Excel & ChatGPT Synergy Masterclass: Unleashing Financial Analysis Superpowers

Garrett Wasny Instructor:
Garrett Wasny 
90 Minutes
Webinar ID: 502005

More Trainings by this Expert

Price Details
Recorded Webinar
$199 One Attendee
$399 Corporate Recorded

Recorded: Access recorded version, only for one participant unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)

Corporate Recorded: Access recorded version, Any number of participants unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)


In today's data-driven landscape, the fusion of Excel's computational might with ChatGPT's intelligent querying transforms ordinary accounting tasks into dynamic, insightful financial analyses. This specialized masterclass unveils the power behind integrating Excel and ChatGPT, aimed at accountants, financial analysts, and business professionals eager to unlock new levels of efficiency and creativity in their financial workflows.

By merging the robust data manipulation capabilities of Excel with ChatGPT's nuanced understanding of financial contexts and problem-solving, participants will discover innovative approaches to traditional and complex financial scenarios. This course provides a roadmap to mastering the combined use of Excel and ChatGPT, empowering you with the skills to deliver enhanced financial insights, streamline reporting processes, and devise superior forecasting models.

Why should you Attend:

  • Analyze Financial Data: Evaluate and dissect complex financial datasets using integrated Excel and ChatGPT tools to uncover underlying patterns, trends, and insights
  • Create Advanced Excel Models: Construct sophisticated financial models by applying enhanced Excel functions and ChatGPT-generated formulas to simulate various financial scenarios and outcomes
  • Synthesize Information from Multiple Sources: Integrate and consolidate information from diverse financial sources into cohesive, actionable insights using Excel combined with ChatGPT's querying capabilities
  • Evaluate Spreadsheet Solutions: Critically assess and validate the effectiveness of Excel spreadsheet solutions enhanced by ChatGPT's AI insights, ensuring accuracy, reliability, and compliance with financial standards
  • Apply Error-Checking Techniques: Implement advanced error-checking and troubleshooting methods in Excel spreadsheets by utilizing ChatGPT's guidance, improving data integrity and model reliability
  • Formulate Strategic Financial Decisions: Leverage the synergistic capabilities of Excel and ChatGPT to formulate well-informed, strategic financial decisions that drive business growth and efficiency
  • Design Integrated Analytical Tools: Develop comprehensive financial analysis tools by combining Excel's analytical functions with ChatGPT's AI-driven insights, enhancing overall financial planning and reporting

Areas Covered in the Session:
  • Synergistic Query Crafting: Master the art of creating precise, effective prompts for ChatGPT that directly enhance Excel-based financial tasks, enabling more informed decisions and analyses
  • Advanced Data Analysis Techniques: Learn how to integrate ChatGPT's insights within Excel to perform advanced data analysis, transforming complex datasets into actionable financial intelligence
  • Streamlined Cheat Sheets: Develop concise, powerful cheat sheets combining Excel functionalities with ChatGPT's AI capabilities, significantly speeding up your workflow and improving accuracy
  • Error Troubleshooting and Resolution: Utilize the combined strengths of Excel and ChatGPT to quickly identify and resolve common spreadsheet errors, ensuring your financial models are both accurate and reliable
  • Formula Engineering and Optimization: Explore innovative strategies to construct, deconstruct, and optimize complex Excel formulas with ChatGPT's guidance, enhancing the maintainability and efficiency of your financial models
  • Interactive Learning and Real-Time Feedback: Engage with ChatGPT in an interactive learning environment, allowing for immediate clarifications and iterative improvements, thus deepening your understanding of Excel's financial applications
  • Strategic Integration with Other Tools: Discover how to seamlessly integrate Excel with key business tools and platforms, leveraging ChatGPT's insights to enhance data analysis, reporting, and decision-making processes
  • Creative Solutions and Novel Approaches: Harness the collective power of Excel and ChatGPT to innovate and solve financial challenges, leading to groundbreaking approaches and superior financial strategies

Who Will Benefit:
  • Accountants
  • Financial Analysts
  • Finance Professionals seeking to elevate their Excel proficiency with the power of ChatGPT will greatly benefit from this course

Speaker Profile
Garrett Wasny , MA, CMC, CITP/FIBP is an award-winning artificial intelligence (AI) skills advisor to accountants worldwide.

Since 1995, Garrett has delivered thousands of presentations on Internet strategy to hundreds of leading accounting institutes, industry associations, Fortune 500 companies, small and medium-sized enterprises, business schools and other legal, medical, engineering, pro sports and executive education organizations.

Garrett's writing credits include four books, dozens of e-books and hundreds of articles on online business for scores of leading business publishers, syndicates and magazines including McGraw Hill, John Wiley and Sons, Knight Ridder, the Financial Post, Journal of Commerce and World Trade.

He's also won numerous awards for his writing, speaking and web design. Garrett’s academic credentials include a Bachelor of Arts with Honours (BA Hons) degree and a Master of Arts (MA) degree. His professional accreditations include Certified Management Consultant (CMC), Certified International Trade Professional (CITP) and FITP (FITT International Business Professional).

Garrett is trusted by the most respected governing bodies for accounting and business today. In the United States, his webinars are approved by NASBA (National Association of State Boards of Accountancy). In Canada, his in-person seminars are approved by the Chartered Professional Accountants (CPA) Canada provincial institutes.

In 2017, Garrett is scheduled to deliver 150+ professional development events across North America on a range of technology and accounting topics. The presentations are hosted by leading accounting CPE providers such as Thomson Reuters, CPE Solutions, CPA Crossings, CPE Link, Clear Law Institute and CPA Institutes. His courses cover online productivity, Internet search, digital transformation, mobile computing, social enterprise and tax.

Full disclosure: Garrett Wasny is an independent Certified Management Consultant (CMC) who provides objective information based on his own impartial research and due diligence. He has no vested interest or affiliation with any of the enterprises or technologies reviewed in his courses.

He has more than 20 years experience in the Internet field and started his career at Price Waterhouse. He is based in Vancouver, British Columbia, Canada.

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