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Live Webinar

Claude AI For Excel

Excel users often spend significant time cleaning data, preparing reports, and trying to make sense of large datasets. In this session, you will explore how Claude can support the spreadsheet workflow both inside and outside Excel. We will look at practical t ...

  • Basic & Intermediate
  • 90 Mins
  • Alan Murray
  • Sep 30, 2026
Live Webinar

Claude for CPAs and Finance Professionals

CPAs spend too much time on repetitive work. In this practical session, Ray shows how Claude, AI, and Excel automate spreadsheet tasks, reporting, and communication. By mastering prompt skills, routine CPA and finance work becomes faster, clearer, and made eas ...

  • Basic & Intermediate
  • 90 Mins
  • Ray Evans
  • Sep 30, 2026
Live Webinar

Claude AI for Accounting & Finance Professionals

This beginner-to-intermediate webinar explains how Claude AI can support common accounting and finance workflows without requiring attendees to have technical AI, coding, or advanced systems-integration knowledge. The session is designed for professionals who ...

Live Webinar

The AI Systems Starter Kit

This 1 hour webinar is designed as a practical entry point for people who want to understand the core AI systems that matter most in business today. The session introduces several foundational categories, including productivity support, content creation, meeti ...

Live Webinar

Using the ChatGPT Add-in for Excel: Practical AI Workflows for Analysis and Reporting

Generative AI tools are rapidly becoming part of the modern data workflow, but many professionals are still unsure how these tools fit into the day-to-day work they already perform in Excel. The ChatGPT add-in for Excel provides a practical bridge between spre ...

Live Webinar

AI and ChatGPT for Beginners

Artificial Intelligence is no longer the future, it’s the present, and ChatGPT is leading the way in changing how we work, communicate, and solve problems. With over 200 million active users each week, ChatGPT is revolutionizing industries and personal product ...

Live Webinar

Claude AI 101: The Complete Beginner's Guide

Claude AI is a generative artificial intelligence assistant developed by Anthropic that can help professionals create content, analyze information, brainstorm ideas, summarize materials, and complete a variety of knowledge-based tasks. As AI becomes increasing ...

Live Webinar

Building Custom AI Agents and Workflows for Excel

AI-powered tools are rapidly becoming part of the modern Excel ecosystem, but many professionals are still exploring how these technologies can be integrated into real reporting and analytical workflows. Microsoft 365 Copilot, Power Automate, and emerging AI a ...

Live Webinar

How to Use Claude AI for Budgeting and Financial Planning: A Step-by-Step Guide

This practical webinar explains how Claude AI can be used to support budgeting and financial planning workflows. It focuses on realistic, beginner-friendly applications such as drafting budget commentary, summarizing historical trends, preparing forecast expla ...

Live Webinar

ChatGPT for CPAs and Finance Professionals

CPAs spend too much time on repetitive work. In this practical session, Ray shows how ChatGPT, AI, and Excel automate spreadsheet tasks, reporting, and communication. By mastering prompt skills, routine CPA and finance work becomes faster, clearer, and made ea ...

  • Basic & Intermediate
  • 90 Mins
  • Ray Evans
  • Oct 09, 2026