Excel + AI: Turning Data Into Insights In Minutes

  • 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | Duration: 100 Minutes | Live
  • Credit: IRS Credits: 2.0 | NASBA Credits: 2.0 | HRCI: 2.0 | SHRM: 2.0| Product Code: WEB00471
Contact Person David H. Ringstrom
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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

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

Credits and Other information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Taxes
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS Course ID: PJGWS
  • Attendance Requirement:  Yes
  • IRS Credit: 2.0
  • NASBA Credit: 2.0
  • HRCI Credit: 2.0
  • SHRM Credit: 2.0
  • Session Duration: 100 Minutes
    • Case Studies and Live Q&A session with speaker
    • 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

Coder Archives 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 through its website: www.nasbaregistry.org.

Speaker Profile:

David H. Ringstrom, CPA, is a nationally recognized instructor who leads dozens of Excel webinars each year. He is the author of Microsoft 365 Excel for Dummies and several other books. With over 30 years of consulting and teaching experience he empowers users to work more efficiently in Excel.

IRS Credits
NASBA Credits
HRCI
SHRM
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We are approved to provide CPE/CE credits to Tax Professionals

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  • NASBA
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