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ChatGPT X Excel: The Ultimate Toolkit For 21st Century

  • Sep 01, 2023 Friday | 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | Duration: 120 Minutes
  • Credit: IRS Credits: 2.0 | NASBA Credits: 2.0 | QAS: 2.0 | Product Code: WEB00154

Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar

This virtual conference provides a concise overview of integrating advanced Excel formulas with the capabilities of ChatGPT, tailoring these skills specifically for accountancy professionals. Dive deep into financial modeling, data analysis, and innovative problem-solving techniques using the combined power of Excel and artificial intelligence. 

Session Highlights:
  • Open-World Exploration in Excel: Navigating Financial Districts and Challenges
  • Journey & Transformation: Crafting Financial Storylines and Solutions
  • Technical Training: Integrating ChatGPT for Advanced Accounting Concepts
  • Problem-Solving Scenarios: Puzzles and Simulations in Financial Data
  • Hands-on Labs: Interactive Financial Modeling, Budgeting, and Auditing
  • Skill Building & Career Development: Leveling Up in Excel and ChatGPT
  • Customization & Personalization: Tailoring Excel and ChatGPT for Individual Accounting Needs

Learning Objectives:

  • Analyze complex financial data using Excel and ChatGPT
  • Evaluate real-world accounting challenges through innovative problem-solving techniques
  • Apply advanced Excel formulas tailored for specific accounting scenarios
  • Synthesize financial data for informed decision-making using AI-powered insights
  • Demonstrate proficiency in financial modeling, budgeting, and auditing simulations
  • Collaborate on financial projects using Excel integrated with ChatGPT
  • Critique and refine accounting processes for efficiency and accuracy

Who Will Benefit:

  • Business Owners
  • CEO's / CFO's / CTO's
  • CPA's
  • Accountants
  • Financial Consultants
  • IT Professionals
  • Managers
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Marketers
  • Anybody with large amounts of Data
  • Anybody who uses Microsoft Excel on a regular basis, and wants to be more efficient and productive
 
Speaker Profile:
Garrett Wasny, MA, CMC, CITP/FIBP is a digital skills advisor to CPAs worldwide and a former management consultant for Price Waterhouse. As an author, he's published three books, written hundreds of articles and columns on internet strategy for leading business publications, and developed 50+ NASBITE-accredited accounting courses. As a speaker, he’s delivered thousands of seminars and webinars to CPAs and accounting organizations over three decades on three continents.

Credits and Other information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Information Technology
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS Course ID: PJGWS-T-00080-23-O
  • Attendance Requirement:  Yes
  • Session Duration: 2 Hours
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference
IRS Credits
NASBA Credits
QAS

1. Are your providing Online Continuing Education Credits?

We are approved to provide CPE/CE credits to Tax Professionals

  • IRS
  • NASBA

2. When are the continuing education credits reported to the IRS, HRCI, NASBA and other regulatory bodies ?

We reports the educational credits to the respective licensing/regulatory bodies in 5 business days.

3. What should I do if I can’t log my account?

The credentials to log into your account is your EMAIL ADDRESS & PASSWORD used during account creation.

  • If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password.
  • If the face any challenge, please reach out to us via email support@pro2learn.com or contact our support team through live chat support. Our support line is 1-937-865-8027.Our support team is available Monday to Friday from 09:00 AM – 06:00 PM EST/EDT

4. How can I view /access the courses that I have registered for?

When you register for any of our webinars/product, you receive will the instruction 24 hours prior to the conference. Also, the instructions are avilable in your account under ‘My Webinars’ section.

5. How can I cancel my registration?

You can cancel your registration to by email at support@pro2learn.com.  If you cancel your registration for the paid webinar, the amount shall be credited back in your payment method within 7 business days.

6. How can I download the learning materials/Handouts available for the webinars/Seminar?

The conference materials are available 4 hours prior to the webinar. You can download it from the webinar page or by logging to your account.

7. What are the system requirements to attend a live webinar?

Our seamlessly integrated with ZOOM, WebX and, Goto for delivering continuing education webinars. The system requirements are :

  • An internet connection – broadband wired or wireless
  • Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth

8. What are CPE Package Courses?

Our package courses are the bundles of various continuing education courses which have been specially designed to meet your continuing education requirements for a particular Qualification.

9. What is web download and transcript?

  • The web download is the recording of the webinar. You will receive a link to download and save the webinar on your computer and watch it anytime and multiple times.
  • The transcript is the detailed written material presented during the webinar.

10. What is an On demand session?

On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

11. How do I access a previously purchased webinar, self-study course, Web Download, or package?

To access a course that you have already purchased, all you must have to create/log in to your account. Click on the "Log In" button in the top right of the screen. Once you are logged in, you will have immediate access to all your purchased CPE courses, packages and other self-service or you can write on support@pro2learn.com.

12. I took a webinar, where is my certificate?

We will email your certificate within 3 working days of the end of the webinar, or you can login your account at www.pro2learn.com. If you don’t receive the email within 3 working days of the end of the webinar, check your spam/junk folder. If it’s not there, we recommend that you send us an email at support@pro2learn.com or connect over the online chatroom.

Download Summit Material

Mentors

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Charles K. Montecino
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Robert S. Barnett
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Dr. Jim Castagnera
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Mark Wickersham
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Garrett Wasny
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Andrew Seifert
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William A. Levinson
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Wayne J. Miller
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VICTORIA M. HERNANDEZ
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Vicki M. Lambert
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Susan Fahey Desmond
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Steven G. Siegel
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Stephanie Thomas
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Robert S. Keebler
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Robert E. McKenzie
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Paul Flogstad
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Patrick McCormick, JD, LLM
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Patrick A. Haggerty
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Nick Preusch CPA
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Ms. Haleh C. Naimi
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Monica Haven
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Miles Hutchinson
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Michael A. Ferragamo MD, FACS
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Mary Schaeffe
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Mark Schwartz
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Margie Faulk
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Laura Thessin, CPA, MBA
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Laura A. Dixon
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Klaralee R. Charlton
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Keith Schiller
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Karla Brandau
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Joe Keenan, MBA, CSP
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Jerald L Henderson PhD
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Janette Levey Frisch
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James J. Rigos
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J. Patrick Garverick
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Eric L. Green
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Dr. Susan Strauss
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Dr. Robert K Minniti
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Diane L. Dee
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Dayna J Reum
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David Miklas
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David H. Ringstrom
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Allison M. McLeod CPA
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Alicia Katz Pollock
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Daniel J. Pilla
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