myCPE
myCPE

ChatGPT x Excel: Making Accountants Look Like Tech Geniuses 1 Credit

Feb 14, 2025, 02:00 PM ET

ChatGPT x Excel: Making Accountants Look Like Tech Geniuses 1 Credit

  • Garrett Wasny

    MA, CMC, CITP/FIBP
  • Rating

    4.2
  • Published on

    December, 2024
  • Subject Area

    Information Technology

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Feb 14, 2025, 02:00 PM ET

Learning Objective

  • 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.

Course Overview

Are you ready to propel your accounting skills into the future?

Dive into our dynamic CPE course where we fuse the cutting-edge capabilities of ChatGPT's AI with the unparalleled power of Microsoft Excel. This isn't just another tutorial; it's a game-changer for accounting and finance professionals seeking to revolutionize their workflows.

Picture this: ChatGPT as your personalized Excel guru, guiding you through complex tasks, offering invaluable insights, and optimizing every aspect of your accounting processes. Say goodbye to tedious manual labor and hello to a streamlined, digitally-driven approach to accounting.

But it doesn't stop there. This course goes beyond theory, immersing you in hands-on, interactive exercises that solidify your newfound skills. From practical examples to real-world scenarios, you'll walk away with the confidence and expertise to tackle any accounting challenge head-on. This course provides a concise overview of combining ChatGPT's AI capabilities with Microsoft. Excel to revolutionize accounting practices. It is tailored for professionals who wish to leverage the synergy of AI and Excel for enhanced efficiency, accuracy, and innovation in accounting and financial tasks.

Join us and embrace the future of accounting and finance. It's time to elevate your game with AI-driven Excel, powered by ChatGPT. Don't just keep up with the times—lead the charge towards innovation and excellence.

Key topics covered:

  • 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

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 1 CPE Approved
Information Technology for CPA in Canada 1 CPD Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Information Technology for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 1 CPE Approved
Information Technology for CPA in Canada 1 CPD Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Information Technology for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today! 

About Instructor

Garrett Wasny
Garrett Wasny , MA, CMC, CITP/FIBP

Account Executive, BUSINESS & INT’L TRADE EDITORIAL

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

Garrett Wasny, MA, CMC, CITP/FIBP, is an artificial intelligence skills advisor to accountants worldwide and Director of the forthcoming AI Accounting Future Forum. This groundbreaking platform is set to revolutionize how accounting professionals engage with artificial intelligence. A former Price Waterhouse management consultant, Garrett has authored 60+ ebooks, delivered thousands of seminars and webinars to elite accounting enterprises around the globe, and developed dozens of AI apps on accounting technology, tax and ethics topics. 

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent

Very Good

Average

Poor

Terrible

ML

Marla Lockhart, CPA (US)
5

Mind blown! As an educator, I'm struggling to know how to fairly and appropriately assess my students' learning of topics rather than have ChatGPT give them beautiful answers with data analysis. BTW, I now know a little more about what it means when a student told me that they created a GPT for our textbook.

JS

Jose Serrano, CPA (US)
5

This was a very informative course! Very interesting and nice real life hands-on examples on how to use for excel and data analysis.

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