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| Excel Unleashed: AI for Valuation and Forensic Professionals (2110Q) |
Course CPE: 1 hour
Field(s) of Study: Computer Software & Applications–1 hr
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.
Advanced Preparation: None
Delivery Method: QAS Self-Study |
Item
Number: 25PM0903EUA
Shipping Weight: 0lbs. 0oz. |
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$99.00 |
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Recording Date: September 3, 2025
Presenter: Nick Mears and Nainesh Shah
Program Description:
This course unveils the transformative power of Microsoft's AI Copilot within Excel, specifically tailored for the needs of valuation and forensic accounting professionals. Participants will discover how to leverage AI-driven features to automate complex data analysis tasks, construct dynamic and insightful financial models, and extract actionable insights from large datasets with unprecedented speed and efficiency. We will explore practical applications, focusing on how AI can assist in structuring data optimally for analysis and visualization (including chart creation), streamlining formula generation and auditing, intelligently rearranging data for enhanced understanding, and automating formatting for professional presentation.
Attendees will gain practical skills in leveraging Microsoft's AI Copilot to transform Excel into a powerful tool for their valuation and forensic work. They will learn how to automate time-consuming data manipulation tasks, build more dynamic and insightful models with greater ease, and extract actionable insights from data faster than ever before. By mastering these AI-powered Excel features, participants will significantly enhance their analytical efficiency, improve the quality of their work product, and gain a competitive edge in the field.
After completing this course, you will be able to:
- Recognize the key AI-powered features of Microsoft's Copilot within Excel relevant to valuation and forensic analysis
- Differentiate between the AI tools available to efficiently structure and organize data within Excel for effective analysis and charting
- Determine how to utilize Copilot to generate, understand, and audit complex Excel formulas relevant to valuation and forensic tasks
- Recognize how to leverage AI to intelligently rearrange and transform data within spreadsheets to facilitate analysis and modeling
- Identify how to automate data formatting tasks in Excel using AI to create professional and consistent presentations
- Identify how to employ Copilot to generate insightful charts and visualizations from financial data
- Determine the potential of AI in Excel to streamline data analysis, enhance modeling capabilities, and accelerate insight generation in valuation and forensic engagements
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) 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. |
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