His programs focus on practical applications of artificial intelligence, helping financial professionals strengthen judgment, governance, and decision-making in an AI-driven world. Garrett Wasny, MA, CMC, CITP/FITP is a Certified Management Consultant, AI educator, and digital transformation advisor specializing in the accounting profession. An award-winning instructor recognized with the 2025 MYCPE Award for innovation in professional education, Garrett has trained tens of thousands of CPAs and accountants in more than 60 countries. His programs focus on practical applications of artificial intelligence, helping financial professionals strengthen judgment, governance, and decision-making in an AI-driven world. Garrett Wasny, MA, CMC, CITP/FITP is a Certified Management Consultant, AI educator, and digital transformation advisor specializing in the accounting profession. An award-winning instructor recognized with the 2025 MYCPE Award for innovation in professional education, Garrett has trained tens of thousands of CPAs and accountants in more than 60 countries. His programs focus on practical applications of artificial intelligence, helping financial professionals strengthen judgment, governance, and decision-making in an AI-driven world. Garrett Wasny, MA, CMC, CITP/FITP is a Certified Management Consultant, AI educator, and digital transformation advisor specializing in the accounting profession. An award-winning instructor recognized with the 2025 MYCPE Award for innovation in professional education, Garrett has trained tens of thousands of CPAs and accountants in more than 60 countries. His programs focus on practical applications of artificial intelligence, helping financial professionals strengthen judgment, governance, and decision-making in an AI-driven world.Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
- 3.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 5
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
ChatGPT x Excel: The Ultimate Toolkit for 21st Century Accountants (Live Webinar)
- 3.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 5
- Credits
Overview
Artificial intelligence and Excel together can significantly enhance the way accounting professionals analyze data, solve problems, and improve productivity. This course explores how ChatGPT can be used alongside Excel to streamline workflows, strengthen analytical capabilities, and support more effective decision-making. Participants will learn practical techniques for combining AI and spreadsheet tools to improve efficiency, simplify complex tasks, and create greater value in their accounting and finance work.
Course Description
|
|
Applicable for
Learning Objectives
- Apply ChatGPT's AI expertise to enhance Excel skills for accounting tasks
- Analyze and optimize complex Excel formulas with AI guidance
- Create tailored Excel cheat sheets for efficient data management
- Simplify intricate Excel functions using the ELI5 approach
- Customize ChatGPT prompts for diverse accounting specializations
- Develop and implement advanced financial models in Excel
- Innovate accounting practices by integrating AI and Excel technologies
Content
- Integrating ChatGPT with Excel: a new paradigm in accounting
- Advanced Excel formulas and functions through ChatGPT guidance
- Creating dynamic Excel cheat sheets with ai assistance
- Simplifying complex Excel concepts with the ELI5 method
- Optimizing and cleaning Excel formulas using ChatGPT
- Customizing prompts for specialized accounting needs
- Developing advanced financial analysis models in Excel with ChatGPT
Course Dates & Registration
Garrett Wasny, MA, CMC, CITP/FITP is a Certified Management Consultant, AI educator, and digital transformation advisor specializing in the accounting profession. An award-winning instructor recognized with the 2025 MYCPE Award for innovation in professional education, Garrett has trained tens of thousands of CPAs and accountants in more than 60 countries. His programs focus on practical applications of artificial intelligence, helping financial professionals strengthen judgment, governance, and decision-making in an AI-driven world. Garrett Wasny, MA, CMC, CITP/FITP is a Certified Management Consultant, AI educator, and digital transformation advisor specializing in the accounting profession. An award-winning instructor recognized with the 2025 MYCPE Award for innovation in professional education, Garrett has trained tens of thousands of CPAs and accountants in more than 60 countries. His programs focus on practical applications of artificial intelligence, helping financial professionals strengthen judgment, governance, and decision-making in an AI-driven world. Garrett Wasny, MA, CMC, CITP/FITP is a Certified Management Consultant, AI educator, and digital transformation advisor specializing in the accounting profession. An award-winning instructor recognized with the 2025 MYCPE Award for innovation in professional education, Garrett has trained tens of thousands of CPAs and accountants in more than 60 countries. His programs focus on practical applications of artificial intelligence, helping financial professionals strengthen judgment, governance, and decision-making in an AI-driven world. Garrett Wasny, MA, CMC, CITP/FITP is a Certified Management Consultant, AI educator, and digital transformation advisor specializing in the accounting profession. An award-winning instructor recognized with the 2025 MYCPE Award for innovation in professional education, Garrett has trained tens of thousands of CPAs and accountants in more than 60 countries. His programs focus on practical applications of artificial intelligence, helping financial professionals strengthen judgment, governance, and decision-making in an AI-driven world. Garrett Wasny, MA, CMC, CITP/FITP is a Certified Management Consultant, AI educator, and digital transformation advisor specializing in the accounting profession. An award-winning instructor recognized with the 2025 MYCPE Award for innovation in professional education, Garrett has trained tens of thousands of CPAs and accountants in more than 60 countries. His programs focus on practical applications of artificial intelligence, helping financial professionals strengthen judgment, governance, and decision-making in an AI-driven world. Garrett Wasny, MA, CMC, CITP/FITP is a Certified Management Consultant, AI educator, and digital transformation advisor specializing in the accounting profession. An award-winning instructor recognized with the 2025 MYCPE Award for innovation in professional education, Garrett has trained tens of thousands of CPAs and accountants in more than 60 countries. His programs focus on practical applications of artificial intelligence, helping financial professionals strengthen judgment, governance, and decision-making in an AI-driven world.Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.