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AI for Accountants: ChatGPT & Excel Function Mastery
- ChatGPT Explained
- Uses - Examples
- ChatGPT Screen
- ChatGPT Options, Costs, Knowledge Base and Terms of Use
- Options & Customization
- Voice Conversations with ChatGPT - Live!
- Presenting Effective Questions to ChatGPT
- How to Document your next Question and ChatGPT Response
- Agent Mode Demystified
- Get ChatGPT to create a spreadsheet incorporating your chosen function
- Upload an Excel file for analysis in ChatGPT
- Download analyzed files from ChatGPT
- Get ChatGPT to create charts from your uploaded data
- TRIM – Removes extra spaces
- CONCATENATE – Legacy text join function
- FV – Future value
- IF – Returns one value if TRUE, another if FALSE
- ChatGPT Fundamentals for Finance Pros
- Understand how AI can enhance your Excel workflows
- Navigate the ChatGPT interface with confidence
- Discover cost-effective plans and customization options
- AI Meets Excel – Powerful Applications
- Live Demo: Voice conversations with ChatGPT for instant Excel help
- Upload Excel files for AI-powered analysis and visualization
- Generate charts automatically from your data
- Pro Tips for Maximum Efficiency
- Craft the perfect questions to get accurate, useful responses
- Document your ChatGPT interactions
- Master Agent Mode for complex, multi-step tasks
- Real-World Financial Use Cases:
- Automate data cleaning with AI assistance
- Build future value (FV) models in seconds instead of hours
Overview of the webinar
The Future of Financial Analysis is Here – Discover How AI Can Supercharge Your Excel Skills
Tired of manual data cleaning, complex formulas, and repetitive tasks? Join Ray, a Microsoft Excel and AI expert, for this groundbreaking webinar that will revolutionize how you work with financial data. You'll learn how to seamlessly integrate ChatGPT with Excel to automate tasks, generate insights, and save hours every week.
Who should attend?
- Accountants
- Financial Analysts
- CFOs
- Auditors
- Bookkeepers
- Banking Professionals
- Controllers
- CPA's
Why should you attend?
Ray’s webinars replicate the in-person classroom experience and include a professional Learning Guide with practical hands-on exercise files, providing a superior learning and knowledge retention experience for participants.
- Harness the full potential of your software investment
- Time-Efficient Power Learning with Focused Topics
- Practical Hands-On Skill Enhancement with High Retention
- Supporting Resources, Learning Guide and Practice Files
- Improved Productivity, Quality and Error Minimization
- Up-to-Date Current Knowledge Transfer
- Professional Development Recognized for Career Advancement
- Interactive Experience Through Chat and Live Interaction
- Rapid Return on Investment
Faculty - Mr.Ray Evans
Ray blends a professional, easy-going style with a strong grasp of adult learning—demonstrated across classroom, seminar, workshop, and live-online delivery, supported by practical, high-retention instructional materials.
Backed by Microsoft certifications, Ray teaches more than 2,500 topics spanning Microsoft Excel, Access, Outlook, Project, PowerPoint, Word, Visio, and Publisher—and is one of very few presenters delivering expert-level webinars across all six leading AI cognitive engines: Claude, ChatGPT, Copilot, Grok, Gemini and DeepSeek.
He holds qualifications in Frontline Management, Accounting, Training and Assessment and is certified in Six Sigma business-improvement methodology.
Since 1990, Ray has trained over 40,000 students, business owners, and executives, and authored extensive training documentation, complex reports, and engaging web content—consistently demonstrating exceptional communication and knowledge transfer.
Ray's webinars replicate the in-person classroom experience and include:
- A comprehensive step-by-step Learning Guide
- Demonstrations and practical exercises
- Exercise files
- Productivity techniques, tips and shortcuts