Excel is no longer just a spreadsheet tool—it’s a powerful AI-assisted analytics platform. In this hands-on, practical session, Microsoft Excel expert David H. Ringstrom demonstrates how Excel’s built-in AI features can help you move from raw, messy data to clear, actionable insights in minutes—without needing advanced technical skills.

Using a realistic sales dataset, participants will walk through a complete, real-world workflow: organizing data, exploring trends, generating insights, and interpreting results with confidence. You’ll learn how tools like Analyze Data and Copilot allow you to ask questions in plain English, automate common tasks, and instantly create summaries, charts, and PivotTables.

Join Microsoft Excel Expert David H. Ringstrom for a hands-on masterclass in modern data analysis. This session bypasses the hype and focuses on the practical application of Excel’s built-in AI capabilities. Using a realistic sales dataset, David will demonstrate how to transform chaotic spreadsheets into structured, actionable intelligence in a fraction of the time. You won’t just learn the tools; you’ll learn the critical thinking required to verify AI-generated results and refine your prompts for professional-grade accuracy.

Learning objectives:

  • Transform unstructured or messy data into clean, structured tables optimized for AI analysis
  • Use Excel’s Analyze Data feature to instantly generate charts, summaries, and PivotTables
  • Ask natural-language questions to uncover trends, patterns, and performance insights
  • Leverage AI tools such as Copilot to explain formulas, reduce errors, and automate repetitive tasks
  • Evaluate AI-generated outputs critically and refine prompts for more accurate results

Area Covered in this session:

  • Hands-on walkthrough using a real-world sales dataset
  • Live demonstrations of Excel’s built-in AI capabilities
  • Practical techniques to accelerate analysis without advanced formulas
  • Tips for avoiding common AI pitfalls and misinterpretations
  • A repeatable workflow you can apply immediately in your own work

Live Q&A session will be held after the event.

PowerPoint presentation for reference

Who Should Attend?

  • CPAs, finance professionals, and analysts
  • Business professionals who work regularly with Excel data
  • Accountants and controllers seeking faster, more accurate insights
  • Managers and decision-makers who want better answers from their data
  • Anyone looking to combine Excel skills with modern AI tools—without becoming a data scientist

Credits and Other information :

  • IRS CPE Credits: 1.0 Information Technology
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS Course ID: DFFSC
  • Attendance Requirement: Yes
  • Session Duration: 60 Min
  • Case Studies and Live Q&A session with speaker

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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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