Discover how generative AI transforms your Excel experience - enhancing data analysis, automating tasks and assisting with your day-to-day Excel workload.

This webinar is for anyone who uses Excel regularly and wants to leverage the power of AI tools like ChatGPT, Claude, and Copilot with Excel.

Artificial Intelligence is rapidly becoming an essential part of the modern Excel workflow. From generating formulas and analysing data to documenting workbooks and creating reports, AI can help Excel users complete everyday tasks more efficiently while improving the quality of their work.

This practical webinar demonstrates how AI tools can be used within Excel to solve common business challenges. The session will include Claude, Copilot and ChatGPT, as the focus is on AI and not one specific AI tool.

Rather than focusing on theory, you'll see real-world examples of AI assisting with data analysis, formula creation, reporting and spreadsheet development. You'll also learn where AI excels, where human judgement is still essential, and how to verify AI-generated results with confidence.

Whether you're new to AI or already experimenting with it, this session will provide practical techniques you can begin using immediately.

Areas Covered in the Session:

  • Gain a competitive edge by customising your AI
  • Use AI to assist with writing, fixing, and explaining Excel formulas
  • Clean and prepare messy data using simple prompts
  • Automate Excel with code generated by AI
  • Get help with data analysis, summaries and chart ideas
  • Understanding how AI complements everyday Excel work
  • Use of Claude, Copilot, and ChatGPT in Excel
  • Creating formulas with AI assistance
  • Cleaning and transforming data more efficiently
  • Generating charts, summaries and business insights
  • Creating documentation for workbooks and reports
  • Using AI to automate repetitive Excel tasks
  • Best practices for validating AI-generated result

Learning Objectives

  • Use AI to create, explain, and troubleshoot Excel formulas
  • Clean, organize, and analyze data more efficiently
  • Generate summaries and insights from Excel data
  • Automate repetitive Excel tasks with AI assistance
  • Improve reports, tables, and presentations
  • Use AI to identify trends, errors, and data inconsistencies
  • Integrate AI into everyday Excel workflows without advanced technical skills

Artificial Intelligence is transforming the way professionals work with Excel, but many users are unsure where to begin or how to use it effectively.

Attend this session to discover practical ways AI can save time, reduce repetitive work and improve productivity. Through live demonstrations and business-focused examples, you'll learn how AI can become a valuable assistant for everyday Excel tasks without replacing your own expertise.

Why Should You Attend?

  • Finance and accounting professionals
  • Business analysts
  • Operations and project teams
  • HR and administrative professionals
  • Managers and team leaders
  • Marketing, sales and communications professionals
  • Anyone looking to improve productivity with Excel and AI

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 The web download grants access to the webinar recording, enabling you to receive a link to download and save it on your computer for convenient viewing, multiple times.

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 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.

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Each webinar wraps up with a Q&A session, giving you the opportunity to interact with industry experts and receive answers to all your queries.

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  • IRS
  • HRCI
  • SHRM

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Your educational credits will be reported to the appropriate licensing and regulatory bodies within 5-7 business days

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9. How can I cancel my registration?

For registration cancellations, please reach out to us via email at support@pioneereducator.com. If you cancel your registration for a paid webinar, expect the refunded amount to be credited back to your payment method within 7 business days.

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

Conference materials will be accessible 4 hours before the webinar begins. You can download them directly from the webinar page or by logging into your account

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

Our seamlessly integrated with ZOOM and Gotowebinar 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

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

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PRESENTER(s): Dayna J. Reum
EVENT DATE - 2025-08-19