Virtual Workshop
September 29th & October 1st 1:00 - 3:00 PM EST
Credits: CTP/CCM: 4.8 | FPAC: 4.8 | CPE: 4.8 |Field of Study: Information Technology – Technical
Learning Objectives
- Leverage AI tools to generate, debug, and optimize formulas, accelerate modeling tasks, and enhance overall financial productivity
- Apply modern Excel features and dynamic functions to streamline treasury and FP&A data processing, modeling, forecasting, reporting, and decision-support workflows
- Develop and communicate advanced financial analyses—including sensitivity, scenario, optimization, and simulation—using interactive dashboards, PivotTables, and AI-assisted visualizations tailored to decision-makers
Description
*Learners must attend both sessions to receive credit*
AFP’s Excel virtual workshop is designed to meet the evolving needs of treasury and FP&A professionals by incorporating advanced Excel features and AI-powered tools such as Microsoft Copilot and ChatGPT. The program emphasizes interactive, hands-on learning through real-world case studies. Participants gain practical techniques to enhance productivity, improve modeling accuracy, and communicate insights more effectively. By reflecting current technological trends, the training is structured to drive measurable outcomes and enable professionals to deliver greater value within their organizations.
Speaker:
Dr. Bill Hu