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Wednesday, July 30, 2025 Live Webcast

Unlock the Power of AI with Copilot in Excel (X2-53867)

11:00 AM - 1:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in SK

OVERVIEW

In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data.

DESIGNED FOR

Excel users at all skill levels who want to explore AI capabilities using CoPilot.

BENEFITS

After attending this presentation, you will be able to...

  • Identify key features of Copilot in Excel and their applications in data analysis.
  • Distinguish between traditional Excel workflows and AI-enhanced capabilities.
  • Select appropriate AI-driven tools within Excel to streamline specific tasks.

HIGHLIGHTS

The major topics that will be covered in this course include:

  • Introduction to Copilot in Excel
  • Automating Tasks and Enhancing Productivity
  • Advanced Data Insights with Copilot

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

Download the handout and practice material prior to course. If you want to follow along, you will need a license to Copilot.

INSTRUCTOR

Bryan Smith

Bryan L. Smith, CPA.CITP, CISA

CPA Crossings, LLC

Bryan is the co-founder of CPA Crossings, LLC, (est. 2001), which specializes in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services.

He has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), Bryan has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and provides coaching services to various organizations to train and coach staff on proper data analysis techniques.

Bryan, who has a Master of Science in Information Assurance, is a member of the Information System Audit and Control Association and is a past chair of task forces for the Michigan Association of CPAs.