Advanced Excel Using AI for Accountants (On-Demand - CPABC)
Overview
Imagine quickly generating complex formulas by simply describing the outcome you need or creating financial projections with automated data insights. You’ll see how AI can handle the most tedious aspects of Excel, leaving you free to focus on strategic work.
Watch a short promotional video of the course here:
Access expires 180 days from purchase date |
Course Description
Throughout the course, you’ll dive into the capabilities of AI platforms including Microsoft Copilot, ChatGPT, Perplexity and Google Gemini. These tools can instantly provide formula solutions, automate data transformations, and generate insightful data visualizations—all tailored for accounting professionals. You’ll see how to leverage these tools for tasks such as analyzing large datasets, calculating rates of return, and automating report and chart generation, with minimal reliance on manual formula input.
By focusing on real-world applications, this course offers CPAs practical skills to make Excel an even more powerful tool for financial analysis and decision-making. Each module is designed to be practical and immediately applicable, showing how AI can transform how you work with Excel to make data-driven decisions confidently.
Applicable for
Learning Objectives
- utilize AI tools like Microsoft Copilot, ChatGPT, Perplexity and Google Gemini to efficiently perform data analysis in Excel
- simplify complex formula creation by using natural language prompts to generate or troubleshoot formulas
- effortlessly create financial reports, projections, and data visualizations with AI-driven suggestions
- integrate AI into tasks such as data transformation, cleaning, and consolidation of client workbooks
- apply AI-driven VBA and Python code generation for automating repetitive processes
- conduct in-depth financial analysis, including rate of return calculations, with AI support for accuracy
- enhance decision-making capabilities by allowing AI to analyze trends, outliers, and data patterns in Excel
Course Content Created: November 2024
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
David Trahair, CPA, CAAbout This Product
On-Demand Courses by CPABC are recordings from live seminars, made available with any corresponding handout material, where available.
These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- 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.
Advanced Excel Using AI for Accountants (On-Demand - CPABC)
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Overview
Imagine quickly generating complex formulas by simply describing the outcome you need or creating financial projections with automated data insights. You’ll see how AI can handle the most tedious aspects of Excel, leaving you free to focus on strategic work.
Watch a short promotional video of the course here:
Access expires 180 days from purchase date |
Course Description
Throughout the course, you’ll dive into the capabilities of AI platforms including Microsoft Copilot, ChatGPT, Perplexity and Google Gemini. These tools can instantly provide formula solutions, automate data transformations, and generate insightful data visualizations—all tailored for accounting professionals. You’ll see how to leverage these tools for tasks such as analyzing large datasets, calculating rates of return, and automating report and chart generation, with minimal reliance on manual formula input.
By focusing on real-world applications, this course offers CPAs practical skills to make Excel an even more powerful tool for financial analysis and decision-making. Each module is designed to be practical and immediately applicable, showing how AI can transform how you work with Excel to make data-driven decisions confidently.
Applicable for
Learning Objectives
- utilize AI tools like Microsoft Copilot, ChatGPT, Perplexity and Google Gemini to efficiently perform data analysis in Excel
- simplify complex formula creation by using natural language prompts to generate or troubleshoot formulas
- effortlessly create financial reports, projections, and data visualizations with AI-driven suggestions
- integrate AI into tasks such as data transformation, cleaning, and consolidation of client workbooks
- apply AI-driven VBA and Python code generation for automating repetitive processes
- conduct in-depth financial analysis, including rate of return calculations, with AI support for accuracy
- enhance decision-making capabilities by allowing AI to analyze trends, outliers, and data patterns in Excel
Course Content Created: November 2024
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
David Trahair, CPA, CAAbout This Product
On-Demand Courses by CPABC are recordings from live seminars, made available with any corresponding handout material, where available.
These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
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.