April 9, 2025

Webcast Replay

1 CPE

AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity

April 9, 2025
Webcast Replay
1 CPE

AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity

  • View Bio

    Instructor

    Deborah
    Phillips

    View Bio

    Deborah Phillips, CPA, MST

    Bio

    Deborah A. Phillips, CPA, MST

    Miramar, Florida

    Deborah A. Phillips, CPA, MST, operates her own tax controversy practice where she specializes in partnership and S Corporation tax law as well as IRS audits and procedures.

    Debbie, retired from the Large Business and International Division (LB&I) of the Internal Revenue Service (IRS) where she was a Senior Manager in the Flow Through Issue Practice Group (IPG). The IPG specializes in S corporation and partnership tax issues for LB&I.  Debbie worked for the IRS for over 31 years ago and she has extensive accounting and taxation knowledge of individual, corporate, and partnership federal tax returns.  She was the Operations and Technical Assistant to the Deputy Commission International, the Technical Assistant to the Director of PFTG, a Territory Manager in the Retail, Food and Pharmaceuticals Industry, a Team Manager in the Heavy Manufacturing Industry and the IRC Section 263A Technical Advisor.

    Debbie taught graduate and undergraduate courses in accounting and taxation as an adjunct faculty member at Delaware State University, Wilmington College, and Goldey-Beacom College.  She has been a seminar presenter for over 17 years as well as a text book author.

    Debbie earned her master’s degree in taxation from Widener University

This course will have you streamlining your Excel work, research and documentation, saving you time and effort in your day-to-day tasks.

Learning Objectives

  • Recall several AI features built into Excel and how to utilize them.
  • Identify how to utilize ChatGPT to create and understand Excel functions and formulas.
  • Recall how to research topics and troubleshoot errors in Excel with ChatGPT.
  • Identify methods of how ChatGPT can aid you (and speed up) properly documenting your Excel workbooks.

Major Topics

  • Harnessing AI to streamline your Excel workflows, achieving unparalleled productivity.
  • Discover Excel's integrated AI features and learn how to utilize ChatGPT for researching, creating, understanding and troubleshooting Excel functions and formulas. Transform tasks that typically take two hours into mere minutes.
  • Explore using ChatGPT for efficient research and learning, enabling quick access to answers for Excel-related inquiries.
  • Optimize your Excel work, research and documentation, significantly saving time and effort in your daily tasks.

CPE Credits Available

1 CPE
1
Information Technology

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • A.I/AI/Artificial Intelligence
  • Future Ready
  • Technology

Prerequisites

Basic knowledge of Microsoft Excel and its functionalities

Advanced Preparation

None

Intended Audience

Professionals who work with Excel and want to enhance their productivity.

Provider

AICPA

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