Back to Search
AI, Technology & Innovation
ChatGPT x Excel: The Ultimate Toolkit for 21st Century Accountants (In-Person)
DELIVERY FORMAT
In Person
SEMINAR TYPE
PD Seminar
You are currently viewing the description and registration page for the
In Person
delivery format. To view and register for other available formats, click on your selection below.
Overview
This course provides a concise overview of combining ChatGPT's AI capabilities with MicrosoftExcel to revolutionize accounting practices.
Course Description
This course is tailored for professionals who wish to leverage the synergy of AI and Excel for enhanced efficiency, accuracy, and innovation in accounting tasks. Through practical examples and interactive sessions, you will learn to utilize ChatGPT as an Excel tutor, advisor, and optimizer, transforming your approach to accounting in the digital age.
Applicable for
Accountants and finance professionals aiming to integrate AI technology with Excel for advanced data analysis, improved efficiency, and innovative accounting solutions will find this course highly beneficial.
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
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
Course Dates & Registration
Jul 14, 2026
9:00AM - 12:30PM
To Be Announced, Vancouver
Garrett Wasny
.webp?language=en-CA)
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.
Available
Course Details
Cost
$210
Members
$235
Non-Members
Eligible Hours
- 3.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
Passport
- 5
- Credits
Interested in similar content?
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.
AI, Technology & Innovation
ChatGPT x Excel: The Ultimate Toolkit for 21st Century Accountants (In-Person)
DELIVERY FORMAT
In Person
SEMINAR TYPE
PD Seminar
You are currently viewing the description and registration page for the
In Person
delivery format. To view and register for other available formats, click on your selection below.
Course Details
Cost
$210
Members
$235
Non-Members
Eligible Hours
- 3.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
Passport
- 5
- Credits
Overview
This course provides a concise overview of combining ChatGPT's AI capabilities with MicrosoftExcel to revolutionize accounting practices.
Course Description
This course is tailored for professionals who wish to leverage the synergy of AI and Excel for enhanced efficiency, accuracy, and innovation in accounting tasks. Through practical examples and interactive sessions, you will learn to utilize ChatGPT as an Excel tutor, advisor, and optimizer, transforming your approach to accounting in the digital age.
Applicable for
Accountants and finance professionals aiming to integrate AI technology with Excel for advanced data analysis, improved efficiency, and innovative accounting solutions will find this course highly beneficial.
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
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
Course Dates & Registration
Jul 14, 2026
9:00AM - 12:30PM
To Be Announced, Vancouver
Garrett Wasny
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.
Available
Interested in similar content?
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.